Chesley Jones

Responsibilities

• Manage full bookkeeping cycles for multiple clients, including bank and credit card reconciliation, month-end reviews, and financial reporting.
• Review and correct junior bookkeepers’ work, provide feedback, and ensure accuracy across client files.
• Oversee month-end close workflows, resolve discrepancies, and maintain clean financials across multi-entity accounts.
• Handle detailed cleanup projects, including payroll liability corrections, sales reconciliation, undeposited funds cleanup, and reclassification work.
• Coordinate with clients to gather missing documents, resolve account questions, and provide ongoing support.
• Build and maintain internal tools, checklists, and SOPs to streamline workflows and improve team efficiency.

Achievements

• Reduced errors and rework by improving review processes and building internal cleanup tools.
• Standardized the firm’s 50-point month-end review checklist used across all clients.
• Developed multiple automated tools and Google Sheets systems that speed up cleanup projects and improve accuracy.
• Improved client turnaround times and strengthened communication processes across the team.

Responsibilities

Oversaw client onboarding and comprehensive bookkeeping processes to ensure financial accuracy and regulatory compliance. Played a dual role in managing operational strategies while maintaining client financial records, reporting, and streamlining workflows for increased efficiency.

• Managed financial transactions, reconciled accounts, and prepared detailed financial statements using QuickBooks Online.
• Led the client onboarding process, ensuring seamless integration and personalized support.
• Collaborated with clients to provide tailored bookkeeping solutions and resolve financial discrepancies.
• Ensured compliance with tax regulations and financial reporting standards.
• Developed operational workflows to improve team efficiency and client satisfaction.
• Supervised day-to-day operations, aligning business goals with financial management strategies.

Achievements

• Improved bookkeeping accuracy, reducing errors by 25% through process optimization and detailed oversight.
• Streamlined client onboarding time by 30%, enhancing overall client satisfaction and retention rates.
• Played a pivotal role in developing and implementing operational strategies that resulted in a 15% reduction in overhead costs.

Prepared and filed accurate tax returns for individuals and small businesses, ensuring compliance with federal and state tax regulations. Delivered exceptional client service by providing tailored tax strategies to minimize liabilities and optimize refunds. Maintained up-to-date knowledge of tax laws and implemented efficient processes to ensure timely and error-free filings.

• Prepared over 200 individual and small business tax returns annually with a 100% compliance rate.
• Identified overlooked deductions, saving clients an average of 15% on their tax liabilities.
• Achieved a 98% client satisfaction rate by delivering accurate and timely tax filings.
• Streamlined tax preparation processes, reducing average filing time by 20%.
• Trained and mentored 5 new hires, improving onboarding efficiency and team productivity.
• Maintained an error-free filing record by implementing rigorous quality checks and staying updated on tax law changes.