Bookkeeper

• May 2023 - Present

Bookkeeper

• Nov 2018 - May 2023

• Manage accounts payable and receivable using QuickBooks, including processing and paying vendor invoices, tracking deposits and expenditures, and reconciling accounts against bank statements. • Process supplier or client invoices in a timely and accurate manner daily, ensuring documents are accurately recorded and suppliers are paid in accordance with their terms. • Communicate with clients, negotiate annual agreements, collect payments, and assist in applying for PPP Loans. • Ensure employee timecards are submitted and approved in a timely manner, verifying employee time to administer accurate weekly payroll for all salaried and hourly employees. • Proactively anticipate clients’ needs and propose solutions to current or future challenges by creating a new system to optimize accounting teamwork. • Protect the company's value by keeping information confidential, while providing clerical and administrative support to management as requested. Show less

Tax Preparer

• Jan 2022 - Mar 2022

• Operated independently and also within a team environment, assisting more experienced tax preparers in providing tax preparation and consulting services to a diverse base of clients. • Operated independently and also within a team environment, assisting more experienced tax preparers in providing tax preparation and consulting services to a diverse base of clients.

Office Clerk Assistant

• Mar 2017 - Jun 2019

• Used QuickBooks to organize records of financial transactions, create invoices and estimates, control sales, and perform general bookkeeping duties as assigned. • Answered incoming phone calls in a professional manner, determining the purpose of the call, providing information as requested, and forwarding calls to appropriate personnel. • Sorted and routed incoming mail, either paper or electronic, to the intended recipient while performing clerical duties such as photocopying, filing, and data entry. Show less

Office Manager

• Mar 2002 - Jul 2013

• Managed accounts payable and receivable and assisted with daily and weekly bookkeeping functions. • Performed office management duties including ordering supplies, controlling employees’ schedules, preparing correspondence, and coordinating outside vendor services. • Administered office budget using excellent cost control and prioritization skills, enabling the company to maintain strong profits and open a branch office in a neighboring city. • Interviewed, hired, and onboarded new employees with qualifications matching requirements. • Promptly responded to customers’ requests, issues, and concerns to ensure high customer satisfaction and repeat business. Show less