Katie Jo Martinez
Katie Jo Martinez

Bookkeeper / Accounts Receivable and Accounts Payable Specialist

Open to offers · Member since 20 Oct 2026
Location
Tracy, United States
Desired salary
Unspecified
Work preference
Remote Only / Full Time
Experience level
Junior

About

Professional summary

I am a detail-oriented bookkeeper with two years of experience managing accounts receivable, accounts payable, payroll processing, reconciliations, and financial recordkeeping in a remote environment.

I am proficient in QuickBooks Online and Towbook, with hands-on experience in three-way invoice matching, payment verification, transaction classification, and maintaining balanced financial records.

I enjoy the analytical side of bookkeeping and take a methodical approach to tracing transactions, investigating discrepancies, resolving variances, and protecting the integrity of financial data.

Working for a small business has allowed me to manage varied responsibilities independently, adapt to changing priorities, and maintain organized processes and documentation.

I bring strong written communication, sound judgment, confidentiality, and a commitment to accuracy. I strive to provide reliable financial information that business owners can use confidently to make informed decisions.

Skills

13 capabilities

Experience

Career history

Bookkeeper / AR/AP Specialist JL Motorcycle Towing & Transportation LLC

Processed and reconciled invoices submitted to AAA and customers using three-way matching procedures. Verified purchase orders, supporting documentation, and invoices before payment approval, and recorded transactions in Towbook and QuickBooks Online.

Managed accounts receivable, incoming payments, customer balances, accounts payable, operating expenses, subscriptions, and tax-related accounts. Processed payroll through QuickBooks Online and maintained supporting records.

Investigated mileage claims, invoicing codes, toll charges, and payment variances. Maintained audit trails, documented adjustment requests and corrective actions, applied double-entry accounting principles, and kept books balanced through routine reconciliation.

Registered Behavior Technician (RBT) Pleasanton Unified School District

Maintained detailed documentation, progress tracking, and compliance records in a dynamic educational environment.

Collaborated with multidisciplinary teams to support student success while strengthening communication, conflict resolution, and problem-solving skills.

Caregiver Pacific Home Care Services

Maintained confidential client records and documentation with discretion and professionalism.

Coordinated daily schedules and responsibilities while supporting multiple client needs, demonstrating reliability, organization, and strong time-management skills.

Customer Service & Service Industry Roles Various Employers

Worked in customer service and service industry roles across various employers.

Developed transferable skills in customer service, cash handling, communication, problem-solving, and organization for accounting and administrative environments.

Education

Learning history

Livermore High School

High School Diploma

Completed high school diploma in Livermore, California.

Las Positas College

General Studies/Professional Development, General Studies

Completed coursework in general studies and professional development.

This professional hasn’t added portfolio projects yet.

This professional hasn’t listed any services yet.

Jobs Talent AI Tools Salaries
Menu