Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Maggie Simmons

Santa Cruz,United States

Summary

Certified QuickBooks ProAdvisor with over 12 years of experience specializing in payroll, accounting software, and financial record management. Proven expertise in streamlining accounting processes, ensuring tax compliance, and delivering accurate financial reports for businesses of all sizes.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Finance Manager

Future2 Labs Health Services
12.2020 - Current
  • Developed and implemented comprehensive budgets and financial forecasts, aligning with strategic business goals, which directly contributed to securing investments to support company growth and expansion
  • Coordinated monthly and quarterly tax payments to EDD, CDTFA, City of Santa Cruz, Franchise Tax Board, 941s and 1099s
  • Oversaw workflow and financial management of one of the company's largest projects, ensuring it was completed on time, within scope, and within budget
  • Designed and launched a new inventory management system that led to a 12% reduction in product loss, improved stock visibility, and increased overall operational efficiency

Senior Bookkeeper (Temp Position)

The Glass Jar, Inc.
06.2020 - 11.2020
  • Maintained 100% accuracy while processing $100,000 worth of payments each week to 75+ vendors
  • Managed payroll for 150+ employees, including processing paychecks, benefits, deductions, and taxes, ensuring 100% compliance with federal and state regulations
  • Handled large cash transactions, including counting, verifying, and making bank deposits, while maintaining up-to-date financial spreadsheets and ensuring accuracy and security of all funds

Full Charge Bookkeeper

Pacific Tax Service
03.2018 - 02.2020
  • Maintained A/R and A/P for up to 8 businesses
  • Created spreadsheets using Microsoft Excel for daily, weekly, and monthly reporting
  • Processed credit card and bank reconciliations on monthly basis using Quickbooks online and desktop

Bookkeeper

Dahlen Structural, Inc.
09.2014 - 01.2018
  • Developed QuickBooks desktop accounting system to reflect accurate financial records
  • Reorganized and streamlined financial processes for startup company, resolving historical inaccuracies and ensuring timely and accurate financial reporting
  • Distributed W-9's and managed 1099 tax forms and assisted in year-end closing procedures

Administrative Assistant/Bookkeeper

Complete Security Systems, Inc.
07.2009 - 08.2014
  • Supported CEO through personal document management, calendar organization, and meeting preparation
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data

Education

Bachelor of Science - Accounting

University of Louisville
Louisville, KY

Skills

  • Quickbooks Online, Quickbooks Desktop
  • Tsheets, ADP, Gusto, Paychex
  • Microsoft Excel, Word, Google Sheets, Outlook
  • GAAP, IRS guidelines, State and Federal Regulations
  • Adobe Acrobat, DocuSign
  • Jobber, Knowify, Trello
  • Microsoft Teams, Slack
  • Zoom, Dropbox

Certification

  • Microsoft Office Specialist: Excel Associate (Microsoft 365 Apps)
  • QuickBooks Online Certification Level 1
  • QuickBooks Online Certification Level 2
  • Intuit Bookkeeping Certification

Timeline

Finance Manager

Future2 Labs Health Services
12.2020 - Current

Senior Bookkeeper (Temp Position)

The Glass Jar, Inc.
06.2020 - 11.2020

Full Charge Bookkeeper

Pacific Tax Service
03.2018 - 02.2020

Bookkeeper

Dahlen Structural, Inc.
09.2014 - 01.2018

Administrative Assistant/Bookkeeper

Complete Security Systems, Inc.
07.2009 - 08.2014

Bachelor of Science - Accounting

University of Louisville

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Maggie Simmons