Carla Desiderio-Chavez has over 20 years of experience in accounting roles including senior accountant, accounting manager, staff accountant, and owner of her own bookkeeping service. She has extensive experience performing accounting functions such as bank reconciliation, financial reporting, payroll processing, and tax preparation for both non-profit and for-profit clients. Her skills include QuickBooks, ProSystems Tax, Excel, payroll, and sales tax. She has a background in accounting education and is a QuickBooks Certified ProAdvisor.

1. Carla Desiderio-Chavez Cell: (925) 787-0564
4407 Prairie Willow Ct. Home: (925) 681-2441
Concord, CA 94521 Email: carlad65@comcast.net
EXPERIENCE:
01/13 – Present Senior Accountant – Client Accounting Services
PMB Helin Donovan (formerly BBR LLP), Walnut Creek, CA
Performed ongoing accounting services, bank reconciliation, adjusting journal entries for multiple clients.
Reconciled balance sheet accounts, prepared financial statements in Engagement. Prepared payroll tax
deposits and returns (quarterly/annual). Prepared and filed annual 1099 forms. Completed and filed sales
tax returns and annual business property tax statements. Prepare tax returns using ProSystems Fx Tax.
Trained and supervised new accounting staff. Troubleshoot QuickBooks issues.
06/07 – 01/13 Staff Accountant – Client Accounting Services
BBR LLP. Walnut Creek, CA
Performed ongoing accounting services, bank reconciliation, adjusting journal entries for multiple clients.
Reconciled balance sheet accounts, prepared financial statements. Prepared payroll tax deposits and returns
(quarterly/annual). Prepared and filed annual 1099 forms. Completed and filed sales tax returns and
annual business property tax statements. Prepare tax returns using ProSystems Fx Tax.
04/04 – 06/07 Accounting Manager
Cancer Support Community (formerly The Wellness Community), Walnut Creek, CA
Performed all accounting functions for non-profit organization, including accounts payable, accounts
receivable, payroll for 20 employees, sales tax returns, and bank reconciliation. Responsible for month-end
and year-end closing and financial reporting, budget preparation and annual audit. Worked closely with
Executive Director and Program Director to manage a $900,000 budget. Implemented software conversion
to QuickBooks for Non-Profits that increased reporting capabilities and efficiency.
10/01 – 04/04 Owner/Consultant
CC Bookkeeping Services, Concord, CA
Served multiple small business clients including attorneys, private corporations, construction, etc.
Performed variety of duties from basic accounting to payroll, payroll taxes, sales tax returns, bank
reconciliation, and monthly financial reports. Set up and train others to use QuickBooks for their
specific industry.
09/97 – 10/01 Staff Accountant
Tut Systems, Inc., Pleasanton, CA
Managed $10.5 million in receivables. Responsible for payroll of 200 employees using ADP software
(multiple states). Calculated complex sales commission for 10 sales representatives. Managed $6
million construction budget for facility relocation. Played integral role in system conversion from
Mas90 to Epicor.
SKILLS AND EDUCATION:
GL accounting, QuickBooks (Certified ProAdvisor since ’07), payroll tax, sales tax, property tax, MS Office (Excel, Word,
Outlook), ProSystems Tax, Fixed Assets, Engagement. Excellent reconciliation and troubleshooting within client’s
accounting files, direct (but patient) communication with both co-workers and clients, teaching and supervising staff in my
own department as well as tax department, some experience preparing tax returns (mostly 1120’s).
Studied at UC Berkeley, San Francisco State University, Diablo Valley College (Accounting and Business courses)