Remote part time bookkeeping

Janet Stone

770-***-**** ***********@*****.*** www.linkedin.com/in/janetbstone (LinkedIn) Mooresville, NC Proven Bookkeeper with Payroll, General HR and Administrative Proficiencies Focused on detail, accuracy and meeting deadlines Obsessed with data, spreadsheets and organizational processes

*Currently seeking remote or hybrid, part-time opportunity, preferably with a small or upstart business. Professional Summary:

Experienced Bookkeeper seeking an opportunity to apply vast expertise and exceptional skills in bookkeeping, financial data, organization, record keeping and reporting. Offering a diverse yet transferable background in various industries, both nonprofit and for-profit companies including as a small business owner for over ten years.

• Revealing confidence, flexibility, and maturity while maintaining the highest level of integrity, honesty, and ability to maintain confidentiality.

• Highly proficient with Microsoft Office, QuickBooks, Excel spreadsheet applications and other productivity and financial software as well as the ability to rapidly absorb new industry or company- specific applications and processes.

• Experienced with all aspects of data processes; entry, management, organization and archiving.

• Instinctive eye for detail focused on ensuring accuracy with the ability to successfully multi-task, apply resourceful critical thinking and intuitive problem-solving skills. Experience:

Deltab LLC

Bookkeeper (Part-time Remote)

September 2023 - Present Statesville, North Carolina

• Developed an efficient bookkeeping process through QuickBooks clean-up, enhancing organizational structure and reporting accuracy.

• Ongoing maintenance and reconciliation of accounts receivable/payable, invoicing, and bank statements, ensuring financial integrity.

• Assist owner with purchasing and procurement as needed. Rette Jones Racing LLC

Bookkeeper & Administrative Assistant (Full-time Hybrid) June 2024 - June 2025 Mooresville, North Carolina

• Developed an efficient bookkeeping process by performing a deep QuickBooks Online clean-up then created a restructuring of the Chart of Accounts, also utilized Class and Division system that resulted in improved everyday functions and delivered accurate reporting.

• Created and managed new processes and templates, improving general office operations and efficiency.

• Ensured accurate month-end closing: collected receipts, posted financial information, recorded expenditures: income, reconciled bank and credit card account, generated monthly financial reports including Profit & Loss and balance sheet that ensured financial integrity.

• Formed and managed vendor relationships to improve and ensure accurate and timely payments.

• Assisted supervising partner to include keeping current calendars, researched lodging options purchasing and procurement and other various duties as needed.

• Oversaw bi-monthly payroll including calculating timesheet hours or wages, processing checks for signature and generated the year-end 1099’s.

• Managed general HR including onboarding new hires.

• Generated the annual Tax documents including financial reports in conjunction with the company’s CPA.

Compass Community Center LLC

Bookkeeper (Full-time Onsite)

May 2022 - June 2023 Lake Worth Beach Florida

• Full-charge nonprofit bookkeeper; AR / AP, invoicing, multi-bank & credit card account management and reconciliations, unrestricted / restricted expenditures, payroll allocations and general HR.

• Ensured accurate month-end closing processes: collected and posted financial information, recorded expenses & income, reconciled accounts, generated P&L & balance sheet for management review.

• Processed accounts payable: posted transactions, verified invoices with 3- way match then ensuring timely payments to vendors.

• Managed accounts receivable functions: invoicing, processed payments and cost allocation sharing.

• Prepared bank deposits, compiled data, verified receipts, balanced & reconciled multi bank accounts, expenses and unbudgeted monthly expenditure.

• Maintained financial records and support documentation throughout the life of the grant then archived in online sharable files.

• Successfully organized financial data, managed restricted & unrestricted fund allocations; maintained accuracy, tracked expenses, prepared budgets, monitored cash flow & receipts as it related to multiple nonprofit grant-based funding streams earmarked for specific projects or services.

• Administered payroll, calculated hours / wages, created allocations report, initiated direct deposits using third party payroll systems and created general journal entry by class in QuickBooks.

• Assisted CEO and external auditors during annual audit ensuring accurate reporting and compliance for accreditation process through research and report generation.

• Assisted in preparation of annual budgets and financial fund forecasts. Sandy Springs Perimeter Chamber of Commerce

Bookkeeper Office Manager (Full-time Onsite)

September 2020 - March 2022 Sandy Springs, Georgia

• Managed Full-cycle nonprofit bookkeeping, AR / AP, banking, deposits, reconciliations of multiple bank accounts and credit cards, month-end closings, financial reporting, invoicing, commission calculations and payroll processing.

• Spearheaded the first major software upgrade and integration that included in-depth QuickBooks clean-up resulting in improved billing and reporting functionality.

• Processed monthly invoices, tracking open invoices, processing payments, and following up on overdue accounts by generating aging report.

• Administered HR processes; employee onboarding, payroll, year-end W-2’s, 1099's, local/state registrations as related to nonprofit laws and guidelines.

• Assisted President/CEO, Board of Directors and Chamber’s CPA, tax preparation, financial analysis, reports including monthly P&L, Balance Sheet and Aging Report.

• Successfully created and presented the 2022 annual operating budget to the board; unanimously approved.

Global Guardian

Bookkeeper Office Manager (Full-time Onsite)

November 2018 - March 2020 (*Office was closed due to COVID) Charlotte, North Carolina

• Managed comprehensive AR accounting functions, including recurring monthly invoices by billing cycle and month-end financial statements along will handing day-to-day office management responsibilities.

• Reviewed legal documents such as contracts and agreements to protect the company’s interests.

• Restructured QuickBooks with a unique ID system, improving billing accuracy and reporting efficiency resulting in enhanced workflow processes.

• Conducted comprehensive audits and reconciliations, identifying financial discrepancies that prevented potential losses, reduced errors and redundancies that lead to significant cost savings.

• Assisted management with special projects, project management and other tasks as needed. Protection Concepts LLC

Partner Finance and Office Manager

March 2008 - August 2018 Atlanta, Georgia

• Successfully managed financial & accounting obligations; AR / AP, invoicing, payroll, taxes, receipts & disbursement, month-end financial statements and reports.

• Processed payroll including reporting, commission structure and calculations for the sales team and technicians' compensation.

• Created and implemented policies to increase profitability and performance by streamlining workflow processes resulting in a measurable decrease in customer refunds and vendor chargebacks.

• Reviewed legal documents such as contracts and agreements to protect the company’s interests.

• Effectively analyzed financial data identifying cost-saving opportunities including budgeting, forecasting, and cost control measures.

• Ensured prompt and accurate federal and state tax compliance to include reporting, monthly and quarterly filing and payments.

• Oversaw local and state business registrations, licensing and job permits as required.

• Processed accounts payable transactions verified invoices using 3-way match.

• Managed accounts receivable functions including recurring service invoices by billing cycle, tracking open invoices, processing payments, and following up on overdue accounts by generating aging report.

Education:

The University of Georgia (Some College)

University of Tampa, FL (Some College)

Briarcliff High School Diploma, General Curriculum

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