Angie Joseph

Angie Joseph

QuickBooks Guru

Location
Greater San Diego Area
Industry
Accounting

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Angie Joseph's Overview

Current
  • QuickBooks Guru / Bookkeeper at Angie Joseph Bookkeeping & Business Services
Past
  • Office Manager / Full Charge Bookkeeper at Propeller Solutions, Inc.
  • Office Manager / Bookkeeper at GreenLight Technology Solutions
  • Project Coordinator at XO Communications
  • Project Coordinator at XO Communications
  • West Coast Coordinator at Technology Integration Group
  • Customer Service Manager at Voice-Tel of San Diego
Education
Connections

80 connections

Angie Joseph's Summary

QuickBooks Guru with hands-on small business bookkeeping and management consulting experience including complete new business set-up, business process analysis and improvements; revenue retention / cost-control analysis and improvement implementation; QuickBooks customization; QuickBooks training; company file analysis and clean up, A/R, A/P, bank / credit account reconciliation, payroll, sales taxes, negotiate and resolve issues with IRS, EDD, BOE.

Specialties

QuickBooks Guru; Small Business Consulting; Full Charge Bookkeeping; Office Management

Angie Joseph's Experience

QuickBooks Guru / Bookkeeper

Angie Joseph Bookkeeping & Business Services

May 2007Present (7 years 5 months)

On Hiatus: QuickBooks Guru: small business specialist providing QuickBooks training and customization, data file analysis and troubleshooting, new business set-up.

Small business coaching: cash flow, cost containment, process improvement and small business management. I have 5 years hands-on small business management experience. The Net Profit increased by 250% at the last company I managed.

QuickBooks bookkeeping services.

Full Charge Bookkeeper/Office Manager

C-Thru Industries

Privately Held; 11-50 employees; Building Materials industry

September 2009December 2010 (1 year 4 months)

Full charge bookkeeper using QuickBooks, with an emphasis on identifying and implementing improvements in bookkeeping, purchasing, inventory management and office procedures and processes, managing relationships with vendors, and HR responsibilities.

Privately Held; 51-200 employees; Internet industry

May 2007May 2009 (2 years 1 month)

Certified QuickBooks ProAdvisor
Certified QuickBooks Point of Sale ProAdvisor
QuickBooks Consultant:
Setup & Training
Bookkeeping
Business Management & Organization
Problem Solving

Member

Arlington Chamber of Commerce

January 2009April 2009 (4 months)

Treasurer of the Thursday morning Leads Group.

Office Manager / Full Charge Bookkeeper

Propeller Solutions, Inc.

February 2005March 2007 (2 years 2 months)

Ran a boat propeller sales and service business so the boss could be out selling. Responsible for all aspects of managing the business (other than front end sales and technical training for the technicians).

Office Manager / Bookkeeper

GreenLight Technology Solutions

20032004 (1 year)

Office manager and bookkeeper for telecomm equipment sales and service company.

Project Coordinator

XO Communications

Privately Held; 1001-5000 employees; XOHO.OB; Telecommunications industry

20002002 (2 years)

Responsible for all aspects of post-sales installation of telecomm voice and data services, including:

-Listening to ascertain customers’ needs, providing clear concise spoken and written feedback
-Negotiating work schedules and installation dates with customers, suppliers and vendors
-Coordinating work schedules and planning to meet goals and deadlines
-Resolving unforeseen problems to assure accurate, timely and cost effective completion of projects
-Handle multiple projects at once; effective multi-tasker
-Responsibility for successful completion of projects from planning through installation and billing
-Customer service and sales related duties

Project Coordinator

XO Communications

Privately Held; 1001-5000 employees; XOHO.OB; Telecommunications industry

20002002 (2 years)

Responsible for all post-sales installation coordination of local telecommunications voice and data services; successfully gained cooperation from all internal departments, customers and their vendors; resolved all infant problems to customer's complete satisfaction. Managed internal/external relationships, information flows and processes/procedures to ensure accurate, on-time installation of all services.

West Coast Coordinator

Technology Integration Group

Privately Held; 201-500 employees; Information Technology and Services industry

19992000 (1 year)

Responsible for coordination of all cabling projects west of the Mississippi, including:

-Negotiating prices, work schedules and adjustments with customers, suppliers and vendors
-Coordinating duties, work schedules and planning to meet goals and deadlines; dispatching techs
-Creating/producing quotes, estimates, proposals, service contracts, work orders, POs, other documents
-Sourcing, purchasing and tracking of materials and services, and inventory control
-Costing and pricing of jobs to assure profitability; tracking job costs throughout projects
-Resolving unforeseen problems to assure accurate, timely and cost effective completion of projects
-Ability to handle multiple projects at once; effective multi-tasker
-Responsibility for successful completion of projects from planning through installation and billing
-Responsible for assuring jobs meet projected GP %
-Customer service, sales and PR related duties

Customer Service Manager

Voice-Tel of San Diego

19951999 (4 years)

Customer support and training; technical sales consultant; account management; third-party retail sales liaison

Angie Joseph's Skills & Expertise

  1. Quickbooks
  2. Accounting
  3. Bookkeeping
  4. Negotiation
  5. Accounts Payable
  6. Payroll
  7. Small Business
  8. Microsoft Office
  9. Customer Relations
  10. Financial Reporting
  11. Excel
  12. Billing
  13. Invoicing
  14. Reconciliation
  15. Word
  16. Outlook
  17. Problem Solving
  18. Administration
  19. Expenses
  20. Strategic Planning
  21. Management Consulting
  22. Purchasing
  23. Cash Flow
  24. Process Improvement
  25. QuickBooks
  26. Customer Service
  27. Account Reconciliation
  28. Training
  29. Payroll Taxes
  30. Accounts Receivable
  31. Cost Accounting
  32. Balance
  33. Management
  34. Journal Entries
  35. General Ledger
  36. Financial Statements
  37. IRS
  38. Accruals
  39. Fixed Assets
  40. Accountants
  41. Tax Returns
  42. Tax Preparation
  43. Microsoft Excel
  44. Microsoft Word

View All (44) Skills View Fewer Skills

Angie Joseph's Education

University of California - Riverside Extension

Accounting Certificate, Accounting

20112012

Grade: 3.33 GPA

San Diego State University-California State University

BA, Liberal Studies

19851989

Angie Joseph's Additional Information

Contact Angie for:

  • career opportunities
  • consulting offers
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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