Jasmine Guan CB

Self-motivated, full-charge AIPB certified Bookkeeper and Certified Quickbooks Online ProAdvisor

Cliffside Park, NJ

adg28r@r.postjobfree.com

*** - *******

Languages: English, Mandarin, Cantonese

• Collaborate easily with co-worker; work well independently

• Self-Motivated, Efficient, dependable and details oriented

• Quick learner who can adapt quickly to new responsibilities

• Wide range of office and accounting support skills

• Experience with QuickBooks Online and QuickBooks Desktop; account receivable and payable

• Proficient knowledge of MS Word, Excel, Outlook, PowerPoint, Social media, Bill.com, Tsheets, Asana, Toggl, etc.

To orchestrate successful bookkeeping services by implementing clean and professional bookkeeping and accounting, providing profitability and growth for business. I help companies streamline their accounting process, cut costs and monitor overall expenses, prevent fraud and waste, increasing the company’s profit margin with new software and job costing.

• Help to set Up, catch up, and keep up the QuickBooks Online bookkeeping

• Help to choose the right Apps to integrate with QBO and streamline the processes

• Increase profits by 15% with accurate books

• Lower costs for professional fees from CPA for clean records

• Implement controls to prevent fraud and waste

• Increase customer payment turnaround by 15 days

• Cut payroll processing time by 25%. Skill in QuickBooks, AR/AP, and payroll accounting.

• Be able to work under GAAP rule

Work Experience

Full Charge Bookkeeper, freelancer

Splendid Bookkeeping Services

June 2018 to Present

• I did the books with Quickbooks Online and Quickbooks Desktop

• Set Up, Catch Up, and Keep Up QuickBooks Online Bookkeeping

• Accurately record the transactions so customers can have clean, tax-ready financials

• Keep a clean paper trail and attach supporting documentation in QBO

• Pay the bills by using Bill.com

• Reconcile the bank accounts

• Customize reports so customers can understand the numbers and gain actionable insights

• Help to choose the rights Apps to integrate with QBO and streamline the bookkeeping processes

• Work with customers to forecast their cash and be prepared for upcoming cash needs

• Set up a budget and monitor performance against the budget... and more Industries include industries:

• E-Commerce

• Professional Services

• Real Estate, landscaping

• Non-profit organization... and more

Business Administrator/ Full Charge Bookkeeper

First Baptist Church

2013 to Present

Set up internal controls to reduce waste and theft by 10% Cut costs and monitored overall expenses

Streamlined bookkeeping position & procedures using QuickBooks Prepared monthly financial statements & budget reports for the Board.

• Prepared checks for A/P and handled A/R for Church rental properties and investments

• payroll Management

• Prepared bank deposits and applied payments to the open invoices

• Set up and maintained A/P filing system

• All administrative tasks such as filing, emailing and answering telephones

• Reconciled bank accounts every month accurately.

• Prepared month-end closing and made year-end adjusting entries.

• Assist in resolving any administrative problems

• Handle workers Compensation Insurance and other required documents

• Organize office supplies and place orders when necessary

• Create the church webpage, download videos, promote church events through social media and flyers

• Schedule and coordinate meetings and appointments Full Charge Bookkeeper

Buckallew & Associates, PLLC / Bookkeep Anywhere

2020 to 2020

I got training by Robin, CPA and part of a large online bookkeeping community with many resources. I learnt to provide quality and professional bookkeeping services to small businesses. Industries include Professional Services/Non-profit/Real Estate/Construction and more. Services include:

• Set Up, Catch Up, and Keep Up QuickBooks Online Bookkeeping

• Accurately record the transactions so customers can have clean, tax-ready financials

• Keep a clean paper trail and attach supporting documentation in QBO

• Pay the bills by using Bill.com

• Reconcile the bank accounts

• Customize reports so customers can understand the numbers and gain actionable insights

• Help to choose the rights Apps to integrate with QBO and streamline the bookkeeping processes

• Work with customers to forecast their cash and be prepared for upcoming cash needs

• Set up a budget and monitor performance against the budget... and more Logistic Coordinator

Triumph Express Service Canada Inc. - Montréal, QC 2005 to 2007

• Entered customer orders into transportation management software

• Consistently tracked and traced freight to ensure accuracy and delivery of time-sensitive freight from origination to destination

• Initiated and maintain contact via phone and email with transportation carriers, and any other parties that will be handling the freight to ensure exceptional service for our customers

• Maintained all paperwork and note all communication for customer shipments

• Spend time authentically connecting with customers Merchandiser/Bookkeeper

Golden Far East Co., Ltd.

2000 to 2004

• Maintained customer computerized data base

• Corresponded with foreign buyers through E-mail regarding product and sample information

• Negotiated price, other export marketing related duties

• Received client order; search suppliers; prepared and shipped orders to foreign clients

• Prepared visual summary files of various products

• Followed up on orders to ensure expedition date and prices

• Prepared related documents (letter of credit, commercial invoice, packing list and other documents)

• Wrote debit notes; ensured the collections of payments Education

Master's in Business Administration

Liberty University

September 2019 to Present

Associate in Certified Bookkeeper

AIPB - required all CBs to earn and register a total of 60 CPECs over each three-year cycle from the date of certification

2019 to 2020

Master's in Master of Divinity

Logos Evangelical Seminary

January 2008 to May 2011

Bachelor's in English Foreign Affairs Translation & English Education South China Normal University - China, ME

1996 to 2000

Skills

• QuickBooks Expert, Accounts Payable, Accounts Receivable, Payroll, Excel, Asana, Toggl, TSheets, Internal Controls, Budgeting and Cash Flow, Sales Tax, 1099 Filling, Web design and Maintenance, Workers Compensation, QBO clean up & catch up

• Accounting

• Bookkeeping

• Financial Report Writing

• General Ledger Reconciliation

• Bank Reconciliation

• General Ledger Accounting

• Office Management

• Account Reconciliation

• Data Entry

• GAAP

• Journal Entries

• Financial Statement Preparation

• Forecasting

• Financial Analysis

• Supervisor

• Mandarin & Cantonese

• Tax Experience

• Transportation Management

• Business Analysis

Links

http://aipb.org/wp-content/uploads/2019/08/CB_Support_Flyr_Small.pdf Certifications and Licenses

Certified Bookkeeper

Present

I’m Jasmine Guan, a certified bookkeeper and member of the American Institute of Professional Bookkeepers (AIPB). I'm also a Certified QuickBooks Online expert. Assessments

Accounting Skills: Bookkeeping — Highly Proficient July 2020

Calculating and determining the accuracy of financial data. Full results: Highly Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

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