Principal Bookkeeper & Consultant - Amis Bookkeeping Services - Saratoga Springs, Utah
(2025-01)
- Orchestrate comprehensive 'cleanup' projects for small business clients, restoring financial accuracy and reconciling historical data.
- Design and implement custom QBO ecosystems, including tailored Chart of Accounts (COA) and automated reporting packages.
- Serve as a Technical Consultant for other bookkeeping professionals, providing expert guidance on complex cleanup strategies.
- Deliver 1-on-1 coaching sessions, empowering business owners to manage daily financial tasks and 'homework' while maintaining data integrity.
- Developed company digital infrastructure including professional website deployment via Wix and domain management through GoDaddy.
TurboTax & QBO Expert - Intuit (via Highspring) - California
(2025-01)
- Provide expert-level consultation for QuickBooks Online users, resolving complex technical issues related to bank feeds and reconciliations.
- Deliver tax support and guidance as a TurboTax Expert, assisting customers with accurate tax preparation and compliance.
- Ensure financial integrity for diverse client profiles by applying deep knowledge of accounting principles and digital workflows.
Bookkeeper - Southern Belle Riding - Highland, UT
(2020-01)
- Maintain accurate financial records and invoicing for a specialized equine facility using QuickBooks.
- Track accounts receivable, reconcile transactions, and manage specialized client billing cycles.
Section Manager – National New Accounts - Morgan Stanley - South Jordan, UT
(2021-09 - 2025-03)
- Directed a high-performing service team in a regulatory-driven environment, ensuring adherence to strict accuracy benchmarks.
- Utilized QA data, case reviews, and red flag reports to identify process gaps and drive team performance improvements.
- Managed complex escalations, team coaching, and cross-functional initiatives to streamline account servicing.
Operations Specialist – Control & Validation - E*TRADE Financial - South Jordan, UT
(2020-05 - 2021-05)
- Reconciled trade activity across asset classes, including fixed income and options, to ensure data integrity.
- Produced essential tax and compliance documentation within a high-volume brokerage environment.
Senior Operations Associate - Morgan Stanley - South Jordan, UT
(2014-11 - 2018-11)
- Processed sensitive financial data while ensuring strict regulatory compliance and supporting fraud investigations.
