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With over 16 years as an owner/operator, I am an accomplished and versatile professional focused on achieving customer satisfaction and company's growth.  Creative and self-directed professional with background in accounting and managing. 

Result-oriented professional with 24 years of experience in generating  financial statements.  Accurate and organize with strong problem-solving skills, maintain general ledger, create various accounting related reports, extraordinary attention to detail while executing and completing daily tasks.    Talented in financial data management and analysis which improve efficiencies and supports corporate goals and objectives.  Self-motivated, energetic, team and individual contributor with the ability to work well in a cross-functional setting and cultural boundaries.  Expertized in the development and training of personnel.  Fast learner with proven adaptability to new technologies and applications.  Enjoy working with the public and in a team environment.

SPECIAL SKILLS:  Strong leadership personality, ability to Self-Manage and Self-Motivated,                                                 Initiative.    Analytical Thinking.     Financial Reporting Statements, P&L, B/S.                                          Process Improvement.      Payables & Receivables.      Account Reconciliation.                                        Office Management.        Target-oriented.                Strategic Business Planning.                                        Training and Development.

Areas of excellence include:

     *QuickBooks Pro and Online         *Microsoft Word      *Excel                   *Employee Training                  *Bank Statements       *Financial Reconciliation          *Budgets              *General Ledger                         *Expense Reports        *Cost Analysis                                *Accrual accounting  

Work History

Oct 2011Oct 2014

President & CEO


 As the owner of 5th Avenue Bagel & Cafe, brought over 13 years of hands-on experience encompassing entrepreneurial business leadership, human resources management, and financial control.  We successfully managed to increase sales by 25%.

  • Dedicated to keeping the company's books clean and up to date on a daily basis with the integrated help of QuickBooks Online.  
  • Responsible for all financial aspects
  • General ledger entries, account reconciliations, budget analysis
  • Entered and paid bills on biweekly, or as needed basis
  • Reconciled monthly bank accounts
  • Prepared financial statements:  P/L statement, balance sheet, and cash flow
  • Generated Year-end reports for CPA
  • Trained managers how to improve productivity and self-motivation, and utilize company's resources to reduce waste, keep costs under budget, and diminish need for excess expense with 50 employees in 5 locations
  • Created Budgets for each location
  • Implemented new POS for better customers satisfaction
  • Negotiated prices with multiple suppliers
  • Interviewed and recruited the team
  • Monitored and built team-work
  • Completed the Business Plan, initial Cash Flow Forecasts and presented these to the bank in order to gain a significant business loan
  • Marketing
  • Coordinated various contractors for upgrade and remodel the coffee/bakery shops
Aug 1998Sep 2011


5th Avenue Bagel & Cafe

Owned and operated multi-location coffee/bakery shops specializing in homemade bakeries.  Control, analyze, and prepare all financial statements.  Empowered employees to become self-sufficient and well -educated about operations in a fast-pace environment.

  • Responsible for producing all financial statements with Peachtree Accounting 
  • Responsible for A/R and A/P
  • Income Statement
  • Produce year-end financial statements for CPA
  • Analyzed costs and revenues to project future trends
  • Budgeting
  • Cash Flow
  • Gross Profit/Margin
  • Staff Development
  • Train new managers
  • Implemented new POS for cost efficiency
  • Negotiated and coordinated with contractors for store build-up
  • Marketing
Mar 1995Jun 1998

Full Charge Bookkeeper

Euro National 

Implemented and assisted in setting up a computer network.  Converted from manual accounting to Peachtree Accounting Software.  Improved efficiency of operations with in-depth accounting application from delivery to accounting department.  Contributed for both Turn-over  improvement and Profit improvement.

  • Responsible for A/R, A/P
  • Deposit Process
  • Prepared Invoices
  • Review expense report
  • Process checks
  • Bank Reconciliation
  • General Ledger
  • Produced P/L Statements
Mar 1990Dec 1994


Zip-Zag USA, Inc.

Converted from manual accounting system to MAS software.  Improved an efficient operating system from receiving  to accounting department.  Contributed in expanding the growth of the company .  Follow through on timely and accurate month-end closings and financial reporting activities.

  • Responsible for A/R and A/P
  • Payroll
  • Bank Reconciliation
  • Investigated and resolved discrepancies in monthly bank account while under tight deadlines
  • General Ledger
  • Produced Financial Statements
  • Account Management
  • Staff Development



MS Word, MS Excel, and Professional Use of DropBox and Google Drive

MAS and Peachtree Accounting Software

QuickBooks Online and QuickBooks Pro


Sep 1986Jun 1994

Bachelor of Science

California State University of Los Angeles