Fractional Bookkeeping and Accounting
Resume:
CHELSEA JAMISON
OWNER, FRACTIONAL ACCOUNTANT (DEC 2024 - PRESENT)
Ledger Keepers LLC Accounting Services Durham, NC (remote)
•Provide fractional financial services and full cycle accounting.
•Serve diverse industries, including construction, furniture, healthcare, restaurants, and real estate.
•Oversee and improve financial reporting, forecasting, variance analysis, internal controls, and cash flow.
•Assist in creating and monitoring key financial metrics and reports.
•Collaborate to foster financial accountability and literacy.
•Ensure business are prepared to have fruitful annual external audits.
•Identify and implement opportunities for cost and process efficiencies.
•Collaborate to improve and implement best practices.
FIRM ADMINISTRATOR (NOV 2023 - DEC 2024)
The Noble Law Firm Legal Services Chapel Hill, NC (hybrid)
•Managed facilities for four locations.
•Oversaw support services for attorneys.
•Handled vendor agreements, insurance renewals, and special projects.
•Gathered documentation for special projects such as refinance, loan applications, and business valuation.
•Generated offer letters and job descriptions, onboarded new employees and contractors, and managed payroll setup.
•Ensured all staff were up-to-date with technology changes, managed license counts, and created IT policy and process documentation.
•Collaborated with staff to maintain the website and social media presence, tracked marketing spend, and reported on ROI.
PROFESSIONAL ACCOUNTANT
Full Cycle Accounting Close
Operational Improvement
Project Management
Financial Reporting
Marketing Coordination
Technology Integration
Vendor Management
Office Management
Payroll Management
AR/AP
Budget Preparation
Facilities Management
Key Process Indicators
Business Operations
Human Resources
Facilities Management
SKILLS
EXPERIENCE
Dynamic, experienced financial professional with over 13 years of experience in accounting, finance, office management, and operations. Proven ability to adapt quickly to changing environments, ensuring smooth business operations. Skilled in financial management, problem solving, and operational improvement.
*******@******-******.***
Durham, NC
PROFESSIONAL PROFILE
CONTACT
SOFTWARE
MS Office
Google Workspace
QuickBooks Online/Desktop
Expensify
CRM Software
Nextep
Salesforce
Toast
Litify
Accounting Seed
LaCerte
Various Payroll Systems
Exposure to other ERPs
ASSESSMENTS
CHELSEA JAMISON
PROFESSIONAL ACCOUNTANT
EDUCATION
REGENT UNIVERSITY — Virginia Beach, VA
Bachelor of Science - Psychology
PROFESSIONAL PROFILE
DIRECTOR OF FINANCE (2023) & PRACTICE MANAGER (2022)
Greenleaf Psychological & Support Services Healthcare Durham, NC
•Supervised staff and managed operations for two offices.
•Handled insurance billing, patient AR collections, and medical records.
•Managed team meetings, AR/AP functions, and month-end close
•Conducted variance analysis and developed KPIs.
•Oversaw Billing Specialist and Insurance Specialist.
•Managed all bank transactions and reconciliations.
BUSINESS TAX PREPARER (2021 - 2022)
Patrick Scheuffler, An Accountancy Corp Public Accounting Aptos, CA (remote)
•Prepared business tax returns and financial statements.
•Managed bookkeeping and tax preparation for clients.
•Prepared simple LLC and Corp Tax Returns for review and filing.
•Assisted in preparing Financial Statements for Sr. Accountant clients.
•Provided general accounting services for preparing business tax returns.
ACCOUNTING SPECIALIST (2020 - 2021)
AP/AR SPECIALIST (2019 - 2020)
C3 Healthcare Rx Mental Healthcare & Pharmacy Start-up Morrisville, NC
(hybrid)
•Managed insurance renewals and monthly bank reconciliations.
•Performed full cycle month-end accounting tasks.
•Provided variance analysis to leadership.
•Maintained AR/AP records and improved payroll processes.
•Coordinated with external accounting firms for tax filings.
•Worked with cross-departmental staff to obtain statuses on aged AR.
•Trained Accounting Manager in QuickBooks, reporting, and software.
CO-OWNER/OFFICE MANAGER (2007 - 2019)
Foundational Flooring, Primarily Painting Services Durham, NC (remote)
•Managed and proacessed all financial operations, including P&L, fixed assets, general bookkeeping, payroll, AR, AP, and bank reconciliations.
•Utilized QuickBooks accounting software to record, store, and analyze.
Principles of Accounting – Proficient
QuickBooks Management – Proficient
Customer Service – Proficient
Management & Leadership Skills – Proficient
PERSONALITY
Meyers-Briggs - ISTJ
DISK - Precisionist CS
Working Genius - TD Judicious Accomplisher
Enneagram: 9w1
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