Experience

MedExec CPAs: Physician Accounting & Consulting

• United States
• Accounting
• 1 - 100 Employee

• Lead Bookkeeper

  • Aug 2021 - Present



Leeds West Groups

• United States
• Vehicle Repair and Maintenance
• 1 - 100 Employee

• Staff Accountant

  • Apr 2014 - Jul 2021

  Collected and arranged financial information and entered details into Excel spreadsheets and QuickBooks desktop and Sage 100 financial management systems. Set up and improved accounting systems and processes to meet business needs and maximize effectiveness of operations. Reconciled 13 bank accounts from 40 stores in 3 entities on daily basis. Gathered information and documents to respond to billing disputes in time-sensitive and professional manner. Reviewed and reconciled general ledger accounts to assist with month-end, quarterly and year-end close. Entered, e-filed and mailed 1099's to vendors each year. Trained new bank reconciliation office employees and field employees. Trained and assisted store managers on their end-of-day cash drawer reconciliation and company policies.



Elements Therapeutic Massage

• Assistant Manager

  • Aug 2010 - Aug 2013

  I started as a Sales/Client Service Specialist and was promoted to Assistant Manager in 2012. Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences. Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service. Increased sales by driving operational efficiencies and building excellent customer rapport. Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies. Achieved recognition from senior management for contribution to store success, including managing sales, employees and operations to foster optimal performance. Opening and closing procedures.



H&R Block

• United States
• Retail
• 700 & Above Employee

• Accounting Office Associate

  • 2009 - Aug 2010

  Directed clients to appropriate accountants, answered phone calls and replied to office emails for excellent customer service. Reconciled company accounts, including credit cards and employee expenses. Reviewed documents for correct entry, completeness and accuracy. Maintained clean and organized files by keeping records up-to date. Assisted management with various office support. Directed clients to appropriate accountants, answered phone calls and replied to office emails for excellent customer service. Reconciled company accounts, including credit cards and employee expenses. Reviewed documents for correct entry, completeness and accuracy. Maintained clean and organized files by keeping records up-to date. Assisted management with various office support.



Stay At Home Mom

• Volunteer Work, Tax Returns, Math Tutor

  • Jun 1997 - Jul 2008

  Used positive reinforcement, repetition and review to help students master challenging material. Explained math concepts in caring and encouraging environment to help kids thrive and learn. Worked with students in classroom environments to provide educational support. Completed and filed individual tax returns at state and federal levels. Used positive reinforcement, repetition and review to help students master challenging material. Explained math concepts in caring and encouraging environment to help kids thrive and learn. Worked with students in classroom environments to provide educational support. Completed and filed individual tax returns at state and federal levels.



OppenheimerFunds

• United States
• Investment Management
• 500 - 600 Employee

• Reconciliations

  • May 1992 - Nov 1996

  Streamlined bookkeeping procedures to increase efficiency and productivity. Entered financial data into company accounting database for verification and reconciliation, maintaining accurate and current accounts at all times. Applied mathematical abilities on daily basis to calculate and check figures in all areas of accounting systems. Streamlined bookkeeping procedures to increase efficiency and productivity. Entered financial data into company accounting database for verification and reconciliation, maintaining accurate and current accounts at all times. Applied mathematical abilities on daily basis to calculate and check figures in all areas of accounting systems.