Experience

• 

  Joly' Bookkeeping Services

  • Santa Rosa, CA

  • Owner/Operator

    • Aug 2015 - Present
    • Santa Rosa, CA

    Helping sole proprietors and business owners work ON their businesses, not IN their businesses!

• 

  Outdora

  • Bookkeeper

    • Apr 2015 - Jul 2017

    Invoicing, Payments, DepositsBill Entry, PO Closure, PaymentsPayroll, PR Tax Deposits, QuarterliesSales Tax Deposits, QuarterliesBank, PayPal, Credit Card ReconciliationsProcedure & Checklist Building, Recording, & MaintenanceFiling & Transaction Clean-up for Previous YearSetting up Internal Audits for Accuracy and Productivity

• 

  Overhead Door Company of Santa Rosa, Inc.

  • Customer Service

    • May 2014 - Apr 2015

• 

  Connections IT, Inc.

  • Bookkeeper

    • May 2013 - Apr 2014

• 

  Redwood Empire Vineyard Management, Inc.

  • Bookkeeper/Office Manager

    • Dec 2011 - May 2013

• 

  Redwood Empire Vineyard Management

  • Administrative Assistant

    • May 2008 - Dec 2011

    As an administrative assistant I reported directly to the viticulturist. Throughout the changing seasons, I kept track of pesticides, herbicides, seeds, vines, and other inventory items. I took care of nearly all of his correspondence via email and postal mail. I managed his calendar. I set up a system for tracking expenses and applications for the organic vineyards. I set up many office forms and templates and researched pricing for customer estimates to help with bidding for jobs. There were countless data-entry tasks that I executed on a day-to-day basis. In addition to reporting to the viticulturist, I daily entered handwritten time cards for 300-700 employees manually, with very rare errors. I became proficient in Microsoft Excel due to lists and budgets that I was tasked with managing. I taught myself how to create error-checking formulas and keep the 50 to 100 spreadsheets that I managed neat and clean and functional. Eventually, I assisted the bookkeeper with accounting for the inventory purchases and made sure they were billed for properly as a backup to the accounts receivable clerk. The bookkeeper also asked me to be a second to her on various items, including bank statement reconciliation and payroll. I was responsible for answering phones, handling walk-in customer service and parts deliveries. Also, I was the liaison between the office personnel and the IT company to help with any computer or network issues. I troubleshot various printer and computer issues as well. I worked hand-in-hand with the administrative assistant who reported directly to the CEO. During harvest, I was responsible for maintaining, reporting, and archiving the grape Brix levels, and managing harvest paperwork. In my fourth year of employment, the company hired some new administrative and accounting personnel, who I either assisted with training or fully trained. This led to my promotion to bookkeeper in December, 2011.

• 

  Analy Door Systems/Arbee Garage Door Company of Marin

  • Santa Rosa, CA

  • Office Manager

    • Nov 2004 - Feb 2008
    • Santa Rosa, CA

• 

  Overhead Door Company of Santa Rosa, Inc.

  • Santa Rosa, CA

  • Office Manager

    • May 2002 - Sep 2004
    • Santa Rosa, CA