Taylor Meyer

• Managed journal entries, accounts receivable, billing, accounts payable, monthly bank reconciliations.
• Completed bi-weekly payroll for company employees for 75-100 employees.
• Maintained strict confidentiality of sensitive financial data, safeguarding company information and upholding professional ethics standards in all dealings.
• Enhanced financial accuracy by implementing efficient accounting procedures and Accounting Controls.
• Coordinated with other departments to ensure proper allocation of expenses and accurate recording of transactions across all business functions.
• Managed the integration links between the 3 main software systems the company runs on. WellSky, QBO & Payworks.

Projects of Note:

• Brought Bookkeeping entirely in house.
• Brought Payroll processing in house.
• Implemented Accounting Controls to safeguard information.

• Managed accurate and timely processing of over 500+ invoices per month.
• Maintained up-to-date customer records, facilitating accurate invoicing and prompt payment receipt.
• Processed employee expense reimbursements, verifying accuracy of submitted documentation against company policies before approval.
• Provided coverage for Senior Accounts Payable.
• Trained new Accounts Payable employees.

Projects of Note:

• Created/Wrote the Standard Operating Procedures manual for Accounts Payable.
• This was my second time being hired by Canterbury.

• Collaborate closely with Partners to effectively run back end administrative tasks.
• Full cycle bookkeeping - Including AR & AP, Month End & Year End
• Benefits administrator, payroll processing, recruitment & other HR matters
• Implementing new technology on the administrative end to increase admin efficiency.

Projects of note:

• Bringing all Bookkeeping & Payroll entirely in house
• Using Excel expertise to streamline manual invoice creation
• Moving in house bookkeeping from Sage 50 to Quickbooks Online.

• Processed journal entries, guaranteeing accurate reflection of company finances within the general ledger system.
• Prepared monthly and deliverable-based invoicing.
• Assisted employees with inquiries regarding their paychecks, deductions, and other related issues, providing clear and concise communication.
• Served as main point of contact for all employee expense reimbursement requests, reviewing submissions for compliance with company policies before approving payments.
• Reconciled bank statements on a monthly basis, identifying discrepancies and resolving issues promptly.

Projects of Note:

• Putting together a new cost based Pricing strategy.
• Planning company virtual company events.

• Managed financial operations for the business, ensuring accurate budgeting and timely invoice processing.
• Oversaw inventory management, maintaining optimal levels of supplies while minimizing costs.
• Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
• Managed payroll processing efficiently, ensuring timely salary disbursements without errors or discrepancies.

Projects of Note:

• Redoing 4 years of bookkeeping to fully utilize QBO.
• Setting up the time tracking software and implementing it with QBO.
• Developing and onboarding all administrative process.

Maternity Leave Contract that was cut short due to the Covid-19 Pandemic.

• Handled confidential and sensitive information with discretion and tact.
• Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
• Reconciled bank statements on a monthly basis, identifying discrepancies and resolving issues promptly.

• Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
• Assisted with onboarding new clients.
• Researched and tested new software.

Projects of Note:

• Assisting owner with setting up new clients on Xero
• Setting up client company on Payworks.

• Managed general clerical needs such as opening and closing files, scanning sheets and faxing documents.
• Helped with intake of new clients and materials by setting up files and documenting important information.
• Prepared invoices to customers, processed payments, and documented account updates.

• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
• Ensured accurate record-keeping with diligent data entry and database management for vital company information.
• Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.

• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
• Processed customer orders in line with established policies and procedures.

Projects of Note:

• Learning both ERP systems, and becoming the departments super user for training new hires.
• Advancing quickly and being given the distributor and international order desks.