Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Saira Guerrero

Visalia,CA

Summary

Organized Bookkeeper proficient in QuickBooks and Adobe software. Executed bookkeeping tasks for large corporations and excelled at quickly learning new accounting methods and procedures. Excellent accounting skills and attention to detail leading to decreased loss of revenue.

Overview

3
3
years of professional experience

Work History

Administrative Assistant

Bastrire Edwards CPAs
01.2021
  • Oversaw e-signing process to properly file tax returns
  • Answer and direct calls
  • Scan, email, fax sensitive material to IRS, clients, bankers, and credit lenders
  • Provide extra support to staff accountants and bookkeepers
  • Run errands for the office (pick up food, deliver deposits to bank, supplies run)
  • Proof-read and edit correspondence to IRS & FTB and personal and business financial statements.

Bookkeeper

Bastrire Montgomery CPAs
01.2021 - Current
  • Post & reconcile financial activity
  • Maintain books for clients - bill pay, data entry, general ledger entries, reconcile accounts
  • Process payroll and quarterly payroll reports using QuickBooks
  • Prepare Summary of Accounts reports and statements - 400 GC Form for trust accounts
  • Provide extra support to other bookkeepers, staff accounts, and office administrators
  • Draft and edit correspondence to IRS and FTB
  • Communicate with clients regarding various questions and concerns.

Education

B.S. Business -

CSU Channel Islands
Camarillo, CA
01.2020

Skills

  • Data Analysis
  • Budget Support
  • Experience in processing orders, record keeping, and overseeing small restock projects
  • Tax & accounting programs
  • Lacerate - Intuit tax software
  • GoFileRoom - Thomson Corp program
  • FileCabinet CS & Practice CS - Thomson Reuters software
  • QuickBooks - desktop & online
  • Razors Edge - fundraising & donor management software
  • Microsoft Office - word, excel, powerpoint, outlook

References

References upon request.

Timeline

Administrative Assistant

Bastrire Edwards CPAs
01.2021

Bookkeeper

Bastrire Montgomery CPAs
01.2021 - Current

B.S. Business -

CSU Channel Islands

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Saira Guerrero