Payton Sosa
@paytonsosa
Aspiring CPA and bookkeeper focused on accurate reconciliation and client-ready tax support.
United StatesWhat I'm looking for
I’m currently working toward my CPA certification while continuing to build a strong career in accounting. I’ve completed 150+ units for CPA Certification and earned my Bachelor of Arts in Business Administration with a focus in Accounting.
As a Bookkeeper & Tax Associate, I reconcile bank and credit card statements, resolve discrepancies, and help keep clients’ records clean and accurate. I also invoice and bill clients, input and gather data in Lacerte, and follow up when documentation is missing. I’m trusted to answer basic client questions about tax filings, deadlines, and required documents.
Before my current accounting role, I developed leadership and operational discipline through supervisor and management positions. I helped manage payroll and scheduling for 75+ employees, and I collected, organized, and input employee data into the proper files and database systems. I also handled cash management, inventory/safe counts, deposit routines, and ensured compliance with company policies and procedures.
I always try to expand my experience and put my very best into any work I’m given. My long-term goals are in accounting management and controllership, and I want to keep growing into roles where accuracy, organization, and trust directly drive better outcomes.
Experience
Work history, roles, and key accomplishments
Bookkeeper & Tax Associate
Copeland, Miranda, Benner CPA
Jan 2025 - Present (1 year 5 months)
Reconciled bank and credit card statements, resolving discrepancies and supporting timely client tax preparation. Invoiced and billed clients, input data in Lacerte, and followed up to collect missing documents.
Supervisor (Level 7)
In-N-Out Temecula
Jan 2022 - Present (4 years 5 months)
Handled daily operational cash processes, including morning deposits, carryovers, and safe/settlement counts, addressing discrepancies as needed. Counted inventory and projected burger sales to support accurate inventory ordering.
Assistant Manager
Reading Cinemas
Jan 2022 - Oct 2022 (9 months)
Supported payroll administration and maintained schedules for 75+ employees. Collected, organized, and input employee data into corresponding files and databases.
Manager
Forever 21
Feb 2020 - Dec 2021 (1 year 10 months)
Organized files, records, and cash/cash equivalents to comply with company policies and procedures. Assisted with incoming earnings and outgoing payments.
Education
Degrees, certifications, and relevant coursework
California State University, Fullerton
Bachelor of Arts, Accounting
Activities and societies: Completed 150+ units for CPA certification (Dec 2024). Distinguished member of Beta Alpha Psi. GPA: 3.5/4.0.
Earned a Bachelor of Arts in Business Administration with a focus in Accounting, completing 150+ units toward CPA certification. Served as a distinguished member of Beta Alpha Psi and achieved a GPA of 3.5/4.0.
Mt. San Jacinto College
Associate of Science, Business Administration
Activities and societies: Distinguished member of Phi Theta Kappa Honor Society. GPA: 3.74/4.0.
Completed an Associate of Science in Business Administration in May 2022. Earned recognition as a distinguished member of Phi Theta Kappa with a GPA of 3.74/4.0.
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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