Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Organized Office Manager with 22 years of experience and extensive expertise in financial management. Knowledgeable about Quickbooks with commitment to efficiency, accuracy and modernization. Distinguished history of excellent and meticulous bookkeeping. Goal-oriented Bookkeeper with fantastic diverse talents and excellent attention to detail. Known for modernizing financial operations and reorganizing small business procedures. Proven history of skills in planning, organizing small business Quickbooks set up, quick learner, committed to accuracy and efficiency.

  • Mobile Notary
  • Care Planning
  • Financial Consulting
  • Educating consumers
  • Office systems management
  • Budget and records management
  • Claims investigation and research
  • Front desk management
  • Preparing arrangements
  • Customer direction
  • Running reports
  • Scheduled services
  • Cost reduction and budgeting
  • Educating clients
  • Interviewing clients
  • Small business operations
  • Daily ledgers
  • Vendor invoice processing
  • Employee timesheet processing
Work History
S&L Financial Care LLC, 03/2017 to Current
BelayAtlanta, GA,
  • Verified income, assets and expenses and completed set up Quickbooks company file.
  • Established strong, professional relationships with clients by delivering exemplary service.
  • Analyzed and evaluated monthly and quarterly financial statements.
  • Brought in new customers to maintain sustainable revenue streams.
  • Computerized recordkeeping systems, initiating and maintaining financial accurate and current tracking in Quickbooks.
  • Introduced new accounting, financial and operational systems to maximize efficiency and recordkeeping accuracy.
  • Eliminated discrepancies in finances by expertly documenting expenses, monitoring income, handling bank deposits and managing statements.
  • Recorded deposits into Quickbooks, reconciled monthly bank accounts and tracked all expenses.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Compiled end of month reports outlining company profits for the month and year to date.
  • Monitored, verified and approved invoices and reviewed balances using financial software to assess balance sheet for variances.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Reconciled company bank, credit card and line of credit accounts every [Timeframe], investigating and resolving discrepancies to keep accounts audit-ready.
  • Tracked expenses and income for several businesses while organizing and maintaining bank statements for multiple checking accounts.
Bookkeeper, 10/2014 to 11/2019
Pete's Main Line AutowashCity, STATE,
  • Posted revenues by verifying and entering transactions from daily shift reports for 4 companies.
  • Prepared bills receivable, invoices and bank deposits.
  • Verified discrepancies and resolved clients' billing issues
  • Posted customer payments by recording cash, checks and credit card transactions.
  • Processed incoming payments in accordance with established financial policies.
  • Managed accurate and timely processing of over 20 invoices per month.
  • Developed reports for senior management to outline expenditures, vendor spend and forecasting.
  • Positively interacted with all partners, employees and customers using exemplary communication and interpersonal talents.
  • Built strong relationships with vendors to enhance cost offerings and accomplish favored customer status.
  • Generated sales tax reports for each operational company and filed with etides.
  • Prepared internal and regulatory financial reports, including balance sheets and income statements.
Doyle & McDonnell P.C., 10/2001 to 04/2014
Robert JohnsonCity, STATE,
  • Assisted day staff by completing daily computer backups, virus checks and program updates.
  • Matched purchase orders with invoices and recorded necessary information.
  • Tracked business revenue and costs with Quickbooks, diligently reconciling accounts to maintain high accuracy.
  • Communicated with customers to identify and resolve outstanding payments.
  • Completed bi-weekly payroll for company employees, including calculating taxes, vacation and sick time.
  • Complied with all established policies and performed bank reconciliations, accounts payable/receivable, invoicing, billing, collections, monthly balance records, vendor payments and profit and loss statements for firm and many clients.
  • Accurately and quickly prepared and delivered bank statements, including statements, deposits and ledgers.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.
  • Input financial data and produced reports using Quickbooks.
  • Computerized recordkeeping systems, initiating and maintaining financial accurate and current tracking in Quickbooks.
  • Monitored 3-employee team while handling day-to-day accounting processes and financial accuracy.
  • Directed automation of office procedures such as correspondence management, recordkeeping and online communications.
  • Maintained account accuracy by reviewing and reconciling checks monthly.
  • Maximized client loyalty and satisfaction with prompt, thorough and timely resolutions.
  • Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
  • Handled 9 employee payroll and other day-to-day financial transactions while maintaining long-term goals.
  • Strengthened financial operations by conducting bank reconciliations and financial reporting.
  • Increased customer satisfaction by 98% by filing taxes effectively and resolving issues promptly.
  • Used ADP to complete payroll for 9 employees and took detailed records of procedures.
  • Supported management by processing invoices and documents with consistent on-time delivery.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.
Associate of Science: , Expected in
Harcum College - Bryn Mawr, PA

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School Attended

  • Harcum College

Job Titles Held:

  • S&L Financial Care LLC
  • Bookkeeper
  • Doyle & McDonnell P.C.


  • Associate of Science

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