Hi, I’m
Karen Hernandez
Accountant
Houston,TX
Summary
Detail-oriented Bookkeeper with 5 years experience in payroll, accounts payable and accounts receivable functions.
Financial.
3 Years experience in tax preparation and IRS laws.
5 Years dispatch and logistics transportation experience.
Team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Great computer skills and multitask to seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, excellent communication with clients and problem-solving skills.
Overview
9
years of professional experience
2
Languages
Work History
Galaxy Express Transportation
Bookkeeper/accountant
01.2020 - Current
Job overview
- Remote (own hours/Weekends only)
- Galaxy Express Transportation
- Record all financial transactions/tax reports
- Bank reconciliation
- Company expenses
- Payroll
- Data entry/handle invoices and emails
- Financial strategy.
- Maintained and processed invoices, deposits, and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reconciled and corrected issues with financial records.
- Posted daily receipts and payments in accordance with corporate protocols.
- Established QuickBooks accounting system to reflect accurate financial records.
- Reported financial data and updated financial records in ledgers and journals.
- 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.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Tracked financial progress by creating quarterly and yearly balance sheets.
All State Cleaning And Demolition
Bookkeeper and Accountant. (Remote/Houston)
01.2018 - 10.2023
Job overview
- All state cleaning and demolition
- Record all financial transactions
- Manage account using quickbooks desktop
- Track company income and expenses
- Assistant with payroll for subcontractors
- Assistant data entry for purchase heavy equipment and trucks
- Inventory track.
- Emails, scheduling, copying and fax.
- Posted daily receipts and payments in accordance with corporate protocols.
- Established QuickBooks accounting system to reflect accurate financial records.
- 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.
- Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
- Purchases, reconciliations, inventories
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Implemented new accounting processes to decrease spending and work flow downtime.
- Completed payroll for employees and maintained detailed records of procedures.
- Maintained and processed invoices, deposits, and money logs.
Intuit Turbo Tax
Season Tax Associate
01.2023 - 04.2023
Job overview
- Intuit- turbo tax live bilingual associate
- (Virtual)
- Help for clients to fill tax forms
- Costumer services for questions related to clients taxes
- Preparer 1040 and tax forms
- Review and sent tax returns.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
- Assisted businesses with provisions, international tax issues, multi-state issues and mergers and acquisitions to comply with tax regulations and reduce audits.
- Analyzed financial records to verify accuracy of tax returns.
- Assessed client tax situations to determine best filing options.
Kae’s Notary And Multiservices
Owner
01.2019 - 07.2022
Job overview
- Kae's Notary & Multi-services
- Calculating tax credits, deductibles, and liabilities
- Reviewing tax reports are in compliance with government tax rules and regulations.
- Answering clients’ financial questions
- Preparer tax forms
- Send tax returns.
- Good knowledge of tax preparation software
- Advanced MS Office skills
- Bookkeeping accounting software
- Managed day-to-day business operations.
K&A Trucking Company
Owner
03.2017 - 01.2022
Job overview
- Managed day-to-day business operations.
- Consulted with customers to assess needs and propose optimal solutions.
- Trained and motivated employees to perform daily business functions.
- Evaluated suppliers to maintain cost controls and improve operations.
- Dispatch.
- Logistic Planner.
- Accountant and Payroll.
- Strategies for drivers.
- Office duties (email, fax, scan, copy)
- Microsoft excel, QuickBooks and Load board.
- Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
- Generated revenues yearly and effectively capitalized on industry growth.
S&N Transport LLC
Office and Payroll Assistant
01.2017 - 02.2018
Job overview
- Dispatch
- Inbound and outbound calls
- Office duties (email, fax, scan, copy)
- Microsoft Excel, payroll.
- Maintained payroll information by calculating, collecting, and entering data.
- Issued paychecks on designated pay dates to avoid employee dissatisfaction.
- Created payroll reports, tax forms and other financial reports to provide employer with necessary information to make informed business decisions.
Tax And Multiservices
Tax Preparer Assistant
01.2015 - 12.2017
Job overview
- Tax and Multiservice.
- Office duties (emails, fax, scan, copies.)
- Prepares 1040 and tax forms.
- Maintenance record of clients
- Make estimates for returns.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Maintained compliance by adhering to current tax laws and regulations.
- Analyzed financial records to verify accuracy of tax returns.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Exclusive Ridez
Office Assistant
01.2015 - 05.2016
Job overview
- Exclusive Ridez
- Car dealership duties (bill of sale, answering calls, cash handling, credits cards payments, emails, fax, scan, copies, transfer tittles.)
- Costumer services
- Website updates
- Completed clerical tasks such as filing, copying, and distributing mail.
- Interacted with customers by phone, email, or in-person to provide information.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Managed daily data entry and kept clerical information accurate and up-to-date.
- Collaborated with various departments to complete assigned tasks.
- Ordered office supplies and kept office stocked with needed resources to operate smoothly.
- Prepared and edited documents to produce precise, accurate and professional communication.
- Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
- Utilized office management software to record and track customer information.
Education
Houston Community College, Houston
Associate Degree from Global Supply Chain Management
2023
Online School, Houston, TX
Certification from Accounting And Finance
08.2023
Quickbooks, California
Quickbooks Pro advisor certification
04.2023
North Shore High School, Houston
High School Diploma
2016
Skills
- Logistics Analyst/ Planner
- Load planner
- Bookkeeper
- Accounting and payroll
- Computer skills
- Multitasking
- Dispatch
- Communication skills
- Computer skills
- Tax preparer
- Software:
- Microsoft Word, Excel, Power point
- Quickbooks
- Fresh-book
- Xero
- Google Sheets
- Zoom, teams meetings
- Zoho
- ERP
- SAP
- PeopleSoft
- Billing/invoicing software
- Load Board for trucks
- Spreadsheets
- TaxAct
- TurboTax
- TaxSlayer
- Proactive and Self-Motivated
- Tax preparer
- Multi-task
- Responsibility
Serving Customers
- Cash Flow and Reconciliation
- Financial Records and Processing
- Purchasing/ Reports
- Loan and Account Monitoring
- Fiscal Budgeting Knowledge
- Prepare Paychecks
- Financial Calculation and Analysis
- Account and Ledger Reconciliations
- Personal Bookkeeping
- Proficiency in Adobe Software
- Profit and Loss Statements
- Vendor Record Management
- Customer Deliveries
- Emails
- Scheduling
- Proposal/bids
- Purchasing
- Financial Management
- Administrative Writing
- Compliance Software
- Annual Evaluations
- Collection Calls
- Tax Deduction
- Customer Relations
- Project Management
- Data Entry
- Financial Reporting
- Quarterly Reviews
- Taxes
- Data Research and Analysis
- Bill Payment and Recordkeeping
- Budget Planning and Analysis
- Accounting and Bookkeeping
- Calculating Deductions
- Financial Statements Expertise
- Payroll Preparation and Processing
- Sheet Balancing
- Income Statements
- Finance
- Data Verification
- Payroll Liability and Deductions
- Monthly Reconciliations
- Bookkeeping
- Communication Equipment Operation
- Route Planning and Adjustment
- Problem Assessment
- Rate Negotiations
- Database Updates
- Maintain Records
- Call Center Software
- Updating Logs
- Driver Support
- Digital Dispatch
- Routing Orders
- Vendor Contracts
- Supply Chain Improvement
- Fleet Dispatching
- Processing Orders
- Accounts Payable and Accounts Receivable
- Closing Tickets
- Paperwork Submission
- Trucking Dispatching
- Customer Account Updates
- Inbound Phone Call Management
- Call Center Operations
- Clerical Support
- Online Systems
- Invoice Preparation and Processing
- Scripted Calls
- Livechat
- Billing Adjustments and Refunds
- Call Volume and Quality Metrics
- Outgoing Phone Calls
- Answering Questions
- Customer Support
Tax preparer PTIN- EFIN
Renewal every year.
Texas Notary Public
EXP date: 05/12/2024
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Season Tax Associate
Intuit Turbo Tax
01.2023 - 04.2023
Bookkeeper/accountant
Galaxy Express Transportation
01.2020 - Current
Owner
Kae’s Notary And Multiservices
01.2019 - 07.2022
Bookkeeper and Accountant. (Remote/Houston)
All State Cleaning And Demolition
01.2018 - 10.2023
Owner
K&A Trucking Company
03.2017 - 01.2022
Office and Payroll Assistant
S&N Transport LLC
01.2017 - 02.2018
Tax Preparer Assistant
Tax And Multiservices
01.2015 - 12.2017
Office Assistant
Exclusive Ridez
01.2015 - 05.2016
Houston Community College
Associate Degree from Global Supply Chain Management
Online School
Certification from Accounting And Finance
Quickbooks
Quickbooks Pro advisor certification
North Shore High School
High School Diploma
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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