Kelly Nelson
Douglasville,GA
Summary
Meticulous accounting professional with expertise in financial data entry and record-keeping. Bringing 10 years of experience in office management, bookkeeping, audit preparation, customer relationship management and account reconciliation. Strong Quickbooks, Adobe and Microsoft proficiency. Customizes, proofreads and updates spreadsheets with precision. Ability to handle multiple projects simultaneously with a high degree of accuracy. Skilled in researching legal case information, requesting and maintaining confidential records and client information, legal writing and preparing necessary correspondence. Pleasantly assists CPA's with audit and tax preparation, and attorneys in preparing for trials and other legal proceedings.
Overview
12
12
years of professional experience
Work History
Accounting & Legal Consultant
Beach Life Accounting, LLC
08.2019 - Current
- Streamlined client's bookkeeping processes by implementing new accounting software, resulting in increased efficiency.
- Input financial data and produced reports using QuickBooks
- Improved client's financial accuracy by reconciling bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
- Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
- Inspected account books and recorded transactions.
- Created customized spreadsheets for client's
- Prepared tax forms for CPA
- Streamlined discovery process for quicker resolution of cases by meticulously organizing and reviewing medical and billing records.
- Offered tech support to paralegals and attorneys.
- Reduced case processing time by efficiently drafting demand letters, pleadings, and other legal documents.
Bookkeeper
Shepherd Accounting Services, LLC
01.2012 - Current
- Worked closely with CPA to prepare financial documents, financial records, and financial statements.
- Prepared tax forms for CPA
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Maintained strict confidentiality of sensitive financial information to protect company's privacy and security.
- Entered figures using 10-key calculator to compute data quickly.
- Input financial data and produced reports using QuickBooks.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Inspected account books and recorded transactions.
- Maintained accurate historical records.
Office Manager/Bookkeeper
DG, LLC
06.2018 - 09.2020
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Streamlined bookkeeping and office operations by implementing efficient filing systems, organizational strategies. and new accounting software, resulting in increased efficiency.
- Maintained computer and physical filing systems.
- Digitized historical files and created streamlined company database
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Implemented more efficient filing system for financial documents, improving accessibility and organization.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Input financial data and produced reports using QuickBooks.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
Paralegal
Walker Ojeda, LLC
02.2016 - 07.2018
- Assisted attorneys with trial preparation through thorough research and analysis of relevant laws and regulations.
- Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
- Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
- Conducted detailed client intakes and entered information into company database.
- Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
- Assisted counsel in preparing answers, providing documentation, and information for discovery request.
- Created detailed spreadsheets.
- Requested, digitized, and maintained medical and billing records for over 30 clients.
Education
Associate of Applied Science - Accounting
Chattahoochee Technical College
Marietta, GASkills
- Quickbooks
- MS Office
- Adobe
- Accounting
- Audit Preparation
- Accounts Receivable
- Accounts Payable
- Expense Tracking
- Account Reconciliation
- Custom Spreadsheets
- Notary Public
- Proofreading
- Vendor Management
- Confidential Document Control
- Attorney Support
- Records Management
Timeline
Accounting & Legal Consultant
Beach Life Accounting, LLC
08.2019 - Current
Office Manager/Bookkeeper
DG, LLC
06.2018 - 09.2020
Paralegal
Walker Ojeda, LLC
02.2016 - 07.2018
Bookkeeper
Shepherd Accounting Services, LLC
01.2012 - Current
Associate of Applied Science - Accounting
Chattahoochee Technical College
Similar Profiles
Nathalie MaldonadoNathalie Maldonado
Wash and Fold at Beach Life Vacation Rental LLCWash and Fold at Beach Life Vacation Rental LLC
Nicholas RiveroNicholas Rivero
Web Developer at Emerald Beach Life LLC.Web Developer at Emerald Beach Life LLC.
Melissa A BreauxMelissa A Breaux
(Remote Paralegal/Assistant Property Manager at Emerald Beach Life, LLC(Remote Paralegal/Assistant Property Manager at Emerald Beach Life, LLC