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Katie & Firm - Olympia, Washington

Associates, Business

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4.5 
1 
Reviews

Expertise

Paro logo

Service Line

CPA/Accounting Advisory

Certifications

Notary Public
QuickBooks Online ProAdvisor
Annual Filing Season Program (AFSP)

Availability

23.10 hrs / wk (this month)
30.00 hrs / wk (next month)

Top Industries

  • Accounting Firm

  • Consumer Goods

  • Marketing and Advertising

Top Skills

  • Account Reconciliation

  • Accounting Principles

  • Business Analysis

  • Cannabis

  • Revenue Projections

Top Softwares

  • Adobe

  • ADP

  • MS Excel

  • QuickBooks (desktop)

  • Zoom

Work Experience

Title: 

Account Manager

Dates Worked: 

October 2021 - April 2023

Company: 

Kickstart Accounting Inc

Accomplishments:

Perform Bookkeeping tasks for various clients including reconciliation, month end journal entries and categorizing transactions. Host client meetings for financial review and high level analysis. File sales tax and year-end forms sch as 1099 and W2. Process payroll. Other tasks as requested by client.

Software Used: 

Quickbooks (online), QuickBooks (desktop), Gusto, Paychex, Square POS, Stripe, Adobe, SharePoint, DropBox, Google Suite (GSuite), ADP, Zoho, Bill.com, Expensify, FreshBooks, Lacerte, Microsoft Office, MS Excel, PayPal, ProConnect, Quicken, Salesforce, Square, Tsheets tracking, Zoom

Skills Used: 

Accounting Processes, Accounting Principles, Accounts Payable (Bill Pay), Accounts Receivable (Invoicing), Budgets, Property Management, Quickbooks Desktop Certified, Business Analysis

Industries Covered: 

Accounting Firm

Title: 

Director of Operations

Dates Worked: 

February 2013 - October 2017

Company: 

Cave B Estate Winery & Resort

Accomplishments:

Assisted with Human Resources management of 85+ employees within four departments on property including employee file management and payroll. Responsible for financial management such as cash handling and petty cash bank, accounts payable accounts, auditing bank accounts, and preparing departmental P&L statements. Provided staff training for all departments. Assist with some computer technical issues as needed. Complete monthly cash projections and budgeting annually and monthly for multiple departments. Assist with group bookings and event itineraries for weddings and corporate events. Maintain revenue management and resort bookings, packages, pricing, etc.

Software Used: 

Microsoft Office, Quickbooks (online)

Skills Used: 

Payroll, Accounts Payable, Revenue Projections, Budgeting and planning

Industries Covered: 

Consumer Goods

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