Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tonya Graham

Long Beach

Summary

Highly skilled, dedicated and results-driven accounting professional with 25+ years of experience along with a strong background in office management and customer relations. Expertise in A/P and A/R, financial reporting, and fostering strong customer relationships, while committed to maintaining high integrity and work/life balance.

Overview

30
30
years of professional experience

Work History

Accountant/Office Manager

CB Manufacturing & Engineering
Santa Ana
09.2023 - Current
  • Manage A/P and A/R, reconciling of bank accounts & general ledger, preparing financial reports & statements for month and year end
  • Process payroll, insurance and new hires, handling confidential information with integrity
  • Strong documentation background in bookkeeping, inventory control, procedures creation, maintaining customer and vendor files through the use of Excel spreadsheets, QuickBooks and other software
  • Contributed to revenue growth by meeting fast-paced deadlines and maintaining a proactive, results-driven approach.
  • Oversaw daily front office operations, greeting guests, answering phone calls, and responding to emails to ensure smooth communication.
  • Processed orders from RFQ to PO and coordinated packing and shipment of products.
  • Learned manufacturing skills such as: reading blueprints/drawings, performing quality control practices in the packing and shipping of parts, meeting strict industry quality standards

Bookkeeper

Dream Catcher of LA Therapeutic Riding Centers
Long Beach
01.2021 - 03.2026
  • Self-Employed Bookkeeper for this client 1x/month using QuickBooks
  • Generated financial reports, reconciled bank statements and credit card accounts, and facilitated month-end and year-end closing processes
  • Executed data entry for invoicing and recorded customer payments to maintain accurate financial records
  • Delivered customer support by resolving issues and implementing effective solutions

Driver

Uber & Lyft
Brea
11.2017 - 08.2023
  • Coordinated rideshare trips for diverse customers, enhancing overall service quality
  • Managed bookkeeping and taxes using QuickBooks
  • Engaged with riders to foster positive experiences, contributing to high customer satisfaction scores
  • Navigated city routes through in-app navigation systems to transport passengers safely and efficiently, and applied defensive strategies to try to avoid accidents
  • Collaborated with support teams to resolve rider issues promptly, maintaining service reliability
  • Achieved consistently high customer scores due to exceptional service

Professional Organizer

Create Your Serenity
Whittier
03.2014 - 09.2017
  • Owner and operator; taught new concepts and strategies to clients to build new and lasting habits in organizing their lives and environments
  • Managed bookkeeping operations using QuickBooks to ensure accurate financial records
  • Coordinated appointment scheduling and maintained customer database for streamlined client interactions
  • Guided clients in decluttering processes to enhance functionality and space
  • Provided assistance with downsizing projects by helping clients determine what items should be kept or donated and discarded
  • Guided clients in regular maintenance practices to sustain organized environments

Bookkeeper

The Guitar Repair Shop
Brea
05.2002 - 05.2012
  • Managed bookkeeping using QuickBooks, overseeing cash on hand, daily deposits, year-end closings, and tax preparation with tax accountant
  • Processed A/P and A/R, ensuring consistent cash flow stability
  • Prepared financial statements, including balance sheets and income statements, for review by management
  • Reconciled bank statements to ensure financial accuracy and integrity
  • Assisted with setting financial goals, conducting research, and solving accounting-related issues

Staff Accountant

Direct One, LLC
Santa Ana
05.2001 - 11.2002
  • Managed A/P, A/R, general ledger, journal entries, reconciliations, deposits, month-end closings, cash management, wire transfers, NSF checks, stop payments, and released wires to meet daily deadlines
  • Created financial reports and spreadsheets; processed check runs for approximately 100 invoices per week
  • Assisted Controller with project management and preparation of financial reports

Accountant/Account Manager-Special Projects

Harvest Productions
Anaheim Hills
01.2000 - 04.2001
  • Hired for an Accounting role-moved up to Account Management
  • Managed crisis for troubled accounts, collaborating with President to restore accounts through oversight of full-cycle artist’s prints & proofs
  • Managed customer relations and resolved issues to improve service quality.
  • Developed spreadsheets and reports to streamline data management and enhance decision-making
  • Supervised pricing, invoicing, tracking, and production processes for client jobs, coordinating with department managers to ensure timely delivery

Accountant

Mission Hills Mortgage
Santa Ana
02.1999 - 01.2000
  • Managed A/P, A/R, journal entries, general ledger, reconciliations, deposits, month-end closings, wire transfers, NSF's, stop payments to ensure accurate financial reporting and compliance.
  • Managed 36 accounts, handled credit reports, appraisals, and messenger bills; coded, keyed, processed check runs for approximately 200-300 invoices/week to maintain accurate accounts payable.
  • Released funding wires by daily deadlines, prepared daily reports/spreadsheets to support CEO & managers in decision-making.

Accountant

Lordon Management
Covina
06.1996 - 11.1998
  • Managed A/P and A/R, journal entries, general ledger, reconciliations, deposits, month-end closings, wire transfers, non-sufficient funds, stop payments, and customer service to ensure accurate financial reporting and timely transactions.
  • Managed 33 accounts by overseeing billing, invoice matching, and processing check runs averaging 200 invoices per week, ensuring accurate and timely payments.
  • Researched and resolved billing and dues issues for customers and tenants, maintaining excellent communication to enhance satisfaction and trust.

Education

AA Degree - Arts and Human Expression

Citrus College/Fullerton College
Fullerton, CA
05-2012

H.S. Diploma -

Bonita High School
La Verne, CA
06-1991

Skills

  • Accounting and Bookkeeping
  • A/P and A/R
  • Account reconciliation
  • Invoicing
  • Financial statements
  • Financial reporting
  • GAAP compliance
  • Funds management
  • Customer relationship management
  • Account Management
  • Data analysis
  • Spreadsheet proficiency
  • QuickBooks
  • Microsoft Excel
  • Microsoft Office
  • Adobe software proficiency
  • Data entry
  • Attention to detail
  • Organizational skills
  • Time management
  • Problem solving
  • Process improvement
  • Multi-tasker
  • Customer relations
  • Administrative support
  • Job completion
  • Inventory control
  • 10-key
  • Operating all general office equipment
  • Risk assessment
  • Microsoft Excel

Timeline

Accountant/Office Manager

CB Manufacturing & Engineering
09.2023 - Current

Bookkeeper

Dream Catcher of LA Therapeutic Riding Centers
01.2021 - 03.2026

Driver

Uber & Lyft
11.2017 - 08.2023

Professional Organizer

Create Your Serenity
03.2014 - 09.2017

Bookkeeper

The Guitar Repair Shop
05.2002 - 05.2012

Staff Accountant

Direct One, LLC
05.2001 - 11.2002

Accountant/Account Manager-Special Projects

Harvest Productions
01.2000 - 04.2001

Accountant

Mission Hills Mortgage
02.1999 - 01.2000

Accountant

Lordon Management
06.1996 - 11.1998

AA Degree - Arts and Human Expression

Citrus College/Fullerton College

H.S. Diploma -

Bonita High School
Tonya Graham