Summary
Overview
Work History
Skills
Timeline
Generic

Shannon L. Southern

Hiram,GA

Summary

Experienced professional with significant expertise in managing comprehensive bookkeeping responsibilities, including accounts payable, accounts receivable, financial statements, bank and credit card reconciliations. Recognized for reliability in maintaining accurate financial records and collaborating seamlessly with team members to meet organizational goals. Known for adaptability in dynamic environments and strong analytical skills.

Overview

10
10
years of professional experience

Work History

Bookkeeper

Clint Summers, CPA
10.2024 - Current
  • Dedicated set of clients. Communication via Zoom, Teams, Phone or email
  • Download and accept bank transactions from bank feeds
  • Monthly and quarterly bank reconciliations
  • Provide administrative assistance to the owner as needed
  • Input missing invoices and deposits
  • Process 1099s
  • Service Titan, Zoom, Teams, Last Past, Microsoft Office and Quickbooks online utilized for this role.
  • Remote Position 10-12 hours weekly

Bookkeeper

Mayan Pools & Sports Construction
05.2016 - Current
  • Download and accept bank transactions from bank feeds
  • Monthly bank reconciliations and financial statements
  • Provide administrative assistance to the owner as needed
  • Input missing checks and deposits
  • Process bi-weekly payroll, payroll tax returns, monthly and quarterly payroll tax deposits and year end payroll returns along with W2s and 1099s
  • General Liability and Workman Compensation Audits
  • Quickbooks Construction Desktop was then converted to Quickbooks Online
  • Remote Position

Bookkeeper

Forsyth, Holtzman & Associates
10.2020 - 08.2024
  • I had a designated set of clients in which I performed the following:
  • Download and accept bank transactions from bank feeds
  • Reconcile bank and credit card accounts and prepare financial statements
  • Process weekly, monthly and annual payroll, payroll tax returns and payroll tax deposits
  • Monthly, quarterly and annual Sales Tax returns
  • Prepare Property Tax Returns
  • Train clients on Quickbooks, client meetings and consulting
  • Workman’s Compensation and General Liability Audits
  • Occupational Tax Renewal and Business License Renewals
  • Track depreciation and fixed assets
  • Both Quickbooks Desktop Essentials, Pro and Quickbooks Online were used
  • Hybrid Position

Bookkeeper

Loveless Accounting & Tax
12.2014 - 10.2018
  • Provided assistance to the Owner as needed.
  • Download and accept transactions using both Quickbooks Desktop and Online
  • Reconcile bank and credit cards and issue financial statements
  • Accounts payable
  • Accounts Receivable
  • Data Entry
  • Hybrid position

Skills

  • Bookkeeping
  • Invoice processing
  • Bank statement reconciliation
  • Accounts payable/Receivable
  • Payroll & payroll return processing
  • W2 &1099 preparation
  • Expense tracking
  • General ledger management
  • Full-cycle accounting
  • Tax document preparation
  • Data entry and 10-key
  • Expense reports
  • Handling confidential materials
  • Quickbooks Online and various Quickbooks Desktop Versions, Service Titan, Sharefile, Teams, Zoom, Microsoft Office Suite, Converge, Onverity and other software

Timeline

Bookkeeper

Clint Summers, CPA
10.2024 - Current

Bookkeeper

Forsyth, Holtzman & Associates
10.2020 - 08.2024

Bookkeeper

Mayan Pools & Sports Construction
05.2016 - Current

Bookkeeper

Loveless Accounting & Tax
12.2014 - 10.2018

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Shannon L. Southern