Bookkeeper & Payroll Specialist at Precision Air Drilling Services Inc. (2026-01 – Present)
- Administered bi-weekly multi-state payroll through a third party payroll provider, including collecting timesheets, calculating per diem, and accurately calculating regular, overtime hours for employees working across multiple states
- Managed employee benefits administration including Health, Dental, Vision, Life Insurance, and 401k plans
- Led annual open enrollment, coordinating with payroll providers, and insurance brokers to set up new rates and ensure accurate employee enrollment and changes
- Processed new hires, new hire benefit enrollments, re-hires, and terminations, and benefit changes, ensuring compliance and accurate documentations
- Supported HR operations while maintaining confidentiality and accuracy in all employee records
- Maintained compliance with federal holidays, Colorado sick leave regulations, FAMLI leave regulations, Unemployment and company policies
- Handled business and employee side bookkeeping, supporting payroll accuracy, benefit deductions, account receivable and accounts payable financial recordings
- Managed employee credit cards, and fuel cards monitoring usage and maintaining accurate records
- Monthly bank reconciliations & generating monthly business financial reports
Full Charge Bookkeeper at Business Generations (2025-06 – 2026-01)
- Generated monthly, quarterly, and year-end financial statements, including Profit & Loss, Balance Sheet, and Cash Flow reports
- Prepared and processed payroll, including employee setup, time tracking, benefits, deductions, and payroll tax filings
- Processed accounts payable and accounts receivable, including vendor bills, customer invoicing, collections, and payment scheduling
- Managed chart of accounts and ensured proper classification of expenses and revenues
- Researched and resolved accounting discrepancies, vendor issues, and customer billing questions
- Maintained organized digital and physical financial records in accordance with retention policies
- Collaborated with business owners, management, and assigned accountant to provide financial insights and recommendations
AR Coordinator at Mattr Corp. (2025-02 – 2025-06)
- Preparing account receivable invoices, credits and adjustments
- Obtaining approvals as per DOA for invoices credits and adjustments
- Assisting with GL entries, GL account reconciliation
- Verification of sales tax compliance invoices/credit notes
- Resolving complex reconciliation issues with customers and internal parties to expedite payment and ensure customer accounts are fully reconciled
- Daily collection calls on overdue accounts
- Accurate and timely posting of payments to customer accounts
- Reconciling customer accounts as required
Support Specialist/Paraprofessional at DWC CPAs & Advisors (2022-08 – 2024-12)
- Maintained detailed documentation of support interactions, ensuring valuable insights are preserved for future reference and analysis
- Tracked and documented customer interactions in customer relationship management system to maintain accurate records
- Prepared instruction materials, constructed bulletin boards, and set up work areas
- Processed credit card payments and reconciled credit card statements for accuracy in the accounting process
- Used accounting software to prepare weekly and monthly financial reports
- Coordinated purchasing activities for the department by obtaining quotes from vendors, preparing purchase orders, and tracking deliveries to ensure proper receipt of goods or services
- Increased office participation in special events by creating newsletter with detailed calendars and other office updates
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests
- Assisted coworkers and staff members with special tasks on a daily basis
Business Assistant at Julie M. Gillis DDS (2022-01 – 2022-08)
- Managed the daily operations of a dental practice
- Updated records of dental treatments to ensure patient records are up to date
- Accounts receivable and account management
- Prepared, and processed all insurance claims and predeterminations
- Developed strong relations with patients by providing thorough and uncomplicated aid
- Verified new patients and existing patients insurance coverages
- Assisted patients with treatment plans and developed financial agreements
Office Manager at US Cleaning Professionals (2021-05 – 2021-11)
- Implementing and developing procedures to ensure efficiency
- Collaborating/driving sales and marketing to improve operational efficiency
- Develop and maintain productive working relationships with client personnel
- Staffed and developed teams and mentored area supervisors, cleaners and administration
- Facilitated directives including, budgets, cash reconciliation, inventory control, and AR/AP
- Act as a liaison between company and contractual vendors
Executive Assistant at Ellis CPA Firm PC (2019-05 – 2021-05)
- Maintaining up-to-date contact information for each Clients and Client Prospects
- Implementing and developing procedures to ensure efficiency with tax and bookkeeping
- Develop and maintain productive working relationships with client personnel
- Maintained a tax calendar to ensure the company is meeting all filing obligations
- Act as a liaison; checking the status of returns, addressing rejected documents/returns and updating tax team and clients on the return status
- Maintain Records of Contact With Clients & Client Prospects
- Act as Liaison Between Company and Client & Client Prospect
- Scheduling appointments
- Contacting clients for required tax documents and securely filing documents away for tax preparation
