Seasoned Full-Charge Bookkeeper

KIM BARNICOAT-GREENLER

Full Charge Bookkeeper / Staff Accountant

Gullerton, California 714-***-**** ***@****************************.*** SUMMARY OF QUALIFICATIONS

35+ years of experience in accounting and office management.

Proficient in the supervision and administration of confidential personnel/financial matters.

Excellent written/verbal skills.

Strong organizational and process development

skills.

Approach work and life with integrity.

Computer Skills Accounting/Tax Software

o Intuit QuickBooks Accountant “Desktop

Version”

o Sage / Peachtree

o Lacerte

Word Processing/Spreadsheet and

Administrative Software

o Microsoft Office: Word, Excel; Outlook

o SmartVault - Secure Portal, Protected

Document Mgt. Software

o Financial Cents – Accounting Practice

Management Software

PROFESSIONAL EXPERIENCE

GREEN LAMP BOOKKEEPING SERVICES Inc. La Habra, CA

OWNER & Accountant January 2015 – Present

Started my own Bookkeeping Service, working with Monthly, Quarterly and Annual clients, that rolled over from Swift & Swift CPA’s. QuickBooks Accountant Desktop/Accountants COPY reconciliations, General Ledger coding and entry through Financial Statements, Weekly Payroll, E-file Quarterly/ Annual Payroll Tax Returns, Sales & Use Tax Returns, 571L Property Tax Statements. Liaison between Clients, Bankers, Insurance Audits, Employees, CPA’s, and Tax Authorities.

STAMOS AND STAMOS CPA Firm Villa Park/Orange, CA

Full Charge Bookkeeper October 2021 – October 2025 Was hired to support the Bookkeeping Manager, ahead of anticipated growth. For the first two years, I was responsible for my own set of 20–25 clients (all applicable duties previously listed,) eventually then tasked to work with all clients, as the work came in. During this time the firm doubled in size, transitioned to a paperless format, implemented a secure portal process and an accountant management software. I was cross-trained on the firms’ own A/R invoicing w/payment processing, A/P, employee payroll administration and tax client follow-up duties.

SWIFT & SWIFT CPA’s Orange, CA

Senior Staff Accountant / Bookkeeper May 2012 – February 2015 Was hired as the Senior Staff Accountant to the Junior Partner Responsible for QuickBooks reconciliations - General Ledger coding and entry through Financial Statements, Quarterly/Annual Payroll Tax Returns, Sales & Use Tax Returns, 571L Property Tax Statements and managed Depreciation Schedules matching to the tax return. Worked independently, managing approx. 25 monthly retainer clients (Corporations/Partnerships and Sole Proprietors.) Reported directly to Managing CPA. When CPA closed her Accounting Department down, to concentrate on “Tax” only, she asked me to continue working with our clients under my own umbrella.

DANGELO CO. La Habra, CA

Accountant / A/R Specialist May 2011 – August 2011 Just completed their 90 day introductory period before my position was cut from the budget. Responsible for weekly Sales Reports, monthly Operating/Financial and Inventory reporting, processing client payments, credit cards and ACH directly to the bank, reconciliation of multiple bank accounts, ran Experian and bank/credit references to process new customers for credit approval, initiated billing for approval and processed all company invoices.

MORGAN GOLD, LLC and STEPHEN DEEDS RARE COINS, LLC Irvine, CA Accountant / A/R Specialist July 2010 – December 2010 Set up all accounting and administrative processes for “start-up” Precious Metals Company and it’s Wholesale partner. Obtained Business Licenses, Resale Certificates, and Telephonic Bond License. Duties: Liaison between Clients, IRA Custodians, Brokers and Bankers; managed the distribution of incoming phone lines to Brokers; managed A/P, A/R, payroll and benefits administration, commission calculations and distributions, G/L through Financial Statements. Also, managed the Owners personal checkbook.

THOMAS & FEES (CPA’S), and REBELLA ACCOUNTANCY Tustin, CA Staff Accountant June 2007 – March 2010

QuickBooks and manual register reconciliations - General Ledger coding and entry through Financial Statements, Quarterly/Annual Payroll Tax Returns, Sales and Use Tax Returns, 571L Property Tax Statements and managed Depreciation Schedules matching to the tax return. Worked independently, managing approx. 25 monthly retainer clients

(Corporations/Partnerships and Sole Proprietors.) Reported directly to Managing CPA. NORTH COUNTY WELDING SUPPLY, INC. and FALLBROOK PROPANE GAS, CO. Fallbrook, CA Billing Manager & Customer Service October 2002 – July 2007 Assistant to President and CEO of a very successful independently owned and operated propane and welding supply business. Duties: A/P, A/R, collections, disconnect orders and employee file administration. I enjoyed customer service contact with residential and commercial accounts, as well as being contact support for Servicemen and Drivers. NOTE: I remain the Personal Assistant/Bookkeeper to the Former President, her family and their other business entities.

ALVAR & ASSOCIATES INC./THE OC GROUP, LLC / BLUE C COMMUNICATIONS Fullerton/Newport Beach, CA Operations & Accounting Manager October 2002 – April 2005 Managed all general administration and bookkeeping functions for Internet Services Company/Advertising Agency. Duties: A/P, A/R, collections, and payroll administration through financial statements. Negotiated/managed all business checking accounts, loans and lines of credit. Performed new employee orientations and training. Also served as quality assurance support on all office communications, print and online, as well as customer service support on client websites. Reported directly to each President respectively.

PRISCOMM INC. / WIRESTONE, LLC Costa Mesa, CA

Operations & Accounting Manager November 1996 – October 2001 Managed/supervised all general administration and bookkeeping functions for Advertising/Internet Services Company. Duties: A/P, A/R, collections, and payroll administration through financial statements. Tracked and prepared quarterly sales/use tax reporting. Conducted all SBE and Workers Comp audits. Negotiated/managed all business checking accounts, loans, lines of credit and equipment leases. Coordinated and conducted monthly staff meetings, as well as all company events. Performed all preliminary interviewing, new employee orientations, training, and exit interviews. Reported directly to the VP and President respectively.

ELECTRONIC MEDIA COMMUNICATIONS/HIGH IMPACT TELEVISION/PERRI PHARRIS PRODUCTIONS Newport Beach, CA Director of Operations January 1994 – November 1996 Upon my relocating to OC I was hired as a Receptionist, until they realized I had previous accounting and office management experience. I was then quickly promoted to Director of Operations where I managed/supervised all general administration and bookkeeping functions for three Television News Public Relations Corporations. Duties: A/P, A/R, payroll administration through financial statements. Negotiated/managed all business checking accounts, loans, lines of credit and equipment leases. General supervision of 13 employees, direct supervision of one. Served as Board Secretary to EMC. Reported directly to each President/CEO.

EDUCATION

University of Nebraska at Omaha Omaha, NE

Psychology

Orange Coast College

Continuing Education in Accounting and Art Costa Mesa, CA REFERENCES

Josh Maruska : MARUSKA & ASSOCIATES

(Direct report @ Swift & Swift CPA’s, and Current CPA) 714-***-**** — after 1:00 pm E: ****@*******.***

Meredith Gordon: FALLBROOK PROPANE / NORTH COUNTY WELDING SUPPLY

(Direct Report and Current Client to the Former President) 760-***-**** — after 10:30 am E: **********@*****.***

Contact this candidate