Christina Cheng
Toronto
Summary
Dedicated bookkeeper, office manager and consultant, works productively with diverse personalities and is experienced in busy settings. Highly skilled with QuickBooks, Xero, Dext, Slack, Notion, Asana, Clover, SilverwarePOS, Float Financial and other miscellaneous accounting systems. Strengths in communication, organization, collections, and problem-solving. Offering a successful career history of nearly seven years. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to client organizations, improving business performance.
Overview
9
9
years of professional experience
Work History
Owner/Bookkeeper
13796078 Canada Inc.
03.2022 - Current
- Direct line of contact for multiple clients with administrative concerns, HR support, and accounting support
- Assisted with the transition of ownership of a cocktail bar, financial account adjustments, importing sales from SilverwarePOS, expense tracking on Float Financial, and payment processing through Clover
- Created procedures and policies that drastically improved compliance and reduced risk (assisted in re-designing client work assignment process, reduced work backlog by 2-4 weeks)
Bookkeeper
Luna Bookkeeping
07.2023 - 06.2025
- Completed QuickBooks Pro Certification
- Established QuickBooks accounting system to reflect accurate financial records.
- Managed up to 10 clients at a time
- Collected $36,000+ A/R in under four weeks for a food production client
- Gained extensive knowledge regarding project management and SOPs using Asana, Notion, and Slack
- Reviewed and filed financial documents, HST tax returns, workplace insurance safety filings, coded accounting entries for data processing, and posted weekly receipts and payments
- Generated invoices, paid bills, processed payroll, and communicated with client customer's regarding open invoices
Accounting Bookkeeper/Administrative Support
Real File CPA
06.2022 - 05.2023
- Oversaw accounts and financial reporting for over 10 clients
- Provided comprehensive accounting support to the company by managing functions like payroll, accounts payable, accounts receivable and business expense processing
- Worked with senior accounting staff and company owner to prepare financial documents and reports such as bills and invoices, bare trust agreements, financial records, and financial statements
Office Manager/Bookkeeper
Dr. Janet Cheng Dentistry Professional Corporation
03.2020 - 08.2021
- Completed payroll for multiple employees monthly and remitted to CRA
- Collected accounts receivables and applied insurance payments daily
- Created, maintained and updated filing systems for paper and electronic documents
- Updated reports, managed accounts, and generated reports for company database
Receptionist
Dr. Janet Cheng Dentistry Professional Corporation
09.2016 - 08.2019
- Answered over 30 incoming calls daily to resolve customer issues and schedule appointments
- Built strong relationships with patients and collaborated frequently on treatment plans and payments
- Confirmed appointments, communicated with clients and updated client records
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance
Education
BBA - Accounting
University of Western Ontario
London, ON05.2024
Skills
- QuickBooks Online ProAdvisor Certification
- Xero, Wave
- Asana, Slack, Notion, Dext, Microsoft Excel
- Accounts Receivables
- Human Resources
- Client Communications
- Cost reduction
Languages
English
Native or Bilingual
Chinese (Mandarin)
Limited Working
Timeline
Bookkeeper
Luna Bookkeeping
07.2023 - 06.2025
Accounting Bookkeeper/Administrative Support
Real File CPA
06.2022 - 05.2023
Owner/Bookkeeper
13796078 Canada Inc.
03.2022 - Current
Office Manager/Bookkeeper
Dr. Janet Cheng Dentistry Professional Corporation
03.2020 - 08.2021
Receptionist
Dr. Janet Cheng Dentistry Professional Corporation
09.2016 - 08.2019
BBA - Accounting
University of Western Ontario
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