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John Doe
Summary
Detail-oriented Bookkeeper with 8+ years of experience managing financial records, accounts payable/receivable, and payroll processing for small to medium-sized businesses. Expertise in QuickBooks, Excel, and financial reporting with a proven track record of improving accounting processes and ensuring regulatory compliance. Adept at reconciling accounts, identifying discrepancies, and implementing efficient bookkeeping systems that enhance financial accuracy and business operations.
Experience
Senior Bookkeeper
Pacific Northwest Accounting Services
March 2020 - Present, Portland, OR
Manage complete bookkeeping operations for 15+ client businesses across diverse industries with annual revenues ranging from $500K to $5M, ensuring accurate financial records and timely reporting
Process bi-weekly payroll for 200+ employees across multiple clients, handling tax withholdings, benefits deductions, and quarterly tax filings with 100% compliance and accuracy
Implemented streamlined accounts receivable procedures that reduced average collection time by 35% and decreased overdue accounts by 47%, improving clients' cash flow by an average of $75K per month
Full-Charge Bookkeeper
Green Mountain Brewing Company
June 2017 - February 2020, Portland, OR
Managed all aspects of accounting operations for craft brewery with $3.2M annual revenue, including accounts payable/receivable, bank reconciliations, and financial statement preparation
Developed comprehensive inventory tracking system that integrated with point-of-sale software, reducing inventory discrepancies by 92% and preventing $45K in annual inventory losses
Prepared and filed monthly sales tax returns, quarterly business tax filings, and annual reports, ensuring compliance with state and federal regulations while identifying tax saving opportunities of $28K annually
Bookkeeper
Portland Small Business Services
September 2014 - May 2017, Portland, OR
Processed accounts payable and receivable for 25+ small business clients, managing vendor relationships and ensuring timely payment of invoices totaling $1.2M monthly
Performed monthly bank reconciliations and general ledger maintenance, identifying and resolving discrepancies to maintain accurate financial records
Assisted with payroll processing and tax filing preparation, ensuring compliance with changing tax regulations and deadlines
Education
Associate of Applied Science in Accounting
Portland Community College • Portland, OR • September 2012 - June 2014 • 3.8 GPA
Relevant Coursework: Principles of Accounting, Payroll Accounting, Computerized Accounting Systems, Business Taxation, Financial Statement Analysis
Honors: Dean's List (all semesters); Outstanding Accounting Student Award (2014)
Capstone Project: Developed comprehensive bookkeeping system for local non-profit organization that improved financial tracking and reporting capabilities
Certificate in Bookkeeping
American Institute of Professional Bookkeepers • January 2014 - April 2014
Intensive program covering advanced bookkeeping principles, payroll procedures, and financial reporting
Completed practical training in QuickBooks, Excel, and other accounting software applications
Achieved top scores in accounts reconciliation and financial statement preparation assessments
Professional Projects
Accounting System Migration
Pacific Northwest Accounting Services • June 2021 - September 2021
Led migration of 8 client businesses from desktop accounting software to cloud-based QuickBooks Online, developing custom migration plans for each client's unique financial structure
Created comprehensive data validation protocols that ensured 100% accuracy of transferred financial information including historical transactions, vendor records, and customer data
Designed and delivered training program for clients' staff on new system features, resulting in 90% reduction in support requests and seamless transition to cloud-based operations
Financial Reporting Automation
Green Mountain Brewing Company • October 2018 - January 2019
Developed automated financial reporting system using Excel macros and QuickBooks integration that reduced monthly closing and reporting time from 5 days to 1 day
Created customized dashboard with key performance indicators for different departments, providing management with real-time visibility into financial performance metrics
Implemented variance analysis tools that automatically identified significant deviations from budget, enabling proactive management decisions that improved profit margins by 8%
Accounts Receivable Optimization
Portland Small Business Services • April 2016 - July 2016
Analyzed accounts receivable aging reports for 15 clients to identify patterns in late payments and develop targeted collection strategies for different customer segments
Implemented automated invoice reminders and payment follow-up system that reduced average days sales outstanding from 45 to 28 days across all clients
Created standardized credit application and approval process that reduced bad debt write-offs by 65% while maintaining positive customer relationships
Certifications
Certified Bookkeeper (CB)
American Institute of Professional Bookkeepers • 2025
Professional certification demonstrating mastery of bookkeeping principles and practices
Expertise in adjusting entries, error correction, payroll, depreciation, and inventory management
Commitment to ethical standards and continuing professional education
QuickBooks ProAdvisor Certification
Intuit • 2024
Advanced certification in QuickBooks Online and Desktop versions
Expertise in setup, customization, troubleshooting, and advanced features
Skills in data migration, integration with third-party applications, and financial reporting
Microsoft Excel Expert Certification
Microsoft • 2023
Advanced proficiency in Excel functions, formulas, and data analysis tools
Expertise in PivotTables, macros, VBA, and complex financial modeling
Skills in dashboard creation, data visualization, and automated reporting
Professional Involvement
Member
American Institute of Professional Bookkeepers • July 2014 - Present
Participate in continuing education programs to stay current with changing accounting standards and best practices
Attend monthly chapter meetings and annual conferences to network with other bookkeeping professionals
Access specialized resources and publications on bookkeeping trends, tax updates, and regulatory changes
Volunteer Treasurer
Portland Small Business Association • January 2018 - Present
Manage financial operations for non-profit organization supporting local small businesses, including budget development, financial reporting, and tax filing
Implemented improved financial controls and reporting systems that increased transparency and facilitated 35% growth in membership and programs
Provide financial guidance to board of directors for strategic planning and resource allocation decisions
Workshop Presenter
Portland Community College Small Business Development Center • March 2019 - Present
Conduct quarterly workshops on 'Bookkeeping Basics for Small Business Owners' and 'Understanding Financial Statements' for entrepreneurs and small business owners
Develop practical, accessible training materials that help non-financial professionals understand key accounting concepts and financial management principles
Provide one-on-one coaching sessions for small business owners to address specific bookkeeping challenges and improve financial management practices
Details
Skills
QuickBooks (Desktop & Online)
Microsoft Excel (Advanced)
Accounts Payable/Receivable
Payroll Processing
Bank Reconciliations
General Ledger Maintenance
Financial Statement Preparation
Tax Filing & Compliance
Inventory Management
Sage 50 (Peachtree)
Xero Accounting
FreshBooks
Wave Accounting
Expense Tracking & Management
Audit Preparation
Cash Flow Management
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