Shellie Morris Email & Phone Number

Olympia, Washington, United States

- Offered tailored bookkeeping services to small businesses, both locally and remotely.- Conducted payroll processing.- Managed excise and payroll tax preparation and filing.- Carried out monthly reconciliations.- Compiled quarterly financial reports.- Generated custom reports upon request.- Conducted extensive catch-up and clean-up bookkeeping over months or years to ready clients for annual tax filings, occasionally collaborating with clients' CPA or EA to ensure precision in complex scenarios.

Bonney Lake, Wa

-Conducted reconciliations for bank accounts, credit cards, and online barter accounts.-Updated Accounts Receivable report and conducted customer audits.-Managed bi-weekly payroll processing.-Handled filing and payment of monthly and quarterly taxes.-Prepared annual financial statements and collaborated with CPA for federal tax filing.-Generated annual 1099s and W-2s.

Puyallup, Washington

- Oversaw the entirety of Construction Accounts Payable processes for projects, with jobsites of up to 220 units of multi-family housing.- Managed reconciliations and upkeep of reports concerning all projects alongside their associated bank and credit card accounts.- Introduced paperless systems to facilitate remote operations.- Offered cost reporting for analytical purposes and future projections.- Reconstructed property management records and supervised the transition to new software.- Contributed to the restructuring of the Chart of Accounts and Items breakdown during a software transition.

Lakewood, Wa

- Conducted audits of vendor files to verify complete compliance.- Submitted annual 1099 forms.- Compiled data for CPA assessments.- Identified areas of concern, and contributed to the establishment of updated policies and procedures within the Accounting Department.

Vancouver, Wa

- Maintained accounting records for eight active companies, and thirteen pass-through and trust entities.- Oversaw accounts payable processes, including invoice entry and bi-monthly check runs.- Verified and recorded accounts receivable deposits.- Transitioned accounts payable and accounts receivable systems to digital processes.- Enhanced financial controls by streamlining the invoice approval process.- Contributed to payroll operations.- Generated weekly Financial Position reports for all entities.- Executed month-end procedures for multiple entities.- Created training handbook, and provided training to a new employee.

Beaverton, Or

- Prepared individual federal and state income tax returns for filing.- Assisted with partnership income tax returns for filing.- Ensured optimal tax deductions for each client.- Researched B&O tax filing requirements for independent contractors in Washington State.- Compiled tax returns within a paperless setting.

Newberg, Or

- Contributed to Accounts Payable processes amounting to $3 million weekly.- Contributed to the Efficiency Improvement Team within the Accounting Department, resulting in the elimination of 40 hours of non-value-added work on a weekly basis.- Supervised the Accounts Payable and Accounts Receivable processes in the absence of the key employees.- Facilitated compliance with Accounting procedures during Chapter 11 bankruptcy by providing crucial information to the courts and verifying Pre- versus Post-Bankruptcy liabilities.- Actively participated in collecting and organizing data for quarterly audits.- Assisted in accounting software transition from AS400/J.D. Edwards to Microsoft Dynamics GP.- Managed the miscellaneous cash deposit procedure and handled employee expense reimbursements.- Contributed to enhancing internal controls.- Involved in training temporary and internship-based staff members.

- Certified in Lifeguarding, First Aid, CPR, and AED- Taught beginning level swimming lessons and coached swimming and water polo

- Worked with prospective student files during application process- Performed clerical work for counselors- Consistently met or exceeded supervisor’s expectations for workload and accountability

Bachelor Of Arts (Ba), Accounting

Bachelor Of Arts (Ba), Accounting