My 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 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
I have 14 years of experience with general bookkeeping and QuickBooks.  I can do your bookkeeping remotely utilizing QuickBooks Desktop Pro 2019. We can arrange a process either online or in person for you to get me your bank statements, credit card statements, check register and cash receipts.  I will then input all of your information to QuickBooks, reconcile all accounts, regularly correspond with you to answer any questions, and return all your documents along with your necessary financial statements (Profit & Loss Statement and Balance Sheet).  This can be done weekly, monthly, quarterly, or annually.