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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

john.doe@gmail.com+1 503 555 4321
Portland, Oregon, USA
in/johndoe-bookkeeper/

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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