Bookkeeper-HR-Office Admin

Patricia Morris

Gloucester, MA ***** 857-***-**** ***@*******************.***

Background

Bookkeeping professional bringing 20 plus years of experience in strategic planning, team building, HR Management, customer relationships and account reconciliation. Strong Quickbooks proficiency with precise and accurate nature. Expertise in financial data entry and record-keeping.

Experience

20 + years experience in Accounting, Bookkeeping, HR and financial management

Quickbooks and Excel

E2 and JobBoss Manufacturing software platforms.

Payroll Administration - Quickbooks Payroll, Paychex, ADP and Paylocity

Wix website platform

Invoice Processing

Vendor Management

Inventory Tracking

Confidential Document Control

Project Management

Budget Support and cash flow management

Bank Statement Reconciliation

Bookkeeping

Work History

Bookkeeper - HR - Projects, 10/2022 - Sept. 2024

Nor'east Cleaners – 6 Thatcher Road, Gloucester, Ma. 01930

Maintained and processed invoices, deposits, and money logs.

Completed payroll for employees and maintained detailed records of procedures and all other HR requirements

Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.

Worked on projects to expand business marketing

Scheduled Fleet maintenance

Utilized QuickBooks accounting system to reflect accurate financial records.

Recorded deposits, reconciled monthly bank accounts and tracked expenses.

Managed and responded to correspondence and inquiries from customers and vendors.

Chair, 03/2013 - Current

Partner For HOPE – Gloucester, MA

Since 2014 raised over $250/M for Dana-Farber and related foundations.

Responsible for event creation, Committee participation and marketing.

Established and maintained strong relationships with customers, vendors and strategic partners.

Led organization in setting goals and strategies.

Contributed to values, goals and strategic vision of organization.

Business Co-Owner, 03/1983 - 04/2022

Avenger, Inc – Ipswich, MA

Developed long-term relationships with key clients, vendors and service providers.

Oversaw all daily business operations and financial decisions to drive profitability and growth. We went from a buy-in of $9000.00 in 1983 to annual sales of 1.2 million plus.

Resolved customer service issues with timely and professional resolutions. We were a leader in this category throughout our industry.

Implemented strategic plans to improve performance and increase client acquisition.

Forecasted and managed budgets to boost cost-effectiveness and profitability.

Education

Intuit Quickbooks ProAdvisor

New England College of Art - Boston, MA

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