2. Responsible, organized and detail orientated
professional with 20 years’ administrative support
experience and 10 years’ experience as a full-
charge bookkeeper.

3.  Sage 50
 Microsoft Excel
 Microsoft Access
 Accounts Payable
 Accounts Receivable
 Payroll
 Cash Control

4.  Brown County Historical Society
› Bookkeeper
› June 2006 to March 2015
 Record and pay accounts payable
 Calculate pay and issue payments to employees
 Create financial statements and related financial
reports
 Remit payroll taxes, sales taxes, use taxes, and
income taxes
 Reconcile bank accounts and petty cash accounts
 Collect information as needed for the annual audit
 Maintain a coherent system of accounts, with a
supporting filing system
 Monitor cash levels
 Dennis Sperl Tax Consultant
› Tax Season Assistant
› Tax Seasons January 15 to April 15 (2008 to 2016)
 Scheduled client appointments
 Made office, client and government copies of tax
returns.
 Organize and total client receipts into Schedule C, E
and F categories
 Create Microsoft Excel spreadsheets from client
receipts and other documents.
 Organized other client items as needed.
 Data entry in to Creative Solutions UltraTax Software
 Research topics related to questions that arise from
client tax questions.
 Prepare weekly deposits.
 Assist with other items related to client business.

5.  Microsoft Word
 QuickBooks
 Microsoft Power Point
 Microsoft Outlook
 Creative Solutions, UltraTax
 Microsoft Publisher

6.  Coordinated successful group, customer and employee meetings
› Selected meeting locations
› Created invitations or promotional materials and other printed materials
› Prepared agendas, special programs, menus and invited speakers
 Manager and assistant buyer for small retail enterprise
 Ability to train, motivate and supervise employees and volunteers
 Responsible for creating or processing confidential and proprietary
materials
 Delegated responsibilities to employees to meet company expectations

7.  Customer service in utility, retail, banking, and restaurant industries
 Demonstrated ability to gain customer trust and provide exceptional follow-up,
and diplomatically resolved customers’ complaints on as-needed basis
 Interfaced with customers to identify needs, field questions, and facilitate sales
 Completed monetary transactions, and resolved issues as needed
 Developed effective telephone communication skills

8.  Serve on church council for my church
› Served as secretary
› Member of Finance Committee
 Serve as a worship leader for my church
 Member of choir and praise group at my church
 Member of and served as an officer for philanthropic groups