Lara Bucholtz
Mount Olive,AL
Summary
Experienced Certified Full-Charge Bookkeeper / Accountant seeking an accounting position with a company where I can use my experience and skills to assist in a company’s success, as well as learn and grow as an employee.
Adept at managing budgets, payroll, invoicing and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Accountant
Stone, Avant & Daniels, LLC - CPA
06.2024 - Current
- Responsible for A/P & A/R, bank reconciliations, credit card reconciliations and general ledgers, as well as monthly cash flows and financials
- Train clients’ internal bookkeepers in QBO & QB desktop
- Process payroll and file monthly quarterly sales & payroll tax returns
- Prepare 1099’s / 1096’s for all clients
- Assist in month and year-close and responsible for uploading back-up to CCH
Full-Charge Bookkeeper, Office Manager, HR Director
McCorkle, Johnson & McCoy, LLP – Law Firm
11.2023 - 05.2024
- Handled monthly A/R in CLIO for 7 attorneys as well as posting of client expenses so it is accurately recorded on Invoices and Statements
- Edited prebills including write-offs, write-ups, & adjustments, as well as transfers of trust monies
- Reconciled Checking & Trust accounts as well as balance sheet, general ledger, A/P & A/R in QBO
- Prepared monthly cash flows and reports for each attorney
- Responsible for bi-weekly payroll, insurance and 401Ks
Full Charge Bookkeeper
Van Duyne & Bruno Co. Business & Wealth Mgmt.
10.2022 - 10.2023
- Responsible for A/P & A/R, bank reconciliations, credit card reconciliations and general ledgers, as well as monthly cash flows and financials reports
- Obtained and maintained insurance, processed payrolls, and tax payments & filings
- Assisted in month and year-end close
- Processed 1099 / 1096 for several companies
- Supervision of 3 bookkeepers
Full Charge Bookkeeper
Focus Financial Partners Business & Wealth Mgmt.
01.2007 - 08.2022
- Responsible for A/P & A/R, bank reconciliations, credit card reconciliations and general ledgers, as well as monthly cash flows and financials reports
- Compiled tax packages for Tax Accountants
- Processed 1099 / 1096 for several companies
- Supervised 2 bookkeepers
Education
BA - TV/Radio
Brooklyn College
Brooklyn, NYAA - Accounting
College of the Desert
Palm Springs, CASkills
- QBO, QB Desktop, Billcom, Melio, CCH, CLIO, Paychex, ADP, DEXT, Expensify, Google Docs & Sheets, Microsoft Teams, Microsoft Office, Asana, Shopify, Keeper
- Financial statements
- Payroll processing
- Cash flow analysis
- General ledger management
- Data inputting
- Auditing
- Quickbooks
- Variance analysis
- Budget analysis
- Full-cycle accounting
- Cloud accounting
- Microsoft Excel
- Year-end close
- A/P and A/R
- Reporting
Accomplishments
- After the review of the Balance Sheet of a client, there were accounts not reconciled and wrongly coded thus understating income. After coding correctly, $200K was found in income that internal company was due commissions on.
- Aided Law Firm transitions from old software to new software.
Affiliations
- Juvenile Diabetes Foundation
- Alzheimer's Association
- United Way
Certification
- Certified Bookkeeper
Timeline
Accountant
Stone, Avant & Daniels, LLC - CPA
06.2024 - Current
Full-Charge Bookkeeper, Office Manager, HR Director
McCorkle, Johnson & McCoy, LLP – Law Firm
11.2023 - 05.2024
Full Charge Bookkeeper
Van Duyne & Bruno Co. Business & Wealth Mgmt.
10.2022 - 10.2023
Full Charge Bookkeeper
Focus Financial Partners Business & Wealth Mgmt.
01.2007 - 08.2022
AA - Accounting
College of the Desert
BA - TV/Radio
Brooklyn College
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