Kyra Tolbert

Account Manager at Sweep Accounting. I work closely with martial arts gym owners to manage their bookkeeping, ensure accurate and timely financial reporting, and build scalable systems in QuickBooks Online. My role is to make sure the numbers are clean, understandable, and useful for decision-making as gyms grow into multi-location operations.

• Quality control A/P using ERP system
• Quality control A/R using ERP system
• Create customer invoices
• Verify all credit card reconciliations
• Monthly bank account reconciliations
• Processing quarterly rebate program
• Journal Entries
• Review monthly/weekly/yearly reports
• Contacts customers about overdue invoices
• Assist HR department in payroll activities
• Assist HR with onboarding new employees
• End/Open fiscal year processes
• Creating processes for Accounting Assistants
• Work in-depth with Controller and CFO to ensure accuracy
• Assist Controller with yearly audit packet

• Assist CPA in preparing tax returns using Ultratax and Drake software
• Communicate with clients about tax prep
• Clientele credit card reconciliation
• Help CPA prep company tax documents
• Fill in for receptionist when absent
• Created excel tax calculator for personal returns
• Restocking office supplies
• Filled out Weekly/Monthly budget excel sheet for CPA Review

• Mow and aerate Lawns
• Trim shrubbery
• Remove weeds
• Assist with pest control
• Make recommendations for lawn maintenance

• Assisted with gallery events
• Prepared schedule for art programs and classes
• Worked POS system
• Ordered gallery supplies when necessary
• Scheduled accommodation for travelling artists
• Packed and mailed art to customers