In Balance Accounting / Miksch and Company
Office Assistant
St Petersburg, FL
Securing position with these two companies simultaneously was exciting for several reasons, but the primary motivation for accepting the role was the opportunity to develop a cloud-based file-sharing system for the firm’s accountants. Prior to my hire, the filing system was outdated—physical hard copies were stored in a cabinet at the back of the office, often forgotten and collecting dust. At the time, accountants frequently needed to leave the office while still requiring access to important client documents. I was brought on to design and implement a streamlined digital filing system, enabling mobile access to client files and greatly improving efficiency and accessibility for the team.
In Fact the owners were so impressed with my work that they allowed me to set up their Square App from the restaurant WePa...Click Here for more Details
Office Assistant
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Updated and maintained rental property records using AppFolio, including logging maintenance requests, generating work orders, and tracking progress to ensure timely resolutions and accurate documentation.
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Organized, verified, and processed invoices for clients of In Balance Accounting, ensuring accuracy and completeness prior to payment. Maintained consistent records and worked closely with the accounting team to support timely financial operations.
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Managed and maintained digital client files using cloud-based platforms such as Dropbox, Google Docs, OneDrive, and remote hard drive access. Ensured all files were organized, backed up, and easily accessible for internal and client use.
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Developed and maintained a structured office filing system, organizing records alphanumerically to facilitate quick retrieval and maintain operational efficiency.
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Communicated with clients via phone, email, and SmartVault to request necessary tax documentation and provide updates regarding income tax requirements, deadlines, and outstanding items.
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Updated and managed rent roll spreadsheets using Microsoft Excel, ensuring accuracy in tracking rental income, lease terms, and tenant information.
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Provided front desk and reception support, greeting clients professionally, managing appointments, and assisting with inquiries to create a welcoming and organized office environment.