Claudia Gerardo

Prepare individual tax returns using Lacerte, ensuring compliance with federal and state regulations Perform full-cycle bookkeeping and bank reconciliations, recording and classifying financial transactions in QuickBooks, identifying discrepancies, and maintaining accurate financial records Create working trial balances and post adjusting journal entries using Excel and QuickBooks

Accounting/Office Clerk at Proko, Uribe & Maynard, LLP (2025-01 – Present)

• Prepare individual tax returns using Lacerte, ensuring compliance with federal and state regulations
• Perform full-cycle bookkeeping and bank reconciliations, recording and classifying financial transactions in QuickBooks, identifying discrepancies, and maintaining accurate financial records
• Create working trial balances and post adjusting journal entries using Excel and QuickBooks
• Maintain organized financial records in SmartVault, ensuring accurate document management and easy retrieval for internal use and client requests
• Communicate with clients to collect documentation and resolve account-related inquiries
• Assist in assembling and finalizing tax return packets for submission

Substitute Teacher / Teacher Assistant at Swing Education (2024-09 – 2025-01)

• Managed classroom operations and maintained structured learning environments
• Developed strong communication, organization, and multitasking skills

Seasonal Office Clerk at C&C Business Services LLC (2023-05 – 2023-09)

• Generated invoices, applied payments, and supported accounts receivable/payable functions
• Reconciled QuickBooks records to bank transactions and resolved discrepancies
• Supported payroll processing, including timesheet verification and basic wage calculations
• Performed high-volume data entry, scanning, and document management

Owner at ALGEN Sweettreats (2013 – 2019)

• Managed full-cycle bookkeeping, including invoicing, budgeting, and vendor payments
• Performed monthly bank reconciliations and tracked business expenses
• Oversaw inventory, pricing, and financial planning to maintain profitability

B.S. in Business Administration (Finance) – San Diego State University (2024-05)

A.S. in Business Administration for Transfer – Cuyamaca College (2022-06)

A.S. in University Studies – Cuyamaca College (2022-06)