Summary
Overview
Work History
Skills
Project Highlights:
References
Timeline
Kara Quinsey

Kara Quinsey

Bookkeeper
San Diego,CA

Summary

Highly skilled Full Charge Bookkeeper with comprehensive understanding in managing all aspects of general ledger accounting, including account reconciliation and preparation of financial reports. Strengths include strong problem-solving abilities, adeptness at streamlining processes, and expertise in utilizing bookkeeping software to improve efficiency. Notable impact includes implementing new bookkeeping procedures that have increased accuracy and reduced time spent on data entry tasks.

Overview

21
21
years of professional experience

Work History

Full Charge Bookkeeper - Contract

Self Employed
San Diego, California
05.2014 - Current
  • Financial Reporting & Analysis: Month-end close (reconciliation and journal entries), P&L, Balance Sheet, and custom reporting delivered at agreed-upon intervals with variance analysis.
  • Cash Flow & Budgeting: Create rolling forecasts, budgets, and financial performance tracking.
  • Receipt Management: Organizing documentation pertaining to financial transactions and expenses for future reference and accountability.
  • Accounts Receivable: Manage full A/R cycle, ensuring timely submission, tracking, and collection of client invoices. Proactively follow up on outstanding balances to maintain Days Sales Outstanding (DSO) in line with payment terms. Partner with clients and internal teams to quickly resolve discrepancies, safeguard cash flow, and sustain strong client relationships. Recognized for consistent accuracy and reliability in meeting collection targets.
  • Accounts Payable: Oversaw the end-to-end A/P process, ensuring accurate entry, tracking, and timely disbursement of vendor and contractor payments. Maintained strong vendor relationships while aligning expenditures with budget objectives and cash flow priorities. Collaborated with clients and internal teams to resolve billing discrepancies quickly, supporting both financial accuracy and operational efficiency.
  • 1099s / W9s: W-9 collection and verification, maintaining accurate records, requesting COIs, as needed, and ensuring timely and accurate 1099 filings at year-end.
  • Payroll: Manage timesheet approvals, PTO tracking, and payroll processing in coordination with your payroll vendor to ensure accurate, compliant, and timely employee payments.
  • Benefits Administration: Retirement, health, dental, vision, and other benefit plan administration. Setup new benefits as needed.
  • HR Assistance: Employee onboarding, compliance tracking, and employee handbook maintenance
  • Business Insurance: Maintain policies, request COIs, completion of annual audits
  • Compliance & Risk Management: Ensure organizational compliance with tax filings, recordkeeping, payroll, and benefits.
  • Systems & Process Optimization: Implement streamlined workflows, new software, and AI-driven efficiencies

Full Charge Bookkeeper / Account Manager

Jennifer La Caze Inc
Newport Beach, CA
07.2004 - 06.2008

Skills

Accounting & Financial Management: Full-cycle bookkeeping, month/year-end close, and financial statement preparation

Compliance, Risk & Controls: GAAP knowledge, internal controls, insurance administration, and audit support

Systems & Technology: Proficient in QuickBooks, Excel, payroll platforms, and expense management systems

Cash Flow: Strong A/R, A/P, vendor management, and cash flow monitoring expertise

Business & Leadership: Collaborative partner to executives

Analytical & Strategic Competencies: Financial analysis, budgeting, forecasting, and KPI reporting for decision support

Human Resources & Benefits Administration: Employee onboarding, compliance, handbook upkeep, and benefits plan management

Project Highlights:

Edgility Consulting / Search LLC – Supported organizational downsizing and split into two entities; managed closure of the Consulting entity across multiple states; established new accounting workflows and budget for Edgility Search.

VIIA Hemp – Provided full-service bookkeeping for an e-commerce company; completed catch-up bookkeeping, established A/P workflow, ensured sales tax compliance, implemented auto-file software for sales tax, and recommended and implemented an automated inventory tracking solution.

Weinreb Group LLC – Delivered bookkeeping and HR support for a boutique recruiting firm; facilitated onboarding of first international employee through a PEO, transitioned contractors to payroll in multiple states, and established the company’s first retirement and health insurance plans; maintained financial dashboard and KPI tracking in collaboration with CFO.

Life Purpose Institute – Completed financial catch-up and 1099 filing; supported worker’s comp audit, updated sick/vacation accruals to meet regulations, advised on HR compliance, and revised employee handbook and policies.

References

References available upon request.

Timeline

Full Charge Bookkeeper - Contract - Self Employed
05.2014 - Current
Full Charge Bookkeeper / Account Manager - Jennifer La Caze Inc
07.2004 - 06.2008

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