Summary
Overview
Work History
Education
Skills
Certification
Communication
Leadership
Timeline
Generic

Ruben Peralta

Pico Rivera,CA

Summary

Dynamic bookkeeping professional with extensive experience in managing a small bookkeeping firm and a comprehensive understanding of the accounting industry. Expertise includes delivering detailed financial reports, monitoring bank transactions, and optimizing cash flow management to drive business success. Proficient in developing tailored tax planning that empower clients to achieve financial objectives while enhancing overall fiscal health. Recognized for reliability, efficiency, and strategic problem-solving, consistently fostering strong client relationships through meticulous attention to detail and exceptional service.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Bookkeeper + Managing Partner

Sabscom
02.2021 - Current
  • Reconciled bank statements on a 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.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Processed vendor invoices efficiently, reconciling discrepancies and negotiating favorable payment terms when necessary.
  • Prepared comprehensive financial statements, including balance sheets, income statements, and cash flow reports for leadership review.
  • Communicated regularly with clients regarding billing inquiries, resolving disputes fairly and maintaining strong professional relationships.
  • Implemented cost-saving measures across various departments through close examination of expenses, resulting in significant reductions in overhead costs.
  • Organized financial records meticulously using electronic filing systems to ensure easy access during audits or reviews.
  • Matched purchase orders with invoices and recorded necessary information.
  • Completed tax forms in compliance with legal regulations.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Completed payroll for 8 employees and maintained detailed records of procedures.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.
  • Managed and responded to correspondence and inquiries from customers and vendors.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.
  • Managed complex problem-solving for upper management in order to complete projects on-time and within budget.

Tax Preparer + Bookkeeper + Office Manager

Golden Eagle Tax
01.2020 - 12.2024
  • 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.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Educated clients on tax planning strategies, helping them save money in future years.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
  • Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Leveraged expertise in tax law to advocate for clients during disputes with tax authorities, securing favorable resolutions.
  • Continuously sought professional development opportunities, staying ahead of industry trends and regulatory changes.
  • Responded to inquiries from IRS and other tax authorities.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
  • Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
  • Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
  • Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
  • Optimized office space utilization, leading to more efficient and productive work environment.
  • Provided comprehensive administrative support to senior management, enabling them to focus on strategic decision-making.

Substitute Teacher

Springs Charter Schools
10.2019 - 12.2024
    • Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
    • Upheld classroom routines to support student environments and maintain consistent schedules.
    • Developed strong rapport with students through consistent encouragement and support, fostering a positive learning atmosphere conducive to academic growth.
    • Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
    • Maintained day-to-day classroom management and discipline to promote learning initiatives.
    • Enhanced classroom management by implementing positive reinforcement strategies and maintaining clear expectations for behavior.
    • Participated in professional development workshops to stay current with educational best practices and pedagogical innovations.

Assistant Manager

Any Budget Printing
05.2017 - 01.2020
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Improved customer satisfaction by addressing and resolving complaints promptly.
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
  • Managed inventory levels to minimize stockouts while reducing overhead costs.
  • Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
  • Generated repeat business through exceptional customer service.
  • Collaborated with the management team to develop strategic plans for business growth and improvement.
  • Increased sales through effective merchandising strategies and targeted promotions.
  • Scheduled staff shifts to ensure proper coverage during peak shopping hours without exceeding labor budgets.
  • Boosted employee morale by recognizing outstanding performance and celebrating team accomplishments.
  • Coordinated with vendors to ensure timely delivery of products and resolve any supply chain issues.
  • Ensured compliance with all safety regulations by conducting regular inspections of equipment/operations within the store.
  • Collaborated with management team to set sales targets and strategies, achieving consistent sales growth.
  • Oversaw daily operations to maintain store cleanliness and organization.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.

Education

TEFL - Teaching English As A Second Language

The TEFL Org
London, England
02-2021

Bachelor of Science - Economics

Portland State University
Portland, OR
12-2016

Skills

  • Financial record management
  • Income tax preparation
  • Financial budget management
  • Experienced in QuickBooks software
  • Operational oversight
  • Payroll preparation and processing
  • A/P and A/R
  • Full-cycle accounting
  • Customer relations
  • Bank statement reconciliation
  • Tax software mastery
  • Continuing education commitment

Certification

  • Public Notary - 2023 - 2027
  • CTEC License - 2024 - 2025
  • PTIN License - 2024 - 2025

Communication

Spanish
Native or Bilingual

Leadership

I have been in supervisory and management positions since 2014. I lead a team of 15 at Staples Copy and Print Department. I was able to lead that store into the Staples Top 5 Copy and Print department in 2015.

Timeline

Bookkeeper + Managing Partner

Sabscom
02.2021 - Current

Tax Preparer + Bookkeeper + Office Manager

Golden Eagle Tax
01.2020 - 12.2024

Substitute Teacher

Springs Charter Schools
10.2019 - 12.2024

Assistant Manager

Any Budget Printing
05.2017 - 01.2020

TEFL - Teaching English As A Second Language

The TEFL Org

Bachelor of Science - Economics

Portland State University

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