Nicole Goetz
Grand Blanc
Summary
Dynamic financial professional with extensive experience as Owner/Bookkeeper at Balanced Book, LLC. Proven expertise in financial record keeping and client relations, successfully managing payroll and recruitment at J. Capital. Adept in QuickBooks, I implement efficient processes that enhance operational effectiveness and foster strong client partnerships.
Overview
15
15
years of professional experience
Work History
Owner / Bookkeeper
Balanced Book, LLC.
Grand Blanc
10.2022 - Current
- Oversee financial records and bookkeeping processes for various clients.
- Establish client relationships to understand their unique bookkeeping needs.
- Works successfully with diverse group of professionals on behalf of client.
- Uses QuickBooks efficiently.
- Produces P&L, Balance Sheets, and a variety of other requested reports for clients.
Director of Operations /Administrative Bookkeeper
J. Capital
Flint
03.2013 - 10.2022
- Conducted payroll for both internal and external employees.
- Supported personnel recruitment processes, scouting and reviewing candidate applications to identify optimal prospects.
- Coordinated on-boarding of new hires, guiding each through paperwork, training and department integration.
- Developed work schedules, maintaining sufficient coverage across departments.
- Made staffing decisions in line with company policies and in compliance with regulatory standards.
- Managed payables and receivables.
- Attended seminars and conventions on behalf of company.
- Ran payroll and distributed checks according to corporate specifications.
- Set up, reconciled and paid wage garnishments.
- Filed payroll processing documentation in appropriate employee files or payroll folders.
- Received, processed, verified and reconciled invoices to complete payments and control expenses.
- Responsible for handling all bank transfers, ACH's, and wires.
- Handled investor relations.
- Implemented processes and procedures.
- Met with accountants and CPA's on quarterly basis.
Office Manager
WGS Global Services
Grand Blanc
08.2012 - 03.2013
Substitute Teacher
Michigan Department of Education
Genesee County
07.2011 - 09.2012
Education
Secondary Education - English & Langurage Arts - Education & Human Development
Bowling Green State University
Bowling Green, OH05.2011
High School Diploma -
Grand Blanc High School
Grand Blanc, MI05.2006
Skills
- Leadership
- Financial record keeping
- Accounts payable & receivable
- Budget management
- Recruitment and hiring
- Employee benefits
- Data entry
- Efficient in QuickBooks
- Client relations and sales
- Invoice processing
- Schedule management
Affiliations
- Holy Family Catholic Church and School
- Alpha Xi Delta Sorority and Philanthropy
- MOPS Organization
Timeline
Owner / Bookkeeper
Balanced Book, LLC.
10.2022 - Current
Director of Operations /Administrative Bookkeeper
J. Capital
03.2013 - 10.2022
Office Manager
WGS Global Services
08.2012 - 03.2013
Substitute Teacher
Michigan Department of Education
07.2011 - 09.2012
Secondary Education - English & Langurage Arts - Education & Human Development
Bowling Green State University
High School Diploma -
Grand Blanc High School