Newton Bookkeeping

Founder

Silicon Valley Insight

-Lead cross-organizational strategic planning and special projects on behalf of leadership, for all levels of executives. 
-Work closely with the key leaders in the management team to drive planning activities and business execution, alignment with corporate goals top down. 
-Created and oversaw employee recruitment process. 
-Implement important HR activities together with the HR management team. 
-Conducted new hire training and onboarding. 
-Collaborate with management team to attract, identify and place qualified candidates for established roles critical to operational success.

Chief of Staff

The Crafty Cask

Schedule events, meetings, and appointments to manage executive calendar. 
-Input, organize and share information in databases to improve efficiency. 
-Conducted all client communication and event scheduling which includes, organizing guest list, shipping supplies and training materials and coordinating with event host.

Executive Assistant

Five Stone Tax Advisers

Resolving client complaints or concerns by clarifying issues; researching and exploring answers and alternative solutions; implementing solution
-Oversee all billing calculations and results communication for over 25,000 clients
-Created and implemented lean client onboarding and results communication procedures to boost long term success and retention.
-Manage scheduling of 11 consultants and over 35,000 protest hearings annually

Operations Manager

-Lead point of contact for all 13,000 client’s communication including sales, current/new related to Property Tax
-Oversee all billing calculations and results communication for over 25,000 clients
-Provide ongoing administrative support to senior executives, driving organizational success through the management of daily operations and special projects

Property Tax Administrative Assistant

Wells Fargo

-Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; selling cashier's checks, traveler's checks, and series ebonds
-Records transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports
-Completes special requests by closing accounts; taking orders for checks; exchanging foreign currencies; providing special statements, copies, and referrals; completing safe deposit box procedures

Bank Teller

Bonefish Grill

-Improved overall customer service rating through providing quality-dining experience by making engaging connection with guests developing a loyal client base.
-Managed a team of over 40 employees that provided hospitable, professional service while adhering to company policy and procedure.
-Preformed bookkeeping activities such as balancing accounts and conducting nightly audits.
-Route purchase and invoice documents to the proper individuals
-Manage inventory and order supplies for the office.

Manager on Duty

I am a wife, mother of 3 beautiful girls and a Professional Bookkeeper. I'm the proud owner and operator of Newton Bookkeeping. 

At Newton Bookkeeping, we guarantee quality and reliable bookkeeping services. Our clients are our top priority, and we consistently strive to provide the best customer service. 

You can reach us at 
hello@newton-bookkeeping.com
813-892-1403

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