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peachtree corners,
united states
目前这里是10:06 下午
三月 17, 2018已加入
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Larry W.
@guyforthebooks
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peachtree corners,
united states
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Accountant and Bookkeeper
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文件夹
文件夹
QBOA Proadvisor Certificate
QBOA Proadvisor Certificate
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经验
QuickBooks Live Senior Bookkeeper
3月 2021 - 现在
• 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
7月 2018 - 3月 2020 (1 年, 8 个月)
• 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
10月 2016 - 2月 2018 (1 年, 4 个月)
• 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
教育
B.S. in Business
(6 年)
资质
Quickbooks Proadvisor Certificate
Intuit
2021
Certified in Quickbooks Online.
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