Thomson Reuters
Penny M. Weaver
Summary
Detailed-oriented professional well versed in managing payroll, bookkeeping, financial records, and legal documentation. My expertise in QuickBooks and exceptional organizational skills have led to improved financial reporting and client satisfaction. I'm known for precision and a proactive approach, significantly enhancing efficiency and trust.
Overview
17
17
years of professional experience
Work History
Bookkeeper / Legal Secretary
Garland & Rodriguez Law Firm
Garner, IA
04.2022 - Current
- Maintain accurate Time and Billing reports for Attorneys, ensuring financial accuracy and compliance.
- Manage and reconcile multiple bank accounts, maintaining balanced records at all times.
- Administer bi-monthly payroll and manage monthly/quarterly payroll taxes, ensuring compliance with tax regulations.
- Solely responsible for the Trust checking account transactions with precise handling of large incoming and outgoing funds.
- Balance Estate inventories up to $8 million, ensuring proper division of assets among beneficiaries.
- Handle Accounts Payable and Receivable, ensuring timely payments and collections.
- Prepare legal court documents with precision and accuracy.
Bookkeeper
Ryco Customs
04.2022 - 11.2022
- Managed multiple checking accounts and line of credits with accurate daily balances.
- Processed invoices, accounts payable and receivable activities, maintaining vendor relationships and cash flow.
- Handled bi-weekly payroll processing for employees, along with tracking vacation and holiday pay, ensuring accurate payments.
- Calculated and filed monthly, quarterly and yearly payroll and sales tax payments in compliance with regulations.
- Prepared monthly bank reconciliations to ensure accurate representation of company's financial position.
Bookkeeper
D.K. Arndt, CPA & Consultants
10.2017 - 04.2022
- Managed payroll for 30+ clients, ensuring timely and accurate payments, enhancing client satisfaction.
- Handled monthly bookkeeping and quarterly reports for 45+ clients, improving financial accuracy and compliance.
- Processed multi-state sales tax payments, following regulatory compliance and reducing penalties.
- Improved tax preparation efficiency, organized and reviewed all relevant financial documents.
- Reconciled bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Processed tax returns and finalized billing to clients.
- Prepared annual 1099s and W-2 forms, maintaining precise records for tax reporting.
- Trained multiple seasonal employees for a successful tax season.
- Created client billing along with accounts payable and receivable.
Education
Spencer School of Business
Spencer, IA01-1991
Skills
- Accounting and bookkeeping
- Quickbooks
- Microsoft office
- Accounts receivable & payable
- Bookkeeping software
- Advanced computer skills
- Payroll administration
- Exceptional organization
- Customer relations
- Superior attention to detail
- Time tracking
- Payroll liability and deductions
- Tax statement preparation
- Payroll preparation and processing
- Time management
- Proactive and Self-motivated
- Precision and accuracy
- Handling confidential materials
- Relationship building
- Critical thinking
Software
Quickbooks
Microsoft Office
Languages
English
Native or Bilingual
Timeline
Bookkeeper / Legal Secretary
Garland & Rodriguez Law Firm
04.2022 - Current
Bookkeeper
Ryco Customs
04.2022 - 11.2022
Bookkeeper
D.K. Arndt, CPA & Consultants
10.2017 - 04.2022
Spencer School of Business
Work Preference
Work Type
Full TimeWork Location
RemoteOn-SiteHybridSimilar Profiles
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