Jackie Stewart

Seeking a challenging opportunity where I will be able to utilize my strong organizational skills, educational background, and ability to work well with people. I am self-motivated and able to work both independently and as a collaborative team member.

Bookkeeper/Florida Registered Paralegal/Legal Assistant at Law Office

• Setup and manage transactions for over 10 Fiduciary accounts simultaneously including checking and investing accounts
• Reconcile clients' funds in Law Firm Trust accounts monthly
• Manage A/R and A/P for all Law Firm and client accounts
• Categorize transactions and prepare annual reports for clients' tax professional or CPA, assist in mailing tax returns and 1099 prep
• Prepare formal Fiduciary Accountings filed with Court
• Manage Law Firm client invoices and payments received

QBO Live Bookkeeping Expert at JDA Partners Technical Services Group LLC

Tax Season position providing live video support for Intuit QuickBooks online customers.

• Provided live video support for Intuit QuickBooks online customers with any and all bookkeeping questions and product support
• Assisted with major account cleanups and troubleshooting
• Categorized bank transactions and reconciled complex accounts
• Created and tracked assets and long-term liabilities
• Managed 3rd party Integrations (Square, Stripe, Paypal, Shopify, etc.)
• Managed high-volume calls with CRM tools for call resolution
• Received consistent high-performance metrics based on customer survey score sent to customers through email
• Received consistent monetary rewards based on high number of customers transferred to Sales Department for product upgrades

High School Diploma

Associates in Arts Honors in Arts – Accounting major