Contact Info: Zeb, 925 & 895 & 0607
OVERVIEW:
Advanced Certified QuickBooks Online Expert with 20+ years of broad experience in bookkeeping/ accounting roles for all types and sizes of businesses including for A/E/C Firms, General Contractors, Real Estate Investors, Health Care Companies and non-profit Organizations.
Throughout my professional career, I have developed extensive bookkeeping/ accounting skills from working as a corporate accountant at public companies and startups small-size businesses, and a full-charge bookkeeper at CPA firms.
These skills, experience and expertise allow me to offer reliable accounting and bookkeeping services, business consulting and variance analysis services to many clients.
I can process full accounting functions utilizing QuickBooks online/ desktop- all editions and many other integrated 3rd party applications.
As a part-time bookkeeper, I will be responsible for establishing best practices and processes, in collaboration with the owners, and rest of the executive team.
My role will be to enhance your accounting and provide real-time insights into financial performance.
HIGHLIGHTS OF EXPERIENCE:
o Clean up, organize and streamline your QuickBooks system
o Preparation of financial statements including Balance Sheets, Income Statements, General Ledger and other special reports as requested
o Maintain all business financials including A/R, A/P, Payroll, reconciliation of credit card and bank accounts, proper account coding for revenue and expenses, direct and indirect cost allocation, bank deposits, preparation of journal entries and variance analyses.
o QuickBooks set up and training; Create an industry-specific chart of accounts, setup products and services items list, custom invoice template, purchase and sales order, inventory setup and seek avenue for better performance of QuickBooks system
o Nonprofit bookkeeping including posting transactions, donor advisory funds accounting, grants accounting, payroll, updating financial statements, accounts reconciliation of all programs, leads the financial audits, tax return etc.
o Overhead Rate Calculation, Timesheet, Payroll and Billing Process for (A/E/C) industry
o Medicare Cost Reporting for healthcare industry
o Financial budget planning and forecasting
o Experience with big 4 accounting firms
o Experience with Research and Development (R&D) business credit
RELEVANT KEY SOFTWARE SKILLS:
Advanced QuickBooks Certified (online and desktop)
ADP, advance in Excel (formulas, pivot tables, v-look-ups, macros), Google applications, Amazon sales, etc.
QUALIFICATION:
Enrolled Agent, (inactive)
Associate of Science in Accounting: Graduated Year 1999
Heald College of Business and Technology, Hayward, California
Advanced Certified Quickbooks ProAdvisor all editions– Intuit
Certified Public Bookkeeper (CPB), 2008
National Association of Certified Public Bookkeepers (NACPB)
Accounting Major Course Requirements Completed
Cal State East Bay
Foreign Bachelor in Accounting
Contact Info: Zeb, 925 & 895 & 0607
keyword; quickbooks quick books quickbook quick book accountant accounting bookkeeper book keeper, aec, nonprofit, non-profit, etc.
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