Renee Tomlinson
Multi-Client Bookkeeper · Elite ProAdvisor + Xero Advisor + AIPB CB
Summary
QuickBooks ProAdvisor Elite + Xero Advisor Certified (2023); AIPB Certified Bookkeeper (2022). 6 years multi-client bookkeeping at a 4-bookkeeper firm; manages 14 clients across e-commerce + services + real estate (combined ~$48M annual revenue). Zero unreconciled bank accounts at month-end across all 14 clients for 12 consecutive months.
Certifications
QuickBooks ProAdvisor Elite (2023)
Intuit·Apr 2023
Xero Advisor Certified + Xero Migration Certified (2022)
Xero·Aug 2022
AIPB Certified Bookkeeper (CB)
American Institute of Professional Bookkeepers·May 2022
Bill.com Certified Accountant Partner
Bill.com·Sep 2023
Experience
Aug 2020—Present
Senior Bookkeeper
Cascadia Books & Co. (4-bookkeeper firm) · Portland, OR
- Owns the monthly close for 14 clients (avg 380 transactions/client/month); zero unreconciled bank accounts at month-end across all 14 clients for 12 consecutive months; client-side close delivered by business day 5 every month.
- Payroll: ran bi-weekly + monthly payroll on Gusto + ADP for 8 of 14 clients (combined ~120 employees across 6 states); quarterly 941 + state W/H filing + annual W-2 + 1099 prep (380 forms in 2024).
- Sales tax: filed monthly + quarterly sales-tax returns in 18 states across 6 e-commerce + retail clients (Avalara + TaxJar); zero late-filing penalties across 2024.
- AP processing: ~280 vendor bills/month across 14 clients (Bill.com + QuickBooks Online integration); 2-day payment turnaround. AR aging: receivables > 60 days held under 4% of total AR across 2024.
- Migrated 3 clients from QuickBooks Desktop to QuickBooks Online over 2024 (avg 14 days kickoff → first clean close); designed the COA + opening-balance reconciliation methodology.
Jun 2018—Jul 2020
Bookkeeper
Maven Accounting Services · Portland, OR
- Managed 8 clients across services + e-commerce; learned multi-client workflow + Karbon workflow management.
- Earned QuickBooks ProAdvisor Standard + Xero Advisor certs in 2019.
Client Industry Mix
• 6 e-commerce clients (combined $22M annual revenue): primarily Shopify-based DTC brands across home goods + apparel + specialty food. • 5 services clients (combined $14M): SaaS services + agencies + consultancies. • 3 real estate clients (combined $12M): multifamily property management + commercial lease portfolios.
Tools
Core Accounting
QuickBooks Online (Elite ProAdvisor)·QuickBooks Desktop (Advanced ProAdvisor)·Xero (Advisor + Migration Certified)·Sage 50 (occasional)
AP + Payroll + Tax
Bill.com (Certified Accountant Partner)·Gusto + ADP (payroll)·Avalara + TaxJar (sales tax)·Concur + Expensify (expense)
Workflow
Karbon (workflow management)·Slack + Notion (client communication)
Education
Aug 2016—May 2018
Associate of Applied Science (AAS) in Accounting in Accounting
Portland Community College
Experienced Multi-Client
Elite ProAdvisor + Xero Advisor. 14 clients, $48M combined revenue. AIPB CB.
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