Hardworking and dedicated, with excellent communication skills and fantastic attention to detail. Proven history of organizing company finances. Extensive knowledge of Quickbooks and Microsoft Office applications.
Overview
26
26
years of professional experience
Work History
Administrative Assistant/Bookkeeper
Intelligent Tax Solutions
Temecula, CA
02.2021 - Current
Answered multi-line phone system, routing calls in-office and to remote employees, delivering messages to staff and greeting visitors.
Managed and responded to all correspondence and inquiries from clients via email, secure server and telephone.
Scheduled office meetings and client appointments for staff.
Sorted and distributed office mail and recorded incoming shipments for corporate records.
Executed record filing system to improve document organization and management.
Restocked supplies and placed orders to maintain adequate stock levels.
Sales Associate/Office Bookkeeper
Discount Mattresses & More
San Marcos, CA
01.2015 - 06.2019
Maintaining computer systems and upgrades, submitted payroll, posted receivables and payables daily, bank reconciliations which included researching and resolving discrepancies, prepare Income statements, P & L, maintain general ledger accounts weekly to ensure balancing and invoices and monthly statements.
Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
Engaged with customers to build rapport and loyalty.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Bookkeeper
MJ International
San Diego, CA
10.1997 - 12.2014
Established QuickBooks accounting system to reflect accurate financial records.
Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
Maintained and processed invoices, deposits, and money logs.
Used knowledge of local laws to comply with reporting requirements.
Identified accounting errors when cross-referencing documents and database information.
Education
Certification Program - Accounting Technology And Bookkeeping
Intuit
Online
CTEC Certification #A329631 - Tax Preparation
Platinum Professional Services
Online
01.2023
Skills
Excellent communication skills
Accounting Support
Payroll
Advanced clerical knowledge
Excellent administrative abilities
Data Entry Documentation
PC Proficiency
Calendar Management
Quickbooks
AR/AP
Bookkeeping
Prioritization
Timeline
Administrative Assistant/Bookkeeper
Intelligent Tax Solutions
02.2021 - Current
Sales Associate/Office Bookkeeper
Discount Mattresses & More
01.2015 - 06.2019
Bookkeeper
MJ International
10.1997 - 12.2014
Certification Program - Accounting Technology And Bookkeeping