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Alicia C. — Mid-Level Bookkeeping and Financial Operations Specialist from United States

Alicia C.

Mid-Level Bookkeeping and Financial Operations Specialist

United States 6+ years
Open to offersNew to Platform
Languages
English
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About

Alicia C., a seasoned Bookkeeper, excels in managing financial operations, tax support, and administrative tasks within small business environments. Operating Cherry Financial Services, she provides comprehensive bookkeeping and financial organization using QuickBooks, Microsoft Excel, and Wave Accounting. Alicia's experience spans across processing customer account updates and managing accurate records, as exhibited during her tenure at TSI, where she utilized Salesforce to enhance account management. Her seasonal role at Intuit TurboTax involved assisting customers in tax preparation and filing, underscoring her expertise in handling sensitive financial information. Similarly, during her time with Jackson Hewitt, she managed individual tax returns and improved storefront operations. Her proficiency in customer service is further highlighted through her role as an Independent Contractor with Arise Virtual Solutions. Alicia's qualifications are augmented by certifications in bookkeeping and extensive training in tax preparation and QuickBooks.

Experience

  • Account Support Specialist and Administrative Support

    TSI / Transworld Systems Inc. · 2022 — 2026
    Processed updates to customer accounts and maintained accurate records using Salesforce-integrated systems. Assisted customers with inquiries related to accounts, payment information, and documentation while resolving issues efficiently. Participated in reducing account backlogs and supported daily administrative tasks by maintaining organized electronic records.

  • Tax Support Representative

    Intuit TurboTax · 2021 — 2026
    Provided tax preparation and filing support in a remote environment during peak seasons. Reviewed tax documents for accuracy, addressed questions concerning forms and deductions, and ensured the confidentiality of sensitive information while assisting clients.

  • Independent Customer Service Contractor

    Arise Virtual Solutions · 2007 — 2026
    Delivered remote customer service for various client programs within a virtual call center. Handled customers' account questions, service issues, and payment-related concerns while documenting interactions and updating records.

  • Owner and Principal Bookkeeper

    Cherry Financial Services · 2024 — Present
    Operated a small bookkeeping and financial services business, supporting individuals and small business owners by organizing financial documents, tracking income and expenses, and preparing invoices. Used QuickBooks, Microsoft Excel, and Wave Accounting for bookkeeping, budgeting, expense tracking, and reporting. Communicated with clients regarding their documentation needs and financial records while ensuring confidentiality.

  • Tax Preparer / Storefront Operations Support

    Jackson Hewitt Tax Service · 2019 — 2021
    Prepared individual tax returns and assisted clients with their tax-related inquiries, ensuring accurate documentation. Managed daily storefront operations, including client intake and workflow support, and reviewed client information for precision. Engaged in outreach to enhance store activity during tax season.

  • Proofer, Graphic Designer, and Customer Service Support

    Classic Impressions · 2012 — 2017
    Reviewed print orders for accuracy and designed a variety of custom print materials using graphic design software. Assisted in customer service tasks, including handling multi-line phone communications, managing inquiries, and overseeing packaging and shipping.

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