Services offered
Meet Your Financial Ally
Accurate books are the heartbeat of any successful venture. I’m [Your Name], a QuickBooks Online Certified ProAdvisor with more than 20 years of experience helping businesses and individuals achieve financial integrity.
I specialize in the "heavy lifting" of bookkeeping—handling everything from accounts payable and receivable to complex non-profit compliance. My goal is simple: to provide you with timely, crystal-clear financial statements that make tax season a non-event and audit preparation a breeze. When you work with me, you aren't just getting a bookkeeper; you’re getting two decades of expertise dedicated to your bottom line.
Experience
Professional Summary
Highly meticulous Senior Full-Charge Bookkeeper with over 20 years of experience providing comprehensive financial management for CPA firms, medical practices, and non-profit organizations. Expert in managing the full accounting lifecycle, from $60M+ fund accounting to multi-entity payroll and audit preparation. Proven track record of delivering audit-ready financial statements and implementing efficient, automated workflows.
Core Competencies
Financial Operations: Full-Cycle Bookkeeping, A/P & A/R, Bank & Investment Reconciliation, General Ledger.
Specialized Accounting: Non-Profit Fund Accounting, Endowment Management, Intercompany Due To/From.
Compliance & Payroll: Federal/State Payroll Tax Reporting, Sales Tax, 1099/W-2, Audit Liaison.
Technical Skills: QuickBooks Online (Certified ProAdvisor), QuickBooks Desktop, Advanced MS Excel.
Professional Experience
Silas Simmons, LLP, CPAs | Natchez, MS Senior Paraprofessional / Full-Charge Bookkeeper | 2022 – 2025
Managed a diverse portfolio of client accounts, ensuring 100% accuracy in financial records and timely delivery of financial statements.
Processed complex payrolls and executed all state and federal payroll tax reporting requirements.
Performed high-level bank and investment reconciliations for high-net-worth clients and corporations.
The Gillon Group, PLLC, CPAs | Natchez, MS Payroll Manager / Full-Charge Bookkeeper | 2013 – 2022
Directed payroll operations and quarterly review processes for an extensive client base.
Maintained accuracy across multiple sets of books, providing proactive client support and financial troubleshooting.
Standardized reconciliation processes, ensuring all client accounts were audit-ready at year-end.
The Wall Plastic Surgery Center | Shreveport, LA Full-Charge Bookkeeper | 2012 – 2013
Oversaw accounting for multiple medical corporations and a surgery center, managing complex intercompany transactions.
Handled specialized healthcare payroll and strictly adhered to state/federal reporting deadlines.
LSU Health Sciences Foundation | Shreveport, LA Senior Accountant | 2001 – 2012
Managed accounting for a non-profit foundation with $60M+ in assets, ensuring total compliance with LSU Systems.
Specialized in Fund Accounting, managing restricted endowments, professorships, and property tracking.
Served as the primary liaison for annual audits and financial seminars for university departments.
Education
Education & Certification
Certified QuickBooks Online ProAdvisor
Louisiana State University: Fine Arts and Business Management
Bossier Parish Community College: Accounting and Business Courses
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