Summary
Overview
Work History
Education
Skills
Timeline
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Lisa Allen

De Soto

Summary

Accurate bookkeeper with expertise in QuickBooks and financial compliance. Skilled in A/P and A/R processes, ensuring precise financial reporting and reconciliation.

Overview

5
5
years of professional experience

Work History

Bookkeeper

Leon & Company CPA
Arnold
04.2023 - Current
  • Conducted basic data entry tasks to maintain up-to-date records.
  • Conducted monthly bank reconciliations.
  • Ensured accuracy in all accounting entries and records.
  • Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
  • Posted journal entries to the general ledger system accurately and timely.
  • Conducted month-end and year-end close processes, ensuring accuracy of financial reporting.
  • Ensured compliance with local, state, and federal government reporting requirements and tax filings.
  • Prepared and processed payroll.

Bookkeeper

Quality Back Office
St Louis
05.2022 - 04.2023
  • Entered deposits, credit card charges and sales entries to facilitate cash management.
  • Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
  • Responded to inquiries from IRS, state and other tax authorities to minimize additional interest and penalty charges.
  • Provided support during external audits by preparing necessary documents and answering inquiries.
  • Handled sensitive financial information with confidentiality and integrity.
  • Ensured compliance with local, state, and federal government reporting requirements and tax filings.
  • Prepared and processed payroll.

Office Manager

Ace Fleet
De Soto
03.2021 - 04.2022
  • Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
  • Monitored payments due from clients and promptly contacted clients with past due payments.
  • Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
  • Managed office inventory and placed new supply orders.
  • Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.

Education

History

Culver Stockton College
Canton, MO

Historic Preservation

SEMO
Cape Girardeau, MO

Skills

  • QuickBooks, QuickBooks Online, Thomas Reuters
  • Bank, vendor, and credit card reconciliation
  • A/P and A/R
  • Sales and payroll tax filing
  • Payroll processing
  • Financial reporting

Timeline

Bookkeeper

Leon & Company CPA
04.2023 - Current

Bookkeeper

Quality Back Office
05.2022 - 04.2023

Office Manager

Ace Fleet
03.2021 - 04.2022

History

Culver Stockton College

Historic Preservation

SEMO

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