Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Timeline
Generic

Darshani Patel

Downey

Summary

Detailed bookkeeper with 3+ years of experience maintaining financial records and reviewing financial activity. Highly skilled at creating spreadsheets, preparing targeted reports and analyzing data.

Quick and accurate to meet strict deadlines while managing multiple tasks. Forward-thinking with fantastic attention to detail. Proven history of organizing company finances and modernizing financial operations. Extensive knowledge of Quickbooks Online.

Bookkeeper with strong technical proficiency and commitment to accuracy in financial data entry and financial record keeping.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Business Owner

DB Bookkeeping
01.2022 - Current
  • Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
  • Streamlined bookkeeping processes by implementing new accounting software, resulting in increased efficiency.
  • Inspected account books and recorded transactions.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.
  • Enhanced company profitability by reducing overhead costs and negotiating favorable contracts with suppliers.
  • Completed payroll accurately and timely to meet employee expectations through QBO Payroll
  • Processed W-2s, 1099s and other year-end reports to remain in compliance with state and federal laws.

Front Desk Manager

El Don Motel
08.2015 - 12.2020

• Politely welcomed arriving guests, providing room keys and

information on amenities and policies.

• Responded swiftly to room requests and other inquiries made via

establishment website, email or phone.

• Delivered above-and-beyond service to guests by making outside

venue reservations and setting up tours.

• Retrieved mail, packages and documents on behalf of guests,

promptly verifying receipt and arranging for pickup or transmittal.

• Answered multi-line phone system to respond to inquiries and

transfer calls to correct departments and personnel.

• Entered sensitive customer information during check-ins while

ensuring safety and confidentiality standards.

• Updated customer accounts with add-on room charges, minibar

use and room service bills.

• Maintained files and records by implementing effective filing

systems that boosted efficiency and organization.

Education

Accounting Technology And Bookkeeping

ABC Adult School
Cerritos, CA
03.2022

Master of Business Administration - MBA - Finance, General

IIPM INSTITUTE OF MARKETING AND MANAGEMENT PRIVATE LIMITED
04.2013

Skills

  • Bookkeeping/Accounting
  • QuickBooks Online Certified
  • Microsoft Excel
  • Transaction Coding
  • Accounts Payable & Receivable
  • Account Reconciliation
  • Financial Reports
  • Self Motivated
  • QBO Payroll
  • Complex Problem Solving
  • Confidential Document Management
  • Customer Relation

Certification


  • QuickBooks online Advanced Certification, Intuit
  • QuickBooks Online Payrolls Certification, Intuit
  • Intuit Academy Bookkeeping Certification
  • Bookkeeping Training, Booming Bookkeeping Business

Languages

English

Timeline

Business Owner

DB Bookkeeping
01.2022 - Current

Front Desk Manager

El Don Motel
08.2015 - 12.2020

Accounting Technology And Bookkeeping

ABC Adult School

Master of Business Administration - MBA - Finance, General

IIPM INSTITUTE OF MARKETING AND MANAGEMENT PRIVATE LIMITED
Darshani Patel