Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Audrey Sartirana

Granville,MA

Summary

Detail-oriented Nationally Certified Public Bookkeeper (CPB) with extensive experience managing full-cycle bookkeeping for small to mid-sized businesses. Skilled in QuickBooks (Desktop and Online), Salesforce, and a variety of accounting and CRM systems. Proven ability to streamline financial processes, ensure compliance with GAAP standards, and deliver accurate financial reporting. Strong track record in payroll management, bank reconciliations, accounts payable/receivable, and financial analysis. Adept at collaborating with cross-functional teams to support business goals and improve operational efficiency. Recognized for precision, integrity, and a commitment to maintaining accurate and transparent financial records.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Contract Renewal Rep

Tradesmen of New England
01.2023 - 05.2024
  • Managed contract renewals and service agreements for business clients
  • Performed accurate data entry for contracts, billing, and client records
  • Assisted with invoicing, billing adjustments, and accounts receivable tracking
  • Conducted cost analysis to support pricing, renewals, and profitability
  • Maintained accurate records to support bookkeeping, reconciliation, and revenue reporting
  • Developed strong client relationships, enhancing customer satisfaction and loyalty.
  • Managed a diverse portfolio of clients, ensuring that each received tailored solutions aligned with their specific requirements.

New Contract Sales Rep

Tradesmen of New England
11.2019 - 01.2023
  • Generated and closed new business as a contract Sales Representative for a service company
  • Managed client accounts, contracts, and service agreements
  • Assisted with invoicing, billing schedules, and revenue tracking
  • Monitored accounts receivable and supported collections efforts
  • Maintained accurate records to support bookkeeping, reconciliation, and financial reporting
  • Developed strong client relationships through personalized service and effective communication.
  • Mentored junior sales representatives, sharing best practices for lead generation and closing techniques.
  • Generated additional sales opportunities with upselling and cross-selling techniques.
  • Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.

Bookkeeper

Rollcage Technology
01.2015 - 01.2019
  • Managed full-cycle bookkeeping in QuickBooks for a tech organization
  • Maintained accurate financial records in a fast-paced tech environment
  • Managed accounts payable and receivable to ensure accurate financial tracking.
  • Reconciled bank statements monthly, identifying discrepancies and ensuring consistency.
  • Implemented efficient bookkeeping systems that streamlined data entry processes.
  • Processed payroll accurately, maintaining compliance with relevant laws and regulations.
  • Developed financial reports to support strategic decision-making for management.
  • Maintained and processed invoices, deposits, and money logs.

Education

Certification - Accounting

National Association of Certified Public Bookkeepers
Farmington, UT

Skills

  • Payroll
  • Quickbooks
  • Data Entry
  • Spreadsheet Management
  • Calendar/CRM Management
  • Salesforce
  • Microsoft Software
  • Records management
  • Retention strategies
  • Double-entry bookkeeping
  • Bookkeeping software proficiency
  • Financial data reconciliation
  • Accounts payable and receivable
  • Invoicing expertise
  • Time management
  • Attention to detail
  • Dependable and responsible
  • Excellent communication
  • Organizational skills

Certification

  • Nationally Certified Bookkeeper

Timeline

Contract Renewal Rep

Tradesmen of New England
01.2023 - 05.2024

New Contract Sales Rep

Tradesmen of New England
11.2019 - 01.2023

Bookkeeper

Rollcage Technology
01.2015 - 01.2019

Certification - Accounting

National Association of Certified Public Bookkeepers
Audrey Sartirana