Overview
Work History
Education
Skills
References
Timeline
Generic

Lesley Davis

Tupelo,MS

Overview

19
19
years of professional experience

Work History

Part Time Bookkeeper

Fishwater Inc dba Moe's Original BBQ
Huntsville, AL
01.2012 - Current
  • Bookkeeper using QuickBooks Online, record banking transactions and issue monthly financial statements.
  • File sales tax and business tax returns.
  • Weekly payroll until 2022
  • I setup this client while working for Anglin Reichmann firm and have been doing their accounts remotely since 2012.

Senior Account Manager

Iris Financial Group Inc
Nashville, TN
11.2018 - 02.2024
  • Support clients using QuickBooks Online. Certified in program.
  • Reviewed two junior account managers bookkeeping and created monthly financial statements and sent to clients
  • Assisted with day to day bookkeeping on restaurant clients, i.e. Jonathan's Grille & Fox & Locke, non-profits and other small business accounts
  • Retired and moved back home to Tupelo

Junior Accountant

Connelly & Beeten PLC
Nashville, TN
12.2014 - 05.2016
  • Payroll, sales tax, general ledger accounting for clients using QuickBooks
  • Prepare individual tax returns in Lacerte
  • Offsite bookkeeping at client's site

Bookkeeper

Burgner Enterprises Inc. dba Thrifty Car Rental-Nashville, TN
Nashville, TN
01.2012 - 07.2014
  • Day to day accounting for franchise
  • AR, AP, payroll
  • Produce financial and cash flow statements to owner monthly

Small Business Specialist

Anglin Reichmann & Armstrong PC-Huntsville, AL
Huntsville, AL
01.2006 - 06.2012
  • Payroll, AP, sales tax, monthly and quarterly financial statements
  • Assisting start-up businesses by setting up their QuickBooks company file, opening all payroll and sales tax accounts, preparing business license applications
  • Provide initial and ongoing client training and support through on-onsite visits and remote access
  • Assist tax department with year-end write-up
  • Data entry of client information into Ultra Tax

Education

Tupelo High School
Tupelo, MS
05-1977

Skills

  • Quickbooks Online & Desktop
  • Account Reconciliation
  • Financial Reporting
  • General Ledger Entries
  • Accounting and bookkeeping

References

  • Donald Burgner, Former Owner-Burgner Enterprises Inc. dba Thrifty Car Rental Nashville, 615-202-1264
  • Ann Clair Johnson, Partner, Iris Financial Group Inc. 615.715.5059
  • Chris Clowers, Partner, Fishwater Inc 256.603.5200

Timeline

Senior Account Manager

Iris Financial Group Inc
11.2018 - 02.2024

Junior Accountant

Connelly & Beeten PLC
12.2014 - 05.2016

Part Time Bookkeeper

Fishwater Inc dba Moe's Original BBQ
01.2012 - Current

Bookkeeper

Burgner Enterprises Inc. dba Thrifty Car Rental-Nashville, TN
01.2012 - 07.2014

Small Business Specialist

Anglin Reichmann & Armstrong PC-Huntsville, AL
01.2006 - 06.2012

Tupelo High School

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Lesley Davis