Claudia Patrick
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Claudia Patrick Email & Phone Number

Business Owner at The Bookkeeping Xperts
Location: Oviedo, Florida, United States 12 work roles 3 schools
1 work email found @intuit.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@intuit.com
LinkedIn Profile matched
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Current company
Role
Business Owner
Location
Oviedo, Florida, United States
Company size

Who is Claudia Patrick? Overview

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Quick answer

Claudia Patrick is listed as Business Owner at The Bookkeeping Xperts, a with 2 employees, based in Oviedo, Florida, United States. AeroLeads shows a work email signal at intuit.com and a matched LinkedIn profile for Claudia Patrick.

Claudia Patrick previously worked as Business Owner at Bookkeeping Xperts and Managing Owner at Bookkeeping Xperts. Claudia Patrick holds Master'S Degree, Accounting from Colorado State University Global.

Company email context

Email format at The Bookkeeping Xperts

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{first}_{last}@intuit.com
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AeroLeads found 1 current-domain work email signal for Claudia Patrick. Compare company email patterns before reaching out.

Profile bio

About Claudia Patrick

Bachelours in Accounting, experienced bookkeeper accountant, Intuit QuickBooks Pro advisor certified with over 15 years of experience in bookkeeping. Expert in monthly account reconciliation, journal entries, transactions categorizations, Balance sheet and Profit and Loss reports evaluation, virtual QuickBooks Online instructor, Chart of Accounts clean up and organize, prepare and perform Intuit QuickBooks tutorials for new users. Prepare financials for tax return, knowledge of GAAP. Specialized in E Commerse, Attorney trust account set up and management, and Service Business. Allow me to help you bring your company to the next level.

Listed skills include Excel, Access, Word, Quickbooks, and 11 others.

Current workplace

Claudia Patrick's current company

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The Bookkeeping Xperts
The Bookkeeping Xperts
Business Owner
Oviedo, Florida, United States
Employees
2
AeroLeads page
12 roles

Claudia Patrick work experience

A career timeline built from the work history available for this profile.

Business Owner

Bookkeeping Xperts

Managing Owner

Bookkeeping Xperts
Jan 2020 - Jan 2020

Senior Bookkeeper

Dream Day Digital

Senior Bookkeeper Accountant Quickbooks Live

Mountain View, California, Us

End of each period financial reports preparation and close booksCategorize transactions from Banking in QuickBooks OnlineJournal entries for amortization, depreciation, and adjustment transactionsFind and correct discrepancies by analyzing financial statementsReconcile bank accounts, credit card accounts, and liability accountsEducate and assist customers how to navigate QuickBooks online, answer accounting questions while Providing outstanding customer service.Find best solutions and products for business who use QuickBooks online for their companyAssist customer maximizing QuickBooks online tools to grow their business

Trueblue Customer Service

Long Island City, New York, Us

Provided basic technical support resolving issues for clients on variety of company products.Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.Maintained customer happiness with forwardthinking strategies focused on addressing customerneeds and resolving concerns.Improved customer satisfaction ratings by addressing issues and fostering timely resolution.Surpassed performance goals by approaching all interactions with resourcefulness, organization andcustomer-centric solutions.Educated customers how to use company systems, complete forms and obtain desired services.Preserved revenue streams by utilizing strong communication and negotiation skills, offeringrefunds as last resort to maintain customer satisfaction.Adapted to new applications and maintained knowledge of current technologies.

Oct 2018 - Jan 2020

Vacation Specialist

Long Island City, New York, Us

Provided customers with best deals and well-researched travel options.Arranged travel accommodations for groups, couples, executives and special needs clientsResponded to clients' questions, issues and complaints and implemented appropriate solutionsProvided exemplary customer service to new and existing clients, which helped build lastingrelationships and secure new travel assignments.Organized memorable and exquisite travel itineraries and vacations for high-level clients, celebrities,politicians, and business executives.Developed loyal clientele base due to excellent listening and research skills and keen understandingof travel budgets.Asked open-ended questions to better ascertain client needs and determine best travel offeringsProvided services efficiently and with high level of accuracy.

Jan 2014 - Oct 2018

Trueblue Customer Support

Long Island City, New York, Us

Responsibilities and Accomplishments: Resolved customer disputes over the phone, and through Kana.Give support to reservation agents on new promotions and TrueBlue issues.Analyze customer point accrual, and determine amount of TrueBlue points to be awarded.Provide training and feedback to other crewmembers to enhance service.Make determination on waiving fees and providing customer compensation.Temp SME line for the TrueBlue department.

Oct 2006 - Jan 2014

Bookeeper

Complete Music Dj Service

Analyzed financial data derived from mulitple reporting systems to develop recommendations foroperational and performance improvements.Established QuickBooks accounting system to reflect accurate financial recordsComputerized recordkeeping systems, initiating and maintaining financial accurate and current trackingin Quickbooks.Matched purchase orders with invoices and recorded necessary informationVerified postings to ledgers to ensure proper entry and account balancesCompiled budget figures by reviewing past budgets, evaluating estimated income and assessingexpenses.Verified accurate recordkeeping processes, effectively reducing financial inconsistenciesGathered, evaluated and summarized account data in detailed financial reports.

Dec 2000 - Oct 2013

Quality Assurance Agent

Teltrust

Responsibilities and Accomplishments:Monitor calls to improve efficiency and call management.Prepare and perform training for new agents to improve call quality.Provide motivation and support to improve employee morale.

Aug 1998 - Mar 2000

Reservations Supervisor

United Airlines Inc

Responsibilities and accomplishments: Analyze inventory and overbooking numbers based on historical no show data.Increase employee morale and reliability, and improve call management by definingcompany's expectations.Expert in calculating multi-destination unpublished fares based on mileage and farerestrictions.Manage manpower through daily report and staff planning.Resolve employee and customer disputes.Audit fare calculation errors, and prepare training to decrease errors and protectrevenue.Served as a liaison between marketing and inventory management to increase companyprofitability and maximize inventory utility.

Mar 1994 - Jun 1998
3 education records

Claudia Patrick education

Master'S Degree, Accounting

Colorado State University Global

Bachelor, Accounting

University Of Utah

Associate Of Science, Generals

Lds Business School
FAQ

Frequently asked questions about Claudia Patrick

Quick answers generated from the profile data available on this page.

What company does Claudia Patrick work for?

Claudia Patrick works for The Bookkeeping Xperts.

What is Claudia Patrick's role at The Bookkeeping Xperts?

Claudia Patrick is listed as Business Owner at The Bookkeeping Xperts.

What is Claudia Patrick's email address?

AeroLeads has found 1 work email signal at @intuit.com for Claudia Patrick at The Bookkeeping Xperts.

Where is Claudia Patrick based?

Claudia Patrick is based in Oviedo, Florida, United States while working with The Bookkeeping Xperts.

What companies has Claudia Patrick worked for?

Claudia Patrick has worked for The Bookkeeping Xperts, Bookkeeping Xperts, Dream Day Digital, Intuit, and Jetblue Airways.

How can I contact Claudia Patrick?

You can use AeroLeads to view verified contact signals for Claudia Patrick at The Bookkeeping Xperts, including work email, phone, and LinkedIn data when available.

What schools did Claudia Patrick attend?

Claudia Patrick holds Master'S Degree, Accounting from Colorado State University Global.

What skills is Claudia Patrick known for?

Claudia Patrick is listed with skills including Excel, Access, Word, Quickbooks, Brazilian Portuguese, Spanish, Training, and Sabre.

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