Summary
Overview
Work History
Education
Skills
Timeline
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Rashida Ali

Chicago

Summary

Experienced Assistant Bookkeeper with advanced financial record-keeping skills. Adept at managing complex financial data and skilled in modern methods for maintaining and verifying financial records to ensure accuracy in reports. Detail-oriented, forward-thinking, and reliable in handling financial tasks such as account reconciliation and invoice processing. Committed to following established procedures for error-free financial reporting. Proven ability to excel in both independent and team settings. Transitioning into the role of Junior Bookkeeper with strong organizational skills and a solid foundation in bookkeeping principles. Completed a Master's in Healthcare Administration and fully dedicated to providing exceptional client service in the field, aligning with strengths and interests.

Overview

15
15
years of professional experience

Work History

Dojo Manager & Bookkeeper

TAC Karate & Fitness
06.2024 - Current
  • Maintained a professional, organized, and safe environment for instructors and students.
  • Maintained daily administrative operational needs for the dojo.
  • Managed budgets and resources for educational programs.
  • Maintained and processed invoices, deposits, and money logs.
  • Maintained the QuickBooks accounting system to reflect accurate financial records.
  • Effectively communicated with clients about program registration, payment needs and kept updated, detailed, and accurate ledgers.
  • Strengthened financial operations by conducting bank reconciliations and financial reporting.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Prepared school budget and submitted to the Head Instructor with recommendations for hiring, capital expenditures, and cost-saving initiatives.

Junior Bookkeeper (Remote)

BKPR Entry
07.2023 - 03.2024
  • Reconciled bank statements and credit card accounts monthly.
  • Analyzed financial data to identify discrepancies or inconsistencies in reports and records.
  • Participated in internal meetings to discuss new strategies or initiatives related to finance operations.
  • Developed comprehensive knowledge of bookkeeping principles and procedures.
  • Created, updated, and maintained financial records using QuickBooks accounting software.
  • Maintained accurate records of all transactions made by the company.
  • Assisted in the preparation of budget plans according to established guidelines.
  • Confirmed accounts payable and controlled expenses by receiving, processing, verifying and reconciling invoices.
  • Reconciled financial data to maintain accurate account balances and support compliance with established accounting practices.
  • Generated invoices upon receipt of billing information and tracked collection progress.

Tax Professional Assistant (Remote)

TC TAX
01.2020 - 04.2023
  • Provided customer service to clients by responding to inquiries regarding their taxes.


  • Reviewed client's books regularly for errors or inconsistencies in reporting data.
  • Prepared tax returns for individuals and businesses using specialized software applications.
  • Maintained client files and records of financial data accurately and confidentially.
  • Created spreadsheets detailing deductions taken by clients on their returns.
  • Organize documents such as W-2s, 1099s, itemized deductions, and investment income before preparing a return.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Analyzed financial documents to accurately reflect client information on tax returns.
  • Developed spreadsheet models to accurately track tax information.

Tax Professional Assistant

H&R Block
01.2010 - 01.2012
  • Researched new tax laws and regulations to ensure that the firm is compliant with all applicable rules and regulations.
  • Drafted correspondence to clients regarding changes in their accounts or payment status.
  • Processed payments, refunds, and credits in compliance with IRS regulations.
  • Organize documents such as W-2s, 1099s, itemized deductions, and investment income prior to preparing a return.
  • Attended meetings with the Tax Professional or Manager when necessary to discuss specific cases or topics related to taxation.
  • Maintained client files and records of financial data accurately and confidentially.
  • Identified ways to improve efficiency when completing tasks related to taxation.
  • Provided customer service to clients by responding to inquiries regarding their taxes.
  • Assisted in researching complex tax issues as needed by the Tax Professional or Manager.
  • Created spreadsheets detailing deductions taken by clients on their returns.
  • Prepared tax returns for individuals and businesses using specialized software applications.
  • Worked closely with clients throughout the entire process from start to finish.

Education

Certification in Tax Preperation -

Intuit Academy
12-2025

Certification in Bookkeeping -

Intuit Academy
08-2025

Master of Science (M.S.) - Healthcare Administration

Walden University
Minneapolis, MN
08.2019

Bachelor of Science - Human Biology

Suffolk University
Boston, MA
05-2011

Skills

  • Customer service
  • Operations management
  • Accounts payable management
  • Accounts receivable management
  • Bank reconciliation
  • Bookkeeping software
  • QuickBooks proficiency
  • Analytical reasoning
  • Superior attention to detail
  • Reliable
  • MS Office expert
  • Strong verbal and written communication

Timeline

Dojo Manager & Bookkeeper

TAC Karate & Fitness
06.2024 - Current

Junior Bookkeeper (Remote)

BKPR Entry
07.2023 - 03.2024

Tax Professional Assistant (Remote)

TC TAX
01.2020 - 04.2023

Tax Professional Assistant

H&R Block
01.2010 - 01.2012

Certification in Tax Preperation -

Intuit Academy

Certification in Bookkeeping -

Intuit Academy

Master of Science (M.S.) - Healthcare Administration

Walden University

Bachelor of Science - Human Biology

Suffolk University

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