What three words would you use to describe your role?
Dedicated, Empathetic, Decisive
Relationship Officer - Philippine National Bank
Bachelor of Business Administration, Management -University of the Philippines; Bachelor of Science, Accounting – Hunter College
Banking & Finance
If you could learn to do anything, what would it be?
Learn to play a musical instrument.
What’s the coolest (or most important) trend you see today?
In these quarantine days, I find Tiktok the coolest trend and very entertaining.
What would you most like to tell yourself at age 13?
Be yourself; Explore; Do not be afraid to make mistakes and learn from it.
What is the toughest accountant problem you’ve tackled? How did you handle it? How did you overcome the challenge?
In general, the toughest problem is dealing with unhappy clients. i.e. in my first month at 1-800Accountant, I had a client who requested another bookkeeper because I sent him so many questions on his transactions.
Apologized & explained why I needed to know his transactions to avoid any red flags.
Reached out to the client and asked him to allow me to complete one quarter before requesting to assign him a new bookkeeper. So far, I have been doing his books and payroll since 2015.
How do you define success?
I define personal success as having peace of mind and being happy on my achievements big or small. Success at work means achieving balance between customer satisfaction and meeting company goals.
Why do you love working for 1-800Accountant?
It is the teamwork that I love most. I started at 1-800Accountant with zero experience on tax preparation but the team made it easy for me. I cannot imagine myself working in a completely different environment.
How has virtual accounting been a great fit for clients?
Saves money, saves time, and could even save lives during a pandemic like the current situation that we are in.