Brenda Richard
Port Arthur,TX
Summary
Experienced with maintaining accurate financial records and tax preparation. Utilizes in-depth knowledge of QuickBooks to successfully perform accounts payable, accounts receivable and tax filing. Ability to work in a face paced environment while completing required duties on a timely manner. Knowledge of healthcare coordination and referral management to streamline compliance and patient care.
Overview
20
20
years of professional experience
Work History
Medical Referral Specialist/Scheduler
Dr. Pete O'Donald, DPM
08.2024 - 08.2025
- Handled patient scheduling and insurance verification via Athena.
- Answered multi-line phones while keeping a pleasant demeanor with patients
- Collected appropriate insurance information to validate rather patient did or did not need a referral to see a specialist
- Worked daily in Athena to create, confirm, reschedule or cancel appointments
- Rooming patients and writing chief complaint, current medicines etc
Head Bookkeeper
AQUA GENESIS, LLC
03.2016 - 09.2023
- Processed accounts payable and receivable transactions
- Generated invoices for clients and tracked payments received from customers
- Payroll & 1099s
- Resolved billing discrepancies with vendors and/or customers promptly
- Prepared and filed federal tax returns, filed quarterly sales tax, and Franchise Tax
- Verified accuracy of vendor invoices against purchase orders prior to payment processing
- Monitored loans to assure payments were current
- Responsible for monthly rent and utility payments
Business Owner
INSTRUMENTATION TECHNOLOGIES & COMPONENTS
11.2005 - 12.2015
- Generated & processed accounts payable and receivable transactions via QuickBooks
- Payroll and 1099s
- Responsible for WOSB (woman-owned business) certification
- Resolved billing discrepancies with vendors and/or customers promptly
- Prepared and filed federal tax returns & quarterly sales tax
- Managed and entered cash deposits, credit card charges and sales entries to facilitate cash management
- Prepared bank deposits
- Matched purchase orders with invoices
- Paid and monitored business loans, utilities and other operational needs
- Prepared financial statements, including P&L sheets, income statements, and statement of cash flows
Skills
- A/P and A/R
- General Ledger Bookkeeping
- Microsoft Word and Excel
- Customer Relations and Service
- QuickBooks
- Payroll
- Tax Preparation & Filing
- Medical Insurance Referrals
- Athena Medical Software
Timeline
Medical Referral Specialist/Scheduler
Dr. Pete O'Donald, DPM
08.2024 - 08.2025
Head Bookkeeper
AQUA GENESIS, LLC
03.2016 - 09.2023
Business Owner
INSTRUMENTATION TECHNOLOGIES & COMPONENTS
11.2005 - 12.2015