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Customer Service Sales

United States
November 26, 2017

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P.O. Box ***, Wylie, TX ***** Cell 469-***-****

Professional Summary

Certified Bookkeeper with experience working with small to medium sized businesses of all entity types. In depth knowledge of GAAP, payroll, sales tax, accounts payable & receivables. Highly motivated with strengths managing a team which consistently met deadlines and increased overall productivity. Responsible for ensuring client’s financials were correct and ready for taxes. Established relationships with new clients and implementing a plan designed to meet their individual needs.


Proven Team Leader

Proficient in QuickBooks

& QuickBooks Online

ATX Software

Active PTIN

Income Tax Knowledge



Detailed Oriented


Employment Experience:

Mr. B’s Bookkeeping & Tax Service: Nov 2012 – October 2017

Oversaw the bookkeeping & payroll department and managed staff of four with an average of 65 payroll clients and over 100 bookkeeping clients.

Responsible for seeing that all deadlines were met for monthly, quarterly & annual reporting.

Experience in multi-state payroll and sales tax.

Diversified client base from exotic animal imports, restaurants, construction to professional offices.

Have experience with S-Corp, C-Corp, Partnerships and Sole Props using both cash and accrual accounting.

Instrumental in developing marketing and client services resulting in company revenues doubling.

Protection One: Oct 1992 to May 2002 & April 2004 – Mar 2009

Sales Development Assistant

Assisted in developing national sales training and incentive programs.

Trouble shot and researched issues for branch offices concerning payroll, personnel and account payable issues.

Supported three senior vice presidents and produced statistical reports to monitor installation and service activities for the 55 branch offices across the country.

Operations Analyst – Field Operations.

Developed and maintained key metrics which measured branch office performance and detailed trends and variances.

Oversaw month-end reports, accruals and journal entries needed by the finance department for the branches P& L statements.

Texas Commercial Energy: May 2002 to April 2004

Switching Analyst

Analyzed and rectified issues for customers switching between electric companies after deregulation of the electric system in Texas.

Was the liaison with the Public Utility Commission of Texas to insure the company was adhering to new and changing regulations.

Petite Sophisticate: 1988 - 1992


Oversaw retail store’s sales, customer service and staff of 14

Increased productivity 23% in the first year.

Received national award for customer service

Professional Affiliations

American Institute of Professional Bookkeepers,

National Society of Professional Tax Preparers

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