Vicki Basham Email & Phone Number

Remote

Account Manager for multiple bookkeeping clients in various industries using Quickbooks Enterprise and Quickbooks Online. Services provided include importing bank transactions and posting, account reconciliation, AR management, sales tax preparation and filing, preparing payroll and corresponding payroll taxes and reporting, multi-year bookkeeping review and clean up, financial reporting and process implementation and management.

United States

Providing remote administrative, accounting, bookkeeping and operations services for various industries. Services offered/provided include calendar management, booking travel arrangements, internal and external communications, client relations, CRM maintenance, customer service, proposal development and tracking, billing, invoicing, payment tracking, SOP creation and maintenance, create, establish and maintain both company and employee policies, project management, digital filing creation and… Show more Providing remote administrative, accounting, bookkeeping and operations services for various industries. Services offered/provided include calendar management, booking travel arrangements, internal and external communications, client relations, CRM maintenance, customer service, proposal development and tracking, billing, invoicing, payment tracking, SOP creation and maintenance, create, establish and maintain both company and employee policies, project management, digital filing creation and maintenance, HR activities including new employee onboarding, benefit maintenance and tracking, health insurance administration, employee releases, hourly/salary/commission based payroll on various schedules, certified payroll, filing and paying all payroll related taxes, creation and maintenance of various Excel spreadsheets, insurance audits, accounts payable, account receivable, bank account reconciliations, credit card account reconciliation, balance sheet reconciliation, preparation of financial statements and supporting statements, year end W2 and 1099 preparation, website maintenance, social media scheduling, email service providers, Canva graphics creation, planning company events and sending client/employee gifts. Proficient in G-Suite, Microsoft Office, Quickbooks Desktop (Certified) and Online, ConvertKit, Canva and WordPress. Show less

Tennessee, United States

Full Charge Bookkeeper and Office Manager. Converted all manual bookkeeping to Quickbooks Desktop for multiple companies. Updated and upgraded filing system. Created and maintained multiple spreadsheets. Health plan administrator. HR Administrator. Processed weekly payroll and filed all payroll taxes by deadlines. Prepare Certified Payroll. Performed all AR and AP functions. Prepared business taxes for multiple locations. Prepared Tangible Personal Property Reports. Prepared Heavy Vehicle Use… Show more Full Charge Bookkeeper and Office Manager. Converted all manual bookkeeping to Quickbooks Desktop for multiple companies. Updated and upgraded filing system. Created and maintained multiple spreadsheets. Health plan administrator. HR Administrator. Processed weekly payroll and filed all payroll taxes by deadlines. Prepare Certified Payroll. Performed all AR and AP functions. Prepared business taxes for multiple locations. Prepared Tangible Personal Property Reports. Prepared Heavy Vehicle Use Tax Returns. Prepared monthly reconciliations for all bank accounts and credit card accounts. Prepared monthly financial statements. Coordinated with CPA for annual tax filings. Ordered all office supplies, coordinated company meetings and events. Insurance audits. TPP Audits. Show less

Winchester, Tn

Monthly bookkeeping for clients including bank reconciliations, credit card reconciliations, loan reconciliations, bill payment, payroll preparation, monthly and quarterly payroll deposits and reports and sales tax, Prepared monthly, quarterly and annual Financial Statements, Prepared annual business licenses, Set up new clients in QuickBooks software, Created and maintained client spreadsheets using Microsoft Excel, Prepared time billing and created invoices, Year end preparation of W-2s and… Show more Monthly bookkeeping for clients including bank reconciliations, credit card reconciliations, loan reconciliations, bill payment, payroll preparation, monthly and quarterly payroll deposits and reports and sales tax, Prepared monthly, quarterly and annual Financial Statements, Prepared annual business licenses, Set up new clients in QuickBooks software, Created and maintained client spreadsheets using Microsoft Excel, Prepared time billing and created invoices, Year end preparation of W-2s and 1099's, Tracked project due dates and met deadlines accordingly. Show less

Tullahoma, Tennessee, United States

Implemented and maintain Client Review system achieving agent/office bonus each year, Implemented and maintain Customer Quote system, Coordinated office remodel and restructured filing system, Prepared daily deposit for multiple checking accounts, Prepared correspondence and spreadsheets using Microsoft Word and Excel, Uploaded/scanned documents, emails, policy information to the home office, Assisted customers with payments, policy additions and/or deletions, policy cancelations and policy… Show more Implemented and maintain Client Review system achieving agent/office bonus each year, Implemented and maintain Customer Quote system, Coordinated office remodel and restructured filing system, Prepared daily deposit for multiple checking accounts, Prepared correspondence and spreadsheets using Microsoft Word and Excel, Uploaded/scanned documents, emails, policy information to the home office, Assisted customers with payments, policy additions and/or deletions, policy cancelations and policy questions, Telephone Reception, Scheduled appointments using Outlook for multiple agents and staff, Ordered and maintained office supply inventory. Show less

United States

Customer Service Representative and IT Support for Verizon Call Center. Completed intense 8 week customer service and CRM training.

Tullahoma, Tn

Owner baby furniture and bedding store.

Tullahoma, Tn

Maintained 3 sets of books including a private mortgage division. Responsible for Accounts Payable, Accounts Receivable, Payroll, General Ledger functions, general correspondence, typing, filing and answering multi-line phone.

Bachelor Of Business Administration (B.B.A.), Finance & Insurance

Activities and Societies: Gamma Iota Sigma

Accounting

Education record