Bio:
I am a detail-driven bookkeeping professional specializing in small business financial organization, monthly reconciliations, and clean, accurate reporting. I help business owners understand their numbers, streamline day-to-day operations, and make confident financial decisions. I am committed to helping business owners eliminate confusion, gain clarity, and provide proactive communication to keep the business running smoothly and efficiently.
Professional Experience:
10+ years of experience in A/R & A/P, calculated and totaled unpaid invoices, updated receivables log and made adjusting entries. Collaborated with cross functional teams to drive effective cash collection and streamline A/R processes. Generated weekly, monthly reports including aging and month end summaries to support financial decision making. Promptly responded to customers. Audited and processed cash receipts, checks, bank deposits, updated customer accounts to reflect accurate payments. Coded and submitted invoices with a high degree of accuracy, facilitating timely and consistent payment cycles.
5 years of banking experience and management. Opened, closed and updated customer accounts with strong focus on accuracy, compliance and confidentiality. Achieved consistent sales performance by analyzing customer needs and recommending proper banking products. Maintained accurate and balanced cash drawer with strong attention to detail and promptly investigated discrepancies. Conducted in-depth financial consultations with customers to assess needs and align them with optimal financial products to meet their satisfaction and pursue growth.
Industries of Experience:
- Manufacturing
- Banking
- Small Businesses
Services Offered:
- Monthly Bookkeeping
- Financial Statement Preparation
- Accounts Receivable Management
- Bank Reconciliation
- Accounts Payable Management
- Cash Flow Management
Resides in:
- Lebanon, Ohio
Personal Life:
I love spending time with my husband, and our two kids. They keep us busy with basketball, soccer & golf but we love to take time away to Hilton Head or Hocking Hills. I am an early Christmas decorator, love to bake and make people laugh.
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