Bookkeeper Receivable Manager

Location:

Posted:

November 25, 2022

Richard C. Lurie

201-***-**** / *******.*****@*****.***

WORK EXPERIENCE:

Lead Bookkeeper 08/2015 – Present

Kitsune Media Incorporated New York, NY

Manage a team of three associate bookkeepers who provide on-site service

Review billable hours, generate client invoices, and issue paychecks to employees

Perform periodic trainings and peer reviews to maintain quality and accuracy Bookkeeper 04/2014 – 07/2015

Dbooks Bookkeeping Services New York, NY

Provided remote and on-site bookkeeping services for various clients

Supervised and support new team members; train and acclimate them

Tracked team progress internally with upper management

Communicated with clients to share progress and request needed items

Generated $50,000 of billable hours in 2014

Production Bookkeeper (freelance) 04/2012 – 04/2014 Resonance Story Company Brooklyn, NY

Created QuickBooks chart of accounts to record project income and expenses

Tracked project expenses using production code system

Prepared and filed 1099s and 1096

Created company-wide expense tracking system

Full-Service Bookkeeper 04/2012 – 08/2013

The Church-in-the-Gardens Forest Hills, NY

Developed FY 2013 budget and reporting standards with Treasurer

Revamped and condensed Chart of Accounts

Documented daily workflow for inclusion in policies and procedure manual

Established audit procedures for petty cash, security deposits, and reimbursements

Entered and ran payrolls using QuickBooks Payroll Service Freelance Bookkeeper 01/2008 – Present

Cannery Works Corporation New York, NY

Created UCOA-compliant Chart of Accounts from the ground up

Performed forensic accounting for previous three fiscal years

Prepared financial statements for grant applications, per application instructions

Recorded the value of in-kind donations and prepared IRS form 990

Used class system to track profit and loss by project Bookkeeper/Accounts Receivable Manager 10/2010 – 03/2012 chashama, Inc. New York, NY

Streamlined chart of accounts to align with UCOA standards

Developed FY 2012 budget with Operations Manager

Corrected previous bookkeeper's errors to ensure auditor compliance

Revamped customer invoicing, reducing outstanding A/R amount by $15,000

Prepared “thank you” letters for donors in compliance with IRS requirements

Created and maintained security deposit schedule and corresponding liability account