Jordan Garza
Branson,MO
Summary
Results-driven with expertise in data entry, bookkeeping and front desk operations. Proficient in tax processing and client communication, leveraging strong skills in Flybook, QuickBooks and Lacerte Tax.
Overview
4
4
years of professional experience
Work History
CPA Assistant
Teresa Colster, CPA LLC
01.2026 - Current
- Preparing financial statements and reports for client review.
- Supported tax preparation and filing processes, ensuring compliance with regulations.
- Maintained accurate bookkeeping records using QuickBooks and Lacerte software.
- Communicated with clients regarding inquiries and account updates.
- Ensured tax compliance by preparing and filing timely tax returns for federal, state, and local jurisdictions.
- Invoice creation and management through payment assistance and collections followups.
- Prepared working papers, reports and supporting documentation for audit findings.
- Maintained knowledge and bookkeeping for over 1,000 in-office clients.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Conducted data entry tasks to streamline accounting operations efficiently.
Customer Service Representative
Whiteman Air Force Base
09.2025 - 01.2026
- Maintained knowledge of products and services to better assist customers with their needs.
- Processed transactions efficiently using point-of-sale systems to enhance customer experience.
- Documented customer interactions and feedback for quality assurance purposes.
- Participated in training sessions to develop customer service skills and product knowledge.
- Responded to customer requests for products, services, and company information.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Implemented rewards program that encouraged repeat business and strengthened customer relationships.
- Met customer call guidelines for service levels, handle time and productivity.
Marina Attendant
Big Cedar Lodge
05.2025 - 09.2025
- Monitored weather conditions to ensure safe operations and prevent accidents.
- Assisted customers with rental inquiries, providing accurate information on vehicle options and pricing.
- Processed rental agreements according to company policies and legal requirements.
- Coordinated maintenance schedules for watercraft to ensure customer safety and reliability.
- Supported marketing efforts by promoting special offers to increase customer engagement.
- Collaborated with team members to coordinate docking procedures for incoming vessels.
- Utilized communication tools to relay information between staff and guests effectively.
- Enhanced dock safety by implementing and enforcing strict safety protocols for all staff and visitors.
- Supported special events held at the dock facility by providing additional staffing, coordinating logistics, and ensuring all guest needs were met promptly and professionally.
- Increased overall customer satisfaction by providing knowledgeable assistance on local attractions, services, and amenities available near the marina area.
- Beverage and food sales through credit card and resort room charge
Front Desk Receptionist
Club WYNDHAM
09.2023 - 05.2025
- Maintained accurate reservation systems, optimizing room availability and occupancy rates.
- Collaborated with housekeeping to ensure timely room readiness for incoming guests.
- Performed administrative tasks such as filing, data entry, and inventory management to support hotel operations.
- Provided information on local attractions and services, enhancing guest experience and engagement.
- Managed front desk guest check-in and check-out processes.
- Assisted in training new staff on front desk procedures and customer service standards.
- Collected room deposits, fees, and payments.
- Processed group bookings accurately, streamlining coordination efforts between departments involved in event planning.
Brewista
7Brew
06.2022 - 07.2023
- Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
- Learned every menu item's preparation and numerous off-label drinks to meet customer needs.
- Elevated customer loyalty by using strong communication abilities to resolve customer problems.
- Repaired minor issues and maintained espresso equipment and coffee machines for smooth functioning.
- Assisted in training new staff on beverage preparation techniques and customer service standards.
- Monitored inventory levels, placing orders for supplies as needed to meet demand.
- Used POS system to accurately enter orders and process payments.
- Listened carefully to customer requests and created personalized, delicious beverages, which improved sales.
Education
Associate of Science - Agriculture
Ozarks Technical Community College
Springfield, MO05-2028
High School Diploma -
Branson Public High School
Branson05-2022
Skills
- QuickBooks
- Intuit Lacerte Tax
- Microsoft Office Suite
- Flybook
- Amadeus
- Tax Processing
- Data Entry
- Beverage and Food sales
- Accounts reconciliation
- Appointment scheduling
- Telephone and email etiquette
- Over-the-phone guest assistance
Club Wyndham - Key Contributor (2023), Club Wyndham - Key Contributor (2024)
Recognized for high scoring reviews from guests, workplace efficiency, and positive management reviews.
Timeline
CPA Assistant
Teresa Colster, CPA LLC
01.2026 - Current
Customer Service Representative
Whiteman Air Force Base
09.2025 - 01.2026
Marina Attendant
Big Cedar Lodge
05.2025 - 09.2025
Front Desk Receptionist
Club WYNDHAM
09.2023 - 05.2025
Brewista
7Brew
06.2022 - 07.2023
Associate of Science - Agriculture
Ozarks Technical Community College
High School Diploma -
Branson Public High School