Karen Whitfield
Full-Charge Bookkeeper, Small Business Accounting
Tampa, United States
About
Full-charge bookkeeper with 9 years of experience managing the books for small business clients across retail and services. Skilled in Accounts Payable, Accounts Receivable, and General Ledger Maintenance, with daily use of QuickBooks Online and Xero. QuickBooks ProAdvisor Certification holder known for closing the month on time and keeping records GAAP compliant across a 12-client portfolio.
Experience
- Coastal Bookkeeping SolutionsΒ· Full-Charge BookkeeperTampa, FL2020-03 β Present
- Manage full-cycle Accounts Payable, Accounts Receivable, and General Ledger Maintenance for 12 small business clients.
- Perform monthly Bank Reconciliation and Journal Entries, closing Month-End Close within 3 business days for each client.
- Prepare Financial Statement Preparation and monthly profit and loss reports in QuickBooks Online for client reviews.
- Process Payroll Processing and Trial Balance checks for 8 clients, maintaining GAAP (Generally Accepted Accounting Principles) compliant records.
- Generate 1099 Filing and Sales Tax Reporting each quarter, keeping IRS Compliance current across all client accounts.
- Gulfview Accounting ServicesΒ· BookkeeperTampa, FL2017-06 β 2020-02
- Reconciled accounts and supported Audit Preparation for annual reviews of a 25-client portfolio.
- Maintained Internal Controls and reduced reconciliation errors by 30 percent through consistent Bank Reconciliation review.
- Applied Analytical Skills to identify billing discrepancies, recovering $8,000 in unpaid Accounts Receivable over one year.
- Sunview Retail GroupΒ· Accounting ClerkTampa, FL2015-08 β 2017-05
- Entered vendor invoices and supported Accounts Payable processing with strong Attention to Detail and Integrity in a retail accounting office.
- Assisted with Bank Reconciliation and basic bookkeeping tasks using Microsoft Excel spreadsheets.
Education
- Hillsborough Community CollegeΒ· Associate of Science, AccountingAccounting2013-08 β 2015-05
Certifications
- QuickBooks ProAdvisor Certification Β· Intuit (2021)