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Julie Demello is a seasoned accounting professional with 21+ years of experience in financial management, bookkeeping, and small business administration. She has worked in various roles, including Accounting Manager, Controller, Office Manager, and Administrative Assistant, utilizing skills such as QuickBooks, Microsoft Excel, and financial analysis. With a strong educational background in accounting and secretarial studies, Julie has developed expertise in financial management, budgeting, and organizational management. She has also provided bookkeeping and organizational services to various clients, including small businesses and non-profit organizations. Julie is proficient in financial software, including QuickBooks, and has experience with financial analysis, budgeting, and financial reporting. She is a skilled communicator and team player with excellent organizational and time management skills. Julie is passionate about helping small businesses and entrepreneurs manage their finances effectively and achieve their goals.

Experience

    • Accounting Manager
      • Jan 2018 - Present
      • Raynham, MA
    • "Keep It Simple" - Bookkeeping & Organizational Services
      • 2003 - Present

      Bookkeeping & Organizational Services. Quickbooks set up & tutoring. Part time/flexible bookkeeping services available. Have provided services across various diverse industries. A few of my former clients: Mark J. McEvoy, CPA, Pollard Lawn & Landscape, Inc. Coastal-N-Counters, Inc.

  • Highfield Hall & Gardens
    • Falmouth, Massachusetts, United States
    • Controller
      • Jun 2013 - Feb 2018
      • Falmouth, Massachusetts, United States

      Responsible for HR, A/R and A/P using Quickbooks. Created new processes for QB and Altru/Blackbaud (their museum software) in order to reconcile all transactions between the 2 softwares for auditing purposes. Established more efficient processes for their annual Holidays at Highfield. Later as...

    • C.F.O.
      • 2005 - Sep 2012
      • Falmouth, MA

      Responsible for reconciling all interrelated methods of bookkeeping for numerous entities. AIA, Quickbooks & budget spreadsheets used collectively for an 8 million dollar contract. Seamlessly processed lien waivers against schedule of values for over 40 subcontractors. Built detailed Budge...

    • Office Manager
      • 1988 - 2006
      • Falmouth, MA

      Complete chart of accounts management using Quickbooks Pro. Exceptional collections record & customer relations. Fully train new employees for dispatch office & outside sales. Assist in interviewing & hiring staff for the dispatch office & outside sales. Created training manua...

    • Office Manager
      • 1995 - 2003
      • Falmouth, MA

      Heavily involved in the startup & growth of a new container service business. Responsible for accounts receivable, accounts payable, collections & customer relations. Instituted marketing & sales strategies to improve container service sales. Designed and implemented the use of c...

    • Administrative Assistant
      • 1990 - 2000
      • Falmouth, MA

      Assisted in coordinating all aspects of road development in a new sub-division. Responsible for marketing, job costing, accounts receivables & payables.

    • Office Manager
      • 1991 - 1992
      • Falmouth, MA

      Extracting information from job specification books to prep for bids. Proper completion of bonding company & government forms relating to contracts awarded. Maintained accurate accounts payable, word processing, petty cash & cost sheets.

Education

  • 1976 - 1977
    Sawyer Secretarial School
  • 1974 - 1976
    Falmouth High School

Suggested Services

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Industry Focus. “Accounting”

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