Angela O'Brien ~ Real Estate Virtual Bookkeeper/Auditor

Angela O'Brien ~ Real Estate Virtual Bookkeeper/Auditor

Center Administrator/Customer Service

Followers of Angela O'Brien ~ Real Estate Virtual Bookkeeper/Auditor2000 followers
location of Angela O'Brien ~ Real Estate Virtual Bookkeeper/AuditorLongmeadow, Massachusetts, United States

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  • Timeline

  • About me

    ✔Finance and Accounting Coordinator for Realtor Professionals ✔QuickBooks Online ✔Accounting ✔Milspouse ✔Payroll✔DCAA Auditor

  • Education

    • CTU College

      2010 - 2014
      Associate's Degree Business Administration and Management, General 3.1 GPA

      I have completed general courses to further my education to receive my Associates Degree in Business Administration w Concentrations in International Business, Finance, and Human Resources

    • Hopewell High School

      1997 - 1998
      High School Diploma General
    • Southern New Hampshire University

      2021 - 2022
      Bachelor of Applied Science - BASc Accounting and Finance 3.7

      Magna Cum Laude

    • Martinsburg College

      2012 - 2012
      Certificate Medical Billing and Coding 4.0
  • Experience

    • Mercedes Benz of

      Oct 2005 - Feb 2007
      Center Administrator/Customer Service

      Multi-phone Operation/Great Communication Skills Scheduling Service/Sales Appointments Outbound phone calls for Service/Sales/Parts confirmations General mass mailings for company Various office tasks given by service/general manager General warranty filing and update as needed

    • Revels Tractor

      Feb 2007 - Aug 2007
      Office Administrator

      Customer Service Multi-phone Operation/Great Communication Skills Scheduling Service/Sales Appointments Outbound phone calls for Service/Sales/Parts confirmations General mass mailings for company Various office tasks given by service/general managerInvoicing Whole Goods

    • Aquatic Creations, INC

      Jul 2007 - Feb 2008
      Office Administrator/Bookkeeper

      Customer Service Multi-phone Operation/Great Communication Skills General Errand Running/Personal Assistant QuickBooks / BookkeepingAssistant to VP Various office tasks given by VP and President Payroll General Office CleaningMaintaining Client Lists and Contracts

    • Auto Credit of Raleigh

      May 2008 - Dec 2010
      Funding Processor

      Customer Service/Verify necessary information as needed (Insurance, Employment, Etc)Multi-phone Operation/Great Communication Skills Create contractsMaintain relationship with dealersMaintained stipulations for dealer check fundingCashieringKeeping files up to dateGeneral Title dutiesMaintained Excel and Word Documents

    • Smart Choice Auto

      Jan 2011 - Feb 2012
      Title Clerk, Accounts Payable

      Customer Service/Verify necessary information as needed (Insurance, Employment, Etc)Multi-phone Operation/Great Communication Skills Create contractsTitle ProcessingCashieringKeeping files up to dateAccounting for 9 Individual Companies (Invoicing, Billing, Receiving Payments, etc)Maintained Excel and Word Documents

    • Heuberger Subaru

      Oct 2012 - Feb 2014
      Title Clerk

      Processed In state and out of state titles for vehicles. Processed wholesale titles on a monthly basis, filled in for reception breaks and lunch times occasionally. Processed the daily deposit for the dealership at the end of the month. Customer service both in person as well as the phone.

    • Red Noland Auto Group

      Nov 2014 - Jan 2015
      Internet Sales Specialist

      • Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction.• Kept on top of changes to store products and promotions to maintain strong sales.• Approached each problem with fresh mind and analytical strategies to quickly resolve concerns.• Pursued resolutions to achieve complete satisfaction, including tracking down hard-to-find merchandise at diverse locations.• Responded to internet inquiries and phone calls in timely matter.• Provided superior and individualized customer service.• Motivated team member to meet and exceed sales targets.• Managed approximately 50+ incoming calls, emails and faxes per day from customers. Show less

    • Woodmen Nissan

      Jan 2015 - Mar 2015
      Title Clerk (Temporary)

      • Maintained work areas by cleaning and straightening for maximum productivity and safety.• Processed all Titles (including Wholesale and Cash paid)• Maintained monthly reports with Word and Excel• Offered exceptional customer service to all customers.• Adhered to company policies, safety procedures and performance standards.• Restocked items in efficient and accurate manner.• Interacted in positive manner with employees to demonstrate high standards and mitigate issues effectively.• Managed approximately 30+ incoming calls, emails and faxes per day from customers, dealerships and DMV. Show less

    • ProVillage, Inc.

      Mar 2015 - Apr 2015
      Transcriptionist

      Short term transcription project. Work from home independently in a team setting.

    • Phil Long Dealerships

      Apr 2015 - Aug 2015
      Title Clerk (Temporary)

      • Maintained work areas by cleaning and straightening for maximum productivity and safety.• Processed all Titles (including Wholesale and Cash paid)• Maintained monthly reports with Word and Excel• Offered exceptional customer service to all customers.• Adhered to company policies, safety procedures and performance standards.• Restocked items in efficient and accurate manner.• Interacted in positive manner with employees to demonstrate high standards and mitigate issues effectively.• Managed approximately 50+ incoming calls, emails and faxes per day from customers, other dealerships and the DMV. Show less

    • Charlie Company 2-47 Infantry/Home

      Aug 2015 - May 2018
      Stay at home Mom/Volunteer

      • Maintained clean, neat and operational facilities to serve all needs for family.• Planned and delivered numerous activities and special events for 2/47 Infantry organizations including the National Infantry Museum.• Assisted with the 2/47 Infantry Reunion Ball Decor committee as the finance head to achieve the required decor wanted by the Reunion Chairman and by working with a committee of 5 over 2 months. • Participated in meetings to discuss new fundraising opportunities for 2/47 Infantry.• Coordinated schedules and assignments for volunteer staff, maximizing team efficiency and effectiveness.• Brought in more than $2000.00 in new funding for the National Infantry Association team associated with the 2/47 Infantry. • Supported my home with administrative support duties, including effectively doing monthly finances, accounts receivables and payable and effectively planning and executing all events with the family.• Oversaw special activities and monitored students during field trips.• Optimized operational systems to maintain effective budgets and accurate documentation for permanent records for home.• Worked with community organizations and government agencies to increase outreach and service utilization. Show less

    • Waitr

      May 2018 - Mar 2019
      Assistant Manager

      • Supervised 150 drivers in providing excellent customer service to customers requiring assistance for delivery and any restaurant issues that arose.• Worked with City Manager to resolve payroll, driver and restaurant problems, improved daily operations and provided exceptional customer service.• Remotely worked from home 95% of the time with an iPad and Mac book. • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.• Performed various administrative functions, including filing paperwork as needed, delivering mail, sorting mail, office cleaning and weekly payroll.• Developed team communications and information by having monthly manager, lead driver and technical driver meetings. Show less

    • Pana

      Aug 2019 - Nov 2019
      Virtual Travel Coordinator

      -Take ownership for the company's user experience.-Communicate with members clearly and promptly.-Research and book flights, hotels, local transportation, and restaurants.-Maintain product quality by vetting material produced by our content team.-Take care of your teammates.

    • Angel Tactical Bookkeeping

      Sept 2019 - now
      Owner

      My name is Angela and I am the owner of Angel Tactical Bookkeeping, a virtual bookkeeping company that reaches the entire US! Hiring an outsourced bookkeeper instead of someone who works in-house is a great option for many companies as it saves thousands of dollars in payroll taxes and benefit payments you would typically incur with an in-house bookkeeper. My fees would also be a tax deduction for your business!

    • Defense Contract Audit Agency

      Dec 2023 - now
      Auditor

      Examine contractor business processes, systems, and financial records to ensure that contract costs are fair and reasonable — ensuring taxpayers and DoD get the best value for every dollar spent.

  • Licenses & Certifications

    • Medical Coding and Billing

      Martinsville College
      Jun 2012
    • Accounting Foundations: Bookkeeping

      LinkedIn
      Jun 2019
      View certificate certificate
    • Running a Profitable Business: Understanding Cash Flow

      LinkedIn
      Jun 2019
      View certificate certificate
    • Accounting Foundations: Bookkeeping (2015)

      LinkedIn
      Jun 2019
      View certificate certificate
    • QuickBooks Certification

      Intuit Accountants
      Sept 2019
      View certificate certificate
    • Digital Bookkeeper Association Member

      Certified Professional Bookkeepers of Canada (CPB Canada)
      Feb 2021
      View certificate certificate
    • QuickBooks Certified User

      Intuit
      Sept 2019
    • Finance Essentials for Small Business

      LinkedIn
      Jun 2019
      View certificate certificate
  • Honors & Awards

    • Awarded to Angela O'Brien ~ Real Estate Virtual Bookkeeper/Auditor
      Quickbooks Pro Advisor Intuit Quickbooks Sep 2019 Quickbooks Pro Advisor Program