Claudia Patrick

Claudia Patrick Email and Phone Number

Business Owner at the Bookkeeping Xperts @ The Bookkeeping Xperts
Oviedo, Florida, United States
Claudia Patrick's Location
Oviedo, Florida, United States, United States
Claudia Patrick's Contact Details

Claudia Patrick work email

Claudia Patrick personal email

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.

Claudia Patrick's Current Company Details
The Bookkeeping Xperts

The Bookkeeping Xperts

View
Business Owner at the Bookkeeping Xperts
Oviedo, Florida, United States
Employees:
2
Company phone:
1-888-843-5449
Claudia Patrick Work Experience Details
  • The Bookkeeping Xperts
    The Bookkeeping Xperts
    Oviedo, Florida, United States
  • Bookkeeping Xperts
    Business Owner
    Bookkeeping Xperts Jan 2020 - Present
  • Bookkeeping Xperts
    Managing Owner
    Bookkeeping Xperts Jan 2020 - Jan 2020
  • Dream Day Digital
    Senior Bookkeeper
    Dream Day Digital Jun 2014 - Present
  • Intuit
    Senior Bookkeeper Accountant Quickbooks Live
    Intuit Jan 2020 - Present
    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
  • Jetblue Airways
    Trueblue Customer Service
    Jetblue Airways Oct 2018 - Jan 2020
    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.
  • Jetblue Airways
    Vacation Specialist
    Jetblue Airways Jan 2014 - Oct 2018
    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.
  • Jetblue Airways
    Trueblue Customer Support
    Jetblue Airways Oct 2006 - Jan 2014
    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.
  • Complete Music Dj Service
    Bookeeper
    Complete Music Dj Service Dec 2000 - Oct 2013
    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.
  • Teltrust
    Quality Assurance Agent
    Teltrust Aug 1998 - Mar 2000
    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.
  • United Airlines Inc
    Reservations Supervisor
    United Airlines Inc Mar 1994 - Jun 1998
    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.

Claudia Patrick Skills

Excel Access Word Quickbooks Brazilian Portuguese Spanish Training Sabre Leadership Microsoft Word Microsoft Excel Budgets Accounting Business Analysis Event Management

Claudia Patrick Education Details

  • Colorado State University Global
    Colorado State University Global
    Accounting
  • University Of Utah
    University Of Utah
    Accounting
  • Lds Business School
    Lds Business School
    Generals

Frequently Asked Questions about Claudia Patrick

What company does Claudia Patrick work for?

Claudia Patrick works for The Bookkeeping Xperts

What is Claudia Patrick's role at the current company?

Claudia Patrick's current role is Business Owner at the Bookkeeping Xperts.

What is Claudia Patrick's email address?

Claudia Patrick's email address is cl****@****uit.com

What schools did Claudia Patrick attend?

Claudia Patrick attended Colorado State University Global, University Of Utah, Lds Business School.

What are some of Claudia Patrick's interests?

Claudia Patrick has interest in Children, Budgeting, Operations Management, Route Planning And Analysis, Airlines Fare Calculation And Analysis, Economic Empowerment, Education, Inventory Analysis, Environment, Destination Expert.

What skills is Claudia Patrick known for?

Claudia Patrick has skills like Excel, Access, Word, Quickbooks, Brazilian Portuguese, Spanish, Training, Sabre, Leadership, Microsoft Word, Microsoft Excel, Budgets.

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