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 UNIVERSITY, Gallatin 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
Tax Prep Education:
- Successfully completed California Tax Education Council (CTEC) 60 hour qualifying tax education requirement
- Certified by the California Tax Education Council (CTEC) to prepare individual and small business tax returns. CTEC ID:A297588
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 provide:
- 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