Kaitlyn R. Dorsey
Accounting Assistant, Small Business
Boise, ID · (208) 555 0141 · name@example.com · linkedin.com/in/kaitlynrdorsey
Key Qualifications
EXPERIENCE
Three years of accounting support at a trade contractor, one year of bookkeeping at an auto shop
INDUSTRIES
Heating, cooling and plumbing contractor with 45 employees and about $9 million in revenue
SPECIALTIES
Accounts payable, customer invoicing, collections, payroll preparation, bank reconciliation
SYSTEMS
QuickBooks Online, Bill.com, Gusto payroll, ServiceTitan job exports, Microsoft Excel
CREDENTIALS
QuickBooks Online Certified ProAdvisor, Microsoft Office Specialist in Excel
EDUCATION
Associate of Applied Science in Accounting, Treasure Valley Technical College
Executive Summary
Accounting assistant with three years at a heating, cooling and plumbing contractor with 45 employees and about $9 million in annual revenue, reporting to the owner and an outside accounting firm. Runs accounts payable, customer invoicing and collections, and the weekly payroll file in QuickBooks Online and Gusto. Known for a receivables balance that stopped growing faster than sales.
Signature Achievements
- Cut days sales outstanding from 58 to 34 days over eighteen months with a weekly collections call list and automated reminders.
- Processes about 400 vendor bills a month through Bill.com with a three way match to purchase orders and packing slips.
- Reconciles six bank and credit card accounts by the fifth business day each month, down from the fifteenth when hired.
- Prepares the weekly payroll file for 45 employees, including prevailing wage jobs, with no correction runs in two years.
- Moved 320 customers from mailed invoices to emailed invoices and online payment, cutting postage and lockbox costs by about $6,000 a year.
Professional Experience
Accounting Assistant
Sawtooth Mechanical and Plumbing, Boise, ID July 2023 to present
Heating, cooling and plumbing contractor with 45 employees, about $9 million in revenue and 3,000 active customers; sole in house accounting staff
- Enter and code vendor bills in Bill.com, match them to purchase orders and route them to the owner for approval.
- Invoice about 900 service and installation jobs a month from ServiceTitan exports and post payments to QuickBooks Online.
- Call customers on balances over 30 days and set up payment plans on larger installation invoices.
- Prepare the weekly payroll in Gusto from approved timesheets, including certified payroll for public jobs.
- Reconcile bank, credit card and loan accounts and send the monthly close package to the outside accounting firm.
Bookkeeper and Front Desk
Boise Bench Auto Repair, Boise, ID June 2022 to July 2023
Independent repair shop with six technicians and about 60 repair orders a week
- Closed repair orders, collected payment and posted daily sales to QuickBooks Desktop.
- Paid parts vendors weekly and reconciled the parts statements to the invoices received.
- Prepared the monthly sales tax return and the year end file for the shop's tax preparer.
Certifications and Training
QuickBooks Online Certified ProAdvisor, Intuit, certified 2023, renewed 2025
Microsoft Office Specialist in Excel, Certiport, certified 2022
Idaho notary public commission, current through 2028
Education
Associate of Applied Science in Accounting, Treasure Valley Technical College, Boise, 2022
Core Skills
Accounts payable processing · Three way match · Customer invoicing · Collections calls · Payroll preparation · Certified payroll reports · Bank reconciliation · QuickBooks Online · Bill.com approvals · Sales tax filing