- Apprentice Training one-on-one with Joanne in person and virtually in all aspects of Bookkeeping, gaining new clients and responsibilities as my knowledge of bookkeeping continued to expand- Prepared quarterly taxes, ensuring compliance with all tax regulations- Assisted with document preparation and app integrations for multiple clients, streamlining processes and improving efficiency - Utilized QBO for all bookkeeping tasks, including managing bank feeds, making journal entries, maintaining the chart of accounts, and managing customer and supplier files

- Apprentice Training one-on-one with Joanne in person and virtually in all aspects of Bookkeeping, gaining new clients and responsibilities as my knowledge of bookkeeping continued to expand- Prepared quarterly taxes, ensuring compliance with all tax regulations- Assisted with document preparation and app integrations for multiple clients, streamlining processes and improving efficiency - Utilized QBO for all bookkeeping tasks, including managing bank feeds, making journal entries, maintaining the chart of accounts, and managing customer and supplier files

- Tasked with AP reconstruction, addressing errors in the accounts AP aging report, accurately identifying bill payments and missing invoices to properly reflect the state of AP up to date - Manually entered payroll journal entries into QBO, ensuring accurate recording of expenses - Entered bank deposits in QBO and applied payments to customer accounts with precision and attention to detail - Managed supplier credits, refunds, and payments manually to maintain up-to-date and accurate supplier files - Set up bookkeeping applications including Dext, Synder, and multiple POS systems to streamline accounts - Manually filed paper format documents at year-end, including supplier and customer documents

- Greeted all customers and directed them to the appropriate service area. - Answered phone inquiries and provided relevant information. - Booked appointments based on availability and priority of clients. - Handled all payment transactions including credit cards. - Organized the office and accurately filed all paperwork. - Managed product inventory and entered data into QuickBooks database.