Experience

Wertz & Company, LLP

• United States
• Accounting
• 1 - 100 Employee

• Firm Administrator

  • Sep 2020 - Present

• Operations Administrator

  • Sep 2020 - Present



Whittier Trust Company

• United States
• Investment Management
• 100 - 200 Employee

• Administrator/Reception

  • Apr 2020 - Sep 2020



Sales Tax Resource Group

• Accounting
• 1 - 100 Employee

• Senior Tax Consultant

  • May 2016 - Apr 2020

• Administrator

  • Apr 2014 - May 2016

  Office Administrator/Paraprofessional. Managing new clients, budgets and process improvement. Assist with client audits and credit refund study projects. Working as a team with experienced professionals has been very rewarding in the Sales Tax arena.



CPRG-GS Medical, Inc.

• Manager

  • Aug 2011 - Mar 2014

  Managed 3 locations with the help of a great team. Implemented software conversion project; rehabilitated a failing AR department; trained staff on Best Practices and compliance issues in Worker's Compensation and litigation processes. Managed 3 locations with the help of a great team. Implemented software conversion project; rehabilitated a failing AR department; trained staff on Best Practices and compliance issues in Worker's Compensation and litigation processes.



ACH Properties, Inc.

• Anaheim Hills

• Bookkeeper

  • Jun 2009 - Jan 2014

  AR & AP w/QB for REO realtor for Century 21. Managed multiple property accounts; compliance with national banks and vendors for local properties via a multitude of Payables platforms specific to the banking industry. Prepared financials and standard reporting documents for year end tax preparation by CPA. AR & AP w/QB for REO realtor for Century 21. Managed multiple property accounts; compliance with national banks and vendors for local properties via a multitude of Payables platforms specific to the banking industry. Prepared financials and standard reporting documents for year end tax preparation by CPA.



Valentine Chiropractic

• Fountain Valley

• Office Manager

  • Apr 2004 - Jul 2011

  Oversight of all aspects of Operations: onboarding; orientation and training of new hires; patient education seminars; AR billing/collections; responsible for with HIPAA, ICD9 and CPT coding for accuracy and compliance. Set goals for our team and made sure to meet them! Oversight of all aspects of Operations: onboarding; orientation and training of new hires; patient education seminars; AR billing/collections; responsible for with HIPAA, ICD9 and CPT coding for accuracy and compliance. Set goals for our team and made sure to meet them!



Master Pest Termite

• Bookkeeper

  • Sep 2009 - May 2011