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Work Background
IntuitQuickBooks Live Bookkeeper - Front Office Expert
Mar. 2021- Bookkeeping and accounting services for small and medium businesses using QuickBooks Online
- Support clients through phone, chat, and video conferencing
- Manage financial transactions
- Reconcile accounts
- Prepare monthly financial statements
- Provide guidance to clients on financial matters
- Front Office Expert is a key member of the QuickBooks Live team, dedicated to helping small businesses succeed
Accent Ways, LLCFounder & CEO
Aug. 2017Honolulu, Hawaii, United States- Full-Service Bookkeeping
- Bookkeeping Consulting and Education
- Monthly Financial Reporting
- Accounting Software Setup
- Fractional CFO Services - Bookkeeping Cleanup
- Accounts Receivables
- Invoicing
- Bill Pay
Bullock Sound, LLCBookkeeper
Jan. 2016- Full-Service Bookkeeping
- Systems development and set up
- Invoicing - Accounts receivables
- Estimate prep
- Expense tracking - Accounts reconciliation - End-of-year tax prep
- 1099s filing
- Sales tax filing
- Contractor onboarding/HR
- Purchases
- Scheduling - Transportation arrangements
- Retail sales processing - All client communication and support
CFA InstituteClient Management Coordinator
Sep. 2014 - Sep. 2015Charlottesville, Virginia Area• Supported global CM team to consistently deliver high quality customer service to clients and internal stakeholders • Managed communications of logistical and editorial content including website content management, creation of email templates, creative submissions for advertisements in printed and digital publications
• Established personal contacts and consistently have been providing exemplary customer support to key global accounts aiming to deepen the engagement of organization’s institutional accounts across CFAI’s diverse portfolio of products
• Coordinate conference communications and deliverables per signed contracts in consultation with Exhibit and Sponsorship Sales Manager, Revenue Administrator and the Client Management team. Supported the Annual Conference, regional and topical conferences. Administered surveys and collected customer feedback for analysis and process improvements
• Ensured a successful and smooth transition of NewsBrief advertising support responsibilities upon a sudden and unexpected personnel change. Established relationships with clients, publisher contacts and internal marketing channels. Autonomously restructured, standardized and documented NewsBrief processes, which in turn improved efficiency, aiding with business development efforts and improving customer service • Provided out of office coverage for Revenue Administrator for 10 weeks, issued all client invoices for sponsorship sales in publications, conferences, events and four types of Claritas purchases. Maintained sponsorship sales spreadsheet for reporting purposes. Produced monthly Claritas report. Simplified and streamlined Claritas reporting processes
• Supported planning and execution of internal meetings, including the Institutional Partnerships bi-yearly summits, managing as needed calendar, logistics and reporting
CFA InstituteIT Content Migration Specialist
Jul. 2014 - Aug. 2014Charlottesville, Virginia Area• Performed routine, but highly critical tasks to ensure the success of a content migration project
• Exported 22,000+ documents and filed them into 5,000 unique folders
CFA InstituteLogistics and Grading Assistant
May. 2014 - Jul. 2014Charlottesville, Virginia Area• Supported and served as an initial point of contact for 650+ global CFA Institute charterholders who volunteer with CFAI annually
• Supervised successful transition of supplies and materials between 3 physical locations in Charlottesville
• Coordinated logistics remotely and onsite while maintaining excellent customer service for all of the volunteers including assisting with visa paperwork, travel plans, accommodation arrangements, distribution of prep materials, processing 1000+ expense reports, supervising administration and processing of 2000+ peer evaluations
Perrone RoboticsOffice Manager/Executive Assistant
Jan. 2013 - Jan. 2014Charlottesville, Virginia Area• Procured and executed all purchases and shipments for the company
• Created and processed expense reports
• Maintained in-house files and records
• Organized and booked business travel
• Maintained workspace essentials
• Planned social and PR events
• Communicated with vendors, bookkeepers, contractors and customers
• Preformed essential HR duties
DeltekOperations Specialist
Oct. 2011 - Mar. 2012Northern VirginiaWorked at Deltek (Deltek University) as a contractor through Keepers Online
• Implemented changes to class schedule in Plateau LMS, coordinated virtual and physical classroom set up
• Ensured accuracy of web based content and assisted with online class registration
• Managed all incoming phone calls and emails while maintaining excellent customer service • Improved efficiency of processes to reduce cost and grow revenue
• Coordinated private training logistics to ensure high quality customer experience, repeat business, and revenue maximization
MCG CapitalLegal Assistant
Jan. 2011 - Jun. 2011Arlington, VAWorked at MCG Capitol as a contractor through Keepers Online
• Obtained executive signatures, copied and maintained files of critical contracts, • Drafted and processed legal correspondence, • Organized and catalogued archived files, • Provided front desk coverage serving as an initial point of contact to all vendors, visitors, and clients
Tusuva LLCOffice Manager
Sep. 2010 - Jan. 2011Georgetown, Washington DC• Managed a team of 7 massage therapists and 2 estheticians
• Managed a schedule of 100+ therapy sessions per week
• Maintained successful online presence and marketing campaigns
Kyoto Japanese Steak HouseFront of House Employee
Aug. 2008 - Dec. 2010Harrisonburg, VA• Served up to 150 guests per shift
• Participated in rotational training of 8 new employees
Brasserie Les HallesFront of House Intern
May. 2008 - Aug. 2008• Greeted and seated 1000+ guests on a busy night • Mastered the knowledge of 5+ food menus, a bar menu and an extensive wine list
• Balanced the number of guests assigned to each server
• Increased guest satisfaction and repeat business
• Ensured employee satisfaction and business efficiency
Graves Mountain LodgeReceptionist, Hostess, Cashier
May. 2007 - Aug. 2007• Performed guest check-ins and check-outs
• Took reservations and answered the phone • Maintained guest records and correspondence • Performed concierge services and resolved guests’ issues
• Managed the cash drawer and credit card transactions • Coordinated successful flow of operations of guest services in a multi-service mountain resort
Rosetta StoneRussian Language Software Intern
Mar. 2007 - Mar. 2007• Performed quality assurance on Russian Level 1-3 content for the Version 3 2007 release
• Leveraged Excel skills and quickly learned to use in-house software to perform quality assurance on 7,100+ lines of script
Choice Hotels InternationalFront Desk Manager on Duty
Jan. 2007 - Jul. 2010• Documented and promoted hotel’s environmental policy
• Trained 4 new front desk employees
• Performed guest check-ins and check-outs
• Took reservations and answered the phone • Managed breakfast buffet • Maintained foyer area presentable and professional • Performed concierge services
• Resolved guests’ issues • Held financial responsibility by managing cash drawer and credit card transactions
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