Accounts Receivable On-Site

Summary

Experienced and ethical accountant with strong knowledge of bookkeeping and accounting practices. Highly proficient in QuickBooks (online and desktop) and Excel. Key strengths include independent problem solving and attention to detail. Able to manage multiple clients (both remote and on-site), providing high quality work in an efficient and professional manner. Excellent written/verbal and interpersonal communication skills. Eager to meet and exceed client expectations and able to work in a dynamic and changing environment. Certified ProAdvisor, Quickbooks Online. Experienced with cloud-based tools such as Bill.com, Dropbox, Skype for Business, T-Sheets, GoToMeeting, Zoom, Microsoft Office 365, Sharepoint, Evernote, and Google Apps.

Relevant Skills

Full charge multi-client bookkeeping for remote and on-site small business clients

Accounts payable and accounts receivable

Balance sheet accounts reconciliation (cash, asset, liability and equity accounts)

Payroll processing (ADP, Gusto, Quickbooks Full Service payroll)

Monthly, quarterly and annual financial report preparation

Journal entry and month-end and year-end adjustments

Client onboarding and monthly financial review meetings

Business and personal income tax preparation; Form 1099 preparation

Sales tax reporting and filing

Key Accomplishments

Identified almost $9,000 in payments posted to undeposited funds account but not deposited to the bank, allowing business owner to obtain replacement checks and deposit the revenue.

Implemented a new accounts receivable system using QuickBooks online to email invoices and receive credit card payments, greatly reducing the number of late payments and significantly improving the cash flow position of the client. Converted vast majority of transactions to paperless workflow.

Converted client from ‘old fashioned’, paper-based method of accounting to modern, computer-based accounting system, leading to reduction in accounting errors and improvement in efficiency of operations.

Experience

Supporting Strategies, remote position Jan 2018-present

Financial Services Associate (Jan 2018- June 2020), Senior Associate (July 2020-present)

Coastal Cloud Accounting, Virginia Beach, VA Jan 2017-Dec 2019

Multi-client Accountant and Quickbooks Online consultant

Liberty Tax Service, Virginia Beach, VA Jan 2011-Dec 2017

Multi-client Bookkeeper, Tax Preparer and Tax School Instructor

BAMB, LLC, Virginia Beach, VA Sept 2010- Dec 2017

Bookkeeper and Office Administrator

Pew Charitable Trusts, Philadelphia, PA September 2001-March 2008

Program Associate (2001-2006), Program Officer (2006-2008)

Urban Institute, Washington, DC September 1998-August 2001

Research Associate

Fox Health Policy Consultants, Washington, DC June 1996-August 1998

Senior Research Associate

Health Care Quality Alliance, Washington, DC January 1996-May 1996

Program Officer

The White House, National Economic Council, Washington, DC September 1995-December 1995

Intern

U.S. Congress, Office of Technology Assessment, Washington, DC June 1995-August 1995

Research Assistant

Center for Food and Nutrition Policy, Washington, DC September 1994-January 1995

Junior Fellow

Neighborhood Reinvestment Corporation, Boston, MA November 1992-August 1994

Administrative Assistant

Education

Bryant and Stratton College 2015

Certificate in Accounting. Grade for all coursework: A

Georgetown University, Washington, DC 1996

Master's degree in Public Policy. Grade point average: 3.8/4.0

Boston University, Boston, MA 1991

Bachelor’s degree in Economics. Grade point average: 3.5/4.0

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