Wendy Vincent

(408) 459-5802

*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