Heather Risner
San Clemente,CA
Summary
Detail-oriented and reliable Freelance Bookkeeper with extensive experience supporting businesses across diverse industries. Expertise includes managing accounts payable and receivable, reconciling accounts, preparing comprehensive financial reports, and ensuring strict compliance with accounting standards. Proficient in QuickBooks, Excel, and various bookkeeping software, consistently demonstrating a proven ability to streamline financial processes for enhanced efficiency. Recognized for accuracy, integrity, and personalized client service, effectively helping businesses maintain financial clarity while focusing on growth.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Office Manager
Jordan Architects, Inc.
2025 - Current
- Coordinated office operations daily
- Trained new staff on office procedures and software systems, fostering a collaborative work environment.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Oversaw office inventory
- Maintained accurate financial records by reconciling accounts payable/receivable transactions
- Coordinated office events and meetings,
- Provided comprehensive administrative support to senior management, enabling them to focus on strategic decision-making.
- Coordinated with IT department to upgrade office technology, enhancing overall efficiency and data security.
- Administered contracts and managed projects.
- Coordinated logistics including flights, accommodations, and transportation
- Implemented automated payroll systems
- Managed customer billing inquiries
Office Manager
Peter & Associates, Inc., Engineers, Surveyors & Geologists
01.2022 - 01.2024
- Answer multiline telephone, transfer to appropriate personnel, assist caller as needed.
- All functions of Accounts Payable / Accounts Receivables
- Prepare proposals, agreements, contracts
- City Submittals (online and in person)
- Greet clients, escort them to Executives Offices
- Supply ordering and supply inventory control
- Process & Record employee payroll, electronic deposits, pay adjustments, garnishments etc.
- Year End W-2 and 1099 processing
- Reconcile all bank statements and credit card accounts monthly
- Provide support to Executives on progress and improvements needed on workflow.
- Assist executives with scheduling meeting, travel arrangements, lunch/dinner meetings.
Office Administrator / Bookkeeper
B. Chacon Associates, Inc.
01.2012 - 01.2022
- Answer multiline telephone, transfer to appropriate personnel, assist caller as needed.
- Greet clients, escort them to conference room, provide refreshments.
- Supply ordering and supply inventory control
- Process & Record employee payroll, electronic deposits, pay adjustments, garnishments etc.
- Year End W-2 and 1099 processing
- Reconcile all bank statements and credit card accounts.
- Accounts Payable / Accounts Receivable
- Prepare and process Sales Tax Returns
- Provide support to Executives on progress and improvements needed on workflow.
- Assist executives with scheduling meeting, travel arrangements, lunch/dinner meetings.
Education
High School -
March Mountain High School
01.2000
Skills
- Typing 55wpm, 10-key by touch, advanced computer skills
- QuickBooks Desktop/Online, Sage 50 Accounting, Creative Solutions Accounting, XERO, Timberline Accounting Software, Microsoft Outlook, Word, Excel & Power Point
Certification
Quickbooks Online Certified
Timeline
Office Manager
Peter & Associates, Inc., Engineers, Surveyors & Geologists
01.2022 - 01.2024
Office Administrator / Bookkeeper
B. Chacon Associates, Inc.
01.2012 - 01.2022
Office Manager
Jordan Architects, Inc.
2025 - Current
High School -
March Mountain High School