Welcome to the first edition of our Meet the Bookkeeper series. In this series, we highlight members of our bookkeeping team, so you can get an idea of the expertise and knowledge that's available to serve you and your business, day in and day out.
Our 100% U.S.-based team is made up of experienced and passionate accounting experts. They help our clients grow their businesses by providing reliable support for their bookkeeping, accounting, payroll and HR administration needs.
Today's KYB Meet the Bookkeeper Spotlight features Jody Lozano, based in West Covina, California (Los Angeles area).
What three words would you use to describe yourself?
What is the favorite part of your job and why?
I love problem solving! When something isn’t balancing, and then finding the solution to the problem, is what I live for!
Tell us about your favorite tool, software, or technology that helps make your job better or easier.
QuickBooks, in general, is a great tool for accounting. I have used several different accounting software systems, and I have found QuickBooks to be the most user-friendly, whether it is online or a desktop version.
What personality traits do you have that you think make you a great bookkeeper?
I am very organized and detail-oriented. I love lists and checking them off!
How did you get into this line of work?
By default. When I was a teenager, I was always getting promoted and asked to take on more responsibilities. I kept learning more and moving up, and eventually was even the Controller.
What are your favorite kinds of clients to work with and why?
I enjoy all types of clients, as it helps to keep things from being the same day-to-day.
What is one piece of bookkeeping advice you would give to new business owners and entrepreneurs?
Trust your bookkeeper to know the best chart of accounts based on your business needs.
If you were a bookkeeping superhero - what would be your superhero name and why?
Master of Month End - Because I love to crush end of month tasks!