Barbara Goetz
@barbaragoetz
Experienced bookkeeping lead with a strong background in financial management.
What I'm looking for
As a dedicated bookkeeping professional with over a decade of experience, I have honed my skills in financial management and client relations. Currently, I serve as the Bookkeeping Lead at QBLive, where I oversee monthly bookkeeping tasks, manage a team, and handle client escalations. My role requires a keen eye for detail and the ability to create comprehensive reports that aid in decision-making.
In addition to my current position, I have operated my own consulting business, Goetz Bookkeeping, since 2014. This venture has allowed me to provide tailored bookkeeping services, QuickBooks setup, and training for small to medium-sized businesses. My experience also includes roles in operations and office management, where I supervised staff and managed payroll for over 30 employees. I am passionate about helping businesses maintain their financial health and thrive.
Experience
Work history, roles, and key accomplishments
Consulting Bookkeeper/Sole Proprietor
Goetz Bookkeeping
Jan 2014 - Present (11 years 4 months)
Provides freelance bookkeeping services, including QuickBooks setup, training, and support for small to medium-sized businesses.
Bookkeeping Lead
Intuit
Jan 2020 - Present (5 years 4 months)
Responsible for monthly bookkeeping tasks including transaction categorization, account reconciliations, and report creation. Manages team and handles client escalations.
Operations Specialist
Seneca Resources
Aug 2013 - Apr 2014 (8 months)
Handled bookkeeping and payroll processing for over 30 employees while supervising the human resources department and overseeing daily operations.
Office Manager
Kewadin Casinos
Jun 2012 - Sep 2012 (3 months)
Composed correspondence and reports for the gaming commission, maintained budgets, and managed bookkeeping and payroll.
Office Manager
Fred Marvin Associates
Sep 2012 - Jul 2013 (10 months)
Supervised office staff and managed bookkeeping tasks, including account reconciliation and purchasing for the office and warehouse.
Education
Degrees, certifications, and relevant coursework
Bay Mills Community College
Associate of Arts, Business Administration
2010 - 2012
Grade: 3.57
Coursework included business administration, communications, economics, and accounting.
Intuit
Certification, Accounting
Completed QuickBooks ProAdvisor certification.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
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