Data Entry Customer Service

Crystal L. Lodge Financial Manager

Rohnert Park, CA 707-***-**** @***************@*****.***

OBJECTIVE

- To leverage my expertise and knowledge in Bookkeeping/Accounting SKILLS

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Quick and proficient in data entry, 10-key proficient, Great Customer Service skills, Friendly, Trustworthy, Loyal. Bookkeeping and Accounting skills pertaining to all aspects e.g. Reconciliations, Accounts Receivable, Accounts Payable, General Ledger Journal Entries, Payroll, Payroll Tax Filings, Sales Tax Return preparation and Filings, County Assessor 571-Ls, 1099’s, W-2s, and various other Government Filings as well as Client Loan preparation and maintaining. Proficient in Quickbooks DT and Quickbooks Online, Outlook, Microsoft Word and Excel. QB Desktop integrations into QB Online. File Management. EXPERIENCE

EDUCATION

LBBS Group LLC, Santa Rosa, CA - Bookkeeper

Crystal Clear Bookkeeping LLC - Financial Manager/Remote Bookkeeper May 2024 through June 2024

July 2024 to PRESENT

Assisted with setting up clients transferred from previous employment/bookkeeper Reason for departure: Was told they could not afford to continue paying me. After being let go at LBBS Group LLC, had a # of clients contact me to continue their Financial Bookkeeping, Started this business at that time. Currently have 10 clients that I take care of . Tim Mayclin, CPA, Rohnert Park, CA - Bookkeeper/Staff Accountant Oct 2014 to May 2024

Reason for departure: CPA discontinued Bookkeeping Department as was the next step of his Retirement Plan.

Thomas M Howard, CPA, Santa Rosa, CA-Accountant's Assistant/Bookkeeper The Income Tax School - CTEC Registered Tax Preparer (CRTP) Santa Rosa Junior College - Computerized Bookkeeping and Accounting May 2001 to Sept 2014

2019-2021

1996 to 1999

Reason for departure: Down scaled his practice due to Retirement Plan. Gained this education to further my knowledge of Individual and Business Tax Return Preparation, forms, schedules, and CA state regulations and procedures Gained proficiency with 10-Key, and knowledge to apply within my Bookkeeping/Accounting career

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