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Accounting Customer Service

Santa Rosa, California, United States
January 30, 2018

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**** ********** ****, ***** ****, CA 95403



Searching for a position as a staff accountant position where I can contribute to the organization and further develop my accounting skills.


Good experience in AP/AR, bookkeeping, payroll, inventory and cost accounting in Winery, Construction and Logistics. Good experience in Fixed Assets, Auditing, Compilation Engagement, CorporateTax filling support.

Good experience in Financial Analysis, Accurals Accounting in Hospital

Good experience in Customer Service and Office Management.

Good experience in Individual and Business Taxation, Intermediated Accounting, Advanced Accounting, International Accounting, Auditing, Forecasting, Budgeting, Analyzing.

High proficiency with excel and numerical skills.


Skills include: Creative Solution Software, JD Edwards, Meditech, Allscripts/EPSi, AMS, VinNow, QuickBooks, Vintegrate 360, Microsoft Dynamics Navision, Peachtree, Advanced Excel, Word, Outlook, Lacerte Tax and TurboTax Software, experienced on both Windows and Apple platforms.


Devry University Oakland, CA

Master of Accounting GPA: 3.8/4.0 June 2016

Foothill College Los Altos Hills, CA

Certificate in Financial Accounting GPA: 3.7/4.0 December 2012

Santa Rosa Junior College Santa Rosa, CA

Assistant Accounting Certificate GPA: 3.6/4.0 December 2010

Tax Assistant Clerk Certificate May 2010

Economic University of HCMC Ho Chi Minh City, Vietnam

B.A., Business Administration GPA: 3.5/4.0 1989- 1994


Bridgewater CPAs San Rafael, CA

Tax accountant Jan 2017 to July 2017

Prepared 1040 on Ultra Tax CS, Fixed asset CS, Workpapers CS.

Called IRS and FTB on behalf of clients regarding to their notice, tax liability or penalty.

Prepared banking reconcilliation, Prepared Financial Statement for closing 2016 Quickbook Online.

Miller & Associates CPAs Santa Rosa, CA

Tax Accountant, Auditor . Nov 2015- May 2016

Prepared trial balance for use in Engagement CS, Ultra Tax CS

Assigned Tax code for 1065, 1120 form to unload for Tax filling

Controlled Fixed Assets CS files for clients including Federal, State schedule and Future Book schedule, 571-L filling.

Organized document in File Cabinet CS, Engagement CS, Reviewed reconciliation document prepared by clients.

Sonoma Estates Vintners & A W Direct Santa Rosa, California

Staff Accountant May 2015 –Aug 2015

Microsoft Dynamics Navision Technical support for AP, AR, inventory, fixed assets, banking and intercompany reconciliation and financial analyst.

Wilson Artisan Wineries & Stonecushion Inc Healdsburg & Geyserville, California

(Wilson, deLomier, SodaRock, Mazzocco, Matrix, Jacson Key, St Annt, Pezzi King )

Staff Accountant Nov 2014 – May 2015

Handled fixed assets, Internal auditing, Intercompany reconciliation, Sales Tax e-filling, 1099 E-filling, 941 filing and payroll reconciliation, banking and revenue reconciliation, equipment lease and loan schedule. Supported Fiscal year closing. Award with Nelson Associates “ Employee of the Month – February 2015 “

St. Joseph Health System Santa Rosa & Napa, California

Accurals Accountant Jun 2014 – Sept 2014

Financial Analyst-Decision Support April 2014 – June 2014

Helped decision support service project.

Coordinated monthly Allscripts/EPSi operations, provides special reports and services as needed.

Assistsed on special projects as needed.

Helped Month-end close, balance sheet account reconciliation, prepared journal entries, helped re-class revenue and expenses, allocated health benefits, payroll and inventory posting/ reconciliation, Flash report Daily and Statistics.

Truett Hurst Winery Healdsburg, California

AP/AR, Accountant, Inventory Sep 2013- March 2014

Used Microsoft Dynamics Navision, AMS for Sales Order, Daily Sales, AR of Wholesales/ Retail Sales and Internet Sales, AP specialist, Controlled inventory, fixed assets.

Reiter Construction Inc, Kenwood, California

Full-charge Bookkeeper/ Job-Costing Accountant April 2011 – April 2013

Oversees and maintains an accrual accounting system in compliance with GAAP includes: develops a budget and monitors performance to budget throughout the fiscal year, manages payroll for 15 employees, prepares monthly construction project accounting reports and assists in preparing and updating project budgets, prepares journal entries and accurately record and document transactions to the general ledger, coordinates the month-end close, reconciles general ledger accounts and prepares adjusting journal entries, prepares financial statements and monitors cash flow and prepares cash flow projections. Use QuickBooks for payroll online service for weekly payroll checks, monthly direct deposit to IRS and EDD, annual W-2 and 1099 processing.

First Express International (Logistics) Ho Chi Minh City, Vietnam

Accounting & Office Manager 2001–2008

Managed the Ho Chi Minh branch office which included 8 regular employees, hired and managed local employees. Controlled AP/AR, branch payroll, income tax, corporate tax, international tax.

Estimated variable cost and offered quotations to the 100 most important customers for all import and export shipments, negotiated customer contracts. Analyzed and estimated Gross Margin, Allocated Overhead Expenses and Cost Accounting.

Hotel Sofitel Saigon Plaza Ho Chi Minh City, Vietnam

Cost accountant & Revenue accountant 1997-2001

Handled cost accounting and profit analyzing, reported directly to CFO.

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