Open to opportunities

Patty Tan

@pattytan

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I manage full-cycle bookkeeping, payroll, reconciliations, and financial reporting for diverse clients.

United States

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What I'm looking for

I'm looking to apply my full-cycle bookkeeping, payroll, reconciliation, and financial reporting experience in a role where I can manage accurate financial operations, improve workflows, and support a diverse client portfolio.

I've managed full-cycle bookkeeping and financial reporting for Red Capital Group, Bookkeeping Doctor, and Julius Lowy Frame & Restoring Co., handling general ledgers, accounts payable and receivable, invoicing, payments, and reconciliations.

At Red Capital Group, I prepare monthly balance sheets, income statements, and cash flow statements; process bi-weekly payroll, sales tax, and year-end 1099s; and work with management to streamline accounting workflows.

I've also supported multiple client accounts, month-end and year-end close, payroll filings, financial statement analysis, offshore-team coordination, HR administration, and audit preparation. I use QuickBooks Online and Desktop, Sage Peachtree, Excel, and related accounting tools to keep financial data accurate and compliant.

Experience

Work history, roles, and key accomplishments

Current

In House Bookkeeper

Current

Red Capital Group

Aug 2023 - Present (3 years 1 month)

Managed the general ledger and executed full-cycle accounts payable, receivable, including invoicing, payments, and monthly reconciliations. Prepared accurate monthly financial statements and reports, processed bi-weekly payrolls, sales tax, and year-end 1099s.

Quickbooks Online General Ledger Accountant Accounts Payable Accounts Receivable Accounts Reconciliation Financial Reporting Payroll Processing Sales Tax 1099

QuickBooks Live Expert

Intuit

Nov 2025 - Jul 2026 (8 months)

Provide virtual accounting support and resolve complex bookkeeping issues for clients. Troubleshoot discrepancies in financial statements, reconciliations, payroll, and sales tax.

Quickbooks Online Virtual Support Troubleshooting Financial Statements Reconciliations Payroll Sales Tax

Senior Bookkeeper

Bookkeeping Doctor

Feb 2023 - Aug 2025 (2 years 6 months)

Managed multiple client accounts and oversaw full-cycle bookkeeping operations. Led month-end and year-end close processes and ensured timely financial reporting.

Full Cycle Bookkeeping Month End Closing Year End Close Financial Reporting Compliance Sales Tax 1099 Team Coordination Client Onboarding

Accountant/HR

Julius Lowy Frame & Restoring Co.

Apr 2013 - Feb 2018 (4 years 10 months)

Managed accounts payable, accounts receivable, payroll processing, and bank reconciliations. Supported month-end close and annual financial review, and administered HR functions including benefits, 401(k), and employee onboarding.

Accounts Payable Accounts Receivable Payroll Processing Bank Reconciliation Month End Closing Financial Reviews Sales Tax Compliance Benefits Employee Onboarding

Full Charge Bookkeeper

Imagine Software

May 2011 - Feb 2013 (1 year 9 months)

Managed purchase orders, deposits, expense reports, and invoicing in Sage Peachtree. Processed weekly and ad hoc payments, generated monthly billings for 150+ clients, and performed monthly reconciliations.