Accountant

• Feb 2021 - Present

Virtual Bookkeeping Professional

• Jan 2020 - Present

• Partner with clients to clean-up, catch-up or take on their bookkeeping so they can focus on growing their business.• Create new QuickBooks Online (QBO) accounts for clients and walk them through using the program to view how their business is doing financially at any time.• Create a customized Chart of Accounts for clients to help them better track their finances in a way that makes sense to their specific needs.• Assist clients who already have QBO accounts in cleaning up their books, whether they have been completely neglected or not entered correctly.• Create reports to illustrate to clients the health of their business and where they can make changes and improvements that will increase their revenue.

Medical Secretary

• Jan 2016 - Jan 2019

• Served as liaison between patients, physicians, and staff, providing routine information to patient inquiries.• Scheduled appointments and procedures for patients.• Completed requisitions/orders in the electronic medical record. • Maintained physician’s daily appointment schedule and calendar, scheduled meetings, arranged conference calls.• Transcribed medical documents such as physician’s letters, correspondence, nurse’s notes, and manuscripts. • Served as liaison between patients, physicians, and staff, providing routine information to patient inquiries.• Scheduled appointments and procedures for patients.• Completed requisitions/orders in the electronic medical record. • Maintained physician’s daily appointment schedule and calendar, scheduled meetings, arranged conference calls.• Transcribed medical documents such as physician’s letters, correspondence, nurse’s notes, and manuscripts.

Meeting Planner

• Nov 2014 - Sep 2015

• Managed meeting/event planning for a variety of meetings, conferences and workshops.• Developed and tracked budgets to ensure revenue and expenses were kept within established boundaries and reconciled event invoices.• Ensured all logistical details including room set-up, audio visual, transportation, housing, and food and beverage for meetings were planned effectively.• Participated in contract negotiations and evaluations with a variety of vendors for meetings.• Participated in the strategic planning meetings for all meetings and events to ensure continual improvement.• Monitored and met timelines and tight deadlines for multiple events.• Established, developed and maintained good relationships with clients and suppliers.• Managed multiple meetings and projects simultaneously while maintaining highest level of client and customer satisfaction.