Rachel Roberts

Accounting Services for the East Bay.

Menu

Skip to content
  • Home
  • Current Clients
  • Past Clients
  • Testimonials
  • Contact

Past Clients

Screen Shot 2015-06-05 at 7.38.00 PM

MARCH San Francisco
September 2011 – April 2014 (2 years 8 months) San Francisco, CA

Retail store providing specialty items for kitchen, hearth and home.

 

Latino Community Foundation
November 2011 – December 2013 (2 years 2 months) San Francisco Bay Area

Non-profit organization which provides funds to many other foundations and programs benefiting the Latino community.

 

Halfdome Enterprises DBA iStep
October 2010 – July 2013 (2 years 10 months) San Francisco, CA

Web hosting, consulting and VoIP service company. Also, property management for the commercial property in which it resides.

Screen Shot 2015-06-05 at 7.42.00 PM
Algentis
November 2010 – August 2011 (10 months) San Francisco, CA

Employee administration company offering payroll, insurance and HR services. Accounts payable, reconciliations and monthly financials.
Read the two testimonials from Algentis.

 

Al J Wooten Center
May 2009 – September 2010 (1 year 5 months) Los Angeles, CA

Non-profit after school and summer program for at-risk youths. Re-established bookkeeping system for auditors and board members. Day to day maintenance of billing system and payroll.
Read the testimonial from director Renee White.

Screen Shot 2015-06-05 at 8.48.46 PM
 

Boombang
January 2009 – September 2010 (1 year 9 months) Los Angeles, CA

Product design company with a staff of twelve people or more. Bookkeeping, general office organization, maintenance and support, contact information maintenance, personnel and human resource management, payroll preparation, and product research.
Read the testimonial from David I. Calvo, MPAcc, CPA.

 

Cinque Terre LLC
May 2004 – January 2009 (4 years 9 months) Portland, Maine

Two Slow Food focused Italian restaurants involving more than 60 employees. Bookkeeping, payroll, administration, personnel, inventory, point of sales systems, operations and facility maintenance.
 
Screen Shot 2015-06-05 at 7.43.36 PM

Smith Barney
1995 – 2002 (7 years) Portland, Maine

Brokerage firm. Assisted two top financial consultants in the securities industry who managed $250 million in assets. First point of contact for over 500 households. Facilitated complex and time-critical day to day administrative duties for two distinct and highly successful businesses. Attained Series 7 and 63 trading licenses, as well as insurance sales license.

Widgets

Recent Posts

  • Hello world!

Recent Comments

    Archives

    • May 2015

    Categories

    • Uncategorized

    Meta

    • Log in
    • Entries feed
    • Comments feed
    • WordPress.org
    Proudly powered by WordPress | Theme: Illustratr by WordPress.com.