Skills
SOFTWARE: QuickBooks Online & Desktop, Sage Intacct, Shopify, Concur, Asana, ADP, Gusto, Hubstaff, Multiple Bank ACH systems, Google Drive & Analytics, Microsoft Excel, Word & Outlook, Anchor, Teams, Slack & Skype
ADMIN & FINANCIAL OPERATIONS: Accounts Payable/Receivable, Bank Reconciliations, Financial Reporting, Multi-state Sales & Payroll Taxes, Internal Auditing, Tax Preparation, Billing and Invoicing, Collections, Customer Service, IRS/State Communications, W2 & 1099 Processing, Client and Employee Onboarding
CERTIFICATIONS: QuickBooks Online Certification: Lv. 1, Google’s Introduction to AI, California CBEST
Sales Tax
Account creation, monthly/quarterly/annual returns for the following states:
California, Florida, Georgia, Illinois, Michigan, New Jersey, New York, Oregon, and Washington
Accounts Payable & Receivable
Processed high volume payables for a large insurance company through a variety of methods and owned the receivables process from receipt to collections, if needed.