Quickbooks Desktop/Online
Islley Javier
Riverview,FL
Summary
Proven leader in financial and office management, with a track record of enhancing client satisfaction and improving operations. Skilled in accounting, income tax preparation and fostering customer loyalty. Possessing attention to detail and organizational skills have consistently driven positive outcomes. Achieved significant improvements in efficiency and accuracy, utilizing Microsoft Excel and Quickbooks expertise.
Overview
19
19
years of professional experience
4
4
Certifications
2
2
University Degrees
2
2
Languages
Accomplishments
- Completed more than 150 individual tax returns during 2024's tax season.
- Investigated, identified and reconciled account discrepancies totaling over $100,000 in company savings.
- Supervised team of 30+ staff members.
- Business Development: - Spearheaded acquisition of two competitor companies. Established and managed partner relationships on a daily basis. Developed new marketing strategy which increased customer base by 27%.
Skills
- Organization skills
- Income Tax Preparation
- Office Administration
- Customer Service
- Bank Reconciliation
- Attention to Detail
- Continuous Learning Attitude
- Financial Reporting
- Pro-System FX, CCH Axcess
- Excellent multi-tasking ability
- Payroll Processing
- Sage Accounting Software
Work History
Tax Preparer
Baker Tilly
01.2023 - 04.2024
- 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.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
- Managed diverse caseload of clients across various industries, adapting quickly to meet each individual's unique needs.
- Demonstrated attention to detail while preparing complex tax returns for individuals, partnerships, corporations, and trusts.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Office Manager/Accounting Assistant
Roselli, Clark & Associates, CPA
09.2019 - 12.2022
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Reconciled accounts, managed and updated financial records with remarkable accuracy.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
Office Manager
Lawrence Training School, Inc
08.2015 - 03.2020
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Updated reports, managed accounts, and generated reports for company database.
- Managed business financial operations, ensuring accurate budgeting and timely invoice processing.
- Resolved financial discrepancies and customer billing issues with timely attention.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Utilized company's accounting systems to review reports and prepare assessments.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Conducted performance evaluations for employees, identifying areas for improvement and providing constructive feedback.
- Contributed to successful annual audit by preparing thorough documentation in accordance with regulatory requirements.
- Enabled informed decision-making at executive level by providing accurate and timely financial reports, highlighting key performance indicators and areas for improvement.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
- Calculated deductions and processed payroll for employees.
- Assisted in budget planning by providing accurate forecasts of personnel costs for upcoming fiscal year.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
General Manager, Business Development
Makarena Restaurant
06.2012 - 08.2019
- Expanded client base by implementing effective business development strategies.
- Enhanced overall revenue by identifying new markets and potential clients.
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
- Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Built relationships with customers and community to establish long-term business growth.
- Maintained and processed invoices, deposits, and money logs.
- Handled payroll processing for 30 employees, ensuring timely payment and adherence to tax regulations.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reported financial data and updated financial records in ledgers and journals.
General Manager, Business Development
Isbel Beauty Salon
05.2007 - 08.2019
- Established strong customer relationships through excellent communication and attentive service.
- Assessed current service needs and calculated satisfaction levels to make appropriate service adjustments.
- Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality services offered.
- Monitored industry trends to proactively identify emerging opportunities for business diversification.
- Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
- Maintained a safe work environment by enforcing strict safety protocols and regularly updating staff on industry best practices.
- Identified business development challenges and customer concerns for proactive resolution.
- Researched service pricing, ratings and performance and created comparison spreadsheets to evaluate competitors.
- Handled day-to-day accounting processes to drive financial accuracy.
- Gathered financial information, prepared documents, and closed books.
Program Director
The Psychological Center
03.2005 - 06.2010
- Scheduled and supervised staff meetings to discuss new ideas and update participants on program details and milestones.
- Verified and submitted timekeeping information for accurate and efficient payroll processing.
- Promoted a positive team environment by fostering open communication, collaboration, and professional growth among staff members.
- Recruited and trained staff and volunteers to upgrade collective team skills.
- Mentored team members for professional development, resulting in increased productivity and job satisfaction.
- Delivered outstanding program results by setting clear objectives and proactively addressing potential challenges.
- Coordinated budgeting, scheduling and resource allocation to facilitate smooth flow of operations.
- Maintained a safe living environment for all residents through consistent adherence to health and safety regulations.
- Cultivated a culture of respect, dignity, and inclusivity throughout the residential community.
- Facilitated regular staff meetings to discuss progress updates, challenges faced, and potential solutions for ongoing success in the program.
- Managed a team of 20 staff members, providing ongoing training, support, and performance evaluations for continuous improvement.
- Provided leadership, guidance and support to staff members.
Education
Bachelor of Science - Business Administration
University of Phoenix
Tempe, AZ06.2016
Associate of Arts - Accounting
University of Phoenix
Tempe, AZ11.2015
Licensed - Master Aesthetician
Empire Beauty School - Boston
Boston, MA01.2008
Certification
- CNP - Certified Florida Notary Public
- Tax Preparer Certificate
- Mortgage Loan Officer License
- Life, Health and Annuities License
Software
Sage 50
CCH ProSystem Fx
Microsoft 365
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeContract WorkWork Location
RemoteHybridImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursWork from home optionPersonal development programsHealthcare benefits401k matchQuote
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Timeline
Tax Preparer
Baker Tilly
01.2023 - 04.2024
Office Manager/Accounting Assistant
Roselli, Clark & Associates, CPA
09.2019 - 12.2022
Office Manager
Lawrence Training School, Inc
08.2015 - 03.2020
General Manager, Business Development
Makarena Restaurant
06.2012 - 08.2019
General Manager, Business Development
Isbel Beauty Salon
05.2007 - 08.2019
Program Director
The Psychological Center
03.2005 - 06.2010
Bachelor of Science - Business Administration
University of Phoenix
Associate of Arts - Accounting
University of Phoenix
Licensed - Master Aesthetician
Empire Beauty School - Boston
- CNP - Certified Florida Notary Public
- Tax Preparer Certificate
- Mortgage Loan Officer License
- Life, Health and Annuities License
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