Sales Customer Service

s

Whitney J Chevis

- F r e e l a n c e B o o k k e e p e r -

C O N T A C T P R O F E S S I O N A L S U M M A R Y 8 3 2 - 5 6 3 - 3 2 5 7

w h i t c h e v i s @ i c l o u d . c o m

l i n k e d i n . c o m / i n / W h i t n e y C h e v i s / E D U C A T I O N

AAS Accounting

Lone Star College, Kingwood, TX

2015-2017

S K I L L S

Tech Savvy

Typing Speed: 92 wpm

Organized

Accurate

Detail Orientated

Cost Accounting

Financial Reporting

Payroll

Tax Reporting

Tech savvy, organized, dependable, and creative bookkeeper with over 5 years in experience. Certified in QuickBooks, Xero, and Freshbooks. Specialized in providing customized full charge bookkeeping services to small businesses. P R O F E S S I O N A L E X P E R I E N C E

Senior Bookkeeper/Owner Accountaholics

Humble, TX August 2016 – Present

Accountaholics is a boutique bookkeeping firm that caters to small businesses and entrepreneurs. Accountaholics has experience providing customized bookkeeping, payroll, and virtual assisting services to business owners in various industries. Working with multiple clients, learning their businesses and optimizing their accounting workflow. Implement cutting-edge technology tools to provide each client with the best possible accounting solutions, business processes and workflows.

Bookkeeper Proledge Bookkeeping

Remotely January 2016 – August 2016

Update client financial records for multiple business using QuickBooks. Including data entry, account reconciliations, journal entries, and the preparation of monthly financial statements. Serve as a professional liaison between Proledge and the client during the full- cycle accounting process. Complete sales tax or use tax reports each month and file with the appropriate state agency. Obtain required source documents and other materials from clients weekly. Assist in firm operations to ensure all client obligations are met. Full Charge Bookkeeper CNS Construction LLC

Houston, TX May 2015 – February 2016

Responsible for all bookkeeping, payroll and general accounting for the company, including month-end adjustments, journal entries, and reconciliations. Prepare Financial Statements as well as month-end and year-end closings. Process vendor invoices and expense reports, as well as accounts payable check runs set-up vendor accounts and new customers/jobs. Handle construction permits and attend bid meetings as needed. Prepare and file quarterly state sales tax reports.

P E R S O N A L

Motivated

Creative

Reliable

Fast learner

Hardworking

Dependable

T E C H N I C A L

QuickBooks

Xero

Freshbooks

Microsoft Word

Microsoft Excel

Adobe Photoshop

Adobe InDesign

Google Analytics

L A N G U A G E S

English

Native Language

Spanish

Intermediate

R E F E R E N C E S

Kavin Leonard

Owner, Tri-Fold Investments

832-***-**** *******@******.***

" Whitney is a terrific bookkeeper. She is a great partner for any small business owner–a smart

and personable problem solver with a knack for

numbers. Whitney is a detail-oriented, organized

bookkeeper who knows where everything is at a

moment's notice. She's proactive and works well

independently. She does all this with a sense of

humor that makes her a pleasure to work with. I

recommend her wholeheartedly."

Shari Moreno

Recruiter/Owner, Shari Moreno & Company

832-***-**** *****.******@*****.***

P R O F E S S I O N A L E X P E R I E N C E

Full Charge Bookkeeper Tri-Fold Investments

Galena Park, TX July 2013 – May 2015

Streamlined bookkeeping position & procedures using QuickBooks Pro. Process A/P, A/R, & payroll. Make adjusting journal entries as necessary. Reconcile company bank & credit card accounts monthly. Prepare and file quarterly state sales tax reports. Prepare monthly financial statements & budget reports for owner.

Office Manager/Bookkeeper/Executive Assistant Culbertson Resources Houston, TX October 2012 – April 2013

Prepared monthly reports, trial balances, income statements and balance sheets. Prepared checks for A/P and handled A/R. Performed month end closing. Handled payroll, HR responsibilities, and quarterly tax reporting. Prepared bank deposits and applied payments to the open invoices. Set up and maintained A/P filing system. Full Charge Bookkeeper/Office Manager Riverside Equity Group Houston, TX May 2012 – October 2012 (Contract)

Managed office on a day-to-day basis. Performed accounting support functions via QuickBooks, e.g. billing letters, invoices, accounts payables, and accounts receivable, in a timely and accurate manner. Managed telephone calls, including screening incoming calls and corresponding with tenants and vendors. Utilized HCAD resources and prepared reports for filing. Maintained system databases, e.g. rent rolls and tenant files, in MS Office. Assisted in revising legal lease contracts and create letters and memos to tenants. Organized all office activities, transactions, customer service and marketing strategies. Raised office productivity and revenue in total by 15% generating thousands of dollars in sales. Bookkeeper/Office Manager/Dispatcher Precision 1st Transportation Galena Park, TX August 2011 – March 2012

Verified and posted daily business transactions using QuickBooks software. Responsible for calculating and preparing client invoicing. Reviewed and followed up customer invoices for payments. Posted cash receipts, and prepared weekly aging reports for management. Reviewed vendor invoices, expense reports, and check requests. Responsible for coding vendor invoices to proper general ledger accounts. Prepared weekly payable report, and cut checks. Managed vendor and client relationships in regarding billings or discrepancies, purchase orders, and questions. Processed bank and credit card reconciliations. Prepared and audited quarterly financial statements, and made necessary adjustments. Posted journal entries of employee's biweekly payroll reports as well as being responsible for filing and related office duties. C E R T I F I C A T I O N S

Robyn Suarez

Bookkeeper, Heston USA

504-***-**** *****.*****@******-***.***

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