Skills
Bank reconciliation
5-10 Years
Bookkeeping
5-10 Years
Accounting Software - XERO, Karbon, Autoentry, ShareFile, QBO, Microsoft Excel
2-5 Years
Accounting
5-10 Years
Netsuite
2-5 Years
Invoicing
2-5 Years
Payroll
5-10 Years
Quickbook Desktop
2-5 Years
Xero
2-5 Years
Accounting > Accounts Payable > Fixed Asset
2-5 Years
Financial Statement Preparation & Reporting
5-10 Years
QuickBooks Online (Certified)
2-5 Years
Experience highlights
Staff Accountant
PracticeCFO
·
May/2024
–
Present
• Manage and prepare financial reports for 50–70 clients
• Perform bank and credit card reconciliations ensuring accuracy of financial records
• Record payroll entries, pension contributions, and employee benefits in QuickBooks Online
• Monitor loan balances and repayment schedules
• Maintain fixed asset registers and prepare depreciation and amortization schedules
• Tax preparation including 1099 filings and business property taxes
Financial Accountant
Trust The Process
·
February/2024
–
Present
• Prepared client contracts and billing invoices
• Reconciled company bank accounts and financial transactions
• Managed accounts receivable and collections follow-ups
• Issued demand letters for overdue accounts
• Processed bi-weekly payroll for company staff
Senior Accountant
Hajek & Hajek CPAs
·
November/2022
–
Present
• Reviewed Balance Sheet and Profit & Loss statements for multiple clients
• Reconciled bank accounts and ensured accurate ledger entries
• Recorded revenue transactions and prepared client invoices
• Processed payroll entries in QuickBooks Desktop
• Prepared and drafted Sales Tax reports