Kristen Williams
Jarrell
Summary
Experienced in full charge bookkeeping with a comprehensive background in managing accounts receivable and payable, processing payroll, and preparing monthly financial statements. Demonstrated ability to perform bank reconciliations across multiple accounts, ensuring accuracy and compliance with GAAP standards. Skilled in filing various tax forms including W-2s, 1099s, and quarterly payroll reports, while maintaining meticulous employee and subcontractor records. Proficient in utilizing QuickBooks and advanced Excel for financial reporting and analysis, contributing to streamlined accounting processes.
Overview
15
15
years of professional experience
Work History
Business Office Manager
Renaissance Contracting LLC
Austin
06.2024 - Current
- All Accounts Receivable and Payable
- Process Bank Reconciliations Monthly - Multiple Bank and Credit Accounts
- Reconcile Month End Reports
- Prepare Monthly Financial Statements
- Process Payroll
- Process and File Quarterly/Annual Payroll Reports (941, 940, 945and TWC)
- Process and File Forms W-2 and W-3
- Process and File Forms 1099 and 1096 annually
- Maintain employee and Subcontractor Records.
- Process Payroll Tax Payments via EFTPS and/or telephone
- Process Sales Tax
- Process Insurance Tax Audits upon request
- Analyse/Audit customer files and make necessary adjustments to ensure GAAP compliance
- Answering Phones and General Office Duties
Full Charge Bookkeeper
Exacta Bookkeeping & Tax Service
Round Rock
07.2023 - 05.2024
- (The list below was done for multiple clients)
- Process and File Forms 1099 and 1096 annually
- Maintain employee and subcontractor Records.
- Process Bank Reconciliations Monthly (Multiple Accounts per Client)
- Reconcile Month End Report from Clients
- Prepare Monthly Financial Statements
- Process Payroll; for multiple clients weekly
- Process and File Quarterly/Annual Payroll Reports (941, 940, 945and TWC)
- Process and File Forms W-2 and W-3
- Process Payroll Tax Payments via EFTPS and/or telephone
- Process Sales Tax
- Process Insurance/Sales Tax Audits upon request
- Analyse/Audit client files and make necessary adjustments to ensure GAAP compliance
- Process and file tax returns for internal and external clients
- Filing, Answering Phones and General Office Duties
Full Charge Bookkeeper
All-Good Accounting and Payroll
Corpus Christi
01.2022 - 06.2023
- (The list below was done for multiple clients)
- Accounts Receivable
- Accounts Payable
- Process and File Forms 1099 and 1096 annually
- Maintain employee and subcontractor Records Records.
- Process Bank Reconciliations Monthly (Multiple Accounts per Client)
- Reconcile Month End Report from Clients
- Prepare Monthly Financial Statements
- Payroll for 50+ employees; for several different clients
- Process and File Quarterly Payroll Reports (941, 940 and TWC)
- Process and File Forms W-2 and W-3
- Process Payroll Tax Payments
- Process Sales Tax
- Process Insurance Audits upon request
- Filing, Answering Phones and General Office Duties
Full Charge Bookkeeper
Ruble-Leadbetter & Associates PC
Corpus Christi
01.2015 - 09.2021
- (The list below is done for multiple clients that I manage for Ruble-Leadbetter)
- Accounts Receivable
- Accounts Payable
- Process and File Forms 1099 and 1096 annually
- Maintain Owner Records
- Process Monthly HOA Statements
- Process Rental Income Statements
- Reconcile and distribute Rental Income to property owners
- Process Bank Draft Collections and Payments
- Process Bank Reconciliations Monthly (Multiple Accounts per Client)
- Reconcile Month End Report from Clients
- Prepare Monthly Financial Statements
- Maintain Employee Records
- Payroll for 50+ employees
- Process and File Quarterly Payroll Reports (941, 940 and TWC)
- Process and File Forms W-2 and W-3
- Process Payroll Tax Payments
- Process City and State Occupancy Tax
- Process Sales Tax
- Prepare Resale Certificates upon request
- Process Insurance Audits upon request
- Filing, Answering Phones and General Office Duties
Rental and Logistics Coordinator/CRM Coordinator/Sales Admin. Assistant
Austin Generator Service
Austin
03.2011 - 07.2014
- Assistant to Sales Manager
- Customer Service & Sales Leads
- Create Sales Proposals
- Create Purchase Orders
- Create Invoices
- Maintain Customer Files
- Process Equipment Orders
- Maintain Customer Data Base & Sales Pipeline
- Customer Service & Rental Leads
- Create Rental Proposals
- Process Rental Orders
- Maintain Arrears Report
- Set up any subcontractor or vendor services needed for all orders
- Coordinator Re-Rental equipment if necessary
- Receive and Post Payments to customer accounts; all A/R Responsibilities for the Rental Dept.
- Coordinate Logistics for all orders, including overseas orders; coordinating proper paperwork with customs
- Maintain Customer Data Base & Rental Pipeline
- Assisted with Accounts Payable, post payable invoices into the system and prepare for payment
- CRM Coordinator
- Solely trained with an outside CRM company for a new software system to be merged and implemented with the current software and was preparing to train entire company
Education
Certification in Accounts Recievable Management -
Universal Class, Inc.
Austin, TXHigh School -
Taylor High School
Taylor, TXCriminal Justice
Axia College of University of Phoenix
Skills
- Quickbooks all versions of desktop
- Quickbooks online
- Microsoft Word
- Excel
- Powerpoint
- Outlook
- Salesforce
- Internet
- ACH
- Order Entry
- Accounts Payable
- Workers' Compensation
- Proposal Writing
- Financial Report Writing
- Payroll
- General Ledger Accounting
- Accounts Receivable
- Office Management
- Bank Reconciliation
- Accounting
- Balance sheet reconciliation
- Journal entries
- Account reconciliation
- Financial statement preparation
- Tax experience
- Bookkeeping
- Accounts receivable
- Accounts payable
- Payroll processing
- Bank reconciliations
- Financial statements
- GAAP compliance
- Payroll tax payments
- Sales tax processing
- Form 1099 filing
- Form W-2 filing
- Employee record maintenance
- Client management
- Process improvement
- Audit and controls
- Advanced Excel
- Communication skills
- QuickBooks
- Time management
- Problem resolution
- Staff training and development
- Office administration
- Relationship building
- File systems maintenance
- Credit and collections
- Expense tracking
- Office inventory oversight
- Bank reconciliation
- Tax compliance
- Record maintenance
- 1099 filing
- W-2 filing
- Monthly reporting
- Data analysis
- Software proficiency
- Customer service
- Vendor management
- Team building
- Inventory control
- Electronic medical records (EMR) systems
- Human resources management
- Vendor engagement
- Business recordkeeping
- Administrative support
- Employee onboarding
- Workflow planning
- Data retrieval systems
- Payroll management
- Policy and procedure modification
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Notary Public
True
Timeline
Business Office Manager
Renaissance Contracting LLC
06.2024 - Current
Full Charge Bookkeeper
Exacta Bookkeeping & Tax Service
07.2023 - 05.2024
Full Charge Bookkeeper
All-Good Accounting and Payroll
01.2022 - 06.2023
Full Charge Bookkeeper
Ruble-Leadbetter & Associates PC
01.2015 - 09.2021
Rental and Logistics Coordinator/CRM Coordinator/Sales Admin. Assistant
Austin Generator Service
03.2011 - 07.2014
Certification in Accounts Recievable Management -
Universal Class, Inc.
High School -
Taylor High School
Criminal Justice
Axia College of University of Phoenix