Janis Herbert Email & Phone Number

San Bruno, Ca, Us

Pacifica, Ca, Us

Redwood City

Redwood City, California, United States

Spearheaded the shift from traditional operations to digital solutions for their bookkeeping (QBO) and A/P (BILL). Process $280k per month in expenses (A/P & payroll). Receive, record and process accounts receivables including bank deposits. Prepare monthly bank and credit card reconciliations ensuring accuracy and timely resolution of discrepancies. Process payroll and employee-related information (i.e., new hire paperwork, wage increases, garnishments, etc.). Monitor and tracked restricted funds, ensuring compliance with donor intent and organizational policies. Process stock donations, including coordinating sales, documentation, and accurate reporting. Prepare and distributed year-end 1099 forms adhering to IRS deadlines and requirements. Compiled and presented quarterly financial reports for the Finance Committee and Board Members,

Pacifica, California, United States

Maintain and reconcile monthly bookkeeping for clients using QuickBooks Online, ensuring accuracy and timely reporting. Assist clients with transitioning from QuickBooks Desktop to QuickBooks Online, providing training and support. Process payroll and 1099 forms, ensuring compliance with federal and state regulations. Submit quarterly sales tax reports to the California Department of Tax and Fee Administration (CDTFA). Generate and analyze financial reports for clients and their accountants, offering insights and recommendations.

Burlingame, California, United States

Office Manager / Bookkeeper to Contracted Bookkeeper

Mill Valley, Ca

Santa Rosa, California

Sonoma, Ca

Temporary position as a Payroll Specialist processing up to 1500 timesheets weekly.

Oakland, Ca

Contracted Salaried Professional assigned to a 5 month Staff Accountant position in Oakland. Managed A/P for 3 summer camps and 1 year round lodge.

Daly City

Program Coordinator for DSCB Graduate Program at UCSF