Tatiana V. Soltan

Bookkeeper at Accountability Plus, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Santa Barbara, California, United States, US
Languages
  • Russian -

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Kelly Kaufman

Tania brings energy and enthusiasm to the classroom and is very focused on her studies. I know she will excel in the accounting field because of her dedication, her work experience and positive outlook. I really enjoy being together with Tania at the Technology Development Center.

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Credentials

  • LinkedIn Quick Tips
    LinkedIn
    Oct, 2022
    - Nov, 2024
  • Certified Transformational Life Coach
    The Awakened School

Experience

  • Accountability Plus, Inc.
    • United States
    • Accounting
    • 1 - 100 Employee
    • Bookkeeper
      • Jul 2023 - Present

      Performing general bookkeeping, account management and client services to ensure our clients books are maintained to the highest accounting standards. Performing general bookkeeping, account management and client services to ensure our clients books are maintained to the highest accounting standards.

  • The Awakened Business School
    • United States
    • Certified Transformational Life Coach
      • Jul 2020 - Present

      I help women and men increase their confidence, personal presence and magnetism so that they can make the impact and income they desire. I help women and men increase their confidence, personal presence and magnetism so that they can make the impact and income they desire.

  • Brave Thinking Institute
    • United States
    • Professional Training and Coaching
    • 1 - 100 Employee
    • Dream Builder Life Coach
      • Jan 2014 - Present

      I empower people to find their passion and greater purpose in the important areas of their lives: vocation, relationships, health, creative expression and/or their time and money freedom. Inspiring my clients to pursue their dreams and to build the structure to live it out helps the world we live in in so many ways. Emboldening them for what they would love to do and assisting them to design a life they would love to live. I empower people to find their passion and greater purpose in the important areas of their lives: vocation, relationships, health, creative expression and/or their time and money freedom. Inspiring my clients to pursue their dreams and to build the structure to live it out helps the world we live in in so many ways. Emboldening them for what they would love to do and assisting them to design a life they would love to live.

  • Bartlett, Pringle & Wolf, LLP
    • United States
    • Accounting
    • 1 - 100 Employee
    • Client Accounting Services Specialist
      • Feb 2023 - May 2023

      * Maintain Accounts Receivables & Payables * Record and reconcile inventory, revenue, expenses and fixed asset activities * Accurately and efficiently prepared monthly financial statements and cash flow statements * Prepare payroll, payroll tax returns, and sales tax returns. * Prepare Forms 1096/1099 and Forms W-2/W-3. * Investigate and correct errors and inconsistencies in financial entries. * Analyze, develop and implement improvements or recommendations for clients. * Manage electronic files, documents, and schedules. Show less

  • Securitas Security Services USA, Inc.
    • United States
    • Security and Investigations
    • 700 & Above Employee
    • Corporate Accounts Payable Coordinator
      • Nov 2022 - Feb 2023

      Auditing and validating incoming invoices and charges in Oracle. Auditing and validating incoming invoices and charges in Oracle.

  • Church of Sweden, San Pedro
    • Auditor/Bookkeeper
      • Jun 2022 - Feb 2023

      Maintaining Quickbooks Online for all transactions, audits and bank reconciliations. Audited previous years both their manual and digital files for accuracy. Providing Correction as needed. Maintaining Quickbooks Online for all transactions, audits and bank reconciliations. Audited previous years both their manual and digital files for accuracy. Providing Correction as needed.

  • CudoForm Inc.
    • United States
    • Appliances, Electrical, and Electronics Manufacturing
    • 1 - 100 Employee
    • Accounts Payable and Purchasing Specialist
      • Apr 2018 - Jun 2022

      100% accuracy using QuickBooks for accounting, general journal and purchasing entries. • Maintained the Prepaids Account for yearly expenditures, balancing monthly Reconciliations regularly. • Sourced and processed purchase requests and created QB Purchase Orders within 1 hour of receipt. • Streamlined Excel consultant and expense forms providing training as needed. • Liaised with vendors on new accounts, purchases, account closures and negotiated service aagreements. • Efficiently handled domestic & international shipping, attaining 100% conformance from Customs Border Patrol. • Reduced incoming mail by 90% and in-house mail distribution time and costs by 85%. • Maintained general inventory supplies eliminating shortages and keeping employees happy. • Co-Created a 1st-time ever Inventory Management Systens standardizing consumables used in operations. Show less

  • Globe Life American Income Division: CV Organization
    • United States
    • Insurance
    • 1 - 100 Employee
    • Life Insurance Agent
      • Dec 2016 - Oct 2017

      As a Life Agent, I implemented all phases of the sales cycle from prospecting, appointment setting, and underwriting, to closing and follow-up. I engaged prospects in their homes, building rapport and presenting their no cost benefits, providing child safety kits and accidental insurance. Once the need was established to protect their families and homes, a presentation was made to outline the insurance that would best fit their families. I booked two appointments per hour off warm leads, closing 30% of appointments seen. I represented a full line of life insurance products, serving as a trusted advisor and expert. Show less

  • Robert Half
    • United States
    • Staffing and Recruiting
    • 700 & Above Employee
    • Bookkeeper/Office Manager
      • Jul 2016 - Dec 2016

      Working for an industrial refrigeration company, I was primarily responsible for their Purchasing functions. I sourced industrial equipment, created the purchase orders and followed up for timely delivery, keeping the service technicians informed of materials and parts ready for customer distribution. I managed a high volume of Accounts Payables weekly in Quickbooks Enterprise Pro. There was a high capacity of maintianing numerous clients and job files. New clients had to have congruous information in QuickBooks, the Excel database, Job Order numbering system and in the manual files. A very exciting part of the position included processing the bi-weekly Payroll. It involved accounting for 100% of the technicians time, recording the service reports, billable hours, non-billable hours and the materials to be charged to the jobs orders and reordering the expendable materials and supplies. Our customers were Invoiced montly reflecting the service provided in the form of labor, materials and parts sales as well as separate bid jobs. I was responsible to maintain the customer job files that included marrying the purchase orders, documentation, bills and invoices, ensuring open orders were not confused with completed work. I organized and managed daily office activities, shipping, receiving and special projects. Show less

  • Berkeley Marketing Group
    • Simi Valley
    • Account Manager
      • Oct 2013 - Jun 2016

      As the QuickBooks Administrator, I was responsible for all the financial aspects of the company: Sales, Invoicing, Accounts Payables, Accounts Receivables, Reports, HR, Payroll, Customer Statements. I was a full fledged Bookkeeper. I processed the bi-weekly Payroll, accounted for and submitted all payroll taxes in a timely manner. I reconciled multiple bank account statements and several credit card statements with no adjustments. I prepared monthly Income & Sales reports graphing results using pivot charts. I maintained customer and services database in QuickBooks and Excel, open purchase order logs and files. As were necessary, I updated technical reports, and prepared the reports for customer distribution. Show less

  • Independent Contractor
    • Camarillo, CA
    • Administrative Assistant / Proposal Writer
      • Sep 2013 - Mar 2014

      I researched open requisitions for School Board New Construction Measures. Writing and presenting the Requests for Proposals involved gathering background information on previous construction projects and the Inspectors proposed for the work. As Administrative Assistant I researched and wrote lecture material for multi-day Inner Healing Conference. I presented lectures on Personal Development, Inner Healing and Dynamic Leadership in Ministry. I wrote Goal Setting and Time Management material for a Business Mastermind group. I prepared outlines and lecture notes for mastermind presentation. Show less

  • VC Star Toastmasters
    • VP Membership
      • 2014 - 2014

      Recruit new members, Assist Guests through member introductions and hospitality; Highlight the membership benefits and get new members connected in the club.

    • VP Membership
      • 2014 - 2014

      As the 3rd highest ranking officer in the club, it was my responsibility to plan. organize and direct a program to keep our members interested and invite new members to join. I helped keep the club on track with weekly updates and highlighting the fun and cool things that happend at our meetings, especially welcoming our guests and announcing member anniversaries.

  • CBC Federal Credit Union
    • Oxnard, CA
    • Staff Accountant / Business Loan Processor
      • Apr 2012 - Sep 2013

      Perform credit reviews and financial analysis of Business Loans, Document adequacy of business loans and participation files. As Staff Accountant, balanced daily transactions of the credit union and branches. Prepared and processed daily U.S. Fed submissions, and weekly reports. Balances credit card advances with merchant settlements. Perform credit reviews and financial analysis of Business Loans, Document adequacy of business loans and participation files. As Staff Accountant, balanced daily transactions of the credit union and branches. Prepared and processed daily U.S. Fed submissions, and weekly reports. Balances credit card advances with merchant settlements.

  • Technology Development Center
    • Ventura, CA
    • Automated Financial Accounting Student
      • Oct 2011 - Apr 2012

      Automated Accounting Fast Track Program. Accounting Principles of dealing with a Sole Proprietorship and a merchandising business. Payroll Accounting. Accounts Receivables and Payables. Financial Statements. Intermediate Excel, Word and QuickBooks Premier. Automated Accounting Fast Track Program. Accounting Principles of dealing with a Sole Proprietorship and a merchandising business. Payroll Accounting. Accounts Receivables and Payables. Financial Statements. Intermediate Excel, Word and QuickBooks Premier.

  • Construction Testing & Engineering, Inc.
    • United States
    • Civil Engineering
    • 1 - 100 Employee
    • Office Administrator
      • Sep 2010 - Apr 2011

      Handled administrative functions of the Oxnard branch. Prepared and processed the monthly invoicing of $100K. Processed staff timecards and subcontractor invoices. Set-up, maintained, invoiced and reconciled customer contracts. Maintained office supplies, inventory and service contracts. Handled administrative functions of the Oxnard branch. Prepared and processed the monthly invoicing of $100K. Processed staff timecards and subcontractor invoices. Set-up, maintained, invoiced and reconciled customer contracts. Maintained office supplies, inventory and service contracts.

  • U.S. Census Bureau
    • United States
    • Government Administration
    • 700 & Above Employee
    • Office Operations Supervisor
      • Nov 2009 - Jan 2011

      Administrative Supervisor to oversee personnel, time cards and interview process. Trained new employees Administrative Supervisor to oversee personnel, time cards and interview process. Trained new employees

  • DawnGuard Academy
    • Camarillo, CA
    • Education Director
      • Sep 2004 - Oct 2009

      Educator, Transportation Coordinator, Financial Officer, Budgeting, Inventory Manager Educator, Transportation Coordinator, Financial Officer, Budgeting, Inventory Manager

Education

  • University of Connecticut
    BS, Marketing, Business Administration
    1976 - 1980
  • Technology Development Center
    Expected Graduation April 2012, Automated Financial Accounting
    2011 - 2012
  • The Awakened Business School
    Business Development
    2020 -
  • Ventura Adult and Continuing Education
    Accounting Certification, Computerized Financial Accounting
    2011 - 2012
  • The Awakened Business School
    Business, Management, Marketing, and Related Support Services
    2021 -
  • The Awakened Business School
    Business, Management, Marketing, and Related Support Services
    2021 - 2022
  • The Awakened Business School
    Life changing experience, Business, Management, Marketing, and Related Support Services
    2021 - 2022

Community

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