Patricia Kalencki
Statesville
Summary
Detail-oriented and highly organized bookkeeping professional with over 20 years of extensive experience in financial recordkeeping, account reconciliation, and tax document preparation across various industries, including construction, restaurant, automotive, service, and non-profit. Expertise in QuickBooks Online complements a proven track record of delivering timely and accurate financial insights to CPA firms and business owners. Exceptional ability to manage multiple accounts while ensuring compliance and providing comprehensive monthly reports that facilitate informed financial decision-making. Committed to maintaining high standards of accuracy and efficiency in all aspects of bookkeeping.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Bookkeeper
Piedmont Bookkeeping and Tax Services
06.2024 - Current
- Perform full-charge monthly bookkeeping for a diverse client base using QuickBooks Online.
- Conduct monthly bank and credit card reconciliations to ensure financial accuracy.
- Prepare and deliver monthly Profit & Loss and Balance Sheet reports to clients.
- Consult with clients by phone to review financial statements and address accounting concerns.
Bookkeeper
Stampley Accounting and Tax
08.2013 - Current
- Categorize and enter income/expense transactions with high accuracy.
- Reconcile bank and credit card accounts monthly using QuickBooks Online.
- Generate and submit financial statements to CPA for review.
- Assist with compiling and organizing tax documents for timely filing.
- Communicate regularly with clients to resolve questions and ensure accurate records.
Co-Owner & Administrative Manager
CNM Building
Wilmington, NC
05.1998 - 05.2015
- Managed all accounting operations including A/P, A/R, payroll, and job costing.
- Maintained full-cycle bookkeeping and generated monthly and quarterly financial reports.
- Developed budgets for residential and commercial construction projects.
- Ensured tax compliance by preparing and organizing all necessary documents and working with CPAs.
- Oversaw vendor payments and customer invoicing, ensuring accuracy and timeliness.
- Implemented internal controls and bookkeeping software to streamline financial tracking.
Education
Associate of Science - Nursing
Princeton Medical Center School of Nursing
Princeton, NJSkills
- QuickBooks Online (QBO) Expert
- Monthly Bookkeeping & Account Reconciliation
- Financial Statement Preparation (P&L, Balance Sheet)
- Bank & Credit Card Reconciliation
- Tax Document Compilation & Management
- CPA Collaboration & Tax Filing Support
- Data Confidentiality & Integrity
- Client Relationship Management
Certification
- Certified QuickBooks Online ProAdvisor
- 15+ Years in Bookkeeping, Reconciliation, and Tax Prep
Timeline
Bookkeeper
Piedmont Bookkeeping and Tax Services
06.2024 - Current
Bookkeeper
Stampley Accounting and Tax
08.2013 - Current
Co-Owner & Administrative Manager
CNM Building
05.1998 - 05.2015
Associate of Science - Nursing
Princeton Medical Center School of Nursing