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Lisa Marie Hilke

Lake Balboa, CA

E-mail: info@sgmoxie.com

Phone: 310.402.5272

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Professional Introduction
 

My personal goal is to be the best that I can be every day.  I choose to support and empower those with whom I work, and to approach projects with enthusiasm and positivity, allowing my best influence and decision-making skills for the creation of a cohesive and well-functioning team. 

 

Lift those around you up and embody what you know you can be!

 

My dedication to my education benefits you in that my knowledge is expanded for business use and application, as well as fosters an organized and flexible mind.

 

I have worked and spent many years in the professional workplace, and have a wide variety of experiences to draw upon.  I have worked in corporate settings, as well as with the entrepreneurial minds. 

 

The following abilities and strengths would be of value to you:

 

  • I am a current Notary Public

  • I am a certified Microsoft Office Specialist in Word 2010

  • QuickBooks Certifications:

    • QuickBooks Certified ProAdvisor for QuickBooks 2015 Desktop

    • QuickBooks Certified ProAdvisor for QuickBooks 2014 Desktop

    • QuickBooks Certified User for QuickBooks Pro/Premier 2012

    • QuickBooks Certified Pro Advisor for QuickBooks Online

  • The ability to set and accomplish goals and meet deadlines

  • Ability to multi-task and set priorities

  • The strength and flexibility to adapt to new environments and unique challenges

  • The ability to maintain a professional demeanor, tact, and poise in varied situations

  • Self-determination to achieve

  • Responsible and organized

 

Professional references and salary history are available upon request.

 

Languages

English

Software Knowledge
  • QuickBooks Online Certified ProAdvisor

  • QuickBooks Desktop 2014 Certified ProAdvisor

  • QuickBooks Desktop 2015 Certified ProAdvisor

  • QuickBooks Pro/Premier 2012 Certified User

  • Notary Public

  • Microsoft Office Specialist Word 2010

  • Practice CS

  • Laser Fiche

  • CCH ProSystem fx Document ProSystem Fx Engagement

  • ProSystem fx Practice

  • Time Entry & Inquiry V. 8 Lacerte

  • Sharefile

  • MAS90

  • Quicken

  • Peachtree

  • Excel

  • Microsoft Word

  • Outlook

  • Word Perfect

  • Lotus 123

  • TurboTax

  • RIA Forms

  • Practice Advantage

  • ProSeries Professional

  • Smart Vault

2010 - present

2010 - present

Work Experience

 

Complete employment history can be found at:

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Administrative Assistant and Billing Administration

gish SEIDEN, LLP

July 2012 to May 2014

 

 

CCH ProSystem fx V.8 for printing WIPs and billing input, input expenses and adjustments, creating billing reports, both standard and customized, review weekly time sheets and make appropriate changes for posting, client set up within Practice, firm collections and collection calls, deposits and aging, work scheduling for scheduling meeting preparation and calendaring, maintain and update CPE hours spreadsheet for staff CPAs and update reporting software, assisting in tax returns finalization, checking personal income tax returns for completion before mailing, running financial statements, follow up on Form 8879 calls to clients for receipt, and specifically requested projects as needed, front desk reception back up as needed, notary requests by clients as needed.

 

Bookkeeper - Business Management Department
Gary Iskowitz & Company, LLP

​September 1996 to January 2012

 

 

​Bookkeeper in Business Management department for high net worth clients, trained using MAS90 and performed as accounts payable and accounts receivable invoicing, monthly bank reconciliations, made deposits to banks, journal entries, reclassification of entries, attained familiarity with ADP EasyPayNet payroll functions, and made payroll journal entries.

 

Performed time-sensitive tasks for clients and manager, interfaced with high-net worth clients’ vendors to ensure anonymity.  Executed specifically requested tasks, correspondence, served as backup personnel for administrative staff and tax secretary.

 

Tax Administrative Assistant
Gary Iskowitz & Company, LLP

​March 1988 to September 1994

 

 

Secretary to 3 partners and five support staff.  Assembly of all tax returns.  Prepared and organized extensions.  Handled client phone calls.  Performed specific research and tasks as requested by office manager.  Organized and maintained records of continuing education for all employees.  Coordinated suppliers and service technicians.  Performed orientation of new personnel.

Education and Certifications
 

Los Angeles Pierce College
Graduated: June 2019
  • AA - Arts and Humanities

  • AA - History

  • AA - Social & Behavioral Sciences

 

California State University, Northridge

  • Proudly in Attendance!

 
 
National Notary Association

  • Notary Public – California: June 2016 – June 10, 2020

 

 
 
QuickBooks Certifications

  • QuickBooks Pro Advisor

  • Intuit QuickBooks Certified ProAdvisor Desktop 2015

  • Intuit QuickBooks Certified ProAdvisor Desktop 2014

  • Intuit QuickBooks Certified ProAdvsor QuickBooks Online

  • Intuit QuickBooks Certified User for QuickBooks Pro/Premier 2012

 

 
 
Microsoft Office Specialist (MOS Certified)

  • Office Word 2010

 

 
 

Resumes