Wendy Vincent
1057 Cochrane Road, Ste 160-36
Morgan Hill, Ca. 95037
(408) 459-5802 Office

Sole Proprietor: Vincent Bookkeeping 2021-Current

C-Corporation President: VINCENT BOOKKEEPING INC. 2020-2021
Sole Proprietor: W. Vincent, Notary Public 2019-2023
Sole Proprietor: Vincent Bookkeeping 2010-2019

Summary

QuickBooks Desktop Bookkeeping

20 plus years of commercial property management

Certified as a Bookkeeper

Finding & fixing accounting errors

​100% Remote

Previous year clean-up

Previous year catch-up

Certifications

Certified ProAdvisor QuickBooks
Point of Sale QuickBooks

Certificate of Bookkeeping 2003

Notary Public (until Nov 2023)

CNSA Designation (until Nov 2023)

Insured & Bonded

Education

Intuit ProAdvisor Certification Program 2010-2020

Certified QuickBooks Desktop

Certified QuickBooks Online

Certified QuickBooks Premier

Certified QuickBooks Point of Sale

Certified QuickBooks Enterprise

Certified Intuit Professional Advisor

AIPB – Certified Bookkeeper exam 2021

Woodard CPE Credits 2019-2020

Michelle Long CPE Credits 2019-2020

Intuit CPE Credits 2019-2021

Quickbooks Connect CPE Credits 2019-2021

Mission College – Real Estate, Business Law, Accounting, 1999

Experience

VINCENT BOOKKEEPING – OWNER

SEPTEMBER 2021-CURRENT

Reopened Sole prop after the Covid Pandemic

Apps & Software

100% Remote Bookkeeping using QuickBooks desktop

Connecting software such as GotoMyPC, Bill.com, DropBox, Google Drive.

Payroll Software companies such as Gusto, ADP, Paychecks, Paycycle, Etc.

Offering the following services:

Basic Bookkeeping

Core Bookkeeping

Full Charge Bookkeeping

Current* & Previous types of clients:

Aviation Bookkeeping*

Wine Bar & Restaurant*

Real Estate Investor*

Retiree with household employees*

Trust and legal accounting*

Automotive Repair Shop*

Household Wealth Management tracking*

Asset accounting for private individual *

General Contractor
HVAC

Plumbing

Electrician

Painting Company

Handyman

Enrolled Agent & Tax Professional

Employment Recruiter

In-Home care Giving Company

Photographer

Healing practitioner

Investor and Investment manger (Stocks and Real Estate)

Home Builder

Home Remodeling company

Interior Designer

House flipping company

Manufacturing company

Startup – with heavy R&D

VINCENT BOOKKEEPING, INC.  – President
January 2020 – September 2021 (Closed due to the pandemic)
Morgan Hill, Ca. 95037

BASIC BOOKKEEPING
FULL CHARGE BOOKKEEPING

QUICKBOOKS SOFTWARE SALES

BUDGETING

ESTATE ACCOUNTING

PROJECT BOOKKEEPING

NEW BUSINESS FORMATION

START-UP FINANCIAL PLANNING

POS SYSTEM SALES AND INSTALLATION

VINCENT BOOKKEEPING  – Owner
July 2010 – Dec 2019
San Jose, Ca. 95117,
Campbell, Ca. 95008,
Santa Clara, Ca. 95050

BASIC BOOKKEEPING
FULL CHARGE BOOKKEEPING

QUICKBOOKS SOFTWARE SALES

BUDGETING

ESTATE ACCOUNTING

PROJECT BOOKKEEPING

NEW BUSINESS FORMATION

START-UP FINANCIAL PLANNING

POS SYSTEM SALES AND INSTALLATION

INTUIT AUTHORIZED RESELLER

INTUIT SOLUTIONS PROVIDER
Vincent Bookkeeping – Intuit Software Sales
December 2016 – August 2020
West San Jose, Ca., & Morgan Hill, Ca.

Intuit Reseller of QuickBooks Products
Intuit Full Service Payroll,

Intuit POS systems,

QuickBooks Desktop Software.

QuickBooks Online,

Merchant Accounts,

Revel POS.

Commercial Property Manager
June 1997 – July 2010
California (Various Sites & Companies)

Duties:

Accounts Receivable

Accounts Payable

Budget Analyst

Daily, Month and Year End Close

General Ledger

Financial Statements

Bank Deposits

Cash Management

All Data Entry

E-Commerce

Marketing

Graphic Design

Credit and Collections

Administrative Assistant

Supervision and Training

Customer Relations

Retail and Wholesale

Sales

Receptionist

Secretary

Auctions

ROI

Review with customers legal contracts

*Letters of Recommendation*

Housing Authority of San Luis Obispo  – Finance Assistant II
March 2008 – December 2008
San Luis Obispo, California
Performed journey level clerical and technical work associated with account transactions and report preparation in support of the finance department operations; accounts receivable collections; prepared journal entries and transactions analysis; reviewed invoices to ensure sufficiency, completeness, proper coding and accounting classifications as well as compliance with agency procedures; processed documents for encumbrance, payment and credits. Posted accounting transactions to manual and automated accounting records. Processed vendor and landlord payments of over one million dollars per month; calculated and extended totals, balanced accruals; prepared checks and cash needs data. Processed accounts receivable and adjustments, prepared billing statements, counted money, and prepared bank deposits. Received and responded to inquiries concerning account transactions from vendors, tenants and landlords; researched information pertinent to the inquiry; explained procedures and actions taken to resolve account errors. Prepared routine internal reports utilized in finance operations compilation or report data and month/year end closing. I maintained W-9’s and landlord direct deposits.

Duties:

Accounts Receivable
Accounts Payable

Month and Year End Close

General Ledger

Financial Statements

Bank Deposits

Data Entry

Collections