Bookkeeper with strong technical proficiency and commitment to accuracy in financial data entry and financial record keeping. Experienced working in both accounting-focused and general office settings. Dedicated to conforming with internal policies and standards.
Overview
8
8
years of professional experience
Work History
Legal Bookkeeper / Title Insurance Officer
David G. Palmer and Associates PC
Parkersburg
09.2024 - Current
Managed accounts payable and receivable for client transactions.
Reconciled multiple bank statements to ensure accurate financial records.
Processed payroll and maintained employee compensation records.
Ensured taxes were paid in a timely manner. Payroll taxes, Monthly taxes, and Quarterly taxes.
Assisted with tax preparation by gathering necessary documentation.
Utilized accounting software to track financial data efficiently.
Maintained organized files for all financial transactions and documents.
Communicated with clients regarding billing inquiries and discrepancies.
Performed basic accounting, payroll and bookkeeping services to manage business operations.
Conducted monthly bank reconciliations.
Ensured accuracy in all accounting entries and records.
Entered deposits, credit card charges and sales entries to facilitate cash management.
Performed month-end closing activities.
Responded to inquiries from IRS, state and other tax authorities to minimize additional interest and penalty charges.
Reviewed employee expense reports for compliance with company policies.
Provided support during external audits by preparing necessary documents and answering inquiries.
Ensured compliance with local, state, and federal government reporting requirements and tax filings.
Monitored cash flow, preparing reports to inform management of financial status.
Handled sensitive financial information with confidentiality and integrity.
Conducted month-end and year-end close processes, ensuring accuracy of financial reporting.
Received and recorded cash, checks and transfers.
Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
Recorded debit, credit and account transactions in computer spreadsheets and databases.
Prepared and processed payroll.
Monitored loans and accounts payable to confirm payments are current.
Evaluated risks associated with property titles and provided recommendations.
Collaborated with real estate agents to gather necessary documentation.
Verified ownership records through various databases and public record sources.
Conducted research on public records, such as court decisions, deeds, and liens.
Applied knowledge of legal requirements in order to determine insurability of real estate transactions.
Prepared detailed reports regarding the findings from title search investigations.
Maintained accurate records pertaining to all issued policies and endorsements.
Legal Bookkeeper
Robert K. Tebay III Attorney at Law
Parkersburg
06.2018 - 09.2024
Managed daily financial transactions and maintained accurate records.
Processed accounts payable and receivable efficiently and timely.
Reconciled bank statements to ensure accuracy of financial data.
Process payroll for employees using integrated payroll software systems.
Prepare reports on payroll data for management review as needed.
Reviewed timesheets for accuracy and completeness prior to processing payroll.
Filed electronically through approved software programs.
Ensured that all applicable deadlines were met when submitting documents.
Maintained organized filing system for financial documentation and records management.
Licensed Title Insurance Agent, Closer, Processor at Alliance Title Group, Inc.Licensed Title Insurance Agent, Closer, Processor at Alliance Title Group, Inc.