Elizabeth Maxwell
Spring,TX
Summary
Energetic accounting representative offering wealth of experience in interacting with office staff and customers, data entry and QuickBooks. Hardworking, educated and willing to go extra mile to complete bookkeeping team tasks. Advanced skill level in Excel, online payment systems and merchant account management.
Overview
20
20
years of professional experience
Work History
Junior Accountant
MarketPro Automotive
05.2023 - Current
- Prepared journal entries and entered into system using QuickBooks.
- Generated and submitted invoices based upon established accounts receivable schedules and terms.
- Prepared bills receivable, invoices, and bank deposits.
- Posted customer payments by recording cash, checks, and credit card transactions.
- Verified discrepancies and resolved clients' billing issues
- Processed incoming payments in accordance with established financial policies.
- Resolved valid or authorized deductions by entering adjusting entries.
Bookkeeper
Taxa Inc. dba Taxa Outdoors
05.2020 - 05.2023
- I maintained the full cycle of accounts payable including receiving the invoices, confirming accuracy, coding the invoices to the proper general ledger account number, 3-way matching for inventory items and processing the payment by either check or ACH/Wire transfers
- Accounts Receivable including entering all invoices in Quickbooks and keeping up with the collections of all the receivables
- Entering journal entries to close the month including accrued expenses, interest on loans, depreciation on assets
- Keeping track of prepaid inventory and prepaid expenses and moving them into the proper g/l account when appropriate
- Reconciling cash accounts monthly (bank accounts, Stripe and Paypal)
- Keeping track of all new assets purchased for the company
- Assisted in the implementation of NetSuite and began using the ERP system in December of 2022.
- Reconciled and corrected issues with financial records.
- Identified accounting errors when cross-referencing documents and database information.
- Reported financial data and updated financial records in ledgers and journals.
- Developed and implemented procedures to improve accounting efficiency.
Accounts Receivable Representative
Plate Locate/Motorola Solutions Inc.
10.2017 - 04.2020
- Creating several hundred account receivable invoices each week using Xero software and Google Sheets
- Reconciling all payments received and made including all credit card transactions
- Researching past receivables with discrepancies and correcting if necessary
- Weekly ACH payments to each vendor with approved repossession invoices
- This would range from 400 to 500 invoices to be paid weekly
- Manage monthly bills by coding correctly in the accounting software and make timely payments.
Office Administrator
RB Interests, Inc
04.2004 - 10.2017
- Manage all aspects of day to day office management
- Process weekly payroll including reconciliation of time for each employee to associated job
- Manage all accounts receivable and payable in a timely fashion
- Process accounts receivable with AIA forms and continuation sheets
- Creation and maintenance of job files in Quickbooks
- Order appropriate insurance certificates required for each project
- Monthly close out including bank statement reconciliation, allocation of indirect job costs, updating contracts in progress spreadsheets for the accountant, and reporting of wages to the insurance company
- Yearly workers compensation and general liability audits
- Complete all quarterly and annual reports for payroll including Texas Unemployment, Federal Unemployment, Employers Tax, W-2's and 1099's.
Education
Associate of Science - Accounting
Lone Star College System
Spring, TX06.2025
Skills
- Accounts Receivable
- Account Reconciliation
- Accounts Payable
- Accounting
- ACH
- Accounting Software
- Bank Reconciliation
- General Ledger Accounting
- Office Management
- Journal Entries
- Time management
- Microsoft Excel
- Microsoft Word
- Proficient in QuickBooks
- Balance Sheets
- Invoice Processing
- Invoice Preparation
Additional Information
Elizabeth (Lynn) Maxwell (713) 397-6709
Assessments
- Data entry: Attention to detail, Proficient, 01/01/23
- Spreadsheets with Microsoft Excel, Proficient, 10/01/23
- Administrative assistant/receptionist, Proficient, 10/01/23
- Bookkeeping, Proficient, 07/01/22
- Attention to detail, Proficient, 04/01/23
- Work style: Conscientiousness, Proficient, 04/01/23
- Principles of accounting, Proficient, 09/01/23
- Managing accounts in QuickBooks, Proficient, 01/01/23
Timeline
Junior Accountant
MarketPro Automotive
05.2023 - Current
Bookkeeper
Taxa Inc. dba Taxa Outdoors
05.2020 - 05.2023
Accounts Receivable Representative
Plate Locate/Motorola Solutions Inc.
10.2017 - 04.2020
Office Administrator
RB Interests, Inc
04.2004 - 10.2017
Associate of Science - Accounting
Lone Star College System
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