Mary Barney
Ypsilanti,MI
Summary
Accomplished Full Charge Bookkeeper with a proven track record at Occupational Therapy Services, Inc, enhancing financial processes through meticulous account reconciliation and the adept use of QuickBooks. Renowned for superior attention to detail and creative problem-solving, achieving significant overhead cost reductions. Demonstrates exceptional organizational skills and ethical standards, ensuring accuracy and efficiency in payroll processing and financial decision-making.
Overview
10
10
years of professional experience
Work History
Full Charge Bookkeeper
Occupational Therapy Services, Inc
08.2023 - Current
- Reconciled bank statements on monthly basis, identifying discrepancies and resolving issues promptly.
- Served as main point of contact for all employee expense reimbursement requests, reviewing submissions for compliance with company policies before approving payments.
- Ensured timely and accurate financial reporting for management decision-making purposes.
- Managed payroll processing for employees, ensuring compliance with tax regulations and labor laws.
- Implemented cost-saving measures across various departments through close examination of expenses, resulting in significant reductions in overhead costs.
- Communicated regularly with clients regarding billing inquiries, resolving disputes fairly and maintaining strong professional relationships.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors.
- Established QuickBooks accounting system to reflect accurate financial records.
- Completed tax forms in compliance with legal regulations.
- Developed and implemented procedures to improve accounting efficiency.
Seasonal Tax Specialist
Block Advisors
09.2022 - 12.2023
- Maintained thorough and current understanding of applicable tax laws.
- Managed tax submissions and made sure all information complied with regulations.
- Reconciled and produced federal and state tax documents for customers .
- Reviewed financial statements for accuracy and integrity.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
Bookkeeper - Temporary
Ola Collective LLC
05.2022 - 05.2022
- Utilized QuickBooks accounting system to reflect accurate financial records.
- Verified invoices and reviewed balances using QuickBooks to assess balance sheet for variances.
- Verified and split payment transactions in QuickBooks to confirm taxable and non-taxable payment splits were properly in system according to payment systems records.
- Applied knowledge of Microsoft Excel to accurately record data, calculate monthly totals and verify amounts matched in QuickBooks.
Assistant Childcare Provider
Little Red Schoolhouse
11.2020 - 04.2021
- Maintained effective schedule balance between rest periods, active play and instruction.
- Sanitized dishes, tabletops, toys and frequently touched surfaces to prevent spreading of germs.
- Observed play activities to identify positive behaviors and areas in need of improvement, implementing behavior redirection where appropriate.
- Logged information regarding naps, feedings and any medications administered.
- Consulted with families to discuss activities and behaviors of each child.
- Cared for children ages 6 weeks to 5 years in nurturing and age-appropriate way.
Property Management Assistant
Red Shield Rentals
03.2018 - 03.2020
- Minimized vacancy periods by collaborating with building owner and maintenance team to quickly fill vacant units.
- Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes.
- Evaluated and recommended changes in rental pricing strategies to remain competitive in market.
- Introduced prospective tenants to types of units available and performed tours of premises.
- Developed correspondence letters, memos and emails.
- Completed clerical tasks such as filing, copying and distributing mail.
- Managed and collaborated with maintenance staff to ensure maintenance tickets were completed correctly in timely manner.
Cashier
Meijer
03.2018 - 10.2018
- Helped customers complete purchases, locate items and join reward programs.
- Answered questions about store policies and addressed customer concerns.
- Processed customer refunds and exchanges according to established guidelines.
- Checked personal identification cards to verify legal age requirements during alcohol and tobacco sales.
- Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
- Provided friendly service and assistance to clients promote customer loyalty, satisfaction and sales.
Customer Service Representative
C3 Customer Contact Channels
09.2017 - 02.2018
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Adhered to all HIPPA standards to verify and protect customers identities.
- Routinely managed high volumes of inbound calls from policyholders.
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
- Updated account information to maintain customer records
Payroll Clerk & Team Manager
Billy Bobs Burgers
06.2014 - 02.2016
- Verified timekeeping records and handled any discrepancies with employees.
- Maintained employee privacy and protected payroll operations by keeping all information confidential.
- Verified on-time submission of payroll taxes and within constraints of Internal Revenue Service.
- Delivered in-depth training to workers in food preparation and customer-facing roles to promote strong team performance.
- Maintained safe working and guest environment to reduce risk of injury and accidents.
- Promoted positive atmosphere and went above and beyond to guarantee each customer received exceptional food and customer service.
- Handled cash during transactions, as well as opening drawers and completing nightly deposits at closing in accordance with daily reports.
- Maintained payroll information by calculating, collecting, and entering data.
- Processed new hire documents, including garnishments from creditors or government agencies to meet legal requirements.
Education
Associate of Arts - Business Administration
Washtenaw Community College
Ann Arbor, MI05.2026
Skills
- Account Reconciliation
- General Ledger Management
- Superior Attention to Detail
- Payroll Processing
- Honest and Ethical
- Cash Handling
- Verbal and Written Communication
- Creative Problem Solving
- QuickBooks Desktop and Online
- Organization and Time Management
- Budgeting and Financial Decision Making
Timeline
Full Charge Bookkeeper
Occupational Therapy Services, Inc
08.2023 - Current
Seasonal Tax Specialist
Block Advisors
09.2022 - 12.2023
Bookkeeper - Temporary
Ola Collective LLC
05.2022 - 05.2022
Assistant Childcare Provider
Little Red Schoolhouse
11.2020 - 04.2021
Property Management Assistant
Red Shield Rentals
03.2018 - 03.2020
Cashier
Meijer
03.2018 - 10.2018
Customer Service Representative
C3 Customer Contact Channels
09.2017 - 02.2018
Payroll Clerk & Team Manager
Billy Bobs Burgers
06.2014 - 02.2016
Associate of Arts - Business Administration
Washtenaw Community College
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