My Bookkeeping Credentials

Bookkeeping/QuickBooks Education:
  • I first started learning bookkeeping and how to use QuickBooks by taking over AP/AR as an assistant at my first job out of New York University
  • LA VALLEY COLLEGE, Accounting 1 & 2, Los Angeles, CA 12/2018 * Cumulative GPA – 4.0
  • Intuit QuickBooks: Participation in Certified QuickBooks User BETA Program, 2007
  • CUNY, Adult Continuing Education at York College, New York, NY, 12/2006 *Completed a 3 month course in Business Accounting Using Quick Books
  • B.A., NEW YORK UNIVERSITYGallatin School of Individualized Studies, New York, NY, 5/2006  Degree in Individualized Studies * Special Concentration in Cultural Studies and Social Sciences * Cumulative GPA - 3.328
  • 14 total years of professional bookkeeping experience
Types of companies (and individuals) for which I have been a bookkeeper over the past 14 years:
  • Actors
  • Architecture Firm
  • Audiobook Production Company
  • Beauty Salon
  • Car Rental Company
  • Chain Restaurant
  • CPA Firm
  • Doctors & Dentists
  • Event Production Company
  • Families with Retirees
  • Fitness Instructor & Personal Trainer
  • Lawyers
  • Media Production Company
  • Property Management Company 
  • Real Estate Firm
  • Recording Studios
  • Screenwriters
  • Taxicab Company
  • Tutoring Company
Bookkeeping Experience:
  • Worked for over 14 years as a bookkeeper for numerous companies
  • Daily use of QuickBooks Pro and Premier
  • Executed accounts payable and accounts receivable for a wide range of companies
  • Set up companies’ bookkeeping system by creating new QuickBooks company file and customized chart of accounts
  • Imported and manually entered all income and expenses from client bank statements, credit card statements, check registers and cash receipts
  • Regular bank account reconciliation
  • Monthly and/or quarterly updates to QuickBooks company files to prepare income and deductions for tax season each year
  • Compilation of Financial Statements
  • Completion of 1099's annually
  • Regularly executed clients’ invoicing processes from start to finish
  • Tracked sales and inventory daily for a well-known fast food company's 19 Southern California locations
  • Organized, maintained and updated clients' physical financial files
  • Processed simple tax returns with Lacerte Professional Tax Software
  • Prepared and processed payroll and quarterly payroll returns for numerous clients
  • Set-up companies with ADP and Paychex while administering payroll in the interim
  • Administered payroll bi-monthly with ADP and Paychex on behalf of clients and taught clients how to administer payroll going forward
  • Completed bi-monthly payroll in-house (including handwriting up to 50 checks & mailing out)
Services I provided:
  • New QuickBooks company file set-up and maintenance
  • Weekly, monthly, quarterly or annual maintenance of existing QuickBooks company file
  • Organization of physical files and receipts
  • Creation of Financial Statements
  • 1099 tracking and annual processing
  • Meeting with you and your existing accountant to ensure a smooth tax return filing process