Loretta Lopez
Bookkeeper/Tax Advisor Professional
Albuquerque ,NM
Summary
Results-driven Bookkeeper and Tax Professional with proven expertise at Gilbert Sanchez Tax and Accounting Services. Enhanced efficiency in bookkeeping workflows and improved compliance through developed standard operating procedures. Skilled in QuickBooks and relationship building, delivering exceptional client support while ensuring accuracy in financial reporting and tax preparation.
Overview
25
25
years of professional experience
Work History
Bookkeeper/Tax Professional
Gilbert Sanchez Tax and Accounting Services
03.2022 - Current
- Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
- Reconciled bank statements with financial records to maintain accuracy and integrity of data.
- Prepared monthly financial reports, highlighting discrepancies for review and resolution.
- Facilitated tax preparation through organization of financial documents and enhancement of client communications.
- Collaborated with clients to clarify financial information and provide exceptional customer service support.
- Developed standard operating procedures for record-keeping, improving compliance with accounting regulations.
- Implemented process improvements that enhanced efficiency in bookkeeping workflows.
Education
Associate of Science - Accounting/Business
Brookline College
Albuquerque, NM07-2012
Skills
Accounting and bookkeeping
Quickbook
Financial management
Tax preparation
Confidential document contro
Cost accounting
Accounting operations management
General ledger maintenance
Attention to detai
Proactive and Self-motivated
Precision and accuracy
Handling confidential materials
Relationship building
Critical thinki
Communication management
Expense reports
Timeline
Bookkeeper/Tax Professional
Gilbert Sanchez Tax and Accounting Services
03.2022 - Current
Associate of Science - Accounting/Business
Brookline College