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Ascentis Payroll Software
ADP & Paychex
Turbo Tax
Quickbooks Pro

Work experience

Dec 2014Present

Accounting & Tax Preparation

AQUEX  Services
  • Compiled, organized, analyzed and entered the company data in preparation for Tax filling
  • Liaison between the Company and Franchise Tax Board and Internal Revenue Services 
Mar 2014Sep 2014

Payroll Specialist & Accounts Payable

Chinese American International School
  • Managed and processed semi-monthly payroll for 180 employees using Ascentis Payroll Software
  • Compiled and processed Web based Time & Attendance tracking  software for both full time and substitute teachers
  • Liaison between Management and the Faculty
  • Set up and processed employee benefit payroll deductions
  • Managed the school's Accounts Payable
Dec 2012Apr 2014

Director of HR & Accounting

GoGuide Inc.
  • Processed New Hires
  • Performed Employee performance reviews
  • Monitored employee file compliance
  • Managed the company's Accounts Payable, Accounts Receivable and Payroll
  • Liaison between Management and Sales Team
  • Processed sales commission 
Jan 2011Jan 2012

Payroll Manager

Chiu For Mayor
  • Directed on-boarding process for new hires
  • Handled employee payroll for 125 employees, both part and full time
  • Helped with campaign finance documentation 
  • Processed state disability, workman's compensation and PTO
  • Prepared and filled campaign payroll taxes

Feb 2009Dec 2010

Campaign Treasurer

Sweet For Supervisor
  • Processed campaign donations
  • Oversaw all campaign funds are in compliance with all legal and regulatory agencies
  • Compiled campaign ethics filings
  • Managed campaign bank accounts
  • Managed campaign payroll for over 100 employees
  • Established performance standards and expectations for volunteer staff, review work assignments both in-progress and when completed
Dec 1999Dec 2009


Grassroots Enterprise
  • Handled all accounting and tax matters, including AP, AR, fixed assets, credit, GL, payroll, loans, payroll tax, business tax, property tax, franchise / income tax
  • Responsible for cash flow; prepared and closed monthly, quarterly and yearly financial reports.
  • Participated in financial strategic planning, prepared budget and forecasts, review of budgets vs. actual to ensure accuracy.
  • Developed internal control system, recommended and implemented improvements on both financial and operational processes
  • and establish new accounting policies and procedures.
  • Improved profits and operations, reduce costs, and developed strategies for the company


Sep 1978Jun 1981


Maryknoll College


Shane Mayer

I met Shane when we worked together at Grassroots. He later managed a campaign for District 10  Supervisor, where I served as Campaign Treasurer. When he founded GoGuide, he hired me to handle HR and accounting. 

David Chiu-California State Assemblyman

David was the CTO at Grassroots, where I served as Controller.  We worked again later in managing his multiple campaign finances:

-Assistant to the Treasurer for his District 3/President Board of Supervisor campaign.  

-Payroll Manager for his Mayoral campaign

-Volunteer Recruitment for his California State Assembly campaign.