Payroll Clerk, Tax Preparer, Admin Assistant, Bookkeeper

In my previous role, I gained significant experience in handling accounts receivable by meticulously tracking and managing the company's incoming payments. This involved maintaining detailed records of outstanding invoices, communicating with clients to ensure timely payments, and reconciling accounts to resolve any discrepancies. I also worked closely with the accounting team to generate regular reports on the status of accounts receivable, aging analysis, and cash flow projections, providing valuable insights for decision-making. Through this experience, I developed strong organizational skills, attention to detail, and the ability to effectively communicate with both internal teams and external clients to ensure smooth cash flow operations.

In my previous role, I have utilized QuickBooks extensively for various accounting and financial tasks. This includes managing accounts receivable and accounts payable, reconciling bank statements, generating financial reports, and processing payroll.

In my experience with bookkeeping, I've handled various aspects of financial record-keeping, including maintaining accurate ledgers, reconciling accounts, and processing financial transactions. This involved recording day-to-day financial transactions, such as sales, purchases, and expenses, and ensuring they were correctly categorized in accordance with accounting principles. Additionally, I have generated financial statements, such as balance sheets and income statements, using the data from the books to provide a clear picture of the organization's financial health. My attention to detail and understanding of accounting principles have been essential in maintaining accurate and up-to-date financial records for the businesses I've worked with.

In my experience with billing, I have managed invoicing processes, ensuring accurate and timely billing for services rendered. This involved verifying billing information, generating invoices, and reconciling accounts to ensure all transactions were accounted for. I also communicated with clients to address any billing inquiries or discrepancies, maintaining a professional and customer-focused approach to resolving issues and ensuring customer satisfaction.

In my experience with bank reconciliation, I've been responsible for comparing the bank's records of transactions with the company's internal records to ensure they match. This process involves identifying any discrepancies, such as missing transactions or errors, and resolving them to ensure the accuracy of the financial records. I've used this process to detect errors, fraud, or other irregularities, providing a crucial step in maintaining the integrity of the company's financial data. Additionally, bank reconciliation helps in ensuring that the company's cash flow is accurately reflected and that any discrepancies are promptly addressed to avoid financial discrepancies.

As a payroll clerk, I was responsible for accurately processing employee payroll using specialized software and maintaining detailed records of hours worked, taxes withheld, and deductions. I collaborated closely with the HR department to ensure compliance with company policies and regulations, while also addressing any payroll-related inquiries from employees, demonstrating strong attention to detail and a thorough understanding of payroll procedures.

In tax preparation, I've gathered and organized financial data to ensure compliance with tax regulations. This involved preparing and filing tax returns for individuals or businesses, applying relevant tax deductions, credits, and exemptions to minimize tax liabilities while ensuring adherence to tax laws. I've also stayed updated on changes in tax codes and regulations to accurately apply them in tax filings, and have communicated with tax authorities or auditors when necessary to resolve any inquiries or audits. My attention to detail and understanding of tax laws have been essential in accurately preparing and filing taxes for the entities I've worked with.

In invoicing, I've managed the process of creating and sending invoices to clients for goods or services rendered. This involved ensuring that all details, such as the billing amount, due date, and payment terms, were accurate and in line with the agreed-upon terms. I've also maintained records of all invoices issued and tracked their payment status, following up on overdue payments and resolving any billing discrepancies.