Heaven Weaver
Apison,TN
Summary
Detail-oriented Bookkeeper with financial reporting and regulatory compliance expertise. Managed bookkeeping services for numerous private clients and consistently adhered to complex standards. Exceptional bookkeeping, reporting and communications skills enabled impressive results.
Overview
17
17
years of professional experience
Work History
Bookkeeper
Honey CPA Inc
01.2024 - 02.2026
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Maintained and processed invoices, deposits, and money logs.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Established QuickBooks accounting system to reflect accurate financial records.
- Generated detailed financial reports for management review, facilitating informed decision-making.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Completed tax forms in compliance with legal regulations.
- Completed payroll for employees and maintained detailed records of procedures.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Collaborated with external auditors to facilitate the annual audit process, providing necessary documentation as required.
- Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Provided support during audits by supplying requested documentation promptly and accurately.
- Optimized payroll processing for accuracy, ensuring all employees were paid promptly and correctly.
- Maintained compliance with tax laws, ensuring timely filing of all required documents.
- Facilitated smoother audits by maintaining organized financial records and documentation.
- Supported decision-making by preparing accurate monthly financial statements.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Maintained compliance by adhering to current tax laws and regulations.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Identified potential tax deductions and credits, maximizing clients' refunds or minimizing owed amounts.
- Proactively addressed and resolved client concerns, building trust and loyalty.
- Calculated estimated tax payments for clients.
- Utilized tax software to prepare returns and meet deadlines.
- Responded to inquiries from IRS and other tax authorities.
Assistant Store Manager
Ameritrust Financial
04.2023 - 06.2023
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Rotated merchandise and displays to feature new products and promotions.
- Walked through store areas to identify and proactively resolve issues negatively impacting operations.
- Maintained positive customer relationships by responding quickly to customer service inquiries.
- Processed payments for credit and debit cards and returned proper change for cash transactions.
- Created and maintained safe and secure work environments for employees.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Interacted well with customers to build connections and nurture relationships.
- Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
Front End Associate
Cabelas
02.2015 - 09.2015
- Helped customers complete purchases, locate items, and join reward programs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Welcomed and engaged customers, offering assistance with locating or retrieving merchandise.
- Worked flexible schedule and extra shifts to meet business needs.
- Answered questions about store policies and addressed customer concerns.
- Restocked and organized merchandise in front lanes.
- Drove customer loyalty and consistent sales through friendly service and knowledgeable assistance.
- Replaced merchandise stock throughout check-out lines and end-cap displays.
- Facilitated cash, check and credit transactions on cash register with 100% accuracy.
- Assisted customers with returns, refunds and resolving transaction issues.
- Built relationships with customers to encourage repeat business.
- Stocked, tagged and displayed merchandise as required.
- Greeted customers entering store and responded promptly to customer needs.
- Addressed customer needs and made product recommendations to increase sales.
- Welcomed customers and helped determine their needs.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Tallied cash drawer at beginning and end of each work shift.
- Upsold additional products and services to customers, increasing revenue.
Team Lead
Home Sweet Home Cleaning
05.2009 - 01.2015
- Created spotless surfaces by dusting, sweeping, vacuuming and mopping.
- Disinfected and mopped bathrooms to keep facilities sanitary and clean.
- Mopped hardwood, laminate, ceramic, vinyl, glass and wood surfaces.
- Hand-dusted and wiped down office furniture, fixtures, and window sills to keep areas clean and comfortable.
- Dusted picture frames and wall hangings with cloth.
- Vacuumed rugs and carpeted areas in offices, lobbies, and corridors.
- Delivered quality customer service to address urgent needs and cleaning requests.
- Slid beds, sofas, and other furniture aside to wipe down baseboards and remove dust and dirt from hard-to-reach areas.
- Emptied trashcans and transported waste to collection areas.
- Adhered to professional house cleaning checklist.
- Removed bed sheets and towels from rooms and pre-treated stains to maintain and restore linen condition.
- Maintained clean and comfortable environments in commercial buildings by vacuuming, cleaning windows, and dusting.
- Used chemicals by following safety protocols and procedures to avoid burns and injuries.
- Disposed of trash and recyclables each day to avoid waste buildup.
- Exceeded client expectations to garner future services.
- Maintained clean and orderly environment and kept cleaning equipment in excellent condition.
- Sanitized apartments after move-out or prior to move-in.
- Collected payment for services rendered and provided client with billing receipts.
- Followed procedures when using chemical cleaners and power equipment to prevent damage to floors and fixtures.
- Informed and sold clients on additional services.
- Trained new team members by relaying information on company procedures and safety requirements.
- Coached team members in techniques necessary to complete job tasks.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
- Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions.
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Built strong relationships with customers through positive attitude and attentive response.
- Supervised team members to confirm compliance with set procedures and quality requirements.
- Worked with team to identify areas of improvement and devised solutions based on findings.
- Promoted high standards through personal example to help each member understand expected behaviors and standards.
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
Education
Associate of Science - Business Administration And Management
05-2023
- Phi Theta Kappa
- Microsoft Specialist Certificate
- Quickbooks Certificate
- Microsoft Access Certificate
- Excel Certificate
- Microsoft Office Certificate
- Spreadsheet Certificate
- Relevant Coursework: Virtual Internship with EDU Africa in South Africa. Completed Business plan to help EDU Africa.
Skills
- Billing
- Database Management
- Time Management
- Customer Service Management
- Verbal and Written Communication
- Transaction Processing
- Records Organization and Management
- Customer Relations
- Google Drive
- Attention to Detail
- Adaptability and Dependability
- Accounting and bookkeeping
- Quickbooks
- MS office expert
- Audit preparation
- Financial recordkeeping
- Bank reconciliation
- General ledger entries
- Payroll processing
- Tax preparation
- Confidential document control
- Data inputting
- Bookkeeping software
- Task prioritization
- Teamwork and collaboration
Timeline
Bookkeeper - Honey CPA Inc
01.2024 - 02.2026
Assistant Store Manager - Ameritrust Financial
04.2023 - 06.2023
Front End Associate - Cabelas
02.2015 - 09.2015
Team Lead - Home Sweet Home Cleaning
05.2009 - 01.2015
Chattanooga State Community College - Associate of Science, Business Administration And Management