Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Destiny Tarzon

Cheyenne,WY

Summary

Results-driven account management and customer success professional with over 3 years of experience supporting small businesses through SaaS platforms and financial services. Skilled in managing a large and growing book of business while driving client retention, expansion, and satisfaction. Proficient in analyzing customer data to assess account health and deploy targeted outreach strategies. Known for delivering high-quality consultative service, building strong relationships, and identifying upsell opportunities tailored to client needs. Deep understanding of Gusto and other financial SaaS tools including QuickBooks and ADP. Strategic thinker with a customer-first mindset who thrives in fast-paced, tech-enabled environments.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Owner

Straight to the Point Bookkeeping, LLC
01.2024 - Current
  • Managed full-cycle bookkeeping processes for diverse clients.
  • Implemented streamlined invoicing procedures to enhance cash flow efficiency.
  • Utilized QuickBooks for accurate financial reporting and reconciliations.
  • Trained clients on best practices for financial record management.
  • Manage a full book of business supporting small business clients with payroll, reconciliations, A/R, A/P, and strategic financial advice.
  • Provide client onboarding, training, and monthly account management using QuickBooks.
  • Identify new client needs and introduce additional service offerings, increasing average revenue per client.
  • Maintain a high client retention rate through proactive communication and relationship management.

Office Manager/Bookkeeping Administrative Assistant

Michael Scott Trucking Inc
10.2023 - Current
  • Managed daily office operations, ensuring efficient workflow and resource allocation.
  • Coordinated schedules and logistics for team meetings and client engagements.
  • Implemented office policies to enhance communication and operational efficiency.
  • Oversaw inventory management, maintaining supplies necessary for smooth operations.
  • Developed and maintained filing systems to ensure accurate record-keeping.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
  • Handled more than 50 sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.

Accountant Intern

McBryan Management Services
12.2022 - 10.2023
  • Assisted in preparation of financial statements, ensuring compliance with accounting standards.
  • Reconciled accounts payable and receivable, enhancing accuracy of financial records.
  • Supported month-end closing processes, contributing to timely reporting cycles.
  • Analyzed transaction data for discrepancies, improving error detection and resolution.
  • Utilized accounting software to streamline data entry and reporting tasks.
  • Completed balance sheet reconciliations and profit and loss statements with high accuracy.
  • Prepared more than 10 monthly closings by creating journal entries and reconciling accounts.

Education

Associate of Science - Accounting

Aims Community College
Greeley, CO
05-2023

Associate of Science - Administrative Assistant

Aims Community College
Greeley, CO
05-2023

Skills

  • Customer relations
  • Small business operations
  • Relationship building
  • Verbal and written communication
  • Client service
  • Project management
  • Business management
  • Marketing
  • Team oversight
  • Staff hiring
  • Administrative oversight
  • Human resources

Accomplishments

  • Resolved product issue through consumer testing.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Supervised team of 14 staff members.

Certification

  • QuickBooks Online Certified ProAdvisor
  • Intuit Academy Bookkeeping Certified
  • Microsoft Office Suite Certification
  • IRS Electronic Return Originator (ERO)

Timeline

Owner

Straight to the Point Bookkeeping, LLC
01.2024 - Current

Office Manager/Bookkeeping Administrative Assistant

Michael Scott Trucking Inc
10.2023 - Current

Accountant Intern

McBryan Management Services
12.2022 - 10.2023

Associate of Science - Accounting

Aims Community College

Associate of Science - Administrative Assistant

Aims Community College

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