Highly organized and dependable Staff Accountant with background in bookkeeping and financial analysis. Successful history of streamlining accounting processes, identifying cost savings opportunities, and improving accuracy and efficiency. Skilled in using various accounting software programs and technologies.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Staff Accountant (Remote)
Kaizen CPAs + Advisors
2023.03 - Current
Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
Maintained fixed asset records and depreciation schedules to establish accurate calculations.
Helped with preparation of year-end and statutory accounts to compare past reports and evaluate financial health of company.
Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
Communicated with clients about their monthly financials and any of their accounting needs
Prepared monthly financial statements for clients to review in order to have an accurate and timely understanding of their business's financial needs
Full Charge Bookkeeper
Clayton, Byrd, & Meeks LLP
2022.03 - 2023.03
Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
Reconciled and corrected issues with financial records.
Completed payroll for employees and maintained detailed records of procedures.
Completed tax forms in compliance with legal regulations.
Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
Full Charge Bookkeeper
Fox & Company CPAs
2019.11 - 2020.05
Accounts payable and receivable for multiple businesses including doctors, distributions companies, and small businesses
Monthly bank statement reconciliation
Prepared quarterly and annual tax forms for businesses and individuals for the CPA's approval
Business client communications via phone and email regarding any questions about their records
Prepared payroll and payroll taxes for multiple business clients.
Financial & Administrative Assistant
First Presbyterian Church
2019.03 - 2019.11
Perform secretarial duties: receive calls, welcome guests, respond to emails, and check the mail
Maintain accurate financial records of contributions in ACS People Suite
Receive, reconcile, and pay invoices during weekly check runs
Prepare deposits for the Treasurer
Collect timesheets and prepare payroll for less than 10 employees
File City, State, and Federal payroll taxes
Maintain the church website and Facebook page
Prepare monthly newsletter and mail through the USPS Bulk Mailing for Nonprofit Business Marketing.
Accounts Payable/Receivable
Youngblood Excavating & Contracting
2018.02 - 2018.10
Responded to both vendor and customer account inquiries
Reconciled monthly statements received from vendors to ensure system accuracy
Generated both accounts payable and accounts receivable reports for monthly financial review meetings
Negotiated with vendors to extend deadlines, release orders, extend credit limits, etc
Received, reconciled, and paid invoices during weekly check runs
Ensured proper recording and handling of checks
Created monthly invoices for the State of Kentucky snowplow contracts.
Education
Bachelor's in Accounting -
Southern New Hampshire University
Online
05.2026
Associate's Degree -
West Kentucky Community & Technical College
Paducah
05.2020
High School Diploma -
Muhlenberg County High School
Greenville, KY
01.2015
Skills
Journal entry preparation
Financial Reporting
General ledger accounting
Bookkeeping
Data Management
GAAP Accounting
Monthly Account / Bank Reconciliation
Monthly / Quarterly / Year End Reports
Administrative Support
Fixed Asset management
Positiveattributes
Hard working and driven to succeed
Productive as a team member and as an individual
Completes tasks in a timely and efficient manner
Move forward towards CPA certification
Attentive to detail and organized
Punctual and reliable in all aspects
Annotated and able to keep accurate records
Certification
General Business Certificate
Associate in Arts Degree
QuickBooks Online ProAdvisor
QuickBooks Desktop Certified
Software
QuickBooks Online
QuickBooks Desktop
Microsoft Excel
Microsoft Word
Thomson Reuters Accounting CS
Thomson Reuters Fixed Assets CS
Timeline
Staff Accountant (Remote)
Kaizen CPAs + Advisors
2023.03 - Current
Full Charge Bookkeeper
Clayton, Byrd, & Meeks LLP
2022.03 - 2023.03
Full Charge Bookkeeper
Fox & Company CPAs
2019.11 - 2020.05
Financial & Administrative Assistant
First Presbyterian Church
2019.03 - 2019.11
Accounts Payable/Receivable
Youngblood Excavating & Contracting
2018.02 - 2018.10
Bachelor's in Accounting -
Southern New Hampshire University
Associate's Degree -
West Kentucky Community & Technical College
High School Diploma -
Muhlenberg County High School
General Business Certificate
Associate in Arts Degree
QuickBooks Online ProAdvisor
QuickBooks Desktop Certified
Similar Profiles
Amandeep KaurAmandeep Kaur
HR Administrator at Kaizen CPAs Plus Advisors Pvt. Limited (India)HR Administrator at Kaizen CPAs Plus Advisors Pvt. Limited (India)