Accountant & Bookkeeper

Detailed & forensic with a strong background in accounting & auditing including but limited to; manufacturing, healthcare, construction and many more. Have passed many performance Audits. Along with working closely with clients who have Sales Tax Audits by cleaning up the books to reduce penalties. Have excellent relationships with State and Federal Auditors, which can result in favorable resolutions to the business owner / company.

Areas of Proficiency

Full Cycle Accountancy

TWC – Rendition – Franchise Taxes

QuickBook Pro & Enterprise, PeachTree, Studio Design

Full Charge Bookkeeping

Job Cost Accounting

MediSoft, Centricity, Allscripts, EagleSoft Greenway- LyTec

GAAP - Compliance

Budget & Forecasting

Availity – Emdeon – Gateway - PayorPath

Professional Experiences

Surgical Center & Ophthalmology Clinic 2016 - Present

Controller Medical Billing Mgr. Consultant Fort Worth, Texas

Corrected front-end systems to make sure demographics and insurance verification / pre-auth was properly done.

Audited incoming mail – EOB’s addressing carrier’s comments per claim denial & upcode as needed or remedied.

Collected with a team of 2-billers for 4-orthopeadic-surgeon practice over $525k up from $125k. At one point $638k.

Preform monthly Quick Bookkeeping and financial breakout percentage for provider’s earnings. Plus payroll processing.

Wholesale & Retail Nursery 2014 - 2016

Controller / Bookkeeping

Implemented better accounting functions for accountability & transparency.

Negotiated better vendors credit terms from COD to 90-day terms – freeing up cash flow – and allowing for extra time to pay down debt load.

Sales Tax refund after auditing the books resulted in $102k & $89k due in part of improper classifications – a common error for less seasoned bookkeepers. As an accountant – I can recognize error and time clean up books as in this case.

Health Clinic 2012 - 2014

Controller Consultant Dallas, Texas

Managed accounts payable & receivable for a five physician Family Practice facility.

Performed payroll functions for over 45-clinic staff using QuickBooks & EFT.

Produced daily reports from QuickBooks & posting into Medisoft.

Corrected claims using proper ICD-10 or modifier & resubmitted for payment to carriers.

Accurately reconciled 4-bank accounts 3-Credit cards (1,600 average transactions per month).

Provide a weekly production & QuickBooks financial reports detailing the health of the practice.

Interior Design 2011 – 2012

Accountant / Consultant Dallas, Texas

Cleaned up over 7-months of accounting problems (Missed labeled chart if account to not reconciling)

Performed Payroll only by EFT for all assistant designers & warehouse employees using QuickBooks payroll services.

Reduced a fulltime position to 20 hours per week by being very efficient and well organized.

Cut office expenses by 15% by going green & identified competitive vendors

Reconciled all bank & credit cards for a $15-million high-end interior design firm.

Professional Education

Graduate with BA in Accounting, 4.0 at SMU

MBA, Healthcare Accounting –& Finance Saint Andrews University

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