Professional Background

Over 25 Years of Experience

Virtual Controller, BKPR Entry

January 2019 - Present

Full charge bookkeeping for restaurants/ bars, retail, personal, professional service providers, and more. Specializing in non-profit accounting.

Controller, Vaya

April 2020 – Present

Manage accounting, operations implementation and staff for a privately held organization consisting of three companies: Mental health practice, property management, and a nonprofit.

Bookkeeper, IMT Associates

August 2017 – September 2019

Managed the daily transactions of about 150 client accounts for Trustees. Created annual budgets. Reviewed transactions for accountings. Processed payroll and generated financial reports for review.

Senior Accountant, Nonprofit Suite

July 2015 – August 2017

Provided bookkeeping and accounting services for about 10 nonprofits with budgets from $500K to about $10M. Processed accounts payable, receivables, bank reconciliations, reviewed transactions, payroll, month end closure tasks, and generated financial reports. Worked with in house CPA.

Senior Accountant, Asian Community Mental Health Services

Process payroll for 100+ employees (ADP payroll software), bank and general ledger reconciliations, month end closure tasks, supervised the intern for mental health service providers. Work closely with external auditors.

February 2014 – July 2015

Senior Accountant, Alameda Point Collaborative

May 2008 – February 2014

Processed payroll for 65+ employees (ADP payroll software), bank and general ledger reconciliations, generate internal financial reports to review with department managers, generated accounts receivable invoices for government grant distributions, audit preparation, and supervised the bookkeeper for this social services and housing organization.

Accounting Assistant, CirclePoint

Processed accounts payables, cash receipts, managed multi-state payroll for 65+ employees, timesheet management, and maintained cash flow.

March 2006 - May 2008