Clients

Experience:

Kim Schwarcz Fiduciary. Corte Madera, CA
Office Assistant/Forensic Accounting, February 2009-2016

Court accounting, bookkeeping, and payroll for more than 30 clients of a private fiduciary. Track investments for trust. Payroll and tax form filing. Utilizing Quickbooks, Excel, and Word.

The Stress Management Center, Larkspur, CA
Bookkeeper, July 2008- Present

Oversee bookkeeping for all aspects of the yoga/stress management center. Enter daily sales receipts, monthly customer billings, post payments, manage deposits, reconcile bank statements, cash and credit card accounts, pay instructors bi-monthly, and other bookkeeping activities using QuickbooksPro2011 Software. Also responsible for posting Yoga class attendance and sales in OMSOFT software.

Behzad Mohit- Larspur, CA
Bookkeeper, February 2008 –2015

Pay bills, track income/expense on rental properties, reconcile bank and credit card statements. Manage bank deposits, prepare data for end of the year tax reports for accountant. Various specific projects.

Unident/Unimed ,Ltd, Marin County
Forensic accounting,
May 2011-January 2012
January 2007- November 2007

Responsible for entering packing slips, invoices, and inventory.
In charge of invoicing, posting & paying payables, posting payment receipts, and making Deposits through QuickBooks Enterprise V11.0. I assisted in the office with miscellaneous projects per owner’s request.

Paper White Ltd, San Rafael, CA
Operations Manager, June 1994 – February 2009

Manage daily activities for wholesale manufacturing company. Responsible for invoicing and collecting accounts receivable utilizing QuickBooks and Manufacturing and Wholesale 2006 software. Manage accounts payable including cost reduction of office expenses. Reconcile monthly bank statements using on-line banking resources. Post charges and reconcile monthly credit cards. Field customer inquiries and complaints. Prepare client correspondence including marketing materials. Manage retail database of over 1,500 customers using ACT! Software. Oversee shipping and receiving department. Administer payroll in house and update vacation, sick, and holiday pay accruals. Make monthly payroll tax deposits. File and pay state and federal payroll tax returns, State Board of Equalization quarterly sales tax reports and quarterly State Fund Compensation Insurance payroll reports. Issue W2 and year-end 1099 reports.Coordinate overall activities of the manufacturing department.

Happy Clients

Maribel has been a pleasure

“Working with Maribel has been a pleasure. She makes a tedious task easy. Helping me to organize multiple businesses reporting units into a cohesive whole. I can now focus on my financial goals rather than spending my limited time organizing information.”

– John Kalb, EV Charging Pros
Novato, CA

I would highly recommend Maribel Cruz

“Maribel has streamlined my finances in ways that I didn’t know were possible or needed. Tracking my finances and tax preparation use to be a stressful situation for me but now that Maribel is in charge of my bookkeeping, it is seamless and smooth. I don’t stress or worry about it any longer because I know my bookkeeping is in good hands. I am very grateful for her work; for her precision, thoroughness and her acute attention to all financial details of my business. I especially appreciate that she is onsite so I am never concerned about the security of my documents. Maribel also answers any questions my tax attorney has regarding my finances, it is so helpful to know that they have all the bases covered. I would highly recommend Maribel Cruz Bookkeeping Services to you!”

– Dr. R.H. Leach, Ph.D., L.Ac., with Lotus Medical and Health Clinic,
San Rafael, CA
www.lotusaid.com

don’t hesitate, Maribel is your go to person

“Working with Maribel has made all of my bookkeeping worries simply go away and am thrilled to work with her. Not only is she extremely competent but she is affordable and extremely detail oriented. When I found Maribel, via a friend who has also used her for years, she took over my bookkeeping at year end after 2 other people had worked on it that same fiscal year. She managed to sort out the mess that was created by the other two and submit to my accountant accurate, clear and thorough information saving me money on the tax end too. She is a gem that I am grateful for and hope to work with her as long as my business exists. I completely trust her and she is very easy to work with – what more could you ask for? I have already recommended her to 2 other friends and they are thrilled as well – don’t hesitate, Maribel is your go to person for all personal or small business bookkeeping! On top of this she is just incredible sweet and love to support her.”

– Becky de la Rosa, Owner, Pin Up Hair Emporium & Unique Boutique
San Rafael, CA
www.pinupgalleria.com

Maribel is very efficient and can work independently quite well

“Our staff was not familiar with Quickbooks. The consultant we hired to install the system was not a good instructor so after the system was installed, the staff was having a difficult time with the transition. We relied a great deal on Maribel’s expertise with the system to get us through a difficult time.

Maribel is very efficient and can work independently quite well. She knows when it is important to ask questions to get more information and is able to make helpful suggestions as to how best to input data. Although she works well alone, she is also a team player and always got along with everyone in the office.

She always arrived promptly and worked through her work quickly and accurately.

We highly recommend Maribel for her skill with QuickBooks and for her professional level of service.”

– Marcia Schatz

She goes over and beyond in her tasks

“I was looking for a professional, enthusiastic, and efficient bookkeeper for my business and I have to say when I met Maribel, I knew we would be a perfect fit. She is extremely well versed in QuickBooks and has done a wonderful job setting up all the financials for my company. She goes over and beyond in her tasks, taking care of items that need to be addressed or require special attention.”

– Tricia Gorge
www.camurals.com

She works well within a group

“Maribel will bring her special nature to any team she joins .. She works well within a group and almost effortlessly takes on the role of an effective team leader. She also has consistently demonstrated an innate ability to work independently.”

– Jan Dutton
Paper White, Ltd
www.paperwhitelifestyle.com

Great Services

“Maribel came to us via a referral and we are completely satisfied. We are a small business and it is such a joy to now be free of bookkeeping duties and able to focus on other facets of our business. Maribel is very knowledgeable, reliable, honest and a delight to have around on top of it. We would be happy to pass on the referral.”

– Laura
www.thewatershednursery.com

Contact Info

About Us

I am a detail oriented, experienced professional with the capacity to work independently and interact easily with my clients. My flexibility allows me to adapt quickly to new situations and provide each client... Read more
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