Joseline Chavez
Tryon,USA
Summary
Experienced Full Charge Bookkeeper with a strong track record of effectively managing financial records, reconciliations, multi-client bookkeeping, and payroll processing. QuickBooks Online Certified professional with in-depth knowledge of A/R, A/P, financial reporting, and tax compliance. Skilled in handling diverse clients across various industries, successfully improving accounting workflows and ensuring accuracy in financial records. Passionate about remote bookkeeping, takes pride in working directly with business owners to provide financial clarity and organization.
Overview
23
23
years of professional experience
Work History
Full Charge Bookkeeper
Genesis Contracting Inc.
07.2021 - 02.2025
- Managed full-cycle bookkeeping for 15+ clients, handling A/P, A/R, payroll, and reconciliations
- Conducted bank and credit card reconciliations, ensuring 100% accuracy in financial records
- Prepared financial reports, cash flow statements, and budgets to guide client decision-making
- Processed payroll through third-party providers, ensuring compliance with tax regulations
- Assisted in 1099 preparation, sales tax reporting, and financial statement reviews
- Trained small business owners on QuickBooks Online, improving their financial management
Outreach Coordinator
Henderson County Health Department
06.2013 - 05.2018
- Developed strategic outreach initiatives, engaging businesses and individuals
- Managed budgeting, reporting, and financial coordination for outreach programs
- Led client engagement efforts, ensuring efficient scheduling and financial data tracking
- Organized training sessions and meetings for stakeholders
Administrative Clerk
Henderson County Health Department
06.2002 - 02.2013
- Maintained financial records, reconciliations, and administrative reports for various programs
- Assisted with data entry, scheduling, and client communication
- Processed and verified income documentation for eligibility reviews
- Utilized Microsoft Excel & Word for efficient reporting and record-keeping
Education
Associate in Applied Science - Accounting
Isothermal Community College
Spindale, NC12.2024
Skills
- QuickBooks Online Certified
- Billcom
- Efficient Multi-Client Accounting
- Vendor Management
- Accounts Payable Management
- Accounts Receivable
- Bank Reconciliations
- Credit Card Reconciliations
- Accurate Payroll Management
- Tax Compliance
- Financial Statement Preparation
- Budgeting
- Cash Flow Analysis
- Sales Tax Filings
- Strong Communication
- Client Communication Skills
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
Key Skills And Certifications
- QuickBooks Online Certified (Required for position)
- KarbonHQ & Bill.com Experience (Certification in progress)
- Multi-Client Bookkeeping & Vendor Management
- Accounts Payable (A/P) & Accounts Receivable (A/R)
- Bank & Credit Card Reconciliations
- Payroll Processing & Tax Compliance
- Financial Statement Preparation & Budgeting
- Cash Flow Analysis & Sales Tax Filings
- Strong Communication & Client Relations
- Microsoft Excel, Word, Outlook
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Full Charge Bookkeeper
Genesis Contracting Inc.
07.2021 - 02.2025
Outreach Coordinator
Henderson County Health Department
06.2013 - 05.2018
Administrative Clerk
Henderson County Health Department
06.2002 - 02.2013
Associate in Applied Science - Accounting
Isothermal Community College
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