Intuit Quickbooks Pro
Kathleen Crews
Business Related Office Position
Kuna,ID
Summary
Outgoing Office Manager with experience overseeing multiple tasks and managing employees successfully. Hardworking professional committed to providing outstanding customer service and assistance.
Adaptable Office Manager with 10+ years of background in A/P, A/R, P/R and cost accounting. Willing to take on new tasks with enthusiasm and considered valuable and gifted team player.
Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership. Offering these skills and strong work ethic.
Overview
21
21
years of professional experience
3
3
years of post-secondary education
Work History
Office Manager
I.D.M.A.F.T. Welding & Construction
Clifton, CO
10.2009 - 09.2021
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
- Established and developed strong administrative team by delivering ongoing coaching and motivation and fostering career advancement.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Arranged corporate and office conferences for company employees and sub-contractors.
- Developed standard operating procedures for all administrative employees.
- Maintained computer and physical filing systems.
- Oversaw quality control and productivity rates to increase revenue and production times.
- Evaluated employee records and productivity to complete employee evaluations.
- Maintained CRM database with customer updates and report generation.
- Managed office operations while scheduling appointments for owner.
- Compared vendor prices and negotiated for optimal savings.
- Maximized cash flow through optimal billing and collection processes.
- Utilized company's accounting systems to review reports and prepare assessments.
- Monitored and evaluated personnel performance to complete annual reviews, recommend advancement or address productivity concerns.
- Improved office operations by automating client correspondence, record tracking and data communications.
- Recruited, hired, trained and supervised staff of 13 and implemented mentoring program that offered positive employee engagement.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
- Established and updated work schedules to account for changing staff levels and expected workloads.
- Managed costs and billing and resolved financial discrepancies effectively through organizational management of account information using Intuit Quickbooks Pro software & Quicken Home & Business software.
- Mentored office employees on proper administrative procedures and how to use programs such as Intuit Quickbooks Pro as well as Quicken Home & Business,, keeping operations consistent and efficient for maximum performance.
- Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
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Tax Preparer
Jackson Hewitt Tax Svc
Grand Junction, Colorado
10.2009 - 04.2011
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Facilitated communication between clients and tax authorities.
- Completed and filed returns with tax departments at local, state and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
Landscape Foreman
Self Employed Services
Clifton, Colorado
05.2008 - 10.2010
- Installed and maintained landscapes at homes and offices.
- Removed and disposed of plant debris from work sites to keep areas safe and well-organized.
- Completed timesheets and project reports on time to maintain client files for future reference.
- Installed stonework according to landscape design plan and client specifications.
- Cultivated soil and added fertilizer, compost and amendments.
- Designed and drafted planting plans for formal gardens and perennial flowerbeds.
- Maintained grounds by trimming, weeding and general clean-up.
- Applied weed and pest control chemicals to lawns, protecting grass growth and improving appearance.
- Assisted with weekly project planning and crew scheduling.
- Transferred materials to designated areas using hand trucks, electric carts and wheelbarrows.
- Mixed and sprayed fertilizers, herbicides and insecticides onto shrubs, trees and grass.
- Answered questions and addressed customer concerns according to rigorous timetables, supporting diverse lawn health and landscape development requests.
- Created striking landscape designs, applying years of diverse industry knowledge.
- Removed weeds, hazards and debris from common pathways to improve usability.
- Operated skid steers, wheel loaders, forklifts and yard goats.
- Rearranged planting beds and flower gardens seasonally.
- Operated landscaping equipment with focus on safety and machine longevity.
Construction Cleaner
Self Employed Services
Kuna, Idaho
01.2003 - 04.2008
- Responded to and resolved warranty claims, performed homeowner orientations and maintained inventory homes.
- Cleaned worksite by safely removing hazardous materials and debris.
- Gained experience and recognition to analyze and follow manuals, schematic diagrams, blueprints and other specifications
- Prepared and cleaned surfaces for rebuilding purposes by removing damaged tiles, bricks and mortar.
- Interacted daily with various project managers, subcontractors and municipal inspectors to complete construction projects.
- Worked independently in fast-paced environment while meeting productivity and quality expectations.
- Carried out day-day-day duties accurately and efficiently.
Education
GED -
Service Hanshew Jr Sr High
Anchorage, AK 09.1978 - 01.1982
Skills
Account Reconciliation
Office management
Clerical support
Organizational skills
Bookkeeping
Payroll and budgeting
Documentation expertise
Excellent multi-tasking ability
Credit and collections
Hand and power tool operation
Construction knowledge
Forklift trained
MS Office
Blueprints and schematics
Heavy Equipment Operation
Team-oriented and dependable
Software
Intuit Quicken Home & Business
Microsoft Word
Microsoft Excel
Microsoft Outlook
Timeline
Office Manager
I.D.M.A.F.T. Welding & Construction
10.2009 - 09.2021
Tax Preparer
Jackson Hewitt Tax Svc
10.2009 - 04.2011
Landscape Foreman
Self Employed Services
05.2008 - 10.2010
Construction Cleaner
Self Employed Services
01.2003 - 04.2008
GED -
Service Hanshew Jr Sr High
09.1978 - 01.1982