Additional capabilities include :

PROFESSIONAL EXPERIENCE

I currently have several bookkeeping clients that I see on a weekly, monthly or quarterly basis – doing business in fields as diverse as Psychotherapy, Manufacturing, Catering, Information Technology, Property Management, Retail Sales and Mechanical Engineering. References from current clients are available on request.

Here are some other things I've done...

  

VOLITION PROFESSIONAL & TECHNICAL SERVICES, LLC – Seattle, Washington

January 2000-Present

Chief Financial Officer, Controller

• Responsible for all financial and fiscal management aspects of company operations. Provide leadership and coordination in the administrative, business planning, accounting and budgeting efforts of the company.
• Manage Accounts Receivable / Accounts Payable, process payroll, perform monthly bookkeeping, reconcile credit card and bank statements in Quickbooks.
• Prepare and file quarterly payroll and income taxes for the business, as well as annual federal income taxes for the business.
• Direct office operations and administration, including market research, financial analysis, web design and graphic design.

Operations Manager, Bookkeeper & Accountant

• Manage Accounts Receivable / Accounts Payable, process payroll, perform monthly bookkeeping, reconcile credit card and bank statements in Quickbooks.
• Prepare and file quarterly payroll and income taxes for the business, as well as annual federal income taxes for both the business and its owner.
• Direct office operations and administration, including market research, financial analysis, web design and graphic design.

Office Manager & Administrative Assistant to Owner

• Direct office operations and administration, including web design, graphic design, loan structuring and processing, market research, and product analysis.
• Oversee technical decision making for corporate office in Washington and branch offices in California, Arizona and Florida.
• Manage Accounts Receivable / Accounts Payable, perform monthly bookkeeping, download and import payroll from ADP GL Interface into Quickbooks, reconcile credit card and bank statements in Quickbooks.
• Prepare financial reports analyzing and comparing different loan products; market and sell products to customers; determine return on investment for each product versus competition.
• Counsel clients to meet their financial goals based on current and projected real estate investment plans; advise clients on best use of cash and borrowed money.
• Audit customer accounts to track loan performance; identify opportunities for refinancing.

Owner & Manager

• Led all company marketing, business development, and client relations.
• Performed web development and design; managed subcontractors for programming.
• Managed Accounts Receivable / Accounts Payable, performed monthly bookkeeping, reconciled credit card and bank statements in Quickbooks.
• Prepared and filed quarterly B&O taxes and annual federal income taxes.

Owner & Manager

• Developed an e-commerce website; researched and built partnerships with product manufacturers.
• Managed Accounts Receivable / Accounts Payable, performed monthly bookkeeping, reconciled credit card and bank statements in Quickbooks.
• Prepared and filed quarterly B&O taxes and annual federal income taxes.
• Oversaw product inventory, administration, accounting, order fulfillment, customer service, shipping.

Bookkeeper & Accountant

• Managed Accounts Receivable / Accounts Payable, processed payroll, performed monthly bookkeeping, reconciled credit card and bank statements in Quickbooks.
• Prepared and filed quarterly B&O taxes for the business, as well as annual federal income taxes for both the business and its owner.

Advertising & Web Design

• Created advertisements, websites, and marketing promotions for the nightclub and restaurant.
• Conducted media relations to generate publicity for upcoming events and performances.

EDUCATION

BELLEVUE COMMUNITY COLLEGE, Bellevue, Washington

Associate of Arts in Business Administration (toward Direct Transfer Bachelor’s Degree Program with University of Washington), GPA: 3.9/4.0, Scheduled Completion 2009 (AA) / 2011 (BA)

SEATTLE CENTRAL COMMUNITY COLLEGE, Seattle, Washington

Associate of Arts in Multimedia Design, Graduated with High Honors, GPA: 3.7/4.0, 2000

~ Awards: Phi Theta Kappa International Honor Society

TACOMA COMMUNITY COLLEGE, Tacoma, Washington

Associate of Arts in Journalism, Graduated with High Honors, GPA: 3.7/4.0, 1996

~ Awards: Outstanding Journalism Student of the Year 1996; Washington Press Association Award 1996

CERTIFICATIONS

Certified QuickBooks ProAdvisor, 2008-2009

Certified QuickBooks Point of Sale ProAdvisor, 2009

Member, American Institute of Professional Bookkeepers, 2009

Member, National Association of Certified Public Bookkeepers, 2009

Certified Notary Public, Washington State, 2007-2011

TECHNICAL SKILLS

Proficient in: Intuit QuickBooks; Microsoft Word, Excel; Adobe Acrobat, After Effects, Audition, Dreamweaver, Illustrator, Photoshop, Premiere Pro, Pagemaker; HTML, CSS; Windows XP, MacOS