Sofia Bongard

Owner at BooXkeeping San Diego East
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
미국 캘리포니아 샌디에이고, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Owner
      • 2021년 8월 - – 현재

      I have over a decade of experience in supporting client with controller services, accounting and bookkeeping in the San Diego metropolitan area. Started my career with Mexico City based companies in the global generic and biosimilar industries. My experience spans over more than two dozen different industries ranging from health and wellness, construction, property management, retail , hospitality, religious organizations, physician practices, among others. I have provided various services including: budgeting, monthly financial reporting, quarterly sales tax, direct reporting to CPA for tax returns, development of policies and procedures for reimbursements, accounts receivable, accounts payable, expense analysis, cash flow catered to start-ups, payroll, and expense optimization.

    • United States
    • Accounting
    • Accounting Bookkeeper
      • 2015년 - – 현재

      This boss introduced to remote work and I love everything about it. Developed a new set of skills with straightforward communication. This boss introduced to remote work and I love everything about it. Developed a new set of skills with straightforward communication.

    • United States
    • Accounting
    • 1 - 100 Employee
    • Accountant
      • 2012년 9월 - – 현재

      First employee of this legendary company. Started as staff and within 2 years the company's exponential growth lead me to my first managerial position. Learned all the ins and outs of different industries' accounting processes, importance of making sure they are followed and updated, and the meaning of TEAM WORK. We were all in it together to make the magic happen. First employee of this legendary company. Started as staff and within 2 years the company's exponential growth lead me to my first managerial position. Learned all the ins and outs of different industries' accounting processes, importance of making sure they are followed and updated, and the meaning of TEAM WORK. We were all in it together to make the magic happen.

    • International Affairs
    • 1 - 100 Employee
    • Office Accountant
      • 2016년 4월 - 2022년 3월

      CENEU is a unique company that allowed me to understand the ins and outs of a startup. I have been challenged to encompass ALL aspects of a company and the integrations with other agencies.The focus was revitalize process and procedures with everchanging regulations; know and record money coming in and out. But most importantly, building trust with the owners; understanding their needs and priorities, helped me better assist them with fulfilling the financial goals. CENEU is a unique company that allowed me to understand the ins and outs of a startup. I have been challenged to encompass ALL aspects of a company and the integrations with other agencies.The focus was revitalize process and procedures with everchanging regulations; know and record money coming in and out. But most importantly, building trust with the owners; understanding their needs and priorities, helped me better assist them with fulfilling the financial goals.

    • United States
    • Insurance
    • 1 - 100 Employee
    • Accountant and Claims Specialist
      • 2010년 - 2012년

      The experience here ranged from cold calling to personal accounting services. The biggest achievement was learning to take NO as the only, unchangeable answer...for that moment.Added a Fire & Casualty license to my curriculum, received numerous sales training and helped strangers protect their assets. The experience here ranged from cold calling to personal accounting services. The biggest achievement was learning to take NO as the only, unchangeable answer...for that moment.Added a Fire & Casualty license to my curriculum, received numerous sales training and helped strangers protect their assets.

    • Switzerland
    • Pharmaceutical Manufacturing
    • 700 & Above Employee
    • Business Planning Intern
      • 2008년 - 2010년

      First work experience was INCREDIBLE! Getting to work alongside Legal, Marketing and Sales departments, encouraged me to dig deeper in the why's and how's needed to respond to budget deviations to HQ. It wasn't just the technical and software knowledge that I gained, it was also the cultural awareness that came from working for a worldwide company. First work experience was INCREDIBLE! Getting to work alongside Legal, Marketing and Sales departments, encouraged me to dig deeper in the why's and how's needed to respond to budget deviations to HQ. It wasn't just the technical and software knowledge that I gained, it was also the cultural awareness that came from working for a worldwide company.

Education

  • TECNOLÓGICO DE MONTERREY
    Bachelor's degree, Public Accounting and Finance
    -

Community

You need to have a working account to view this content. Click here to join now