Meticulous accounting professional bringing 25 years of experience with proven expertise in QuickBooks, financial reconciliations and record keeping. Exceptional bookkeeping, reporting and communication skills leading leading to optimal performance.
Overview
25
25
years of professional experience
Work History
Freelance Bookkeeper
Self Employed
01.2013 - Current
Manage financial records and bookkeeping for 6+ small business clients, ensuring accurate data entry and transaction tracking in Quickbooks.
Complete payroll for employees and independent contractors.
Establish QuickBooks accounting systems to reflect accurate financial records.
Track expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Reconcile bank statements and resolve discrepancies, maintaining accuracy and reliability in financial reports.
Prepare and file monthly, quarterly and annual sales tax reports.
Prepare regular financial reports for review by clients.
Keep all financial documents and records organized.
Accountant/Bookkeeper
Jay A. Goldstein, MD
01.2000 - 01.2025
Prepared and filed monthly sales tax forms.
Handled day-to-day accounting processes
Supported management by processing invoices and documents with on-time delivery.
Recorded deposits and tracked expenses in Quickbooks.
Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies.
Managed and responded to correspondence and inquiries from customers and vendors.
Developed monthly, quarterly and annual profit and loss statements and balance sheets.