Sophia Lee

• Answered questions from customers regarding their billing or payment status.
• Assisted in the development and maintenance of financial databases and software systems.
• Assisted with accounts receivable activities such as invoicing, collections, and deposits.
• Prepared and issued customer invoices, monitored receivables, and managed collections process.
• Managed vendor relationships by ensuring timely payments and resolving disputes.

• Recruited and trained new employees to meet job requirements.
• Coordinated with other departments to ensure smooth flow of operations.
• Resolved conflicts between team members in an effective manner.
• Implemented quality control measures to uphold company standards.

• Ordered supplies and equipment to maintain adequate inventory levels.
• Maintained filing system for records, correspondence and other documents.
• Reviewed files and records to obtain information and respond to requests.
• Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.

• Collected and entered payment data into system, maintaining complete confidentiality and accuracy.
• Answered incoming calls in a professional manner and directed callers to the appropriate personnel.
• Collected, counted and disbursed money to complete basic bookkeeping and banking transactions.
• Handled incoming and outgoing mail and packages, including preparation for shipping.

• Knowledge of the Quick Book and Access
• Prepared balance sheet, profit and loss statement, and other reports
• Prepared final returns for filing with appropriate taxing authorities within deadlines. (Payroll and Sales return)

- Documents financial transactions by entering account information

• Managed time effectively to ensure tasks were completed on schedule and deadlines were met.

- Communicate with government agents and solving the problem of letters

• Created reports on client's income, expenses, capital gains. for filing purposes.
• Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
• Reconciled client books for accurate reporting with post adjusting journal entries.