Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Claudia Mendoza

Vancouver,BC

Summary

Accomplished Bookkeeper and Accounting Clerk with a proven track record at Coal Harbour Law, adept in full-cycle trust and general accounting. Excelled in Law Society compliance and tax filings, ensuring timeliness and accuracy. Demonstrated proficiency in PCLaw and QuickBooks, alongside strong analytical abilities and meticulous attention to financial detail.

Overview

6
6
years of professional experience

Work History

Bookkeeper and Accounting Clerk

Coal Harbour Law
01.2019 - Current
  • Law Society Compliance: Prepared and completed monthly trust reconciliations for 5+ trust accounts. Drafted and submitted trust shortage reports ad hoc. Created and paid quarterly Trust Administration Fee invoices for the firm.
  • Firm billing: Maintained and processed lawyers' invoices in compliance with relevant tax rules. Managed deposits and monthly reconciliation of 5+ operating accounts.
  • Prepared PST and GST reports and attended to filing and payment of same in a timely manner.
  • Prepared all year-end financial reports including income statements, trial balance, GL details and collaborated with accountants to prepare filings.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and ensuring cash flow as well as accurate recordkeeping.
  • Handled payroll processing for employees, associates and partner draws, according to a variety of payment structures and fee splits, in adherence with tax regulations.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices, as well as processing all trust to general transfers upon billing.
  • Conveyancing and real estate transactions: Coordinated receipt of trust funds in relation to real estate and corporate transactions, ensuring source of funds in compliance with Law Society regulations, disbursing funds to all parties including opposing counsel, third parties and tax payments (including property taxes and utilities).

Office Manager

Ink LLP
09.2018 - 01.2019
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records, as well as handling screening and hiring of staff.
  • Maintained accurate financial records and handled all general and trust account reconciliations.
  • Submitting GST/PST/TAF.
  • Managed payroll for all staff and lawyers.

Education

Diploma in Accounting (DAP) -

University of British Columbia
Vancouver, BC

Bachelor of Science - Public Health

Quest University Canada
Squamish, BC
01-2013

Skills

  • Accurate and timely bookkeeping for trust and operating accounts
  • Proficient with different accounting software, including PCLaw, Clio, Cosmolex, Quickbooks and LawPay
  • Advanced computer skills
  • Full-cycle accounting
  • Law Society Audit preparation
  • Tax document preparation and filings

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Bookkeeper and Accounting Clerk

Coal Harbour Law
01.2019 - Current

Office Manager

Ink LLP
09.2018 - 01.2019

Diploma in Accounting (DAP) -

University of British Columbia

Bachelor of Science - Public Health

Quest University Canada

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Claudia Mendoza