TERESA MERCADO-MCCORMICK
Rancho Santa Margarita,CA
Summary
Experienced Billing Manager and Office Administrator with over 25 years of experience supporting law firms advising high-net-worth clients. Strong background in legal billing, trust accounting, payroll, and office operations. Known for accuracy, discretion, and reliability, with a proven ability to manage complex administrative and financial responsibilities in fast-paced legal environments. Oversaw and transitioned billing and accounting departments through three partnership dissolutions.
Overview
28
28
years of professional experience
Work History
Billing Manager / Legal Assistant
Garrett Carchidi LLP
Newport Beach, CA
01.2012 - Current
- - Legal billing and timekeeping for attorneys and paralegals
- - Accounts receivable and accounts payable management
- - Client trust account maintenance and monthly reconciliations
- - Monthly bank reconciliations and financial reporting
- - Payroll coordination and year-end employee benefit preparation
- - Aged accounts receivable reporting and collections
- - Small Claims Court representation and preparation of Notices to Arbitrate
- - Attorney and law subscription management
- - Managed and organized off-site client files and safekeeping storage records
- - Support during partnership dissolutions and firm transitions
Billing Manager / Personal Bookkeeping
Heaton & Heaton, APC
Irvine, CA
01.2012 - 01.2021
- - Remote only attorney billing services
- - Accounts receivable, accounts payable, and collections
- - Personal and firm bank reconciliations
Billing Manager / Office Administrator
Garrett & Heaton LLP
Newport Beach, CA
01.2003 - 01.2012
- - Legal billing, timekeeping, and trust account management
- - Accounts receivable and payable processing
- - Monthly bank reconciliations and CPA coordination
- - Payroll processing and year-end reporting
- - Collections, aged AR reporting, and court filings
- - Attorney subscription and renewal management
Office Administrator / Billing Manager
Cheadle, Garrett & Heaton LLP
Newport Beach, CA
01.1998 - 01.2003
- - Legal billing and timekeeping
- - Accounts receivable and payable processing
- - Client trust account maintenance and reconciliations
- - Assistance with billing and client transitions
- - Oversaw and transitioned billing and accounting department through partnership Dissolution
Skills
Legal billing and timekeeping (Timeslips, BillQuick)
Trust accounting and bank reconciliations
Accounts receivable and payable
Payroll coordination
QuickBooks
Microsoft Word, Office 365, Excel
OneLegal Court Services Filings
Strong written and verbal communication skills
Ability to work well with attorneys, paralegals, and CPAs to support a well managed office
Timeline
Billing Manager / Legal Assistant
Garrett Carchidi LLP
01.2012 - Current
Billing Manager / Personal Bookkeeping
Heaton & Heaton, APC
01.2012 - 01.2021
Billing Manager / Office Administrator
Garrett & Heaton LLP
01.2003 - 01.2012
Office Administrator / Billing Manager
Cheadle, Garrett & Heaton LLP
01.1998 - 01.2003