QuickBooks Desktop
Cassaundra Edwards
Bookkeeper/Accountant
Lexington,NC
Work Preference
Summary
Experienced and detail-oriented bookkeeper with a proven record in accounts receivable, accounts payable, payroll, data entry, auditing, and office administration. Renowned for strong problem-solving abilities, accuracy, and an unwavering commitment to exceeding expectations. Skilled in personnel training and development, with rapid adaptability to new technologies and systems.
Expertise: General Ledger, Bank & Credit Card Reconciliation, Accounts Payable, Accounts Receivable, Payroll, Expense Reports, Deposit Processing, Financial Reporting, Auditing (notably effective in error detection)
Overview
27
27
years of professional experience
2
2
Certificates
1
1
Language
1
1
year of post-secondary education
Work History
Bookkeeper
Sandy’s Advantage Plus
05.2005 - Current
- Manage accounts receivable and accounts payable for 100+ clients, including invoicing, statements, and collection notices
- Match invoices to receipts and verify pricing accuracy
- Complete all deposit activities and post transactions to appropriate accounts
- Prepare and process month-end financial reports for controller and tax accountant
- Ensure compliance with tax regulations, including calculation of sales tax, payroll taxes, and quarterly filings
- Key Achievements:
- Owner of successful bookkeeping business for 20 years
- Consulted with businesses on tax-saving strategies, saving clients significant amounts (e.g., $40,000 on obsolete inventory)
- Maintained exceptional work ethic and efficiency, managing the workload of two staff members during company downsizing
- Identified and addressed employee theft
- Instructor for QuickBooks at Davidson County Community College (DCCC) – Davidson Works per requests
Bookkeeper
Delhaize America – Food Lion, LLC
Salisbury, North Carolina
11.2008 - 02.2013
- Managed coupon contracts for over 1,200 Food Lion stores
- Oversaw real estate property billing and company-wide billing issues
- Maintained bookkeeping and daily journal entries; prepared financial reports for CEO review
- Provided outstanding customer service, addressing client inquiries and concerns
- Handled executive administrative tasks
- Key Achievements:
- Significantly shortened the Accounts Receivable cycle, greatly improving cash flow
- Led a 20-year reconstruction of attorney trust fund, ensuring license retention and compliance
- Negotiated vendor discounts resulting in 3% annual savings
- Enhanced coupon tracking and control, implementing new operational procedures
- Identified tax preparer errors, resulting in client receiving a $15,000 refund
- Trained QuickBooks users with varying levels of experience
Education
Accounting Degree - Accounting
Brookstone College of Business
Greensboro, NC 05.1998 - 02.1999
GED -
Davidson County Community College
Thomasville, NC05-1993
Skills
MS Office Suite (Word, Excel, Outlook, PowerPoint)
Certification
Certified Advanced QuickBooks ProAdvisor - 2012 - current
Accomplishments
- Served as the sole Bookkeeper for a $10-20 million retail, construction, and manufacturing companies.
- Significantly shortened the Accounts Receivable cycle, greatly improving cash flow.
- Led a 20-year reconstruction of attorney trust fund, ensuring license retention and compliance - CPA requested.
- Negotiated vendor discounts resulting in 3% annual savings.
- Enhanced coupon tracking and control, implementing new operational procedures.
- Donated 33 hrs to a customer's book to identify tax preparer errors, resulting in client receiving a refund of over $16,000.
- Condensed a three person position to less than 20 hrs a week to save business money.
- Trained QuickBooks users with varying levels of experience.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations
- Lexington Area Chamber of Commerce - (2013 - 2019)
- American Institute of Professional Bookkeepers - (2013 - 2021)
- American Association of Nototaries - (2014-2016)
- National Association of Certified Bookkeepers - (2015 - 2022)
Quote
Life is like accounting, everything must be balanced.
Unknow Author
Software
QuickBooks Online
Xero
Microsoft 365
Excel
Word
QuickBooks Enterprise
ADP - Payroll
Sage Payroll
AS400 Programs
WordPerfect
Avante
Lotus
MS Works
MS Office Suite
Peachtree
PCLaw
Desktop Publisher
Splashtop
Titan (Accounting Program)
WordPerfect
Win Fax Pro
Outlook Express
Sage 100 ERP (MAS 90)
SMS/Citrix
TeamViewer
Zoom
Shopify
DacEasy Accounting - Discontinued by Sage
Languages
English
Full Professional
Interests
Spending time with my two dogs - Honey & Roscoe
Learning new things
Reading
Keeping up with the news
Timeline
Bookkeeper
Delhaize America – Food Lion, LLC
11.2008 - 02.2013
Bookkeeper
Sandy’s Advantage Plus
05.2005 - Current
Accounting Degree - Accounting
Brookstone College of Business
05.1998 - 02.1999
GED -
Davidson County Community College
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