Meticulous accounting professional bringing [Number] years of experience in strategic planning, customer relationship management, and account reconciliation. Strong Quickbooks and [Software] proficiency with precise and accurate nature. Expertise in financial data entry and record-keeping.
Overview
17
17
years of professional experience
Work History
Billing & sales tax clerk
Robert Half & Accountemps
09.2021 - 07.2024
Part time – Billing & sales tax clerk 09/27/21 to 04/30/24
Administrative Accounting Assistant
Robert Half & Accountemps
01.2022 - 07.2022
Part time – Administrative Accounting Assistant 01/2022 – 07/2022
Maintained strict confidentiality of sensitive financial data, protecting company integrity and privacy rights of individuals involved.
Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.
Assisted in tax preparation, ensuring accurate and compliant submissions.
Full Charge Bookkeeper
L&M Construction Co, Inc.
07.2018 - 04.2021
Full Charge Bookkeeper – Primary duty was creating estimates, quotes, billing/invoicing & preparing AIA docs for commercial remodels, managing payables, payroll, collections, bank, and credit card reconciliations
Ensured the company financial needs were covered with deposits and transfers from credit line account.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Improved cash flow management by monitoring outstanding invoices closely and following up on overdue payments proactively.
Handled day-to-day accounting processes to drive financial accuracy.
Contribution Coordinator
TIC, Inc
12.2017 - 06.2018
Contribution Coordinator –Data entry, auditing, and reconciliation of member benefits of local unions.
Entered data, generated reports, and produced tracking documents.
Front Desk Receptionist
Kenneth DeCoursey, CPA PA
01.2017 - 04.2017
Front Desk Receptionist – Handling four incoming lines, scheduling appointments for two tax preparers, greeting clients, reviewing incoming client paperwork, reviewing completed taxpayer paperwork when it was picked up average of fifteen clients per day, managing incoming and outgoing mail and emails, scanning client file contents, and filing complete files.
Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
Scheduled, coordinated and confirmed appointments and meetings.
Managed high-volume phone calls, directing inquiries to appropriate personnel for prompt resolution.
Supported administrative tasks such as filing, data entry, and document preparation for more efficient office workflow.
Handled sensitive customer information with confidentiality, adhering to company privacy guidelines.
Expedited check-in and check-out procedures for guests, ensuring seamless experiences during their visits.
Revenue Analyst Clerk
Fry Wagner Moving & Storage
08.2013 - 01.2017
Revenue Analyst Clerk – billing commercial moves average of fifteen per week, monthly services invoice of 10 a month, calculating sales staff commissions and other jobs as assigned.
Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
Reduced errors in data entry by carefully inputting information into computer systems with attention to detail.
Full Charge Bookkeeper/Office Mgr.
Mid City Collision Repair, Inc. (part time from 07/31/13 to 10/31/14)
09.2008 - 10.2014
Full Charge Bookkeeper/Office Mgr.: Duties included billing and collections of Accounts Receivable, daily deposits
Submitting insurance claims and supplements
Managing Accounts Payable, Payroll for ten employees, Collections, busy phones, monthly sales and use tax, General Ledger, journal entries
Bank and credit card account reconciliations, investigating problems and resolving them
Assisted the shop manager with writing up customer estimates, ordering parts finding, other sources for when parts are not available from normal sources
My biggest accomplishment was working with the independent owners lessening trunk down time to a minimum.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Processed vendor invoices efficiently, reconciling discrepancies and negotiating favorable payment terms when necessary.
Communicated regularly with clients regarding billing inquiries, resolving disputes fairly and maintaining strong professional relationships.
Managed payroll processing for 50+ employees, ensuring compliance with tax regulations and labor laws.
Completed tax forms in compliance with legal regulations.
Completed payroll for employees and maintained detailed records of procedures.
Administrative assistant
Recycle Technologies, Inc (Part time employment)
05.2007 - 06.2008
Administrative assistant: managing daily bank deposits, billing/invoice managing average of five per day, collections, customer service and filing and various other duties as requested by other office staff and the president of the company
My biggest accomplishment was setting up a printing system for the BOL to eliminate errors and speed up the process
I am told this system is in effect today
Full Charge Bookkeeper/Office Mgr.
Stinson Services, Inc (Part time employment)
05.2007 - 06.2008
Full Charge Bookkeeper/Office Mgr.: General contractor specializing in roofs, siding, and remodeling; office assistant dealing with all office functions, accounting, and phones
Billings average was three a week
Payables were twenty invoices per job
Using QuickBooks Contractor 2007 and Corecon a contractor accounting program
My biggest accomplishment was setting up the company books so each job had its own file, the office able to go totally digital
Education
Computer Programming -
DeVry Institute of Technology
Business Accounting -
Longview Community College
Skills
Adobe Acrobat
Google Chrome
Internet Explorer
Magic
Netscape
Photoshop
Movers Suite
Primac
Platinum
Peachtree
ProfitNet
Quick Books Pro 1999 - 2021
Quick Books Desktop & Online
Quick Books Contractor 2007
Continuous Learning Attitude
Organizational abilities
Spreadsheet Management
Client Confidentiality
Accounting software mastery
Time Management
Problem-solving abilities
Multitasking Abilities
Reliability
Bill Payment and Recordkeeping
Adaptability and Flexibility
Proactive and Self-Motivated
Accounts Receivable
Microsoft Office
Bank Statement Reconciliation
Cash Management
Data Entry
Accounts Payable
Payroll Preparation and Processing
Purchase Orders
Handling Confidential Materials
Self Motivation
General Ledger Management
Account Reconciliation
Continuous Improvement
Inventory Management
Data Entry and 10-Key
Vendor relationships
Statement Review
Financial Recordkeeping
Cost Estimation
Word Processing
Generally Accepted Accounting Principles
Expense Reports
Quickbooks
Vendor Record Management
Document Coding and Classification
Bookkeeping Support
Personal Bookkeeping
Cloud accounting
Loan and Account Monitoring
Additional Information
I have helped friends get their businesses set up, find vendors to provide quality products at the best. Connected friends so they can make volume purchases from the same provider. Show them how to figure product costs so they can calculate cost and profits on their own as the cost of supplies changes. During the Covid pandemic I collaborated with neighbors to form a group to check on seniors and house bound people to make sure they had food and medicine as needed. Helped get those who could set up home deliveries or curbside pickups.
Timeline
Administrative Accounting Assistant
Robert Half & Accountemps
01.2022 - 07.2022
Billing & sales tax clerk
Robert Half & Accountemps
09.2021 - 07.2024
Full Charge Bookkeeper
L&M Construction Co, Inc.
07.2018 - 04.2021
Contribution Coordinator
TIC, Inc
12.2017 - 06.2018
Front Desk Receptionist
Kenneth DeCoursey, CPA PA
01.2017 - 04.2017
Revenue Analyst Clerk
Fry Wagner Moving & Storage
08.2013 - 01.2017
Full Charge Bookkeeper/Office Mgr.
Mid City Collision Repair, Inc. (part time from 07/31/13 to 10/31/14)