Dawn R.
Bookkeeper
About
Feeling overwhelmed trying to keep your books clean and sales tax compliant as your small business grows? That’s where I come in. What I Do: I help small businesses stay organized, compliant, and confident in their numbers — without overcomplicating things. As a QuickBooks ProAdvisor, I work exclusively in QuickBooks Online to keep your bookkeeping accurate, streamlined, and easy to understand, while also managing sales tax so nothing falls through the cracks. How I Help Small Businesses: QuickBooks Bookkeeping + Sales Tax Setup: I set up and maintain clean, accurate books in QuickBooks Online and help implement sales tax tools like Avalara in a way that makes sense for small businesses. This includes company setup, chart of accounts, product tax codes, nexus tracking, exemption certificates, and customized rules based on how you sell. Sales Tax Registrations & Cleanup: If you’re expanding into new states — or need to fix past sales tax issues — I handle registrations, voluntary disclosures when needed, historical cleanup, and ensure everything ties back correctly to your QuickBooks records. Ongoing Filings & Reconciliations: I manage ongoing sales tax filings through Avalara Returns for Accountants and reconcile filings directly to QuickBooks, so deadlines are met and your books stay clean month after month. Ongoing Support & Guidance: I provide ongoing support, answer questions as they come up, and help refine your bookkeeping and sales tax processes as your business grows. Why Small Businesses Choose Me: I understand small business realities — limited time, lean teams, and the need for practical, cost-effective solutions. With a detail-oriented bookkeeper’s mindset and QuickBooks ProAdvisor expertise, I help keep your numbers accurate, compliant, and easy to manage. Let’s Connect: If you’re looking for a QuickBooks-focused bookkeeper who can also handle sales tax the right way, let’s talk. I’m happy to walk through your setup and help simplify your financial processes.
United States
Georgetown
Accounting
Accounts Payable & Receivable, Bank Reconciliation, Financial Reporting, Bookkeeping, Salesforce.com, Auditing, Journal Entries (Accounting), Food Cost Reimbursement, Expense Reports, Corporate Accounting, Interpersonal Skills, Written Communication, Organization Skills, Communication, Invoice Processing, Account Reconciliation, Purchase Orders, GL, Problem Solving, Analytical Skills
Experience

Bookkeeper
Georgetown, Texas, United States
Manage day-to-day bookkeeping operations, including accounts payable, accounts receivable, and general ledger entries. Reconcile bank statements, credit card transactions, and vendor/customer accounts to ensure accuracy. Prepare monthly and quarterly financial reports, including balance sheets and profit & loss statements. Assists with month-end and year-end close procedures, ensuring timely reporting and compliance. Collaborate with accountants during audits and tax preparation. Utilizing Quickbooks Online to maintain accurate and organized records. Support management with budgeting, forecasting, and financial decision-making.

Accounts Payable Specialist
Processed 500+ vendor invoices per month with 98% on-time payment rate. Executed accurate 2-way/3-way matching and tax calculations. Maintained 300+ vendor records and ensured 100% 1099 compliance. Reduced invoice resolution time by 25% through proactive discrepancy management.

Accounts Payable Associate
Planet Group LLC
Remote
Applied $2M+ in incoming payments monthly across multi-currency accounts. Issued customer invoices, managed collections, and reduced past-due AR by 20%. Reconciled 100+ vendor and customer accounts monthly. Supported month-end close and generated AR aging reports with 99% accuracy.

Accounts Payable Associate
Remote
Oversaw the management of over $1 million in monthly incoming payments across various multi-currency accounts. Issued customer invoices, managed collections, and achieved a 20% reduction in accounts receivable that were past due. Reconciled more than 100 vendor and customer accounts on a monthly basis. Provided support for the month-end closing process and generated accounts receivable aging reports with an accuracy rate of 99%.

Travel and Expense Administrator/Accounts Payable Associate
Austin, Texas Area
Reviewed and processed over 500 expense reports monthly in SAP Concur. Delivered Concur training to 6 users; improved compliance and cycle time by 30%. Reconciled intercompany receivables totaling $5M+ annually. Processed 400+ vendor invoices per month; ensured timely and accurate payments.
Dawn R.'s Contact Information
Phone
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