Thorough Senior Bookkeeper manages financial staff across multiple corporate operational departments. Expertise in information gathering and strategic planning. Excellent analytical and problem-solving skills.
Overview
22
22
years of professional experience
Work History
Senior Bookkeeper
Source Point Accounting
06.2023 - Current
Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.
Matched purchase orders with invoices and recorded necessary information.
Reviewed account discrepancies and proposed courses of action to correct files
Handled day-to-day accounting processes for a multitude of different types of businesses with examples of legal, medical, construction, restaurants, auto, logistics, realtors, etc.
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Managed and responded to correspondence and inquiries from customers and vendors.
Input financial data and produced reports using QuickBooks Online.
Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
Office Manager
Alchemy Bookkeeping Inc.
06.2023 - Current
Maintained computer and physical filing systems.
Created, maintained and updated filing systems for paper and electronic documents.
Updated reports, managed accounts, and generated reports for company database.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Coached new hires on company processes while managing employees to achieve maximum production.
Controlled finances to lower costs and keep business operating within budget.
Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Completed bookkeeping services for multiple clients
Strategically created work flows for all new bookkeeping clients signed on using FinancialCents
Using Clockify to track client jobs as well as manage employees timesheets
Evaluated employee performance and conveyed constructive feedback to improve skills.
Established performance goals for employees and provided feedback on methods for reaching those milestones.
Bookkeeping Supervisor & Lead Onboarding Bookkeepe
Your Bottom Line
01.2019 - 05.2023
Kept bookkeeping operations in full compliance with legal statutes.
Maintained and processed invoices, deposits, and petty cash logs.
Onboarded all new clients and streamlined processes and entered into Karbon software
Effectively train clients on how to do bookkeeping and managed their financials while providing feedback
Tracked expenses and income for businesses while organizing and maintaining financials
Established QuickBooks accounting system to reflect accurate financial records.
Identified accounting errors when cross-referencing documents and database information.
Completed tax forms in compliance with legal regulations. (HST / WSIB / Source Deductions / EHT / PST etc.)
Reduced financial discrepancies through transaction monitoring and management.
Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews.
Kept high average of performance evaluations.
Used an array of Accounting & Management Software like Karbon, QBO, QBD, Sage, Freshbooks, DEXT, Slack, Microsoft Teams, Jobber, Jane etc.
Bookkeeping Manager
AVZ Accounting & Tax Inc.
09.2006 - 12.2018
Maintained and processed invoices, deposits, and petty cash logs.
Completed payroll for employees and maintained detailed records of procedures.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Reconciled and corrected issues with financial records.
Reported financial data and updated financial records in ledgers and journals.
Established QuickBooks accounting system to reflect accurate financial records.
Posted daily receipts and payments in accordance with corporate protocols.
Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
Reduced financial discrepancies through transaction monitoring and management.
Developed and implemented procedures to improve accounting efficiency.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Office Manager
Solutions In Moving
04.2004 - 09.2006
Maintained computer and physical filing systems.
Created, maintained and updated filing systems for paper and electronic documents.
Updated reports, managed accounts, and generated reports for company database.
Developed and maintained successful relationships with vendors, suppliers and contractors.
Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
Coordinated special projects and managed schedules.
Coached new hires on company processes while managing employees to achieve maximum production.
Evaluated employee records and productivity and submitted evaluation reports.
Delivered performance reviews, recommending additional training or advancements.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Assisted in organizing and overseeing assignments to drive operational excellence.
Successfully managed budgets and allocated resources to maximize productivity and profitability.
Defined clear targets and objectives and communicated to other team members.
Store Manager
Joggers
11.2001 - 04.2004
Managed inventory control, cash control, and store opening and closing procedures.
Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
Completed point of sale opening and closing procedures.
Rotated merchandise and displays to feature new products and promotions.
Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
In charge of hiring, training and mentoring new staff members.
Approved regular payroll submissions for employees.
Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
Reconciled daily sales transactions to balance and log day-to-day revenue.
Promoted team collaboration, performance, and efficiency by fostering healthy environments focused on mutual success.
Supervised guests at front counter, answering questions regarding products.
Upheld and communicated store programs and standards to employees for optimal quality, freshness, safety and cleanliness.
Developed and implemented successful staff incentive programs to motivate employees.
Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
Education
High School Diploma -
Eastdale Collegiate And Vocational Institute
Oshawa, ON
06.1998
Skills
Profit and Loss Statements
Bookkeeping Procedures
Income Statements
Accounts Payable and Accounts Receivable
Payroll Processing
Payroll Liabilities
Journal Entry Preparation
Office Operations
Customer Service Standards
Cash Deposits and Receipts
Wages and Salary
Data Entry
Account & Inventory Reconciliation
Microsoft Office
Loan and Account Monitoring
Spreadsheets
Accomplishments
QBO Advanced Ceritfication
Timeline
Senior Bookkeeper
Source Point Accounting
06.2023 - Current
Office Manager
Alchemy Bookkeeping Inc.
06.2023 - Current
Bookkeeping Supervisor & Lead Onboarding Bookkeepe
Your Bottom Line
01.2019 - 05.2023
Bookkeeping Manager
AVZ Accounting & Tax Inc.
09.2006 - 12.2018
Office Manager
Solutions In Moving
04.2004 - 09.2006
Store Manager
Joggers
11.2001 - 04.2004
High School Diploma -
Eastdale Collegiate And Vocational Institute
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