Experience

Specialty Bookkeepers & Tax

• United States
• Accounting
• 1 - 100 Employee

• Bookkeeping Guru - Pod Leader

  • Sep 2022 - Present

  Managing relationships with 14 businesses, training and managing 2 team members, responsible for start to finish on large cleanups, sales tax and hotel tax filings, onboarding new clients, creating SOP's, software integration, mapping, and troubleshooting, payroll integrations, basic payroll oversight and mapping, revenue and expense coding, bank, credit card, loan and merchant reconciliations, managing depreciation, journal entries, 1099's, preparing and presenting balance sheet and income… Show more Managing relationships with 14 businesses, training and managing 2 team members, responsible for start to finish on large cleanups, sales tax and hotel tax filings, onboarding new clients, creating SOP's, software integration, mapping, and troubleshooting, payroll integrations, basic payroll oversight and mapping, revenue and expense coding, bank, credit card, loan and merchant reconciliations, managing depreciation, journal entries, 1099's, preparing and presenting balance sheet and income statements to clients, workers compensation and other audit preparations. Software: QuickBooks Online, Xero, Dext, Melio, Corpay, Gusto, ADP, Paychex, Square, Stripe, Shopify, Divvy, Bookkeep, Loom, Keeper (practice management), Office, etc. Currently obsessed with: Clean up projects, Profit First, Cash flow projections

• Lead Bookkeeper

  • May 2022 - Sep 2022

  Managing relationships with 11 businesses, training and managing new team member, responsible for large cleanups, sales tax filings, onboarding new clients, creating SOP's, software integrations, revenue and expense coding, bank, credit card and loan reconciliations, managing depreciation and inventory, journal entries, preparing and presenting financials to clients.

• Bookkeeper

  • Mar 2022 - May 2022

  Relationship building with 7 businesses, as well as, revenue and expense coding, bank, credit card and loan reconciliations, managing depreciation and inventory, journal entries, preparing and presenting financials to clients.



Boutiq 🪶

• United Kingdom
• Retail
• 1 - 100 Employee

• Finance + Accounting Associate

  • Dec 2021 - May 2022

  As finance and accounting associate my responsibilities included tracking revenue, expenses, and preparing financial reports by property for 13+ properties, reporting revenue and issuing tax payments to various jurisdictions; maintaining corporate contract labor hours, issuing vendor payments, coding corporate expenses, 1099 issuance, maintain general ledger structure, bank and credit card reconciliations, journal entries, and preparing financial statements.



Tide + Co.

• Accountant | Bookkeeping Services

  • Apr 2018 - May 2022

  I provide bookkeeping for businesses and contract with bookkeeping and CPA firms. I help business owners set up accounting systems, manage accounts receivable, accounts payable, payroll, clean up projects, catch up projects, vendor payments, balancing bank and credit card accounts, budget, forecasting and financial statement creation, while helping clients identify best practices and simplify processes as it relates to accounting.



Evergreen Commons

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Communications Specialist

  • Jan 2019 - Apr 2020

  Holland, MI As the communications specialist, for 2 facilities which served different populations, I was responsible for managing meetings, creating a variety of monthly visual, printed and digital communications to 6,000 members, clients, and donors, updating and managing the website, managing annual reports process, and managing social media content. In this role I was also responsible for coordinating communication of various large systems and building projects and managing dozens of large annual… Show more As the communications specialist, for 2 facilities which served different populations, I was responsible for managing meetings, creating a variety of monthly visual, printed and digital communications to 6,000 members, clients, and donors, updating and managing the website, managing annual reports process, and managing social media content. In this role I was also responsible for coordinating communication of various large systems and building projects and managing dozens of large annual events ranging from 250-1200 guests. Show less



Freelance

• Egypt
• Human Resources
• 1 - 100 Employee

• Contractor + Stay-at-Home Mom

  • Mar 2001 - Jan 2019

  As a stay at home parent I had the opportunity to work on personal growth, volunteer work, learning new skills, and launched a business. Photography business: While photography was a large departure from my accounting career, my accounting skills were extremely important for budgeting, accounts receivable, payables, taxes, and preparing financial statements. In addition it allowed me to hone skills in customer service, project management, presentations, and sales. Volunteer work:… Show more As a stay at home parent I had the opportunity to work on personal growth, volunteer work, learning new skills, and launched a business. Photography business: While photography was a large departure from my accounting career, my accounting skills were extremely important for budgeting, accounts receivable, payables, taxes, and preparing financial statements. In addition it allowed me to hone skills in customer service, project management, presentations, and sales. Volunteer work: Through a variety of volunteer opportunities I taught youth groups, mentored students, oversaw community service projects, large community events, fundraising, budgeting and financial oversight for various programs, reporting and presenting financials, communications, conflict management. I also taught accounting concepts to small business owners, taught families budget management, assisted with community school summer lunch programs, and helped organize and lead annual 5K and half marathons for 900+ runners. Other: I learned to design and manage websites, completed 2 bookkeeping certification programs, took additional accounting classes, became a Quickbooks Pro Adviser, and a Xero Accounting Advisor. Show less



SunTrust

• United States
• Financial Services
• 700 & Above Employee

• Accountant

  • Oct 1999 - Dec 2001

  Baltimore, Maryland Area As staff accountant I was responsible for monthly calculations of leases, running month end accounts receivable reports and reviewing for accuracy, preparing journal entries, balancing general ledger accounts, special projects, and preparing and assisting during audits.



Dupuis & Ryden, CPA's

• Staff Auditor

  • Aug 1997 - Sep 1999

  Flint, MI As a staff auditor for Dupuis & Ryden I reported to the leader auditor or Partner during annual audits of government entities, non-profits, and Indian tribes. During audits I would be responsible for tracing accounting transactions from invoices, payments, bank statements, journal entries, etc. ensuring that transactions were properly accounted for under GAAP.



Saturn Electronics & Engineering

• United States
• Automotive
• 100 - 200 Employee

• Accounting Specialist

  • Sep 1994 - Aug 1997

  Various locations, Michigan I held various positions at Saturn Electronics and Engineering while I was pursuing my accounting degree. My responsibilities included managing accounts receivable, balancing bank statements, managing customer collections and damages with carriers, reconciled general ledger accounts, and was assigned special projects.