Preethi Jambulingam
Richmond, TX,TX
You only have to do a few things right in your life so long as you don’t do too many things wrong.
Warren Buffett
Summary
Detail-oriented Bookkeeper with extensive experience at Comprehensive Paperless Bookkeeping Services, excelling in accounts receivable and payroll processing. Proven ability to enhance financial accuracy and streamline operations, while fostering strong client relationships through exceptional communication. Skilled in QuickBooks and audit preparation, ensuring compliance and timely reporting.
Overview
6
6
years of professional experience
Work History
Bookkeeper
Comprehensive Paperless Bookkeeping Services
09.2020 - Current
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Completed payroll for employees and maintained detailed records of procedures.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Reconciled and corrected issues with financial records.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Posted daily receipts and payments in accordance with corporate protocols.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
- Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
- Provided support during audits by supplying requested documentation promptly and accurately.
- 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.
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
- Generated detailed financial reports for management review, facilitating informed decisionmaking.
- Reduced errors in financial statements with meticulous attention to detail during data entry.
- Optimized payroll processing for accuracy, ensuring all employees were paid promptly and correctly.
- Streamlined accounts payable and receivable management, improving relationships with vendors and customers.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Matched purchase orders with invoices and recorded necessary information.
Tax Preparer
H&r Block
12.2019 - 04.2020
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
Education
Bachelor of Commerce - Accounting And Commerce
04-2007
Skills
- Bookkeeping
- Accounts receivable
- Accounting and bookkeeping
- Quickbooks
- Bank reconciliation
- Audit preparation
- Payroll processing
- A/P and A/R
- Tax statement preparation
- Attention to detail
- Data entry
- Time management
Languages
English
Full Professional
Tamil
Native or Bilingual
Interests
Cooking
Baking
Gardening
Music
Cooking for big gathering
Diy projects
Work Preference
Work Type
Full TimeWork Location
HybridOn-SiteRemoteImportant To Me
Work-life balanceFlexible work hoursPaid time offPaid sick leave401k matchWork from home optionSoftware
QUICKBOOKS
Timeline
Bookkeeper - Comprehensive Paperless Bookkeeping Services
09.2020 - Current
Tax Preparer - H&r Block
12.2019 - 04.2020
University of Madras - Bachelor of Commerce, Accounting And Commerce
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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