Kimberly Boggs
Clearwater,FL
Summary
Driven Administrative Assistant/Bookkeeper with proven expertise in bookkeeping and administrative support, honed at Sally Lindberg and Associates / Sean Davis CPA. Excelled in managing accounts, enhancing document organization, and fostering client relations. Skilled in QuickBooks and Microsoft Excel, coupled with a meticulous attention to detail, I significantly improved data management and customer service efficiency. Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Administrative Assistant/Bookkeeper
Sally Lindberg and Associates / Sean Davis CPA
09.2011 - 10.2023
- Perform administrative and clerical duties such as word processing, data entry, faxing and copying
- Generate invoices upon receipt of billing information and track collections progress.
- Daily bookkeeping operations with attention to accounts receivable, accounts payable for two condo associations.
- Banking reconciliations on a monthly, quarterly, or annual basis as required by clients.
- Credit card processing using Transnational Payment Gateway.
- Daily ACH bank deposits
- Handle incoming and outgoing mail and emails
- Assist coworkers and staff members with special task
- Facilitate timely delivery of special projects to meet organizational and departmental objectives
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Education
GED -
D. Russell Lee Vocational School
North Fairfield, OH08.1983
Skills
- Quickbooks Desktop/Quickbooks Online
- Bookkeeping
- Data Entry
- Computer Skills
- Administrative Support
- Microsoft Word
- Microsoft Excel
- File Organization
- Microsoft Outlook
- Computer Proficiency
- Filing
- Documentation and Recordkeeping
- Excel spreadsheets, formulas and pivot tables
- Filing and data archiving
- Invoice Processing
- Mail handling
- Meticulous attention to detail
- Time Management
- Customer and client relations
- Scheduling and calendar management
Certification
Excel CEO
Timeline
Administrative Assistant/Bookkeeper
Sally Lindberg and Associates / Sean Davis CPA
09.2011 - 10.2023
GED -
D. Russell Lee Vocational School
Similar Profiles
Sharon K. Vigg-McManusSharon K. Vigg-McManus
Bookkeeper at Davis & Associates, CPABookkeeper at Davis & Associates, CPA
Javier MedinaJavier Medina
Tax Consultant at Davis & Associates CPA FirmTax Consultant at Davis & Associates CPA Firm
Elsa GonzalesElsa Gonzales
Bookkeeper at Haskell & Davis, CPABookkeeper at Haskell & Davis, CPA