Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lisa Rotert

Valley Springs,CA

Summary

Organized Bookkeeper proficient in QuickBooks, Excel and Word software. Executed bookkeeping tasks for a Grocery/ Restaurant/ Chevron station and excelled at quickly learning bookkeeping methods and procedures with great attention to detail. Extensive background in operating and maintaining a successful small business.

Overview

22
22
years of professional experience

Work History

Bookkeeper

Orlando's Market
12.2020 - Current
  • Processed invoices, deposits, and money logs.
  • Tracked expenses and income.
  • Reconciled and corrected issues with financial records.
  • Posted daily receipts and payments in accordance with company procedures.
  • Identified accounting errors when cross-referencing documents and database information.
  • Made deposits into banking institution, daily.
  • Reported financial data and updated financial records in ledgers and journals.
  • Recorded deposits and expenses.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Input financial data and produced reports using QuickBooks.
  • Maintained account accuracy by reviewing and reconciling checks monthly.


Business Owner/Operator

Eviction Service
10.2001 - 11.2020
  • Oversaw end-to-end business processes to maintain proficiency and profitability.
  • Served as primary point-of-contact with clients.
  • Prepared and filed legal documents with the Court on a daily basis.
  • Prepared bank deposits and handled business sales and transaction reports.
  • Interacted well with customers to build connections and nurture relationships.
  • Recruited, hired, and trained initial personnel for Process Server position within my company.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Researched and maintained up-to-date with current civil laws and procedures pertaining to Unlawful Detainer actions.

Education

Associate of Arts - Administration of Justice

San Joaquin Del
Stockton, CA

Bachelor of Arts - Criminal Justice

California State University - Stanislaus
Turlock, CA
12.1997

Skills

  • Quickbooks
  • Bookkeeping Software
  • Financial Recordkeeping
  • Small Business Operations
  • Customer Service
  • Business Administration
  • Efficiency
  • Court Filings
  • Clerical Support
  • Case Management
  • Accuracy

Timeline

Bookkeeper

Orlando's Market
12.2020 - Current

Business Owner/Operator

Eviction Service
10.2001 - 11.2020

Associate of Arts - Administration of Justice

San Joaquin Del

Bachelor of Arts - Criminal Justice

California State University - Stanislaus
Lisa Rotert