JULIE LONGFELLOW
Wood River
Summary
Experienced full-charge bookkeeper with expertise in managing comprehensive financial records and payroll processing. Proficient in QuickBooks, Microsoft Office, and financial reporting. Demonstrates strong client relationship skills and commitment to improving financial accuracy. Focused on delivering efficient and compliant bookkeeping services across various industries.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Remote Bookkeeper
Anderson Business Legal, Business & Tax Advisors
04.2023 - Current
- Delivered precise bookkeeping services to diverse clients, maintaining accurate financial records.
- Implemented efficient bookkeeping practices to resolve past inconsistencies.
- Executed strategic month-end closing processes to ensure timely financial accuracy.
- Conducted detailed financial report generation and analysis for client insights.
- Facilitated seamless client consultations to address financial inquiries.
Remote Full Charge Bookkeeper
Distinct Tax & Consulting Group, Inc.
09.2021 - 12.2022
- Handled day-to-day accounting processes to drive financial accuracy.
- Handled payroll processing for multiple clients, ensuring timely payment and adherence to tax regulations.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Reconciled bank statements on a monthly basis, identifying discrepancies and resolving issues promptly.
- Streamlined month-end closing procedures resulting in reduced processing time without compromising accuracy or completeness of the reports generated.
Remote Full Charge Bookkeeper
Self-employeed
01.2014 - 03.2021
- Provided bookkeeping services to small and medium-sized businesses.
- Implemented and maintained QuickBooks for accurate financial records.
- Conducted month-end closings and balance sheet analysis.
- Managed payroll, tax filings, and financial reporting.
- Assisted with cost accounting and labor/overhead rate calculations.
- Provided financial consulting to clients, helping them optimize their accounting processes.
- Trained small business owners on best bookkeeping practices and QuickBooks usage.
Financial Analysis Manager
KAAPA COOP, Inc.
03.2016 - 11.2018
- Oversaw financial operations for multiple companies and prepared financial statements.
- Evaluated capital projects based on ROI and cash flow metrics.
- Managed accounts receivable, invoicing, and vendor payments.
- Processed payroll, employee benefits, and federal/state payroll tax filings.
- Assisted in financial audits and regulatory compliance for various business divisions.
- Developed financial reports and presented insights to the board of directors.
- Established strong working relationships with external auditors, ensuring timely completion of annual audits without discrepancies or delays.
Full Charge Bookkeeper
AMAX Contracting, Inc.
03.2005 - 10.2016
- Led full-charge bookkeeping, including A/P, A/R, and reconciliations.
- Processed multi-state payroll, tax filings, and compliance reporting.
- Assisted in year-end tax preparation and audits.
- Managed contractor invoicing and progress billings to ensure timely payments.
- Performed job cost analysis and financial tracking for multiple construction projects.
- Developed and maintained vendor and subcontractor financial records.
- Coordinated with external accountants to ensure smooth year-end financial reporting.
Bookkeeper & Tax Preparer
Schroeder & Schreiner PC
10.2001 - 03.2005
- Organized business transactions to compile client financial reports
- Prepared client financial statements and assisted in tax return processing
- Processed business and individual tax returns, ensuring accuracy and compliance
- Provided support during tax audits and regulatory filings
Education
Associate of Applied Science - Accounting
Spencer School of Business
Grand Island, NE05-1990
Skills
- Full-Cycle Accounting & Bookkeeping
- Account Reconciliations
- Financial Reporting
- Accounts payable and receivable
- Payroll processing
- Period-End Closings & Financial Reporting
- Cash flow analysis
- Budgeting, Forecasting & Cost Accounting
Certification
- Certified QuickBooks Proadvisor, 2016-Present
- Certified Bookkeeping Professional, 2024-Present
Timeline
Remote Bookkeeper
Anderson Business Legal, Business & Tax Advisors
04.2023 - Current
Remote Full Charge Bookkeeper
Distinct Tax & Consulting Group, Inc.
09.2021 - 12.2022
Financial Analysis Manager
KAAPA COOP, Inc.
03.2016 - 11.2018
Remote Full Charge Bookkeeper
Self-employeed
01.2014 - 03.2021
Full Charge Bookkeeper
AMAX Contracting, Inc.
03.2005 - 10.2016
Bookkeeper & Tax Preparer
Schroeder & Schreiner PC
10.2001 - 03.2005
Associate of Applied Science - Accounting
Spencer School of Business
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