Quickbooks Online Entry Level

Tina Schlegel

Warren, Ohio *****

Cell: 330-***-****

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

SUMMARY:

Motivated and detail-oriented entry level bookkeeping professional seeking to leverage bookkeeping skills. Experience with QuickBooks Online as a QuickBooks Online Pro Advisor and as a Certified Bookkeeper for one year and foundational skills from doing small service-based business bookkeeping prior to certifications in bookkeeping.

PROFESSIONAL SUMMARY:

Managed a personal client’s books and assisted a bookkeeping tax office with their bookkeeping during tax season as a self-employed Certified bookkeeper and QuickBooks Online Pro Advisor for one year.

Performed internal bookkeeping processes involving identifying, classifying, recording, and summarizing financial transactions for a diverse range of small businesses – mainly construction, repair, remodeling, subcontractors, janitorial services, and child care services.

Processed cleanup procedures and reconciliations of bank accounts and credit card accounts for clients.

Prepared financial statements including balance sheets, income statements, and statements of cash flow for accuracy and compliance.

Skills include QuickBooks Online, GAAP, chart of accounts, double-entry bookkeeping, accrual and cash methods, general ledger, income and expenses, invoicing and billing, assets and liabilities, fixed assets, depreciation, tax preparation for subcontractors and self-employed, and 1099’s.

EXPERIENCE:

Independent Delivery Contractor - Tina Schlegel September 2021 – Present

Assisted customers who were ill or could not get out on their own during the Covid Pandemic and beyond (while in bookkeeping gap healing from long Covid and other personal reasons) by delivering over 12,000 orders that were groceries, prescriptions, and other food and personal items while maintaining over a 98% customer satisfaction rating. Gained some time management, problem-solving skills, and much customer service experience from interactions with store employees, restaurant employees, managers, and customers.

Certified Bookkeeper/QuickBooks Online Pro Advisor – September 2020 – August 2021

Sole-proprietor as a QuickBooks Online Pro Advisor. Also independently contracted out bookkeeping services in 2021 as a temp during tax season to a bookkeeping and tax office.

Special Touch Services, Tina Schlegel July 2014 – December 2020

As an independent contractor administered personal care assistance for daily living activities which included companionship, physical activity, mobility, meal preparation, housecleaning, errands, doctor appointments, medication administering, hygiene, and financial management.

Achieved some knowledge and experience as a Financial Power of Attorney for those six years with Social Security, pensions, life insurance policies, IRA’s, bonds, Certificates, and taxes for seniors.

Customer Service Representative/Billing Specialist – February 2007 – July 2014

West Corporation, Niles, Ohio 44446

Facilitated inbound phone calls for Dish Network, Alltel Cellular, and AT&T Cellular. Handled billing and account information. This included explaining the bills to customers, taking or setting up payments on their accounts, explaining/changing their plans, and explaining their contracts. Attained experience and knowledge in customer service, billing, prorations, computer, and Privacies.

EDUCATION:

Intuit QuickBooks Bookkeeper Certification Academy (CPE) April 2025

Bookkeepers.com Certification (Redid course for CPE) March 2025

Bookkeeper Launch aka Bookkeepers.com Certification July 2020

QuickBooks Online Certified Pro Advisor, Intuit, Inc. August 2020

Ashworth College, Career Diploma and Certified Bookkeeper Certificate, May 2020

Honor Roll National Association of Certified Public Bookkeepers

Ashworth University tax preparation course Career Diploma, Honor Roll June 2009

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