Quickbooks Online Customer Service

Donna Gagnon

***************@*****.***

Education: QuickBooks Pro Advisor Certification 2009, Southwestern College Accounting Courses,

The American School of Mortgage Banking – Mortgage Loan Processing Certificate

QuickBooks Online Certification 2024

Qualifications: Resourceful problem solver. Self-motivated. Effective communication skills. Organized

Sense of urgency driven. Detail orientated. Highly adept with assisting Customers and

Co-workers. Impeccable Customer Service Skills.

Programs: QuickBooks Pro, QuickBooks Online, Microsoft Office, Internet Explorer. Excel, Word

Infusion Soft, Google Daily Calendar, Google Drive, Adobe Acrobat, DocuSign, Payment

Platforms, Project Management, Zoom, Teams

Experience: March 2020 – Current 2024 DMG Business Financial Consulting Services Bookkeeper P/T

Various Industries: QuickBooks Online/Pro set up, clean up and maintenance. Instruction of

Data entry, Billing, cash application. Month end reconciliations of all accounts. 1099’s

Preparation and filing. Financial Statement preparation.

Jan 2020 – October 2024 GKS Maintenance Services Bookkeeper P/T. Relocated Business

QuickBooks Online Progressive billing, A/R, A/P, Job costing. Reconciliations, Cash and Check deposits, Payroll processing through Paychex. 1099 preparation and filing. Prepare Monthly

And Annual Financial Statements. Assist CPA with documents needed to file yearly taxes.

Feb 2019 - Dec 2019 Hitzke Development Bookkeeper/Administration QuickBooks Online – Temporary Position. Billing/Collections of Monthly Rent on Commercial properties. Property Management. Reconciliation of multiple accounts. Heavy A/P. CC reconciliation, Expense

Processing, Office management. Implement PTO database and maintenance. ADP payroll.

Personal assistant duties. Assist CPA in documentation gathering.

June 2018 - Jan 2019 Law Office of Andrew H. Griffin Bookkeeper P/T QuickBooks Online

Temporary Position, Extensive QB’s Clean-Up of Prior Years, Extensive A/R clean up,

Collections of Past and Present accounts, Account reconciliations. Assisted in implementation

of marketing software–Infusion Soft. Application for Compensation and Reimbursement of

Expenses for Bankruptcy filing.

Jan 2017 - June 2018 Jack’s Handyman Service. Bookkeeper/Office Manager P/T

QuickBooks Online, A/R. Collections. A/P. Streamline procedures to increase cash flow. Implementation of job costing procedures. Bank reconciliation. Cash and Check deposits.

Assist with document collection to expedite tax preparation.1099’s. Personal expense

handling.

Feb 2008 - Nov 2016 Weekends. Licensed Traffic School Instructor- P/T Weekends

Verbal instruction of California DMV driving laws. Licensed by the DMV-CA. Administered

required testing. Issued Certificates. Customer service. Record keeping, Cash deposits.

Nov 2002 – Dec 2016 GKS Services, Inc. Plumbing Contractor F/C Bookkeeper/Office mgr. QuickBooks set up and maintenance. A/R. Progress billing. Customer Service. Lien filing and releases. A/P. Vendor file maintenance. 1099 file preparation and filing. Payroll. Bank Deposits. Bank/CC reconciliations. Administrative duties. Assist in collection of documents for tax filing.

References: Available up request

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