Kimberly Morgan
La Grande,OR
Summary
Dynamic and detail-oriented professional with a strong background in bookkeeping and accounting from my internship at an accounting firm. Proficient in QuickBooks and skilled in monthly account reconciliations, I excel in client communication and data accuracy, ensuring financial integrity and fostering positive client relationships.
Overview
11
11
years of professional experience
Work History
Bookkeeping and Accounting
Independent Contractor
01.2018 - Current
- In late 2018 I accepted a paid internship through an accounting firm where I was able to acquire a wide range of knowledge in the bookkeeping and accounting fields.
- During my internship I performed various tasks for the firm’s extensive client base.
- My general daily tasks included establishing different charts of accounts, monitoring transactions throughout client credit card accounts, processing and tracking payroll data, preparing and filing financial documents, monthly account reconciliations and timely client correspondence.
- I was then able to take these skills and apply them to my own small bookkeeping business.
Patient Registrar & Tech Assistant
Intermountain Medical Imaging
01.2015 - 01.2018
- While working for Intermountain I was scheduled throughout three separate clinic locations which required a dynamic mindset and attention to detail with each shift.
- I performed a wide range of duties within my position which included registering patients, collecting co-pays, insurance verifications and preparing patients for their specific exams.
- Acquiring necessary screening documentation was also necessary for each modality and patient.
- Assisting radiology techs/doctors when and where it was needed.
- Scheduling patient appointments was required at times.
Skills
- Type 40 words per minute
- 10-key by touch
- Cash handling
- Proficiency in QuickBooks online
- Monthly account reconciliations
- Accounts payable & receivables
- Data Entry
- Data entry accuracy
- Financial reporting
- Client communication
Websites
Skillsets
- Type 40+ words per minute
- 10-key by touch
- Cash handling
- Proficiency in QuickBooks online
- Monthly account reconciliations
- Accounts payable & receivables
- Data Entry
Timeline
Bookkeeping and Accounting
Independent Contractor
01.2018 - Current
Patient Registrar & Tech Assistant
Intermountain Medical Imaging
01.2015 - 01.2018