Below are the 6 Office Managers & 6 Office Assistants with QuickBooks & other systems experience. The Thor Group® provides accountants, bookkeepers, accounting clerks, payroll specialists & office support staff who know your industry, QuickBooks & other systems expertise on a consulting, contracting or direct hire basis.

How can your organization gain an advantage with the help of an office manager and full charge bookkeeper with work background in manufacturing, food and construction industries who is skilled in QuickBooks Pro and Peachtree/Sage 50? Technical skills cover QuickBooks Pro, Peachtree/Sage 50, One-Write Plus, Foundations Software System and AutoMate. Educational attainment includes business and accounting courses.

Main functions of this office manager/full charge bookkeeper involved managing all aspects of accounts payable, accounts receivable, general ledger, month-end journal entries through trial balance, bank reconciliation, as well as monthly preparation of in-house financial statements, monthly sales/ use tax returns, and fiscal year end schedules as needed. Cash projection was forecasted for the president of the company on a quarterly basis. Payroll was outsourced to Paychex. This individual reported hours and tracked payroll in-house as part of job cost reporting function and was accountable for monthly work in process schedules and job cost reports to be reviewed by the president of the company.

One of the notable tasks included managing quarterly worker’s compensation, general liability and any other state agency audit compilations, as well as annual cost comparisons for insurance. Part of the responsibilities consisted of implementing all human resource issues, such as compliance of all federal/ state requirements as an employer; health insurance, life/ LTD insurances; 401(k) and Section 125 plans liaison between employees or brokers. Cost comparison of health insurance was analyzed on an annual basis. The job covered maintaining an in-depth administrative record keeping of 401(k), Section 125, FSA and HSA for all employees; submitting all employer/employee deferrals to broker; maintaining compliance testing quarterly; and reviewing the annual Form 5500 for 401(k).

Could the future success of your organization be helped by this office manager with experience in construction, engineering and technology industries who is proficient in Intuit QuickBooks and QuickBooks Enterprise? Technical competencies involve Intuit QuickBooks and QuickBooks Enterprise.

Important tasks of this office manager included developing and maintaining an inventory tracking system to decrease waste or damage to products awaiting installation. The job entailed implementing an enhanced ordering system to reduce costs, improve on time delivery to customers and improve vendor relations through increased communication, off-hours troubleshooting of installation issues and meetings to resolve problems in real time. Creating quotes or estimates for customers based on product type and ensuring that proper measurements/ specifications were present on all proposals, plans and CAD drawings were some of the contributions. Customer files were maintained. The accountant was assisted with accounts payable and receivable.

Key roles involved interviewing, hiring and onboarding, conducting new hire training and negotiating with suppliers to receive reduced costs. In addition, this specialist maintained customer files and handled general clerical and receptionist duties. Travel was scheduled and coordinated for employees working remotely. A method was developed to track and verify maintenance of fleet vehicles. Skills brought to the table involved maintaining payroll of 10 employees, creating or maintaining invoicing, accounts receivable and accounts payable. All accounting and bookkeeping needs were performed. Marketing and advertising were efficiently handled for potential clients. New employees were sought out and the hiring process was executed. Job bids, estimates and final quality inspection were created.

What can an office manager with work background in legal, business services and construction industries, as well as skills in QuickBooks Enterprise and PeopleSoft bring to your organization? This high school graduate’s technical specializations involve QuickBooks Enterprise and PeopleSoft.

Working with areas such as processing weekly payroll for 100 employees as well as processing and paying weekly/biweekly payroll taxes were part of this office manager’s work experience. Payroll certification was processed for the prevailing wage. Invoices of up to $2M a month were processed, including AGI work in progress billing. Accounts receivable was efficiently handled, along with communications between the general contractors and vendors. Duties covered providing administrative control of 401K plan and health insurance, as well as daily interference with insurance agents for workers comp, general liability and umbrella insurance. Tasks included interfacing with bonding agent, bankers and accountants, monthly bank reconciliation of multiple accounts and managing general office duties.

Responsibilities in other jobs consisted of maintaining and updating 10,000 employee files, including new hires and terminations, according to federal regulations. Other functions involved utilizing the PeopleSoft database, daily searching of employee records and entering of information. Employee files were retrieved from other companies. Merging of employee files from acquisitions and auditing were efficiently carried out. Phones were answered and hours for payroll were keyed in. Filing for the whole office, keying contractor job proposals and scheduling deliveries of electrical supplies/ equipment were completed. Assistance was provided in managing new hires and insurance enrollment. Company vehicles and tools were maintained. Aside from opening and analyzing mail, sorting and preparing debtor checks were also handled.

Could your organization use an office manager with experience in software, real estate and telecommunications industries, as well as knowledgeable in QuickBooks Enterprise? Technical proficiencies cover QuickBooks Enterprise, QuickBooks Pro, QuickBooks Payroll and 10-Key by Touch. This specialist obtained certifications as Medical Receptionist and in Insurance Billing.

Challenges like reporting directly to the financial controller and managing multi company files within QuickBooks were successfully completed on a regular basis. This individual ran company financial statements multiple ways including accrual & cash basis (standard, detailed), P&L report also and by classes. Aside from providing payroll support, the accountant was assisted with annual tax filings and year-end tax reports. The daily office operations were efficiently managed, along with reconciling multiple types of bank accounts to include money market accounts. Filing quarterly sales tax return on the BOE, (Board of Equalization) website was completed.

Tasks involved managing accounts receivable/ payable, as well as filing invoices, payments and correspondence. Aside from preparing and filing quarterly board of equalization state tax returns online, front desk duties were provided including answering phones and customer service for retail walk-in customers. Advertising on social media and other online sites was efficiently managed. Routes for customer deliveries were scheduled and created. Telephone support was provided for customers that purchased an annual full service plan. Telephone support covered basic questions such as how to post accounts payables, accounts receivables, creating new charts of accounts, as well as more complicated questions on how to create custom reports and the use fixed asset manager or statement writer.

How can your organization gain an advantage with the help of an office manager with background working in the construction and engineering industries, as well as skilled in QuickBooks Pro and QuickBooks Contractor’s Edition? Technical competencies involve QuickBooks Pro, QuickBooks Contractor’s Edition, SAP, Lawson, Lotus Notes and Access.

Main functions of this office manager included accounts payables, subcontractors pay applications/receivables using QuickBooks Contractor’s Edition, and processing bi-weekly full payroll through QuickBooks for ten employees. All incoming mails were opened and processed. Managing subcontractors’ yearly certificates of insurance for each project and renewing yearly business licenses in multiple counties and cities were all part of the duties competently performed on an ongoing basis.

Skills covered preparing pay applications to contractors for progress billings, recording yearly OSHA accident reporting and coordinating with company insurance agents, on disputes and yearly renewal of policies. Duties involved handling all insurance certificate requests per job and recording monthly payroll to be submitted online through the general contractors’ workman’s compensation. The insurance program was administered. Key roles included recording and maintaining reports for monthly sales/ use tax, notarizing contracts and legal documents, along with handling all accounts receivables and payables through QuickBooks Pro. Employee hours were recorded to be sent to payroll service. Yearly OSHA accident reports were also recorded. This individual coordinated with company insurance agents, on disputes and yearly renewal of policies as well as handled all insurance certificate requests per job. Preparing and maintaining monthly safety meeting reports, as well as recording weekly employee hours and job materials to be tracked for job progress were completed.

Would an office manager with experience in construction, financial services and manufacturing industries who is proficient in QuickBooks Premier, QuickBooks Enterprise and ADP help your organization achieve greater success? Technical specializations cover QuickBooks Premier, QuickBooks Enterprise, QuickBooks Online, ADP, Paychex and LCP Tracker. Educational background includes Master’s degree in Social Work and Bachelor’s degree in Sociology with specialization in Social Work.

Making a positive difference with managing all accounting functions (GL, AP, AR, billing, collections, banking, and financials) for two multi-million-dollar family-owned construction companies and managing all the accounting functions for four other family-owned companies and owners’ personal finances were some of the key focuses. Responsibilities covered preparing the quarterly WIP (Work In Progress) report for percentage of completion on projects and calculating the over/under billings for revenue recognition. Preparing monthly sales tax calculations and supporting documentation, in addition to managing the vehicle fleet (coordinating inspections, processing registrations, maintaining all federal/state regulations) were efficiently handled. Payroll was processed weekly via QuickBooks Payroll and Paychex; job costs payroll was also efficiently handled for entry into the accounting system.

The position required coordinating and supervising the day-to-day operations of a manufacturing/software company. Managing all accounting functions (GL, AP, AR, billing, collections, banking and financials), as well as performing financial forecasts were also completed. The new QuickBooks file (chart of accounts, item listing, vendor and customer list) was created. Payroll was processed with Paychex web-based system; PTO tracking and 1099’s were prepared. Operational metrics reporting and updating weekly cash flow analysis reports were maintained.

Does your organization require the expertise of an office assistant who is adept in QuickBooks and Sage 100, with work background in government, retail and manufacturing industries? This high school graduate’s technical knowledge involves QuickBooks, Sage 100, Publisher, EnerGov, Rec1 and ID Maker.

Key roles of this office assistant included answering phones, data entry, tracking/ maintenance using QuickBooks, Sage 100 and Desk. In addition, this individual handled invoice maintenance, file keeping, customer service and support. Accounts payable were also efficiently managed.

Functions involved placing and receiving calls/ emails, as well as distributing and sending mail via UP postal services. Skills brought to the table covered addressing resident’s/guest’s needs, in addition to creating, editing and maintaining documents/ files using QuickBooks, Publisher, EnerGov, Rec1 and ID Maker. The job included handling budget reports, letters, forms, spreadsheets, badges, passes, identification cards, ads, flyers, brochures, promotional items, welcome letters and schedule reservations. Other tasks encompassed shopping and researching for emergency evacuation plans, vendors for city use, city holiday decor, budget plans, city codes, route legal agreements throughout the community services department and city hall management. City council meetings were attended. Five separate buyers were assisted with various tasks such as placing/receiving high volume of calls, utilizing a 9-extension phone, filing, preparing samples/paperwork for mailings to close into different catalogs and upkeeping of MS Excel spreadsheets. This individual single-handedly took over 5 different positions at once, after 5 employees left the company without notice, while also training the new manager and a temporary employee for the department.

What can an office assistant with skills in QuickBooks and PeopleSoft, as well as experience in manufacturing, business services and digital printing industries do for your organization? This high school graduate’s technical competencies consist of QuickBooks, PeopleSoft, EFI PrintSmith Vision and Digital StoreFront.

Responsibilities of this office assistant were composed of entering orders and invoicing in QuickBooks. Duties involved completing the documentation process including, NAFTA certifications, shippers, bills of lading and packing slips for the shipping department. Assistance was provided with payroll, accounts receivables and payables.

Other jobs included ordering printing and office supplies, as well as performing accounting duties, invoicing, research chargebacks, discrepancies and reconciliations. Responsibilities involved obtaining purchase orders, receiving and approving invoices in PeopleSoft, in addition to serving as customer service representative. This specialist served as the go-to person for all staff, trained new employees on office procedures and created/maintained job tracking logs in Excel. Skills brought to the table involved training, setting up and maintaining the new internal billing program and digital storefront ordering program. Artwork and specifications were provided to external print and bindery vendors. The client tax exempt certificates on file and in the tax accounting software program were updated.

How can an office assistant who is knowledgeable in QuickBooks with background working in financial services, automotive services and transportation industries fit within your organization? This high school graduate’s technical specialties cover QuickBooks and 10-Key.

Duties of this office assistant covered greeting customers, filling, faxing, answering a multi-line phone, 10-key, as well as managing accounts payable and accounts receivable. This individual helped out with making estimates, scheduling appointments and making sure all the paperwork was done at the end of the day using QuickBooks.

In another job, this individual made sure that the paperwork was filled out before seeing a tax preparer then handled filing and faxing. The job also consisted of keeping water and soda filled, making sure the office stays clean and running reports. Calling customers when they receive their checks, having them sign for them and picking them up were also performed.

Does an office assistant who is skilled in QuickBooks, with work background in financial services, real estate and communications industries pique your interest? Technical knowledge includes QuickBooks, Dem32, Proposer, and ACT!. Educational background includes courses in Accounting (I, II, III) and as Executive Bilingual Secretary.

Primary functions of this office assistant included organizing the filing system, as well as assisting and supporting tax preparers with documentation, files, copies, phone calls and payments. Car insurance payments, copies, faxes and any other service for customers were processed.

Other tasks covered data entry and bulk mailing. Organizing filing system and office organization were skills brought to the table.

What can your organization gain with the help of an office assistant who is proficient in QuickBooks Pro with experience in education sector, banking and business services industries? Technical skills cover QuickBooks Pro. Educational attainment includes Associate of Applied Business in Accounting.

Main duties of this office assistant consisted of answering phones, directing calls to appropriate personnel and assisting walk-in customers. Apart from creating invoices in QuickBooks Pro and mailing/emailing customers, customers were contacted for pickups and assistance was provided with any information needed. Functions covered running credit cards, attaching with order and maintaining monthly credit card file. This individual obtained freight rates, created bills of lading and scheduled deliveries/pickups with various carriers. Skills involved getting pricing/quotes from vendors and contacts to check on purchase orders, entering bills in QuickBooks and mailing checks to vendors. Other tasks involved filing all completed orders, paying bills, accounts receivable copies, as well as handling any other duties upon request.

Other jobs included taking inbound calls from clients placing orders or having issues with orders, in addition to assisting clients in a professional manner and with empathy. Quality customer service was assured to keep calls from escalating. Key roles involved setting students up for testing, classroom tests, exams, entrance exams and foreign language tests, as well as answering phones and assisting students and teachers with testing/setting up appointments/retrieving tests to administer, or return to instructor and maintaining confidentiality. The job covered cleaning offices/setting up and shutting down computers, as well as opening and closing the testing center.

Could the future success of your organization be helped by this office assistant who is adept in QuickBooks Pro, Sage MAS 90/200 and Cerner with work background in financial services, nonprofit and wholesale industries? Technical competencies involve QuickBooks Pro, Sage MAS 90/200, Cerner, Plexis and 10-Key. Educational background includes Business and Basic Tax Preparer program.

Responsibilities of this office assistant included maintaining the attendee databases and preparing documents. One of the duties consisted of greeting participants, vendors and speakers. Telephone calls were answered and transferred.

Skills in other jobs involved maintaining sponsorship/ attendee databases, running credit card payments and preparing bank deposits. Comments and suggestions were inputted into the database. Participants, vendors and speakers were greeted. The job entailed processing Medicaid claims in a timely manner, maintaining the back-log weekly report and greeting customers on the telephone and in person. Key roles involved processing accounts payable, accounts receivable, inputting journal entries, processing the payroll bi-weekly and maintaining vehicle collision reports or volunteer records. All office tasks were routinely managed. This individual coded/entered invoices into the computerized system, scanned/paid invoices according to terms and maintained/updated the vendor’s profile. Apart from printing invoices and distributing to the warehouse, bids, receivers and adjustments were inputted. The drivers’ load summary was downloaded. Customers were assisted as they entered the office. Invoices were paid according to terms. Vendor’s statements and credit cards were reconciled. Maintaining vendor records, running control reports and making sure checks were signed prior to distribution were also completed.