
Heather Robinson
Fund Development Associate

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Connect with Heather Robinson to Send Message
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About me
Helping small business owners save time and make more money by working to identify current bookkeeping needs and implementing optimal procedures.
Education

Keller Graduate School of Management of DeVry University
2011 - 2013Master of Accounting and Finance Management AccountingI have begun the application process to sit for the CPA exams.

Washington State University
1993 - 1998BS Environmental Science
Experience

First Place School
Jan 2002 - Jan 2004Fund Development Associate- Assisted Development, Finance and Volunteer Management as well as Executive Director with various projects and events. - Entered all donations into our donor database and QuickBooks. - Tracked pledge payments, in-kind donations and matching gifts. - Prepared annual giving reports for donors. - Processed all vendor invoices in a timely matter to insure payments were made according to discount terms. - Cut checks to vendors and managed hard copy filing system. - Managed all fund acknowledgments and recognition. Show less

Point to Point Transportation
Jan 2004 - Jan 2008Accounting Admin 1- Worked directly with the CEO and General Manager assisting them with special projects. - Invoiced clients, cut checks to vendors, entered AR and AP information into tracking database, audited client accounts, generated monthly reports such as internal AR reports and accrual reports for clients. - Partnered with other departments to reconcile all vendor invoices. - Performed general office duties including answering and directing phone calls to appropriate person/department, database entry and maintained files on server and hard copy. - IT liaison for internal technical assistance. - As part of the Marketing team set meetings, assisted with marketing projects and researched prospective clients. Show less

MultiCare Centers of Occupational Medicine
Feb 2009 - Dec 2016Billing CoordinatorWork with Management to review, maintain and update accounting policies and practices as well as internal control systems and documentation for compliance. Create month-end financial reports for Management to review. Assist Management and Marketing staff with financial analysis. Participates in monthly management meetings for discussion regarding pricing, billing procedures, client accounts and staffing procedures.- Providing training to non-financial personnel on internal control compliance and accounting procedures.- Bank Reconciliations for deposit accounts. Process all AP and AR utilizing a financial tracking database called Systoc and an invoice tracking system called ImageNow. Track all in-clinic/patient payments for six regional clinics.- Administrative Duties include submitting purchase and check requests, track client contracts, and worked with clients and the public to identify their needs. - Manage the On-site Immunization events which required coordination and supervision of three nurses.- Utilize spreadsheet and word processing software programs to support office operations and produce a variety of documents.- Database (Systoc) manager and assist/train staff with entry questions and reporting. I use Systoc to maintain accounting records, track collections, reconcile bank statements and provide external reports to our clients. I also use Systoc to develop internal month-end financial statements and reports which I provide to upper management and our staff accountant. - Partner with the management team, the hospitals patient billing staff and its finance staff to resolve any deposit, billing or general accounting system issues that may arise.- Considered an assistant or backup to the Management staff and is someone the staff (20 employees) can go to with questions or issues when upper management is unavailable. I assist in resolving internal and external customer related issues using effective communication and service skills. Show less

Atlas Geosciences NW
Sept 2021 - nowBookkeeper
Robinson Bookkeeping Services, LLC
Oct 2024 - nowOwner/Bookkeeper
Licenses & Certifications
- View certificate

Intuit Bookkeeping Certification
IntuitNov 2024 - View certificate

QuickBooks Online Payroll
IntuitSept 2024 - View certificate

QuickBooks Online
IntuitFeb 2024 - View certificate

Advanced QuickBooks Online
IntuitMay 2024
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