Disciplined and hardworking professional with a solid background in legal support. Well-versed in bankruptcy proceedings as well as general litigation and estate planning law. Additional background in financial analysis with emphasis on payroll, accounts payable and accounts receivable functions. Able to execute bookkeeping tasks for multiple companies simultaneously and quickly learn new technologies to improve efficiency.
Overview
22
22
years of professional experience
Work History
Bookkeeper/Office Manager
Spaulding Ave. Industrial Complex, LLC
12.2016 - Current
Handle payroll processing for employees, ensuring timely payment and adherence to tax regulations; complete direct deposits and 1099 contractor payments for multiple employees in three states using Quickbooks
Process all new hire paperwork including W-4, 1-9 and state new hire reporting documentation to comply with federal, state and local tax regulations
Create reports by compiling summaries for earnings, taxes, deductions, nontaxable wages, disability and leave
Prepare filings and make federal and state payroll tax payments on a monthly, quarterly and annual basis, assist tax accountant with annual filings
Maintain employee privacy and protected payroll operations by keeping all information confidential
Implemented improved record-keeping practices, ensuring compliance with regulatory standards.
Track expenses and income for multiple businesses while maintaining the accuracy of various bank accounts
Review and process vendor invoices to guarantee accurate and on-time payments to vendors
Prepare invoices for customers, process payments, enter accounts payable updates and manage data
Managed and responded to correspondence and inquiries from customers and vendors
Paralegal/Office Manager
Souther Law Office
09.2003 - 12.2016
Served as the main liaison between clients and the attorney and strived to ensure superior client experience by addressing client concerns, demonstrating empathy and working to resolve issues as quickly as possible
Handled all aspects of a bankruptcy case including client intake consultations, document requests and review, data entry, in-depth financial analysis to confirm federal guideline compliance and electronic case filing
Assisted in drafting legal documents, ensuring compliance with court requirements and deadlines.
Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
Maintained all accounts and records of clients with the highest levels of confidentiality and discretion pursuant to the rules of attorney-client privilege
Managed billable hours tracking, client invoicing and receipt of payments, identification and resolution of client billing issues
Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
Responsible for the firm's in-house financial matters including processing vendor payments, monthly reconciliation of multiple bank accounts including client trust accounts, budget maintenance, employee time tracking and payroll, and preparation of end-of-year statements for tax accountant
Education
Bachelor of Science - Business Management
Granite State College
Concord, NH
2020
Associate of Science - Business and Behavioral Science
Granite State College
Rochester, NH
2017
Bankruptcy Paralegal Specialist Certification -
Blackstone Career Institute
Allentown, PA
2012
Paralegal Certification -
Blackstone Career Institute
Allentown, PA
2009
Skills
Experience with Microsoft Office, Quickbooks, Best Case Bankruptcy Software, Express Invoice, Google Workspace
Proficient in state and federal electronic tax filings
Extensive prior experience with chapter 7 and chapter 13 bankruptcy petition preparation and electronic case filing
Skilled at online research of state and federal rules, regulations and codes
Flexible and able to work under pressure
Excellent written and verbal communication
Timeline
Bookkeeper/Office Manager
Spaulding Ave. Industrial Complex, LLC
12.2016 - Current
Paralegal/Office Manager
Souther Law Office
09.2003 - 12.2016
Bachelor of Science - Business Management
Granite State College
Associate of Science - Business and Behavioral Science