Sage 50
Juan M. Verhelst
Financial Accountant Consultant
Summary
Financial Accountant Consultant with 15 years of experience in the US accounting/Bookkeeping market, specializing in remote work. Skilled in applying U.S. Generally Accepted Accounting Principles and navigating Honduran income tax laws. Seeking opportunities to provide outsourced bookkeeping services to small companies and entrepreneurs, certified in Intuit Bookkeeping and on track to become a QuickBooks Online Advisor Pro by August 30th 2023. Continuously advancing accounting studies to excel in the field.
Experienced Accounting Consultant offering 15-year background analyzing and evaluating invoices and balance statements. In-depth knowledge of accounting and financial principles coupled with familiarity of day-to-day accounting tasks. Strong communicator well-versed in performing budgeting and financial planning
Overview
17
17
years of professional experience
1
1
Language
Work History
Financial Accountant Consultant
Self-employed
San Pedro Sula
01.2007 - Current
- Assist the business owner to establish the goals in accounting and finance in their companies
- Assessed data and information to verify entry, calculation, and billing code accuracy.
- Organized budget documentation and tracked expenses to maintain tight business controls.
- Implementing Sage 50 Accounting System in small and medium-sized companies, optimizing the accounting function and providing business owners with precise data for decision-making in operations, financing, and investing
- Delivered exceptional project management and addressed complex business strategy for senior leadership.
- Training key personnel in system usage and assigning their roles, achieving a maximum error rate of 1.5% in transaction categorization
- Utilizing client's trial balance to ensure accurate categorization and booking of source documents, achieving a maximum error rate of 1.5% in transaction categorization
- Used double-entry accounting methods and check backs to manage daily entries to general ledgers.
- Delivering comprehensive management reports to clients on the 10th day of the following accounting period, highlighting actual versus budgeted results and recommending strategies to minimize unfavorable variances
- Timely preparation and submission of monthly sales tax return to the country's tax authority (SAR) before the 10th day of the following month, preventing fines
- Expertly developed income tax returns to minimize company's tax liability by leveraging deductible expenses according to fiscal law, meeting the deadline of April 30th of the following fiscal year
- Designing of budgeting systems to effectively compare actual results with budgeted results, enabling timely correction of deviations from plan to achieve the financial goals of the company.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Maintained updated records of all financial transactions to support traceability.
- Mitigated impacts on financial accounting and business operations by working proactively to identify and resolve strategic concerns.
- Contributed to financial and operational risk reduction by evaluating effectiveness of controls and subsystems.
- Reported financial data and updated financial records in ledgers and journals.
- Enhanced customer satisfaction by uncovering and correcting outstanding financial problems and account errors.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Analyzed and prepared annual budgets to contain costs, minimize losses and assure compliance with internal controls.
Education
Bachelor of Science - Applied Science And Engineering
United States Military Academy
West Point,NYMaster of Business Administration - Finance
I.T.E.S.M
MonterreySkills
Account reconciliation specialist
undefinedSoftware
Timeline
Financial Accountant Consultant
Self-employed
01.2007 - Current
Bachelor of Science - Applied Science And Engineering
United States Military Academy
Master of Business Administration - Finance
I.T.E.S.M
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