ALBERTO ARENAS
Dayton,OH
Summary
Bilingual accounting and bookkeeping professional with over 10 years of experience in managing full-cycle financial operations, customer service, and client acquisition. Skilled in enhancing financial accuracy, streamlining processes, and ensuring tax compliance for small businesses. Proficient in QuickBooks, Xero, Close CRM, Slack, and Microsoft Office. Recognized for strong communication skills, attention to detail, and professional customer interactions. Currently pursuing certifications as an Enrolled Agent (EA) and Certified Bookkeeper (CB).
Overview
12
12
years of professional experience
Work History
Founder – Bookkeeping & Tax Support Services
ACBS
Dayton, USA
05.2013 - Current
- Provide full-service bookkeeping to a portfolio of small and mid-sized businesses in the retail, service, and food industries.
- Record and reconcile all financial transactions, including sales, expenses, vendor payments, and customer invoices.
- Cleaned and reconstructed over five years of financial records for a client under IRS audit, achieving full compliance and restoring peace of mind.
- Review monthly sales reports and file monthly sales tax and payroll tax reports; ensure all records comply with IRS and state regulations.
- Process bi-weekly and monthly payrolls for multiple clients, maintaining accurate wage records, tax withholdings, and benefit deductions.
- Transition clients from manual record-keeping to QuickBooks Online and Xero, providing onboarding support and training.
- Assist clients with loan applications, vendor negotiations, and financial documentation required for business growth.
- Prioritize client satisfaction through clear communication, personalized service, and financial education to non-accounting clients.
Sales Director / Co-Founder – Financial Operations & Customer Engagement
Inflowlink
Dayton, USA
09.2016 - 12.2024
- Managed all internal accounting and financial reporting processes, including accounts receivable, accounts payable, payroll processing, and bank reconciliations.
- Generated monthly financial statements, including profit & loss, balance sheets, and cash flow reports to guide leadership decision-making.
- Oversaw budgeting and forecasting for operational and sales functions.
- Utilized Close CRM to manage sales leads, schedule follow-ups, track communication history, and support client onboarding.
- Made outbound cold calls and responded to inbound inquiries to promote company services and convert leads into long-term clients.
- Delivered consistent and professional customer service, resolving client issues with empathy, clarity, and follow-through.
- Maintained internal communications via Slack, coordinating with partners and support teams on customer requests, payment updates, and service resolutions.
- Built lasting client relationships through responsiveness, trust, and financial insight, resulting in long-term business retention.
Education
Associate Degree - Accounting
Penn Foster College
Scranton, PA07.2025
Skills
- Full-Charge Bookkeeping
- QuickBooks Online
- Xero
- Microsoft Excel
- CRM Software
- Sales Tracking
- Internal Communication
- Client Communication
- Financial Reporting
- Sales Tax Filing
- Payroll Tax Filing
- Cold Calling
- Customer Service
- Client Retention
- Conflict Resolution
- Empathy
- Communication
- Problem solving
- Customer service
Languages
- English, Professional Proficiency
- Spanish, Native Speaker
Technologies And Tools
- QuickBooks Online
- Xero
- Close CRM
- Slack
- Microsoft Excel & Office
- Google Workspace
Certifications And Development
- Enrolled Agent (EA), In Progress (IRS Certification)
- Certified Bookkeeper (CB), In Progress (AIPB)
Timeline
Sales Director / Co-Founder – Financial Operations & Customer Engagement
Inflowlink
09.2016 - 12.2024
Founder – Bookkeeping & Tax Support Services
ACBS
05.2013 - Current
Associate Degree - Accounting
Penn Foster College
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