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Keep Track

Long Beach, CA



Contact Professional
Business Hours
Week Day Time Open Time Close Status
Sunday 9:00 AM 5:00 PM Open
Monday 9:00 AM 5:00 PM Open
Tuesday 9:00 AM 5:00 PM Open
Wednesday 9:00 AM 5:00 PM Open
Thursday 9:00 AM 5:00 PM Open
Friday 9:00 AM 5:00 PM Open
Saturday 9:00 AM 5:00 PM Open
     

 

Services offered: Click "Schedule >>" to make an appointment.

Personal Assistant   0:30 Minutes

Professional Certification:
Bachelor of Science Degree in Accoutning

Professional Resume:
Hello,
 
This letter is in response to your craigslist advertisement for a personal assistant. My skills include, but are not limited to, the following:
 
• Ability to work independently or as a team member, I am a self-starter
• Strong administrative, organizational, and communicative skills
• Possess a positive attitude and have the ability to run with a vision
• Use wisdom and discretion when making decisions
 
• Ability to run errands & shop
• Strong internet research skills
• Ability to coordinate with contractors and obtain estimates for house maintenances
          (previously worked with 3 remodel projects)
• Microsoft Office Proficient (Outlook, Word, Excel, Publisher, and Visio)
• QuickBooks Proficient
• Ability to Multi-Task
• Light assembly of furniture
• Ability to plan small events and assist in the preparation of food
 
• Possess valid driver's license, reliable car & spotless driving record
• Possess a cell phone
• Comfortable with dogs
• References available upon request
 
 
I’ve also attached my resume for your review. I look forward to hearing from you.
 
 
Regards,
Kathleen
 


Company Description:
KATHLEEN DAVIS   562.715.1778   kat4e@hotmail.com
KEY TRANSFERABLE SKILLS

Accounts Payable
Accounts Receivable
Audit Management
Audit Preparation
Bank Reconciliation
Conflict Resolution
Contract Negotiation
External Audit Solutions
Financial Statement
General Ledger
General Accounting
IRS Audit Compliance
Pivot Tables - Excel
Project Management
Staff Supervision
Inventory Management
Tax Preparation

EXPERIENCE
Keep Track – Bookkeeping and Business Support Services – Long Beach, CA                                     12/2008 – Present
·   Updated and maintained accounting records, including accounts payable and receivable.
·   Processed deposits, prepared financial statements and client summary statements.
·   Audit supported for clients tax returns.
·   Examined banking information, receipts, and other pertinent documents to develop information for client tax returns.
·   Organized documents for IRS review.
Elite Tax & Accounting (AUDIT MANAGER) – Long Beach, CA                                                                01/2008 – 11/2008
·   Provided support to clients selected for compliance audit of federal tax returns.
·   Analyzed corporate and individual tax returns to determine audit exam items.
·   Analyzed accounting books and records to determine appropriate accounting methods.
·   Investigated documents, financial transactions, operation methods, and industry practices.
·   Examined banking information, receipts, leases, contracts, wills, and other pertinent documents to develop information for client tax returns.

 

 

 

 




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