Kelly Koerner
Seaford ,NY
Summary
Detail-oriented Accounting Bookkeeper with proven expertise in maintaining financial records, preparing invoices, and managing payroll. Strong knowledge of accounting procedures, tax processes, and budget management contributes to enhanced accuracy and efficiency in financial reporting. Proficient in QuickBooks and Microsoft Excel, driving cost savings through strategic resource allocation. Committed to continuous improvement in financial operations.
Overview
23
23
years of professional experience
Work History
Accounting Bookkeeper
Lawrence P Fisher, CPA PC
Massapequa, NY
01.2020 - Current
- Processed invoices and checks, and maintained daily cash logs and deposits.
- Performed basic accounting, payroll and bookkeeping services to manage business operations.
- Processed accounts receivable invoices, payments, and refunds.
- Processed payroll for employees, including calculating wages, deductions, and issuing payments.
- Handled accounts payable and receivable, including invoicing and payment processing.
- Utilized accounting software to streamline bookkeeping processes, increasing efficiency.
- Reconciled bank statements to internal accounts monthly, identifying and resolving discrepancies.
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
- Assisted in the preparation of financial reports including balance sheets, income statements, and statement of cash flows.
- Maintained and reconciled general ledger accounts.
- Handled sensitive financial information with confidentiality and integrity.
- Inputted journal entries into accounting software system.
- Responded to inquiries from IRS, state and other tax authorities to minimize additional interest and penalty charges.
- Monitored loans and accounts payable to confirm payments are current.
- Generated monthly financial statements for management review.
- Prepared sales tax returns on a quarterly basis.
- Prepared financial statements, including balance sheets and income statements, for review by management.
- Received and recorded cash, checks and transfers.
- Maintained accounts payable and receivable, ensuring timely billing and payment processing.
- Conducted monthly reconciliation of bank statements.
Medical Biller and Coder
Island Diagnostic Imaging Associates
Massapequa, NY
06.2002 - 01.2020
- Handled incoming calls and directed callers to appropriate department or employee.
- Interpreted medical reports to apply appropriate ICD-9, CPT-4 and HCPCS codes.
- Read through patient health data, histories, physician diagnoses and treatments to gain understanding for coding purposes.
- Resolved denied claims by researching payer requirements and preparing appeals.
- Maintained updated knowledge of coding requirements, which included continuing education and certification renewal.
- Maintained current working knowledge of CPT and ICD-10 coding principles, government regulation, protocols and third-party billing requirements.
- Provided customer service support to patients regarding billing inquiries.
- Tracked details such as authorizations, pre-certifications or referrals required prior to service delivery.
- Pulled patient records and transferred information to appropriate parties.
- Maintained positive working relationship with fellow staff and management.
- Answered questions and fulfilled requests with friendly and knowledgeable service.
- Entered patient insurance, demographic and health information into software and confirmed records.
Education
High School Diploma -
Massapequa High School
Massapequa Park, NY06-1994
Skills
- Experienced in QuickBooks Software
- Accuracy in Bank Reconciliation
- Accounts Payable Management
- Invoice Management
- Month-End Reconciliation
- Year-End Financial Closing
- Timely Payroll Processing
- Accounts Receivable Management
- Accounting Ledger Administration
- Tax Return Preparation
References
References available upon request.
Timeline
Accounting Bookkeeper
Lawrence P Fisher, CPA PC
01.2020 - Current
Medical Biller and Coder
Island Diagnostic Imaging Associates
06.2002 - 01.2020
High School Diploma -
Massapequa High School
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