Sales Customer Service

TAE JACKSON, CB • 404-***-****•

TAE JACKSON, CB

**** ******** **** ** **** 3115 • ATLANTA, GEORGIA 30324 •

404-***-**** • **********@****************.*** • Certified Bookkeeper with 20+ years of experience in bookkeeping, human resources, payroll and benefits management, non-profits, tax preparation, budgeting, month-end close, sales, customer service, inventory control, quality assurance, personnel management, and implementing policies & procedures. Seasoned professional with excellent organizational, leadership, and problem-solving skills. Strategic thinker with the ability to manage the tactical details of a project. HIGHLIGHTS:

• Account reconciliation and month-end close

• Income tax preparation

• Fiscal budgeting, forecasting, and reporting

• Variance analysis

• Solid ethics

• General ledger accounting

• Excellent organizational skills

• Detail oriented

• Creative problem solver

• Mathematical acumen

PROFESSIONAL EXPERIENCE:

STAYORGANIZED, LLC, Atlanta, Georgia

Senior Accountant, (January 2002 – Present)

• Responsible for the day-to-day operational needs of small businesses including posting and tracking of bill payments, vendor category payment and reporting, customer invoicing, deposit processing, collections, PCI compliance, job costing, sales and use tax reporting, insurance reporting and payment processing

• Maintain personnel and payroll records

• Training and Implementing policies and procedures S. DIXON LAW OFFICES, LLC, BUCKHEAD, Georgia

Accountant/ Bookkeeper, (June 2017 – March 2019)

• Maintain Client Iolta Trust Account

• Serve as the Administrator of Group Health Insurance and 401k

• Maintain a tracking system for employee vacation, sick leave, and time off without pay

• Maintain books and prepare monthly financial statements

• Maintain and process bi-weekly and monthly payroll

• Client Billing

PAWS ATLANTA, INC, (Non-Profit Organization), Decatur, Georgia Accountant/ Bookkeeper, (July 2012 – March 2017)

• Maintain personnel and payroll records

• Manage employee records for all leave of absences including vacation, sick, PTO, FMLA, LTD, and STD

• Maintain books and prepare monthly financial statements for approval by the Board of Directors

• Track ongoing value of investments and prepare financial statements

• Assist the auditor in preparation of the annual organizational audit

• Preparation of the annual budget with input from department managers

• Provide department managers with monthly budget amounts for their areas

• Manage donor database and ensure all donors are acknowledged within 10 days of receipt of gift

• Purchasing and inventory control

TRANSITION HOUSE INCORPORATED, (Non-Profit Organization), Atlanta, Georgia Financial Controller, (January 2001 - August 2003)

• Established and maintained the Alumni database

TAE JACKSON, CB • 404-***-****•

• Wrote grants, maintained requirements and records

• Completed payroll, resident billings, and tax forms

• Reviewed all new hire forms and benefits with new employees, including I-9s and tax forms

• Coordinated the Summer Internship program

• Prepared reports for temporary hire costs, advertising costs, resumes received, and new hire tracking

• Coordinated fundraising incentives for local programs (Bowl for Kid’s Sake, AHA Heart Walk, etc.)

• Managed administrative tasks such as filing, typing, typesetting, completing intake interviews, and maintaining resident donor databases, publishing quarterly newsletters, and assisting the Executive Director

• Coordinated Executive Director’s calendar appointments and travel arrangements

• Developed Proposals, Amendments, Agreements, Lease Contracts, mass mailings, and general correspondence

ADT SECURITY, Atlanta, Georgia

Branch Administrator, (December 1999 - January 2001)

• Maintained accounts receivable for Sales Department (including tracking of billing until paid), made necessary adjustments on client billing and consultant paychecks

• Used specialty in-house software to prepare PowerPoint presentations and reports

• Prepare reports including daily sales, consultant, funding, and exception reports

• Tracked sales generated by consultant to determine rate of pay

• Managed applicant recruitment process, perform consultant reference and background checks

• Trained new employees on Department and Firm policies and procedures W.H. STOLLER & ASSOCIATES, PORTLAND, Oregon

Personnel Supervisor, (October 1997 – October 1999)

• Perform Payroll Administration

• Screen, interview, and orient prospective associates

• Coordinate and attend job fairs.

Assign temporary and Direct Hire employees to client and track hours to determine reviews for pay raises

• Prospected for potential clients through cold calling, telephone solicitation, and direct contract

• Prepared and negotiated Contracts, Amendments, and Agreements TECHNOLOGY SKILLS:

Authorize.net, ADP Payroll, Agent, AT Financial, Gift Works Donor Database, Google Checkout, Microsoft Office Suites (Excel, PowerPoint, Access, Outlook, Word) Merchant Connect, My Merchant Office, Netscape, PayPal, Lawpay, Authorize.net, Expensify, Bill.com, PaperPort (8.0-12.1), PDA Devices, Peachtree, Tax ACT

(2006-2018), Windows (XP, Vista, 2000-2003, 7.0, NT, Internet Explorer 8.0), Case Management Software

(RocketMatter, Filevine),Sage, Salesforce, QuickBooks (98-2005), QuickBooks Pro + Payroll (2006-2018), QuickBooks Online, NetSuite, Xero

CERTIFICATIONS:

Certified Bookkeeper- American Institute of Professional Bookkeepers (AIPB) November 2007 QuickBooks Pro Advisor- INTUIT Online Certification Training EDUCATION:

GEORGIA STATE UNIVERSITY, Atlanta, Georgia

Accounting, Business Administration, (September 2013 - Present) DEVRY INSTITUTE OF TECHNOLOGY, Decatur, Georgia

Telecommunications Management, Business Administration, (October 2000 - January 2001)

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