Bookkeeping

I began my career straight out of college working as a two-day a week temp for Kelly Services Midwest payroll center. Within six months I was working full-time as the lead payroll clerk, sitting at the lead clerk’s desk (the last stop before an incorrect check was put in the mail).

Since 1997 I’ve been in charge of the bookkeeping department at StageLight, Inc. (Houston), and in December 2016 decided to start shifting toward becoming a freelance bookkeeper. I am certified as a QuickBooks Online Pro Advisor (Gold Level).

I enjoy managing finances. I love helping companies clean up and maintain their books and finding better ways to process their Financials.

QUALITIES:

Integrity
Conscientious
Discreet
Detailed
Thorough

SKILLS

Accounts Payable
Accounts Receivable
Inventory Management
Multi-State Payroll
Multi-State Sales Taxes
Fixed Asset Management
Financials
Government/Other Reports

SOFTWARE

PROFICIENT

Microsoft Windows
QuickBooks Online (QB Pro Advisor Certified)
Microsoft Dynamics Great Plains
Excel
Word
Lotus 1-2-3
WordPerfect

ALSO KNOWLEDGABLE

Apple Mac
Open Office Calc
QuickBooks Desktop
Crystal Reports
WordPro
Microsoft Access Relational Database

OTHER ACCOUNTING SOFTWARE USED

Peachtree
MYOB
BPI
Solomon

EMPLOYERS

(As employee and/or contract bookkeeping)

Kelly Services Midwest Payroll Center, St. Louis
Kelly Services Houston Payroll Center
A.D. Players Theatre Company (non-profit)
Advent Medical Services
Kid’s Directory & Hidden Values
Bard Project non-profit Production Company
City of Refuge Church
Interactive Theatre Company (non-profit)
StageLight, Inc. (Houston, Dallas, Nashville, New Orleans)
Rigging Innovators, San Antonio
4th Wall Theatre Company

SERVICES

Catch Up/Clean up Financials
Recommend Streamlined Systems
Data Entry
Bank Deposits
Pay Bills
Cash Management
Collections
Reconcile Vendor Statements
Research and Resolve Customer & Vendor Questions/Issues
Create & Maintain Supplemental Spreadsheets
Payroll Taxes (including Quarterly & Annual Reports & W-2s)
Annual 1099s
Reconcile Bank/Credit Card Statements
Submit Property Tax Renditions
Audit & Reconcile Financial Reports
Process Depreciation
Long Term Debt
Allowance for Doubtful Accounts (ADA)
Percentage of Completion
Audit & Adjust Trial Balance
Correcting General Journal Entries
Produce Monthly Financials
Close Months/Years
Government & Bank Required Reporting
Work with CPA for necessary Audits/ Reviews/Compilations
Work with CPA on Income & Franchise Taxes

HOW CAN I SERVE YOU?

Ready to find out more?

Call or email me today for a free quote!

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