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Email verificeret.
peachtree corners,
united states
Det er i øjeblikket 10:57 AM her
Tilmeldt marts 17, 2018
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Anbefalinger
Larry W.
@guyforthebooks
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peachtree corners,
united states
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Genansættelsesrate
Accountant and Bookkeeper
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Portfolio-mappe
Portfolio-mappe
QBOA Proadvisor Certificate
QBOA Proadvisor Certificate
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Erfaring
QuickBooks Live Senior Bookkeeper
mar. 2021 - Nuværende
• Review small business owners’ books, assess all issues, and adjust account settings as needed
• Collect all necessary documents needed to perform account clean up
• Go through each account and reconcile to source documents
• Categorize all transactions based on client information and documentation
• Prepared and sent management reports to business owners
• Closed their books and provide any additional information to clients for ongoing success
Accountant
jul. 2018 - mar. 2020 (1 år, 8 måneder)
• Created various upload files in Excel to import into the accounting software as journal entries
• Trained contractors and oversaw the accounts payable process
• Deposited checks in banking system and recorded the journal entries in the accounting software (Sage and later Oracle)
• Provided various types of financial reports for the controller and CFO
• Assisted with company audits, taxes and 1099’s
Small Business Consultant
okt. 2016 - feb. 2018 (1 år, 4 måneder)
• Applied knowledge of accounting and Intuit software to help clients solve bookkeeping and payroll problems
• Advised customers on which intuit solutions best meet their business needs
• Developed relationships and used pipeline management to schedule presentations and demonstrations of intuit products
• Processed customer orders and assisted with the onboarding process when necessary
• Assisted with many projects to test various marketing campaigns and support different sales groups
Uddannelse
B.S. in Business
(6 år)
Kvalifikationer
Quickbooks Proadvisor Certificate
Intuit
2021
Certified in Quickbooks Online.
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Bedste færdigheder
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