P R O F E S I O N A L S U M M A R Y
* Motivated and detail-oriented aspiring bookkeeper with a strong educational background in accounting principles and hands-on experience through academic projects and an internship.*Complete training of QuickBooks and Xero, demonstrating proficiency inorganizing financial data, performing reconciliation, and preparing basic financial reports.
P R O F E S I O N A L S K I L L S
*Bookkeeping*Accounts Payable / Accounts Receivable*Financial Reporting / Analysis*Email Management/Client Communication*Budgeting / Forecasting*Payroll Processing*Bank Reconciliation*Inventory Management
P R O F E T I O N A L S E R V I C E S
* Financial Data Entry: Provide precise and timely input of financial transactions to maintain up-to-date and accurate records, enhancing overall financial transparency.*Bank Reconciliation: Assists in reconciling bank statements to ensure consistency in financial records. Helping to identify discrepancies early and improve financial accuracy.*Basic Financial Reporting: Generate monthly and quarterly financial reports. Including income statements and balance sheets supports strategic decision-making for business growth.*Accounts Payable/Receivable cash flow. Management: Helps manage invoices and collections to maintain a healthy financial position. Ensuring timely payments and contributing to financial stability.*Expense Tracking: Facilitate tracking and categorization of expenses to assist in budgeting and financial planning. Enabling better resource allocation.*Payroll Assistance: Supports payroll processing and maintains employee records. Ensuring accurate and timely compensation while promoting employee satisfaction.
C E R T I F I C A T E S
ProAdvisor of QuickBooks and Xero
internship of QuickBooks
E X P E R I E N C E
Chinese-bookkeeper assistant/Admin Tast/Data Entry/Email Management:
AST TAX ACCOUNTING LLC
2025-Present
BOOKKEEPING:
. Record daily transactions
. Manage accounts receivable
. Manage accounts payable
. Bank reconciliation
. Payroll processing
. Prepare financial reports
. Maintain general ledger
. Monitor cash flow
. Prepare tax documents
. Keep financial records accurate and organized
Data Entry Clerk:
• Accurately entered and updated client information into company databases and tax software systems.
• Prepared documents for electronic signature using PandaDoc, ensuring proper placement of signature and date
fields.
• Verified accuracy of financial data, including W-2s, 1099s, payroll reports, and tax returns.
• Maintained organized digital filing systems for easy document retrieval.
• Reviewed data for errors and corrected discrepancies before submission.
• Monitored document signing status and followed up with clients as needed.
• Maintained confidentiality of sensitive client information.
Data Entry Assistant – Tax & Bookkeeping:
• Encoded client personal and business information for tax return preparation.
• Input income, expenses, payroll, and banking details with high accuracy.
• Prepared IRS authorization forms (8879, 2848) for electronic signature via PandaDoc.
• Ensured all documents were signed and dated correctly before e-filing.
• Assisted in organizing client records and updating tracking sheets.
• Communicated with clients regarding missing documents and signature follow-ups.
Data Entry Specialist:
• Entered and verified client data with 99% accuracy.
• Prepared digital documents for e-signature using PandaDoc.
• Organized financial records and maintained confidential information.
• Assisted in payroll and tax data processing.
Email Management Tasks:
• Monitor and manage daily inbox
• Respond to client inquiries professionally
• Send follow-up emails for pending documents
• Request signatures for tax returns and forms
• Send reminders for unpaid invoices
• Forward important emails to tea-----------mbers
• Organize emails into folders/labels
• Archive completed conversations
• Draft and proofread outgoing emails
• Maintain professional email communication
Emailing Tasks (Tax / Bookkeeping Office)
• Send tax return documents for e-signature
• Follow up on unsigned Form 8879
• Request missing W-2, 1099, or bank statements
• Confirm receipt of signed documents
• Notify clients once e-filing is completed
• Send payroll reports to clients
• Respond to IRS notice inquiries
• Send engagement letters for signature
• Provide payment instructions
• Update client via email regarding tax status
