Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kelsey James

Bracebridge,,ON

Summary

Experienced and reliable bookkeeper with a strong background in managing day-to-day finances, payroll, government filings, and year-end preparation for small businesses. Certified QuickBooks Online Advanced ProAdvisor and proficient in Sage, Dext, and Hubdoc. Known for being organized, accurate, and easy to work with, with a focus on keeping operations running smoothly and on time.

Overview

8
8
years of professional experience

Work History

Bookkeeper

Aerin Milley Smith
Bracebridge, ON
08.2021 - Current
  • Full-cycle bookkeeping, monthly bank and credit card reconciliations
  • Complete weekly document processing through Hubdoc and Dext
  • Prepare bi-weekly payroll for clients through Quickbooks payroll and Knit payroll software
  • Client onboarding, software and payroll training
  • GST/HST, WSIB, EHT Filing
  • Prepare ROEs, T4s and monthly payroll remittances
  • Financial statement review and year-end preparation for accountants
  • Software: QuickBooks Online, Sage, Dext, Hubdoc, Knit payroll, Excel, Microsoft Office and Google Workspace

Accounting Associate

Strata Accounting Professional Corporation
Gravenhurst, ON
12.2017 - 08.2021
  • Full-cycle bookkeeping, monthly bank and credit card reconciliations
  • GST/HST, WSIB, EHT filing
  • Prepare ROEs, T4s, and monthly payroll remittances
  • Financial statement review and year-end preparation for accountants

Education

Bachelor of Commerce, Hospitality & Tourism Management -

University of Guelph
04-2007

Skills

  • Full-cycle bookkeeping
  • Cloud accounting
  • Quickbooks Online Advanced Certified
  • Client onboarding & software training
  • Payroll processing
  • Year-end preparation
  • Problem solving
  • Time management
  • Attention to detail
  • Financial statements
  • Effective communication
  • Year-end preparation and review
  • Proficient in managing tax deadlines, remittances, and CRA reporting obligations

Timeline

Bookkeeper

Aerin Milley Smith
08.2021 - Current

Accounting Associate

Strata Accounting Professional Corporation
12.2017 - 08.2021

Bachelor of Commerce, Hospitality & Tourism Management -

University of Guelph
Kelsey James