Juan Chao
Tax Preparer Profesional
Los Banos ,CA
Summary
Driven bookkeeper with proven expertise in QuickBooks and tax preparation, honed at Race Tax and Bookkeeping Service. Excelled in audit support and financial record accuracy, ensuring compliance and enhancing cash flow management. Demonstrates strong analytical skills and a commitment to maintaining meticulous financial documentation.
Overview
26
26
years of professional experience
Work History
Bookkeeper
Race Tax and Bookkeeping Service
04.1999 - Current
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Reconciled and corrected issues with financial records.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Posted daily receipts and payments in accordance with corporate protocols.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Established QuickBooks accounting system to reflect accurate financial records.
- Provided support during audits by supplying requested documentation promptly and accurately.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Completed tax forms in compliance with legal regulations.
- Answering and managing phone calls 30 minimum 100 plus calls during working hours and from an assignment list contacting clients.
- Managed E-mails and faxes and mail incoming and outgoing for company clients
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Enhanced cash flow management through timely invoicing and collection of outstanding receivables.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
- Generated detailed financial reports for management review, facilitating informed decision making.
- Streamlined bookkeeping processes by implementing new accounting software, resulting in increased efficiency.
- Collaborated with external auditors to facilitate the annual audit process, providing necessary documentation as required.
- Assisted with budget preparation and monitoring, contributing to better expense control.
- Maintained compliance with tax laws, ensuring timely filing of all required documents.
- Contributed to successful financial planning, provided detailed reports and analysis to management.
- Optimized payroll processing for accuracy, ensuring all employees were paid promptly and correctly.
- Improved financial accuracy by meticulously recording all transactions in accounting software.
- Increased transparency in financial reporting, updated stakeholders with regular budget forecasts.
- Boosted efficiency, implemented digital filing system for receipts and invoices.
- Managed phone calls from 30 clients or more from a list of 100 or more daily. Answered to faxes and scanning, made copies of documentation
Food Courier
Uber Eats
03.2019 - 02.2022
- Enhanced customer satisfaction by ensuring timely and accurate delivery of food orders.
- Reduced delivery errors by double-checking all orders before leaving the restaurant, resulting in fewer complaints and returns.
- Ensured proper food handling techniques were followed as per industry standards, maintaining cleanliness within delivery bags and vehicles.
- Improved overall delivery speed and efficiency by staying up-to-date on local traffic conditions, adjusting routes as needed to avoid delays.
- Supported team members during peak hours, collaborating to ensure smooth workflow and timely deliveries.
- Demonstrated exceptional time management skills, consistently meeting or exceeding target delivery times for both pick-up and drop-off tasks.
- Maximized fuel efficiency by planning strategic routes that combined multiple deliveries in close proximity whenever possible.
- Improved communication between restaurants and customers by providing real-time updates on order status and estimated arrival times.
- Greeted customers and provided outstanding customer service.
- Established rapport with customers by providing friendly and attentive service.
- Reduced compensation issues for technical support by receiving all incoming orders to fulfill a shift with 10 to 12 orders and more daily
Education
EA Certificate - Federal And All States Tax Code
Santa Clara High School
Santa Clara, CA08.2007
Skills
- Bookkeeping
- Accounts Receivable
- Accounting and bookkeeping
- Quickbooks
- Enrolled Agent (EA)
- Tax Preparation
- Audit preparation
- Bank Reconciliation
- Invoice Processing
- Auditing
- Payroll Preparation and Processing
- Generally Accepted Accounting Principles
- Document Coding and Classification
- Data Entry and 10-Key
- Sheet balancing
Languages
Spanish
Native or Bilingual
Timeline
Food Courier
Uber Eats
03.2019 - 02.2022
Bookkeeper
Race Tax and Bookkeeping Service
04.1999 - Current
EA Certificate - Federal And All States Tax Code
Santa Clara High School
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