Data Entry Personal Assistant

KATHRYN MONTANO Sunnyvale, CA * 408-***-****

Bookkeeping, legal administration *******@*******.***

SKILLS Detailed oriented, Bookkeeping, PC, Windows, Microsoft Office Suite (Word, Excel, PowerPoint), Broderbund PrintMaster, ADP (EasyPay, PayeXpert), QuickBooks (both desktop and 0n-line), Paychex, G Suite, Topform, Adobe Acrobat, Data entry, familiar with banking, some familiarity with the general ledger and how it works.

EDUCATION MBA in General Management, Golden Gate University, CA.; BA in Sociology, Linfield College, OR.;

ACCOMPLISHMENTS

Created 90 and 180 day letters for those with delinquent bills, Dean Lloyd

Increase in the number of client payments as a result of monthly statements being sent out. Dean Lloyd

Reorganized the bookkeeping functions, Dean Lloyd

Regent-Los Altos chapter, Daughters of the American Revolution (DAR)

Organized all inactive employee files and created guidelines to maintain these files, Bethel Lutheran Church

President’s Club for top performers for 1996, Home Savings of America

Cloice Howd Sociology Prize for research paper on the elderly, Linfield College

Suggested venue committee to find new meeting venue, Los Altos chapter, DAR

Chairman of venue committee, Los Altos chapter, DAR, January to March 2020

Treasurer for Los Altos chapter DAR where I set up Quickbooks on-line, July 2024 to present

EXPERIENCE

Valerie Holvick

July 2023 to present

Personal assistant

Opening her mail,

Keeping track of expenses for her mother

Making phone calls

Other projects as requested.

St Timothy’s Episcopal Church

December 2022 to March 2023

Bookkeeper

Entered donations to the church

Entered rental income for facility use

Entered and paid bills

Prepared midweek deposits

Payroll using ADP Run

Kept track of retirement benefits

Bank reconciliations

Andrikopoulos Chiochios Accountants

January 2022

Administrator

Scanned documents

Scheduled clients

Made reminder calls

Answered phones

Harder & Associates

July 2020 to December 2021

Office Clerk

Type letters and reports

Fill out Proof of Services

Invoicing

Law office of Dean Lloyd

July 2016 to January 2022, May to December 2022

Bookkeeper

Increase in payments due Send out monthly statements to clients with outstanding balances

Record payments in QuickBooks

File out legal forms (Bankruptcy forms, Proof of Service, Summons, Small Claims Court)

General office tasks

Enter and pay bills

Provide billing support

Santa Clara First Baptist Church September 2006 to October 2008

Bookkeeper

Processed payroll using ADP EasyPay

Entered deposits, bills, and paid bills using QuickBooks

Paid bills using QuickBooks

Processed bank reconciliations

Bethel Lutheran Church August 2004 to June 2008

Bookkeeper

Entered deposits, bills, and paid bills using QuickBooks

Processed bank reconciliation

Prepared mid week deposits

Processed payroll using ADP PayExpert, Paychex

Volunteer

Daughters of the American Revolution, Los Altos Chapter Executive Board May 2010 to May 2022

Audit Committee, Bethel Lutheran Church, January 2012 to May 2023, October 2024 to present

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