Summary
Overview
Work History
Skills
Certification
Timeline
Generic

Trisha Rowland

Canton,OH

Summary

Results-driven professional seeking a full-time role to utilize interpersonal skills, time management, and problem-solving expertise. Known for organization and dependability, excelling at managing multiple priorities with a positive attitude. Willing to take on additional responsibilities to meet team goals. Thorough team contributor with strong organizational capabilities, experienced in handling numerous projects simultaneously while ensuring accuracy. Effective prioritization skills for consistent meeting of deadlines.

Overview

29
29
years of professional experience
1
1
Certification

Work History

QuickBooks Live Lead

INTUIT
01.2022 - Current
  • Support a team of 20+ bookkeepers.
  • Closely monitor clients books and promptly address possible issues or concerns with the bookkeeper.
  • Implemented workflows to track clients progress, SLA and CST.
  • Support alt:source team during peak. Provide guidance,
    mentorship, and resources to support team members in their roles. Working closely with Managers & Leads.
  • Established training and support of callers for alt:source team.
  • Support TTL during peak season.
  • Currently on HireVue team

QuickBooks Live- Expert Bookkeeper FOE

INTUIT
01.2021 - 01.2022
  • New Client Onboarding
  • Assessing clients’ needs and goals for their company’s bookkeeping.
  • Analyze Client financials within QuickBooks Online to request accurate documentation needed to set up books accurately.
  • Assist clients with proper set up and workflows recommended by QBO.
  • Connect banking/credit cards within QBO with client.
  • Train clients on using the bank feeds, undeposited funds, AR, AP, loans and any additional needs requested by clients.
  • Work closely with multiple bookkeepers for various clients to properly clean up clients’ books and communicate additional documentation or information needed from clients.
  • Maintain client rapports through written and verbal communications as well as video-based appointments.

BOOKKEEPER & INCOME TAX PERPARER

TAXES MADE SIMPLE, INC.
01.2012 - 01.2020
  • Bookkeeper for over 50 small businesses- including, Monthly/Quarterly & Annual Payroll Reporting.
  • Monthly account reconciliations-Various daily transactions-Direct Communication with Business Owner
  • Direct access to business financial institutions to download to QB standalone or QBO.
  • QB Training & troubleshooting for staff as well as business owners.
  • Expertise in Ohio as well as general Sales Tax reporting’s.
  • Worked with various types of businesses including Lawn Service, Floral Shops, Bars, Construction, Commercial Trucking, Gas stations, Fleet Maintenance & Custom Parts Assembly
  • Established Accounting Policies and Procedures manual for the company.
  • Handled all clean up or disputes on behalf of the business, regarding IRS or State tax discrepancies.
  • Year End Reports: Federal/State & City Requirements.
  • Tax Prep: Experience in Intuit Pro-Series tax program.
  • Completed Annual CPE Course: IRS Annual Filing Season Program.
  • Assisted in individual, Schedule C & Corporate Tax returns.
  • Prepared all businesses financial reports for taxes.
  • In charge of all Federal, State & City Extensions.
  • Contacted IRS for transcripts and resolution.

BOOKKEEPER-DLA, LLC

01.2011 - 01.2012
  • Full Charge remote bookkeeper for small Architect company located in Virginia.
  • Maintained payables, invoicing and account reconciliations.

ASSISTANT DIRECTOR-AIRLINE PRESCHOOL

01.2010 - 01.2011
  • Managed family data in Child Care Mgmt
  • Software
  • Process Daily Deposits-Tuition Payments
  • Assisted with activities/lesson plans and managing 15 staff members.

STAFF ACCOUNTANT-AUSTIN REAGIONAL CLINIC

01.2001 - 01.2008
  • Head of Accounts Payable Department.
  • Established Accounting Policies and Procedures manual for the company.
  • Financial reporting for 13 clinics.
  • Monthly audits of clinics.
  • Reported directly to CFO and Controller.

STAFF ACCOUNTANT-CHUBB SECURITY

01.1996 - 01.2001
  • Accounts Receivable-Accounts Payable
  • Trained staff as well as acquired companies on Accounting Software (based out of Canada)
  • Established Accounting Policies and Procedures manual for the company
  • Would train all new staff.
  • Worked directly with the VP and Controller on Income statements & budgets

Skills

  • Ability to adapt to
    constantly changing
    environments with ease
  • Strong and effective
    communicator
  • Dedication to customer
    service through
    empathetic, yet practical
    approach
  • QuickBooks ProAdvisor over 12 years
  • ProSeries
  • ProConnect







Certification

QuickBooks Desktop Certification

QuickBooks Online Payroll Certification

QuickBooks Online Advanced

Intuit Bookkeeping Certification

Timeline

QuickBooks Live Lead

INTUIT
01.2022 - Current

QuickBooks Live- Expert Bookkeeper FOE

INTUIT
01.2021 - 01.2022

BOOKKEEPER & INCOME TAX PERPARER

TAXES MADE SIMPLE, INC.
01.2012 - 01.2020

BOOKKEEPER-DLA, LLC

01.2011 - 01.2012

ASSISTANT DIRECTOR-AIRLINE PRESCHOOL

01.2010 - 01.2011

STAFF ACCOUNTANT-AUSTIN REAGIONAL CLINIC

01.2001 - 01.2008

STAFF ACCOUNTANT-CHUBB SECURITY

01.1996 - 01.2001

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Trisha Rowland