Anna Leh

• Analyzed the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
• Advised management on short-term and long-term financial objectives, policies, and actions.
• Evaluated need for procurement of funds and investment of surpluses and made appropriate recommendations while opening 6 new locations of Spread Bagelry.
• Developed and maintained relationships with banking, insurance, and non-organizational accounting personnel to facilitate financial activities.
• Communicated regularly with construction and equipment company while developing positive relationships with vendors
• Prepared payroll for 200+ employees biweekly.
• Reported directly to the CFO of Meridian Venture Partners (majority owner of Spread) and collaborated on budgets as well as cash flow needs
• Managed an A/P employee and advised her on appropriate time and amounts to remit payments to vendors
• Become proficient on Toast POS and Toast Payroll while excelling in mapping and integrating these software programs to Quickbooks online
• Gained experience on 5-Out, Xtrachef, and 7 Shifts restaurant planning and accounting software.
• Prepared month end financial reports for all 16 locations within 10 days of month end

• Worked regularly with attorneys of this firm to assist them in learning the foundations of accounting
• Taught the intricacies of online accounting with Quickbooks Online software
• Prepared financial reports while guiding them through the process of doing so self-sufficiently
• Kept books up to date with legal compliance including preparing their Trust account for potential audits
• Prepared 1099s along with other year end accounting including depreciation entries
• Assisted in creating budgets whilst training staff in the basics of budget preparation
• Became well acquainted with Practice Panther accounting software; including how they integrate with Quickbooks Online

• Received, recorded, and banked cash and checks.
• Created and sent biweekly invoices to all families.
• Ran Tuition Express ACH processing software biweekly to collect payments from families for childcare services provided.
• Prepared and processed biweekly payroll via Quickbooks while keeping all employee paperwork organized and up to date. Calculated and prepared checks for taxes, utilities, and other payments.
• Performed general office duties such as drafting daily responses to parent emails regarding billing questions and filing all paperwork in the cloud for easy access by the daycare’s owners.
• Monitored status of loans and accounts to ensure payments are up to date.
• Eliminated discrepancies in finances by expertly documenting expenses, monitoring income, handling bank deposits, reconciling, and managing statements.
• Managed the company’s 1099 vendors including creating W-9s, filing taxes and mailing out 1099s at year end.

• Created reports for Quickbooks Live clients to review financial status and trends, including A/R aging report, payroll analysis and budget vs. actual.
• Prepared journal entries for account reconciliations and reconciled general ledger accounts on a monthly basis.
• Created custom reports to track sales by customer, product or vendor depending on the individual needs of each client. Honed ability to analyze cost control, providing timely and frequent financial information that supports clients’ business goals and objectives.
• Consistently demonstrated talent for quickly learning new tasks and completing assignments ahead of schedule while maintaining a high degree of accuracy which led to a swift promotion within Intuit.
• Communicated frequently with all 50 of my assigned clients while working independently in a remote setting.
• Scheduled client appointments to guide and empower each subscriber in an effort to assist them better understanding Quickbooks and fully utilizing the software for their bookkeeping needs.

• Performed all AR/AP, bank reconciliations, and reviewed credit card statements monthly for our 25 clients.
• Did reconciliation of credit cards and bank accounts while creating monthly financial statements.
• Became proficient in Quickbooks online while doing daily review and entry of all banking transactions.
• Managed payroll processing of biweekly, weekly, and monthly employees for various local clients.
• Entered and maintained accurate records of new hires and terminations to prevent legal action.

• Reconciled daily credit card deposits and assisted with monthly financial reports.
• Maintained accounts payable documentation electronically and on paper.
• Handled cash deposits using the proper accounting procedures and documentations.
• Communicated with managers and chefs regarding work products and policies.
• Did bookkeeping via Quickbooks including accounts payable, bank reconciliation, payroll, and labor tracking.

• Supported the successful completion of audits, preparing thorough documentation as needed.