CLIENT FOCUSED BOOKKEEPER

Results oriented professional with over 20 years’ experience

Areas of Expertise:

Tax Strategies	Personal & Corporate Taxes	Company Incorporations
Payroll	Accounts Payable & Receivable	Computer solutions

CAREER HISTORY

Self Employed Bookkeeping Services 1986 – present (p/t basis)

• Providing bookkeeping, payroll, and income tax services,
• Clients have included bookkeeping and accounting firms, architect, painting and construction contractors, bakery/café, retail store, U-Vin/U-Brew store, Franchisee, Non-Profit organizations, Strata, Corporations, and Self-Employed individuals.

Income Tax Preparer February 2015 – May 5, 2015, H & R Block Victoria BC

Income Tax Preparer February 2014 – May 5, 2014, H & R Block Victoria BC

• Provided Income Tax preparation to office clients, seasonal position

Full Charge Bookkeeper – Parcel Express/Furniture/Strata Corp., 2009 to 2011

• Daily bookkeeping on-site using Simply Accounting for three companies
• Bi-weekly payroll processing for 30 staff
• Bank deposits, daily accounts receivable/collections, accounts payable
• General Ledger reconciliations, and inter-company transactions

Bookkeeper – Liberty Tax Service Franchisee, Victoria BC, 2004 to 2008

(Contract ended, as business sold)

• Started as a Tax Preparer and advanced to Office Manager/Bookkeeper
• Accounting (prepare year ends), bookkeeping (Simply Accounting & Excel), payroll, personal and corporate Income Tax preparation for office/external clients,
• staff & client assistance/training with bookkeeping and office organization

Accounting Assistant, Trafford Publishing, Victoria BC 2002

• Accounts Payable, MYOB Accounting software, Shipping claims, past due account follow-up that decreased the A/R balance, PST exemption and rebates, resolving customer invoice discrepancies,
• General Ledger reconciliation’s, Accounting Manager and CFO assistance as required

Fastax Efile Service, Seasonally January to May of 1998 – 2002

• Personal tax preparation and bookkeeping at retail locations, income tax matters.
• Bookkeeping, providing computer solutions, cash reconciliation, daily banking.

TRAINING

H & R Block Income Tax update theory course & DT Max Income tax software Level 1 December 2013 to January 2014 Level 2 September – December 2014

Level 3 September to December 2015

Profile tax software & income tax changes- update annually from 1998 to 2010

Advanced & Corporate Income Tax Courses, 2002 & 2004 & 2006 & 2010

Contract Administration, Managing Contracts, Financial Services.

Three E Training/Province of BC 1992/93

Lotus Intermediate – Software Training Associates from Province of BC 1993

Accpac Simply/Bedford Advanced Accounting (2-day course) 1987

Advanced Taxation, Camosun College 1987

EDUCATION

Accounting 1 Open Learning Institute 1998

Certified General Accountant (CGA) Program:

Accounting, Law, Economics (1^st & 2^nd Level courses 1983 to 1987)

COMPUTER SKILLS

PC – Windows, DOS, Accpac Plus, Sage50/Simply Accounting, Excel, Profile, Lotus, MYOB, QuickBooks, WordPerfect, Word, and MS Office.

Apple – Accpac Simply, Excel, Quicken, WordPerfect, Word, and Works.

INTERESTS

Computer repairs/maintenance, cooking, home painting and repairs, photography, travel, local entertainment, and theatre lighting/av technician

REFERENCES

Provided upon Request