Kim Wolf
Downingtown,PA
Summary
Driven and detail-oriented accounting professional with experience in building client relationships, collaborating with team members, and working independently to meet deadlines. Proven ability to learn new skills quickly, achieve challenging goals, and problem-solve. Experience in full-cycle accounting to provide accurate financial reports so clients have the tools necessary to make business decisions.
Overview
20
20
years of professional experience
Work History
Team Manager
Main Line Accounting
Wayne, PA
08.2023 - Current
- Set clear team goals and monitor progress through monthly file reviews with team members.
- Provide team support for best accounting practices, process implementation, and client communication challenges.
- Manage the client onboarding process to set up a QuickBooks file, establish the connection with bank and credit card services, and third-party payroll companies and software applications. Develop efficient processes and create a workflow for the account representative to utilize during the client workday.
- Train new staff on company procedures, and provide direct support with client work during the initial 60 to 90-day period.
- Assist team members with preliminary 1099 file review procedures and then conduct final 1099 reviews prior to filing.
- Conduct annual file reviews and assist team members with year-end adjusting journal entries provided by the tax accountant.
Client Service Representative
Main Line Accounting
Wayne, PA
06.2019 - 07.2023
- Serviced a full-time caseload averaging 15 clients from various industries including small businesses, nonprofit organizations, and high net worth individuals.
- Reconciled bank, loan, credit card, and investment accounts.
- Provided support to third-party auditors for document compilation and testing. Managed work papers to reconcile payroll, investments, prepaid expenses, deferred revenue, and depreciation.
- Reviewed financial reports with clients on a monthly basis and presented financial reports to board members of nonprofit organizations.
Accounts Payable Assistant
American Door Company
Melbourne, FL
04.2005 - 08.2008
- Implementation of the 3-way matching process to create item receipts against purchase orders, verify invoice accuracy, and process payments to vendors.
- Reconciled vendor account balances to monthly statements.
- Communicated directly with vendors to resolve billing errors.
- Assisted Accounts Payable Manager with projects.
Education
MBA - Business Administration
University of Phoenix
Online03-2009
Bachelor of Arts - English
University of North Florida
Jacksonville, FL08-2002
Skills
- QuickBooks Desktop for Windows and Mac
- Bookkeeping Certificate
- Strong attention to detail
- Client onboarding
- Small Business and Nonprofit Accounting
- Account analysis, budgeting, and cash flows
- Customer service
- 1099 Processing
Timeline
Team Manager
Main Line Accounting
08.2023 - Current
Client Service Representative
Main Line Accounting
06.2019 - 07.2023
Accounts Payable Assistant
American Door Company
04.2005 - 08.2008
MBA - Business Administration
University of Phoenix
Bachelor of Arts - English
University of North Florida
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