Quickbooks Online Be A

Michele Irwin

Columbia, PA ***** +1-717-***-**** **************@*****.***

Energetic, extremely detail oriented, organized, self-driven quick learner and analytical thinker who enjoys a fast-paced work environment, strives to follow processes through from beginning to end, works very well with little supervision, and provides exemplary service to both internal and external customers.

Authorized to work in the US for any employer

Work Experience

Cient Advocate

Kauffman CPA – Lancaster, PA (remote)

October 2023 to December 2023

Perform bookkeeping, payroll, bank reconciliations, journal entries, and month end closing functions for 6 clients of all different industries, sizes, and bookkeeping needs.

Passed the basic quickbooks online certification exam on the first try while working here with no prior quickbooks online experience. Have since passed the quickbooks online payroll examination as well and am working on the advanced exam after which I will be a quickbooks online pro-advisor. Learned many other software applications while working here.

Communicate directly with the clients in meeting their requirements, emailing deliverables, and solving/researching special requests.

Collaborate with other client advocates regarding best practices. Schedule and attend meetings.

Post time to jobs and to the spreadsheet for weekly budgeted time for determining availability for assistance to other team players.

Payroll Processor and Bookkeeper

Sager, Swisher and Company – Lancaster, PA (left for remote position)

July 2023 – September 2023

Perform accurate payroll functions and file all payroll taxes and deposits for clients of varying sizes, industries, and frequencies.

Calculate pay, enter and update client employee records, print paystubs and checks,

Calculate bonuses and other special pays, ensure proper deductions and when necessary submit payments to the proper agencies.

Calculate and submit 401K funds.

Perform manual payrolls, gross up checks, research issues, speak directly with clients in meeting their needs, answer phones and respond to requests from internal and external clients.

Perform bookkeeping functions, bank reconciliations, analysis of financial reports, tie out totals, track and enter my time spent on each client/function.

Payroll Processor and Bookkeeper

Miller, Brown & Ohm, CPAS - York, PA (Firm went to 3rd part payroll processor, job eliminated)

April 2022 to May 2023

Lead payroll processor at the York location.

Process hourly and salary, weekly, bi-weekly, and monthly payrolls for about 37 clients of varying size and business types.

File all federal and state quarterly payroll taxes and monthly sales and use taxes.

Receive payrolls in various forms, manipulate data, enter hours and pay, track accruable benefits, collaborate with clients to ensure payrolls are completed properly the first time.

Return payroll reports, print checks, and send direct deposit info to the bank.

Adjust schedule as needed for holidays to meet revised payroll deadlines.

Perform bookkeeping functions for some clients.

Operate payroll software. ACS.

Cut vendor checks, and make other withholding payments for numerous wage attachments.

Calculate overtime pay, back pay, and gross up paychecks.

Run reports for client workers comp audits.

Enter and pay wage attachments. Take courses for CPE credits to maintain bookkeeper certification.

Answer phones, client questions, and direct incoming calls. Enter, update, and terminate client employees in system.

Use printers, computers. copiers, scanners, telephones, and adding machines on a regular basis in processing accurate payrolls and meeting customer needs.

Reconcile customer bank statements and make adjustments as needed.

One accomplishment since I have been working here was to sell a current client on an additional benefit accrual service at an additional cost, making more revenue for the company while satisfying the customer and helping her figure out her benefit accrual plan

Assistant Controller

Hondru Ford - Manheim, PA (No longer desired to be a controller here)

October 2021 to March 2022

Enter accounting data related to car deal costing, parts, warranties, service contracts and repair orders for 4 dealerships.

Learn other positions for backing up purposes.

AP Specialist

Wickersham Construction & Engineering - Lancaster, PA (conflict of interest)

November 2020 to September 2021

Responsible for full cycle Accounts Payable,

Match receivers emailed from many different sources to invoices/expense reports/credit card bills • Code, check and input all invoices/, including AIA billings (approximately 1500/month), applying accurate amounts to subcontracts or PO's as necessary in this process.

Obtain invoice approvals

Select invoices for payment for bi-weekly check runs, print and mail all checks (includes subcontractor payments).

Maintain AP open and paid files.

Enter, file and note receipt of all PO's and subcontracts by project both manually and digitally. • Maintain the Sales tax exemption and W-9 forms.

File PA use tax monthly and MD use tax bi-annually.

Field all AP inquiries

Communicate with vendors to tackle issues and obtain/give information, such as balance differences, certificates of insurance, and payment inquiries.

Execute a handful of monthly ACH payments and log them in the system.

Perform adjusting and wash entries.

After 3 months was able to perform all job functions with little to no overtime which the guy before me was unable to do after 6 years in the same position, organization to the flow of work is key!

Bookkeeper

Rettew Associates - Lancaster, PA (furloughed then laid off due to covid 19) (in house, then remote)

March 2019 to August 2020

Input, verify and reconcile all credit card expense report transactions for 2 companies and approximately 40 service areas

Full functioning AP backup including routing invoices digitally for approval, vouchering, and check run. • Set up new vendors and obtain W-9's when necessary

Month end processing for 2 companies through trial balance, work papers, adjusting entries, running of numerous reports and posting to a variety of spreadsheets for metrics tracking. • Process weekly expense reports for 2 companies

Bank reconciliations for the 2 largest companies.

Analysis of budget to actual figures addressing out of scope items.

Received bronze quality award for improving the AP Process the first month I worked there. • Received star recognition award from a coworker in May 2020 while working remotely after covid 19.

Bookkeeper/Office Assistant

SERVPRO of Western Lancaster/Eastern York -Manheim, PA (left for higher pay & benefits)

January 2019 to March 2019

Answer a high volume of customer phone calls for emergency services gathering all pertinent insurance and homeowner information.

Download new jobs from corporate call center dashboard.

Write up job folders and estimates, enter leads and jobs into Work Center

Enter detailed moisture reading information into dry book, chart affected areas, calculate square and linear footage, place drying equipment, label photos and signed documents and upload back to cor porate for insurance claim purposes.

Collaborate with insurance adjusters to facilitate processing claims

Make follow-up calls on open invoices; very successful in collecting on invoices with some up to a year past due.

Calculate employee hours for payroll purposes via Quickbooks plus track PTO and VAC hours. • Compare estimate to actual work performed in reconciling claims.

Make suggestions for process improvements for efficiency.

Paraprofessional

Baker Tilly - York, PA (stepped down from position for personal reasons, mother terminally ill)

May 2018 to December 2018

Process payrolls for different types of small businesses with varying employee counts and frequencies via Quickbooks and Paytime, distribute to clients, and digitally file internally.

New employee set-ups and terminations keeping client time sheets up to date.

Prepare, calculate, remit, store digitally, and return to client weekly, monthly, and quarterly payroll tax deposits from a variety of raw data for various company types and frequencies.

Calculate, report, and remit quarterly payroll taxes for about 65 clients, distribute accurate and con sistent reports back to clients, mail returns and/or payments to tax agencies, and file internally.

Bank reconciliations, journal entries, and bookkeeping functions for about 5 or 6 companies, most of which were restaurants. Familiar with accounting for employee tips and calculation of minimum pay when tips are involved.

Attend Paytime-sponsored payroll seminars which also completed certified bookkeeping credits.

Learned about the insurance industry and was trained at an insurance company on paying their sales commissions to help them out their time of need.

Payroll & Payroll Tax Adminstrator

Irex Corporation-temporary - Lancaster, PA (position eliminated after person on leave returned)

September 2017 to January 2018

Process hourly union and non-union weekly payrolls, and lay-off payrolls, for 5 companies. • New employee set-up, terminations, change forms, and wage attachments.

Calculate and submit all state and local withholdings/payments in a timely fashion for about 16 companies in 38 states.

Calculate & process union remittances by monthly due dates.

Process weekly certified payrolls.

Process unemployment claims through Hamlet in conjunction with Corporate Cost Control. • Submit weekly hourly Federal Tax Deposit for about 16 companies.

Other projects as assigned, including help with audits,, backing up other processors, and researching pay inquiries.

Update the contribution rates for each company/state as appropriate.

Review the new jobs entered list to ensure jobs' geocodes were correct so accurate taxes were with held and update if necessary after properly researching.

Filing and record retention of all items to specifications for audit purposes.

Assistant Controller/Procurement Manager

Lumsden Corporation - Lancaster, PA (company downsized)

August 2016 to August 2017

Calculate and enter all monthly and yearly standard journal entries, recurring journal entries, adjusting entries and payroll entries for all 4 divisions.

Count monthly inventories and calculate raw material usage for 3 divisions.

Order all commodity items such as wire, cartons, shipping items, plus other inventory items for 3 divisions.

Meet with vendors and negotiate pricing.

File all monthly, quarterly semi-annual and annual sales taxes for multiple states for 3 divisions • Enter new budget amounts into system for the new year

Perform monthly and yearly closing functions.

Complete special projects as assigned

Create and print accurate financial statements for all 4 divisions.

Account reconciliations across all four divisions

Bookkeeper/Payroll Processing/Tax Prep

Philip K Miller & Associates - Elizabethtown, PA (left due to ethics issue)

December 2015 to August 2016

Perform all bookkeeping, payroll processing (including time calculations and entering of new employees and termination of employees) sales tax and payroll tax filings for clients across various business types via quickbooks desktop.

Assist Phil with income tax preparation for sole proprietorships and partnerships. • Answer phones and schedule incoming appointments as needed/in absence of receptionist. • Make post office and bank runs when needed.

Complete special projects as assigned.

Filing and record retention duties per requirements

Data Processing Specialist (formerly Acorn Press)

The Standard Group-Lititz, PA (left to go back to accounting field)

March 2014 to December 2015

Receive client mail lists in numerous fashions and process mail lists/jobs using BCC software and prepare all postal paperwork while adhering to all postal regulations.

Implement and utilize other software applications (excel, notepad, etc.) on a regular basis to as- sist in efficient and accurate data manipulation.

Create proofs for customer approval prior to printing/ink jetting the final pieces. • Troubleshoot problems in mail lists as needed to ensure smooth processing.

Create variable data files to be printed on digital printing equipment from the data provided to us in the client list.

Set up, process, and print mail merges.

Process single and multiple postal drop jobs with single or multiple versions; often requiring the creation of a match field to ensure the correct mail recipient receives the correct personalized printed piece. • At 30 day review already working on 90-day expectations.

At 90-day review already working on 6-month expectations.

Staff Accountant/Billing/AR Specialist

Pemcor Printing Co - Lancaster, PA (laid off due to merger duplication of position/printing industry down turn)

June 2000 to February 2014

Perform job cost duties/post needed costs for accurate recapture and billing to produce accurate and detailed invoices with appropriate sales tax to customer specifications for sales volume up to 1,000,000/month.

Distribute sales revenue accordingly through invoicing software among various internal divisions while ensuring accuracy of all codes, divisions, and accounts posted to jobs for accounting purposes. • Apply prepayments and payments via credit card, check, or cash on account, enter adjustment and credit memos in system with proper approvals while ensuring accuracy of postage account, accounts receivable, and general ledger.

Scan daily deposit to the bank and control, post, and reconcile all petty cash transactions. • Process credit cards, submit invoices, and process POD orders using a variety of different computer software programs and interfaces.

Create, update, and report via spreadsheet daily production figures to management. • Calculate and electronically file Sales tax in PA and NJ.

Calculate sales commissions with numerous special circumstances on a monthly basis. • Enter, age, select, and disburse checks for accounts payable items within guidelines given, and order checks.

Calculate and enter monthly payroll and payroll accrual entries.

Calculate and enter the monthly adjustment for WIP and cost of goods sold.

Calculate and enter any miscellaneous entries found in reconciling accounts various accounts. • Perform end of month functions to close accounts receivable and payable to the general ledger. • Create, adjust and run monthly financial statements.

Answer phone, research and respond to inquiries from customers, vendors, management, sales, and production as needed on a daily basis.

Accounts Receivable Clerk/Billing Assistant

Acorn Press/The Standard Group - Lancaster, PA (left for better opportunity)

April 1993 to June 2000

Verify, input, print, reconcile, and maintain file of all A/R invoices and run final cost sheets for all billed jobs.

Process plant employees' hours for purposes of job costing and payroll, and submit data to ADP for payroll purposes.

Run, print, distribute numerous end of months reports for job and accounts receivable monthly close. • Prepare, post, reconcile and file all daily cash receipts transactions and take deposit to the bank. • Post/graph sales profitability and plant productivity via Excel. Reconcile job cost, estimate and sales values to ensure accurate commission values paid.

Control, post and reconcile all petty cash transactions.

Compute monthly depreciation, prepare entries and maintain file of over 300 fixed assets. • Gather, consolidate, and post monthly expenses for eleven sales reps.

Process A/P check run and make post office run in absence of A/P person.

Assist biller whenever possible to broaden my knowledge of the billing process.

Armstrong World Industries, Inc - Lancaster, PA (left to work in accounting field)

1987 to 1993 (positions listed are first to last)

Control Desk Clerk/Tape Librarian – swing shift

Schedule/update all daily, weekly, and monthly production jobs to run on mainframe and dis- tribute all reports generated from those jobs.

Submit payroll jobs via DOS and updated all documentation via Lotus.

Install and set up scheduling package to run production jobs more efficiently. • Manage library of over 15,000 tapes.

Peripheral Operator - corp. data center - swing shift

Control, print, and distribute all output from mainframe: special forms, fiche, multi-copy, etc for all plants nationwide.

Print, sign, burst and seal salary/hourly paychecks, A/P, medical, and dental checks. • Head of a managing process improvement team that successfully simplified the tape librarian functions for everyone.

Cross trained for computer operator functions/duties.

Data Entry Operator - day shift

Key and verify all input from various departments averaging 19-20M keystrokes per minute with extremely high accuracy, especially on 10-key pad.

Rec'd "BIS" bucks for job well done/overtime worked. Requested this "demotion" for day shift hours to enable me to go back to school.

Corporate Data Base Assistant - day shift

Responsible for updating six corporate data bases. Was chosen to fill a temporary opening here and trained only a short time while still working in data entry before going to Acorn Press.

H & R Block 1990 & 1991

Manor Shopping Center-Lancaster, PA (seasonal, part-time)

Data Entry-Rapid Refund Center

Input/verify tax returns into computer, verify loan applications, and transmit returns to Mellon Bank. Worked flexible hours around swing shift schedule at Armstrong.

Education

Certified Bookkeeper in Bookkeeping

Lancaster Campus of Harrisburg Area Community College - Lancaster, PA

December 2010

Associate in Accounting Certificate

Lancaster Campus of HACC - Lancaster, PA

May 2008

Quickbooks Online and Quickbooks Online Payroll Certifications

Intuit - December 2023

Skills

• Account Reconciliation • Customer service

• Bookkeeping • Accounting

• Microsoft Office • Financial Statement Preparation

• Financial Analysis • General Ledger Accounting

• QuickBooks (desktop & Online) • Financial Report Writing

• Journal Entries • Tax Experience

• Accounts Payable • Accounting software

• Microsoft Power point • Profit & Loss

• Balance Sheet Reconciliation • Bank Reconciliation

• Purchasing • General ledger

• GAAP • Accounts Receivable

• Sales Tax • Office Management

• Purchasing • Microsoft Excel

• Inventory • English

• Microsoft Word • Payroll

• Payroll Tax • W-2 Processing

• Petty Cash • SAP

• Data entry

• Supply Chain

• Data Processing

• Month /Year End Close

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