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abbi_vitalbooks

Abbi M.

@abbi_vitalbooks

Small Business Financial and Bookkeeping Specialist

United States
English
About me
Hi! I’m Abbi, a Bookkeeping Specialist dedicated to helping small business owners stay on top of their finances. I provide bookkeeping, bank reconciliations, financial reporting, and tax-ready books so you can focus on growing your business. My clients love working with me because I make financial organization simple, accurate, and stress-free. Whether you’re starting out or need a cleanup of your current books, I’m here to help. Let’s get your books organized and give you peace of mind—send me a message to get started!... Read more

Skills

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abbi_vitalbooks
Abbi M.
Offline • 
Average response time: 1 hour

Work experience

Bookkeeper

1 Call Real Estate • Self-employed

Mar 2025 - Present • 1 yr 3 mos

As a Bookkeeper and Administrative Assistant for 1 Call Real Estate, I manage the day-to-day financial and administrative operations of the business. My responsibilities include: Bookkeeping: Recording and reconciling income and expenses, maintaining accurate financial records, and preparing reports for review. Financial Reporting: Generating monthly financial statements, tracking cash flow, and assisting with budget preparation. Administrative Support: Managing emails, scheduling appointments, organizing client files, and maintaining CRM systems. Client & Vendor Management: Coordinating with clients, vendors, and contractors to ensure smooth transactions and timely payments. Process Improvement: Streamlining workflows and implementing organizational systems to improve efficiency and accuracy. Through this role, I ensure that the business maintains accurate financial records, operates efficiently, and stays ready for strategic growth or tax requirements.

Bookkeeper

William G Stockglausner, CPA, PC • Full-time

Jan 2005 - Jul 2012 • 7 yrs 6 mos

Operate computers programmed with accounting software to record, store, and analyze information. Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes. Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers. Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software. Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents. Receive, record, and bank cash, checks, and vouchers. Comply with federal, state, and company policies, procedures, and regulations. Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses. Code documents according to company procedures. Reconcile or note and report discrepancies found in records. Access computerized financial information to answer general questions as well as those related to specific accounts. Match order forms with invoices, and record the necessary information. Perform general office duties such as filing, answering telephones, and handling routine correspondence. Perform personal bookkeeping services. Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks. Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures. Prepare and process payroll information. Compare computer printouts to manually maintained journals to determine if they match. Reconcile records of bank transactions. Transfer details from separate journals to general ledgers or data processing sheets.