Kelly Grayson
A/R Bookkeeper at SunnyMac Solar- Claim this Profile
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Topline Score
Bio
Credentials
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Quickbooks Certification/Designation
Universal Accounting CenterJan, 2020- Nov, 2024 -
Certified Professional Bookkeeper
Universal Accounting Center Salt Lake City, UTOct, 2016- Nov, 2024
Experience
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SunnyMac Solar
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United States
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Renewable Energy Semiconductor Manufacturing
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1 - 100 Employee
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A/R Bookkeeper
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Feb 2022 - Present
• Processing/Booking Installation financial loan charges for residential and commercial Accounts Receivable via journal entries in Quickbooks Online Advanced.• Processing Loan payments and cash payments via Journal Entries in Quickbooks Online.• Processing cancellation invoices for charges that occur after 7-day cancellation terms per contract.• Process company charges and payments/ACH payments in Quickbooks for Credit Cards, and Company Bank accounts.• Process service invoices• Contacting Clients who are paying in cash, verifying their knowledge of the process and confirming payment fee schedules as Installation Projects progress.• Categorizing bank feed for company credit cards and bank accounts
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The Largo Group
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United States
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Accounting
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1 - 100 Employee
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Bookkeeper/ Staff Accountant
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Mar 2021 - Jul 2022
A Small Accounting firm specializing in the Restaurant Industry as well as other industries.• Manage multiple National accounts weekly/monthly Bookkeeping in Quickbooks Online.• Processing bank feed; obtaining weekly sales, Cost of Goods sold and expense from numerous Point of sale Portals, as well as payroll (multiple sources, client payroll websites, as well as in house payroll via adp.) Entry of Sales and cost of goods sold numbers via journal entries into QBO. • Uploading of invoice and daily sales journals via Restaurant Management Portals (Vendorbills, Marginedge).• Reviewing P & L’s and verifying accuracy, create ad-hoc reports to provide clients with a weekly snapshot of sales income and expenses.• Processing Bill Pay via client banking accounts• Monthly reconciliation of client bank and credit card accounts.• Researching and resolving any issues; including Payables and expense discrepancies in QBO
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Accounts Receivable, Billing & Collections Consultant
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Jan 2009 - Jan 2020
Long Term Contract assignments with (Colonial Electric Supply, Gulftainer USA;Port of Wilm., DecisionOne Inc., Boiron USA, SKF USA, USA Technologies, Wesco Aircraft, Sunoco, Mod Space, De Lage Landen)• Managing domestic accounts receivable accounts• Conducting basic credit research for supervisor’s review• Assisting and contacting customers regarding payment status• Reviewing and responding promptly to daily requests and inquiries, prioritizing and organizing work to ensure all time-sensitive matters are addressed and completed with urgency• Referring account discrepancies and the need to clear accounts of small outstanding invoice amounts to the department supervisor for assistance with reconciliations, manual offsets or processing refund check requests• Proactively monitored customer buying trends and bring significant changes to the supervisor’s attention to avoid delays in order processing while maintaining low credit risk• Provided support to operations, general accounting and other related departments as well as internal and external audit department as well as the tax department• Analyzing and performing reconciliations with 100% accuracy • Collect severely delinquent accounts• Research and Identify customer payments, miss-applied payments and credits and correctly apply through Oracle.• Understands priorities and sales strategy and aligns way of working• Process Credit Cards/ Resolved declined with customer. Resolve Chargebacks and Process write offs for bad debt• Generate customer invoices in accordance with contract requirements.• Ensure unbilled revenue is reported properly with required field documentation• Work with field personnel to resolve billing discrepancies• File all revenue reporting and invoicing with proper supporting documentation• Produce and maintain excel spreadsheets to reconcile billing and payment discrepancies
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Collections Specialist
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May 2005 - Nov 2008
Recognized for bringing bad debt reserve to zero percentResearched and resolved accounts receivable aging schedule for delinquent paymentsReviewed, corrected and followed-up on manual and electronic invoice errors (ex. 824’s)Performed collections calls to customers and distributors; Logged communications in Eclipse Recognized for bringing bad debt reserve to zero percentResearched and resolved accounts receivable aging schedule for delinquent paymentsReviewed, corrected and followed-up on manual and electronic invoice errors (ex. 824’s)Performed collections calls to customers and distributors; Logged communications in Eclipse
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Bookkeeper
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Jan 2000 - Apr 2005
• prepare monthly, quarterly and annual reports• Invoice monthly services and projects with QuickBooks and Microsoft Office• Order and track supplies• Pay Sales Tax • Responsible for accounts payable and receivables• Make bank deposits and reconciliations• Assisted with needs and requests for Management as needed• Strong knowledge of QuickBooks and Excel• Bank reconciliations and paying state taxes• Worked with all departments to effectively resolve problems• Worked with Accountant• Complete Monthly Close• Contacted customers to resolve questions or concerns, to resolve past due InvoicesPayroll/ AP (Mercy-Fitz ManorCare) Bookkeeper/Office Manager (A Good Time Tickets and PA Clinical)Schools
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Education
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2020 - 2020
Universal Accounting Center - Salt Lake City, Utah
Certified Quickbooks Specialist -
2015 - 2016
Universal Accounting Center (online) Salt Lake City, Utah
Professional Bookkeeper Certification, Professional Bookkeeper Certification -
1995 - 1997
Delaware County Community College
NA, Psychology -
1986 - 1988
Marple Vo-Tech
Diploma, Scientific Data Processing -
1985 - 1988
Ridley Senior High School
Diploma, Business/Basic
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