Luisa Betancourt
Tarzana,CA
Summary
Detail-oriented Bookkeeper well versed in payroll, accounts payable and accounts receivable functions. Excelled in corporate bookkeeping services delivery and learned new technologies to improve efficiency. Impressive accounting and communications skills leading to desirable outcomes.
Overview
2
2
years of professional experience
Work History
Bookkeeper
Los Taxes De America
04.2022 - Current
- 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.
- Established QuickBooks accounting system to reflect accurate financial records.
- Identified accounting errors when cross-referencing documents and database information.
- 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.
- Reduced financial discrepancies through transaction monitoring and management.
- Analyzed financial data to assist in budget creation and forecasting.
- Used knowledge of local laws to comply with reporting requirements.
- Managed vendor relationships and negotiated contracts to obtain best prices and value for money.
- Developed and implemented procedures to improve accounting efficiency.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Handled day-to-day accounting processes to drive financial accuracy.
- Matched purchase orders with invoices and recorded necessary information.
Education
Master of Science - Accounting
La Piloto
Colombia11.2012
Skills
- Financial Recordkeeping
- Quickbooks
- Inventory Tracking
- Statutory Reporting
- Payroll Administration
- Financial Statements Expertise
- Bookkeeping Software
- Accounting
- Vendor Management
- Budget Support
- Business Development
- Exceptional Organization
- Financial Reporting
- Project Management
- Risk Management
- Fiscal Budgeting Knowledge
- Accounting and Bookkeeping
- Customer Relations
- Financial Management
- Cost Accounting
Free 20 Minute Initial Consultation
Offer a complimentary phone consultation to meet the prospective client, understand their specific needs, explain services in detail, establish a trusted relationship and gather necessary information to prepare a customized value proposal.
Core Services
- Personal and business tax return preparation.
- Bookkeeping, financial reporting and monthly monitoring through QuickBooks. Fee of $250 for annual income between $100,000 and $500,000.
- Unlimited complimentary ongoing accounting and tax advice.
Personalized Tax Planning
Provide tailored tax strategies and recommendations year-round so clients can make optimal decisions and improve their financial situation based on their circumstances.
Discounts And Promotions
Offer tax preparation discounts and even a free initial consultation for clients with contracted monthly accounting services. Also offer referral discounts and annual contract discounts.
Superior Quality Service
Guarantee the highest quality service by applying rigorous standards of ethics, caution, order and professionalism in handling confidential information.
Long Term Relationships
Focus on developing long-standing relationships with clients by providing continuous tax counsel to add value, generate savings and improve their financial situation over time.
Target Customers
Focus on small and medium-sized businesses (SMEs) as well as high and middle income self-employed professionals requiring accounting, financial reporting, tax preparation and ongoing tax advisory services to optimize their financial situation.
Timeline
Bookkeeper
Los Taxes De America
04.2022 - Current
Master of Science - Accounting
La Piloto
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