Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Detail-oriented Bookkeeper with financial reporting experience. Dependable service with fantastic organizational and customer service skills. Excellent attention to detail. Deep understanding of GAAP financial recording and Quickbooks.

  • GAAP Bookkeeping
  • QuickBooks (Pro, Contractor, Enterprise & Online)
  • AR/AP
  • Payroll Processing
  • Invoice Processing
  • State & Federal Tax Reporting
  • General Excise/Sales Tax
  • Balance Sheets
  • Bank Reconciliation
  • Advanced Clerical Knowledge
  • Computer proficiency
  • Exceptional organization
  • Basic functions in Excel
  • Good telephone etiquette
  • Type: 65 wpm, 10 Key (touch)
  • Customer Service
  • Microsoft Office
  • Lacerte
  • Salesforce
  • Staff Management
  • Human Resources
  • Scheduling
  • Administrative support
  • Office management
Work History
07/2019 to Current Motor Vehicle Specialist Ag Partners | Marathon, IA,
  • Working in Tax Assessor Collector's Office.
  • Processing of vehicle registration renewals, title transfers, temporary driving permit, handicap placards, license plates and specialty license plates.
  • Processing of registration renewals and title transfers for boats, motors and jet skis via Texas Parks and Wildlife's website.
  • Scan applications & prescriptions into Laserfiche for handicap placards.
  • Collect and record all payments and fees as assigned.
  • Cash handling, credit card and check processing.
  • Balance cash drawer as well as credit cards and checks at end of each day.
  • Answer customer questions via phone calls.
  • Follow up on any work that needs further information prior to title transfer.
  • Fill in at Property Tax office processing payments for property taxes and ensuring that payments are posted in a timely manner.
06/2015 to 01/2019 Bookkeeper/Dispatcher State Of Idaho | Garden City, ID,
  • Daily scheduling of plumbing appointments, screening to prioritize emergent from non-emergent calls.
  • Heavy phones, incoming and outgoing.
  • Heavy data entry into QuickBooks.
  • Accounts payable as well as accounts receivable.
  • Applying payments on customer accounts, scanning proof of payment and attaching on QuickBooks customer accounts.
  • Scanning accounts payable invoices and attaching to AP in QuickBooks.
  • Weekly payroll time entry, fully coded to jobs for 10 people.
  • Applying for water heater permits as necessary.
05/2013 to 09/2014 Bookkeeper DG Anderson | City, STATE,
  • Monthly bookkeeping at CPA firm for numerous clients with several entities per month.
  • Processed bank, credit card and brokerage account reconciliations.
  • General journal entries to record monthly property management statements.
  • Issued monthly financial statements to clients.
  • Created invoices based upon billable time, processed payments, applied payments and followed up on all outstanding invoices.
  • Provided close client contact either via email or telephone.
  • Researched and resolved collections and billing disputes with tact and efficiency.
  • Assisted in filing extensions, verifying extensions were accepted as well as verifying that e-filed tax returns were accepted and updating database.
  • Aided in completion of tax deadlines in addition to normal bookkeeping duties.
  • Participated in filing of tax files after each deadline.
07/2007 to 09/2012 Office Manager/Bookkeeper DeSisto Construction, Inc | City, STATE,
  • Responsibilities included opening & closing office.
  • AR/AP in QuickBooks, which included credit card reconciliations.
  • Weekly payroll processing and payroll tax payments.
  • Converted detailed excel spreadsheet invoices into QuickBooks invoices.
  • Preparation of quarterly workers compensation reports and payments.
  • Preparation of quarterly tax reporting to IRS and EDD.
  • Monthly bank reconciliations on multiple accounts.
  • Annual preparation of 1099's and W2's.
  • Prepared copies of all bank statements and credit card bills for company CPA.
  • Answered heavy telephone calls, routed calls and answered vendor questions regarding billing & payments.
  • Handling large sums of cash from client payments.
  • Human resources.
Expected in 03/2013 Certificate of Completion | Massage Therapy National Holistic Institute Massage, Santa Ana, CA, GPA:
Expected in 06/2012 Reiki Master | Reiki Inner Balance Center Reiki, Irvine, CA, GPA:
Expected in 12/1989 Certificate | Mortgage & Bank Teller Training Long Beach Mortgage & Bank Teller Training, Long Beach, CA, GPA:
Expected in 06/1987 High School Diploma | Tracy High School, Cerritos, CA, GPA:

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School Attended

  • National Holistic Institute Massage
  • Inner Balance Center Reiki
  • Long Beach Mortgage & Bank Teller Training
  • Tracy High School

Job Titles Held:

  • Motor Vehicle Specialist
  • Bookkeeper/Dispatcher
  • Bookkeeper
  • Office Manager/Bookkeeper


  • Certificate of Completion
  • Reiki Master
  • Certificate
  • High School Diploma

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