Tolly Glickman
San Bruno,CA
Summary
Quality-driven professional with extensive experience accurately inputting data and recording day-to-day transactions. Precise Accounting Clerk with 17 years of expertise and Personable with dedication to exceeding goals.
Overview
17
17
years of professional experience
Work History
Accounts Clerk
Independent Contracting
San Francisco
11.2022 - Current
- Company Overview: Examples of companies including: restaurants, film distributors, prop rentals, editors, psychiatrists, banking, etc.
- Entering and sending 75 to 100 invoices daily to customers.
- Record Keeping – entering and organizing paperwork and computer files for input, ensuring all records are up to date.
- Collections - mailing statements and placing phone calls for past due accounts, as well as setting up payment plans for customers. Reducing the accounts receivables aging report significantly.
- Reconciled bank accounts on a daily basis.
- Ensured accuracy of vendor invoices before payment processing.
- Received payments from customers via cash, check and credit cards to pay company invoices.
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
Accounting Receivables Specialist
Ace Plumbing and Rooter
San Francisco
01.2021 - 10.2022
- Using, QuickBooks and Desco (dispatch software) to enter invoices
- Processing credit card payments from various hubs, phone, and secured website
- Process checks payments and ACH payments
- Maintain estimates for all clients
- Bank reconciliation
- Reducing receivable aging significantly while maintaining excellent customer service
Accounting Clerk
Independent Contracting
San Francisco
04.2019 - 12.2020
- Company Overview: Examples of companies include Restaurants, Film Distributor, Prop Rentals, Editors, Psychiatrists, etc
- Entering and sending 75 to 100 invoices daily to customers
- Using Howard software program to print manifests to match paperwork before entering information into QuickBooks
- Working for a multitude of companies to set up and maintain QuickBooks software as well as set up office environments to run more efficiently
- QuickBooks-Set-up, organization & maintenance
- Administrative & Organizational –Setting up systems for better efficiency of offices and computers
- Staff training – training on computer systems and office processes
- Record Keeping – entering and organizing paperwork for input, ensuing all records are up to date
- Collections - mailing reminder letters and placing phone calls for past due accounts as well as setting up payment plans for customers
- Examples of companies include Restaurants, Film Distributor, Prop Rentals, Editors, Psychiatrists, etc
Accounting Clerk
Ideal Restoration
San Francisco, CA
10.2016 - 02.2019
- A/R- Slashing past due accounts to within 60 days by researching back up and contact information using QuickBooks, Salesforce, and Dash
- With continued customer follow up and negotiating payment arrangements while keeping positive customer relations
- A/P Entering and processing bills including expense reimbursements to complete weekly check runs
- Reconciliation several various accounts-Tracking all transactions and receipts from several card holders
- W-9 Collecting all Vendor forms and filing 1099 at year end
- Administration Various administrative and accounting duties as needed
- Manage Office, Kitchen, Uniform supplies
Data Entry, Admin
Apple One/TFI Resources
Los Angeles, CA
01.2013 - 01.2016
- Entering handwritten data into survey database
- Entry of contributions using Raiser's Edge software program
- Transferring deposits from queue to correct accounts
- Assemble welcome packages for distribution
- Updating addresses & submitting changes electronically to appropriate departments
Administrative/Bookkeeping
Geotechnologies, Inc.
Glendale, CA
01.2008 - 01.2013
- Recording all financial information into QuickBooks
- Reducing past due accounts by proactively obtaining change orders based on contract amounts
- Entering weekly invoices into QuickBooks Time Report to include all Geologist and Technician time
- Sending state,emts, processing deposits, entering, and coding all bills, processing weekly check runs, creating reports
- Applying for new City Permits and processing renewals on time
- Storing and scanning files physically and into Adobe database
Education
AA Degree - Admin of Justice
LA Valley College
Valley GlenNone - Photography & Art Courses
Academy of Art
San FranciscoDiploma - English Major
El Camino Real
Woodland HillsSkills
- QuickBooks Desktop Proficiency
- Proficient in Microsoft Word, Excel, Outlook and Teams
- Raiser's Edge
- Salesforce
- Proficient in 10-Key Data Entry
- Typing Accuracy
- Numerical Input Efficiency
- Dash Dispatch/contact database
- Howard-Fuel recording app
- Desco Dispatch/contact database
- Debt collection
- File and database management
- Accounts receivable management
- Collections and invoice processing
Volunteer Experience
- NBRAN & Mutt Match L.A.,-fundraising ideas and techniques, assist with set-up and breakdown of large booths, including crates and other equipment for animal adoption events, set-up of sponsor promotion displays, volunteer supervision and coordination of assignments, interact with potential adopters, coordinate food donations, and arrange for transport to foster homes
- Food Forward Program, orchards picking produce for distribution to charitable organizations, collecting produce from vendors at outdoor markets to supply to various charitable organizations
- The Jewish Federation, food server in various homeless shelters, volunteering at various charitable events such as helping children at the Ronald McDonald House, and holiday baskets/spending time with the elderly or homebound shut-ins
Timeline
Accounts Clerk
Independent Contracting
11.2022 - Current
Accounting Receivables Specialist
Ace Plumbing and Rooter
01.2021 - 10.2022
Accounting Clerk
Independent Contracting
04.2019 - 12.2020
Accounting Clerk
Ideal Restoration
10.2016 - 02.2019
Data Entry, Admin
Apple One/TFI Resources
01.2013 - 01.2016
Administrative/Bookkeeping
Geotechnologies, Inc.
01.2008 - 01.2013
AA Degree - Admin of Justice
LA Valley College
None - Photography & Art Courses
Academy of Art
Diploma - English Major
El Camino Real