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Felicia Morgan
Full Charge Bookkeeper
Waldorf,MD
Summary
Senior full charge bookkeeper and financial operations consultant who manages bookkeeping, payroll, cash flow, AP/AR, reconciliations, and reporting across multiple industries. Brings practical experience in streamlining procedures, training clients on QuickBooks and related systems, and supporting tax prep and audits with organized, accurate financial records.
Overview
1
1
Certification
29
29
years of professional experience
Work History
Senior Full Charge Bookkeeper
Essential Bookkeeping Solutions, LLC
Waldorf, MD
01.2005 - Current
- Manage full-cycle bookkeeping and accounting operations for multiple clients across various industries
- Oversaw payroll processing, accounts payable/receivable, invoicing, reconciliations, financial reporting, and cash management for multiple clients
- Implemented accounting procedures and workflow improvements, enhancing operational efficiency and accuracy across client accounts
- Provided operational and financial support, enabling informed decision-making for business owners and leadership teams
- Prepare year-end financial documentation for tax preparation and audits
- Train clients on QuickBooks and integrated accounting systems
Accounts Payable Manager
Jimmie Muscatello's
Washington, DC
01.2002 - 01.2005
- Coordinated vendor invoices and payment schedules for Jimmie Muscatello's restaurant operations to ensure timely payments.
- Supported accounts payable processing, vendor communication, reconciliations, and payment handling.
- Reviewed and posted accounts payable entries with correct coding.
- Verified invoice details against purchase orders and delivery records for accuracy.
- Tracked aging reports and prioritized overdue payables.
- Reviewed invoices for accuracy and resolved billing issues.
- Assisted with month-end reporting and maintained accurate financial records.
- Kept invoice, credit, and payment files organized.
- Gained diverse industry experience.
Bookkeeper & Office Manager
Gray Graphics Corporation
Capitol Heights, Maryland
03.1998 - 12.2001
- Monitored accounts receivable and customer account balances for Gray Graphics Corporation, facilitating accurate cash flow management.
- Processed invoices and vendor payments for Gray Graphics Corporation, ensuring timely financial transactions.
- Assisted with payroll, billing, and invoice processing tasks.
- Completed daily office tasks and streamlined administrative workflows, enhancing overall operational efficiency.
- Prepared reports, correspondence, and internal office communications.
- Trained staff on office procedures and front desk support duties.
- Maintained organized filing system for records, correspondence, and other documents.
Education
AA - Business Administration
Cum Laude
Skills
- Full-charge bookkeeping
- Financial reporting
- Payroll administration
- Payroll processing solutions
- Employee payroll compliance
- Payroll tax compliance
- Accounts payable
- Accounts payable automation
- Bank reconciliations
- Budget management
- QuickBooks Online and Desktop
- Payroll software integration
- Financial management tools
- Process improvement
- Vendor and client relations
- Microsoft Office Suite proficiency
Certification
QuickBooks ProAdvisor, AIPB Member, NACPB Member
Timeline
Senior Full Charge Bookkeeper - Essential Bookkeeping Solutions, LLC
01.2005 - Current
Accounts Payable Manager - Jimmie Muscatello's
01.2002 - 01.2005
Bookkeeper & Office Manager - Gray Graphics Corporation
03.1998 - 12.2001
Strayer University - AA, Business Administration