Wendy M Kelley Email & Phone Number

Ardmore, Oklahoma, US

I help business owners find their way out of the bookkeeping maze. I love working with entrepreneurs and small businesses and showing them how to simplify their bookkeeping processes so they can focus on what they like to do instead of what they have to do.

Katy, TX, US

Managed and supervised accounting services provided to clients including bookkeeping, payroll services, staffing services, setup and implementation of QuicKBooks, training, problem solving and troubleshooting, consulting services, and system and process evaluation. Taught monthly seminars and conducted monthly Forum for QuickBooks Users.

Responsible for all office management procedures, including hiring and training of staff, establishment of office procedures, software evaluation, bookkeeping, liaison between management and CPA, and other general administrative responsibilities

Developed office and accounting procedures for new company. Set up accounting system and later converted to QuickBooks. Hired, trained and supervised staff as company grew. Managed sale of company assets and collection of outstanding receivables upon sale of company in 1999. Process was completed by June of 2000.

Managed day-to-day office activities. Responsible for invoicing customers, scheduling and tracking trucking arrangements, supervising other aspects of bookkeeping such as accounts payable and payroll, setting up office procedures, providing information to CPA for tax planning and tax return preparation, and other general administrative duties.