Introduction: I have 20+ year of broad experience in bookkeeping/ accounting roles for all type and sizes of businesses including to all aspects of accounting for A/E/C Firms, General Contractors, Real Estate Investors, Health Care Companies, Restaurants, and non-profit Organizations. Throughout my professional career, I have developed extensive bookkeeping/ accounting skills from working as a corporate accountant at public companies and startups businesses, and a full-charge bookkeeper at CPA firms. These skills, experience and expertise allow me to offer reliable accounting and bookkeeping services, business consulting and variance analysis services to many clients.
I can process full accounting functions utilizing QuickBooks online/ desktop- all editions and many other integrated 3rd party applications. My accounting knowledge and expertise to build and maintain a simple, accurate, and easy-to-understand bookkeeping system for your business so you can focus on your business. My services are very affordable and timely.
HIGHLIGHTS OF EXPERIENCE:
o Clean up, organize and streamline your QuickBooks system
o Preparation of financial statements including Balance Sheets, Income
Statements and other special reports as requested
o Maintain all business financials including A/R, A/P, Payroll, reconciliation
of credit card and bank accounts, record sales and expenses, bank
deposits and journal entries.
o QuickBooks set up and training; Create an industry-specific chart of
accounts, setup products and services items list, custom invoice
template, purchase and sales order, inventory setup and
seek avenue for better performance of QuickBooks system
o Nonprofit bookkeeping including posting transactions, donor advisory
funds accounting, grants accounting, payroll, updating financial
statements, accounts reconciliation of all programs, leads the financial
audits, tax return etc.
o Overhead Rate Calculation, Time-sheet, Payroll and Billing Process for
(A/E/C) industry
o Medicare Cost Reporting for healthcare industry
o Financial budget planning and forecasting
o Experience with big 4 accounting firms
RELEVANT KEY SOFTWARE SKILLS:
Advanced QuickBooks Certified (online and desktop)
ADP, advance in Excel (formulas, pivot tables, v-look-ups, macros), Google applications etc.
QUALIFICATION:
Enrolled Agent, (inactive)
Associate of Science in Accounting: Graduated Year 1999
Heald College of Business and Technology, Hayward, California
Advanced Certified Quickbooks ProAdvisor all editions– Intuit
Certified Public Bookkeeper (CPB), 2008
National Association of Certified Public Bookkeepers (NACPB)
Foreign Bachelor in Accounting
