Shelly Phillips - The Financial Gardener

Advisory Board Member at Digits
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Contact Information
us****@****om
(386) 825-5501
Location
Las Vegas, Nevada, United States, US
Languages
  • English -

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5.0

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Sabine Bellamy

I am a Paralegal and Shelly is our bookkeeper. She is awesome to work with. I rely on her for our accounting/bookkeeping, tax help and to fix problems with Quickbooks. She is always happy to help me with any issues I have with quickbooks,etc. she is very friendly and always happy when she comes to our office to work. I would recommend her to anybody

Gabriel Grasso

I hired Shelly and her company Olive Tree Bookkeeping to finally clean up and organize my law firm's QuickBooks for the purpose of accurate financial record keeping as well as being able to seamlessly flow to my accountant for tax purposes. As a busy attorney, this is something I had neglected and every year it was a mess getting all the information to my CPA for my 1120s. Shelly came in and did her thing. She organized my accounts, put everything in order, and got things back on track. My taxes were a breeze and Shelly's help was a big part of getting me out of the hole I had created for myself. Shelly is a professional, she's responsive and gets the job done. I would highly recommend her to anyone looking for a top-notch Quickbooks expert

Katie Thomas, CPA

I have had the pleasure of working with Shelly throughout the past year. Shelly is incredibly detailed, timely, and devoted to her clients' success. If you're in need of a Quickbooks ProAdvisor, Shelly is extremely knowledgeable, professional, and personable!

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Credentials

  • CFO Bookkeeper Official VIP Blue Badge
    Dope CFO
    Apr, 2021
    - Nov, 2024
  • Digital Bookkeeper Association Lifetime Member
    Certified Professional Bookkeepers of Canada (CPB Canada)
    Apr, 2021
    - Nov, 2024
  • QuickBooks Certification
    Intuit
    Oct, 2015
    - Nov, 2024
  • Elite Certified Quickbooks ProAdvisor
    Intuit

Experience

  • Digits
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Advisory Board Member
      • Feb 2022 - Present

      Working in the advisory capacity with the development team of a cutting edge technology app that will revolutionize financial reporting. Working in the advisory capacity with the development team of a cutting edge technology app that will revolutionize financial reporting.

  • Olive Tree Growth Partners
    • United States
    • Accounting
    • Principal Owner
      • Sep 2011 - Present

      Certified Quickbooks ProAdvisor, Zoho Finance Partner and Certified Business Profit Consultant helping business owners with their accounting and financial needs. Services provided include: • Data Migration from other accounting soft into QuickBooks online or Zoho Books • Customized ,Targeted Training on QuickBooks Online and Zoho Books • Bookkeeping Set-up & Cleanup • Full Charge Bookkeeping • Accounts Payable/Bill Payment • Accounts Receivable/Invoicing and Collections • General Ledger • Cash Management & Forecasting • Account Reconciliations • Payroll Processing • Financial Reporting • Quarterly Reporting, Sales & Use Tax Reporting, Miscellaneous State Reporting and Year-End Reporting • Budgeting • Consulting • Merchant Processing • Internal Controls and Standard Operating Procedures • Outsourced CFO & Advisory Services • New Business Incorporation Show less

  • LVI Global
    • United States
    • Education Administration Programs
    • 1 - 100 Employee
    • Staff Accountant - Accounts Receivable
      • Sep 2013 - Sep 2014

      Principle accountant responsible for all account receivable activities for organization's multiple companies. • Reviewed aging report and perform collection activities ensuring that all revenues are collected within company guidelines • Uploaded all sales transactions, review and post batches into accounting system • Set-up new customer accounts, inventory items and general ledger accounts • Reviewed and processed change forms • Performed internal audits • Corporate invoicing as per contract • Responded to customer inquires • Processed all product sales • Budgeting projections • Balance sheet and income statement reconciliations and analysis • Developed systematic accounting procedures to improve effectiveness and efficiency of department • Performed month-end closing procedures • Completed ad-hoc projects as assigned by controller • Worked extensively in Excel including pivot tables and vlookup Show less

  • Campbell, Jones, Cohen CPAs
    • United States
    • Accounting
    • 1 - 100 Employee
    • Staff Accountant
      • Aug 2012 - Dec 2012

      Performed a full spectrum of tax and auditing functions for busy CPA firm • Prepared federal and state income tax returns for trusts, tax exempt entities, partnerships, corporations and individuals. • Processed payroll and other bookkeeping functions. Prepared quarterly returns and sales & use tax returns. • Conducted extensive tax research. • Audited financial records of non-profit organizations. Preparation of financial statements. • Worked closely with the firm’s partners in securing external capital. Show less

  • Caesars Entertainment
    • Las Vegas, NV
    • Operational Accountant, Consolidated Financial Operations
      • Jan 2012 - Aug 2012

      Chief accountant processing all accounts receivable activities for the Tour & Travel Division. • Invoiced and received payment for all tour and travel groups • Prepared account reconciliations, auditing and extensive research • Collected on overdue accounts • Processed payments and issued refunds • Processed relevant documentation for travel agent commission payments • Responded to questions from clients, management and other internal customers • Processed month-end close including the month-end closing documents and journal entries • Worked extensively in Excel including pivot tables and vlookup Show less

  • Ronald L. Smith CPA
    • Henderson, NV
    • Staff Accountant
      • Feb 2011 - May 2011

      Performed a full spectrum of accounting functions for multiple client accounts; office management • Processed accounts payable, account receivable, journal entries, cash management and general accounting functions for a busy CPA firm. • Prepared tax returns for individuals, quarterly payroll returns, sales tax returns, and year-end tax forms. • Prepared financial statements and reports for multiple companies • Assisted accounting manager with special projects • Daily management of the CPA office Show less

  • TrueLight Incorporated
    • Las Vegas, NV
    • Accountant & Bookkeeper
      • Jul 2009 - Sep 2010

      Performed a full spectrum of accounting and bookkeeping functions for the corporation’s multiple sets of books • Processed payroll, accounts payable, account receivable, journal entries and general accounting functions for a busy tax and bookkeeping service • Reconciled bank, merchant and vendor accounts and bank deposits • Heavy credit card reconciliations and cash handling including petty cash management • Prepared tax income returns for individuals, quarterly payroll returns, sales & use tax returns, and year-end tax forms • Collected on overdue accounts. • Prepared financial budgets and forecasting • Secured external sources of capital Show less

  • Evofi One
    • Henderson, NV
    • Accounting Assistant
      • Jan 2009 - Jun 2009

      Performed audit and general accounting functions for residential mortgage banking firm specializing in home loans. • Processed payroll, accounts payable, account receivable, journal entries and general accounting functions. • Audited files to investigate mishandling of funds that were embezzled by company employee • Reconciled bank and vendor accounts • Processed commission payment • Processed year-end tax forms • Preparation of financial reports • Collected on overdue accounts • Budget planning and forecasting • Ad-hoc projects as assigned by Controller Show less

  • Lancaster County Convention Center Authority
    • Accountant & Office Manager
      • Jul 2003 - May 2008

      Chief accountant and office manager for a public governmental agency managing the development, planning and construction of a $200 million hotel and convention center redevelopment project. • Managed all accounting and finance functions for organization’s operations • Processed all accounting functions including payroll, accounts payable, account receivable, journal entries and general accounting functions • Worked with finance team to successfully secure $65 million bond remarketing, $20 million state grant and other external sources of capital. Performed analysis for company valuation. • Budget planning, forecasting, administration and analysis • Reviewed and processed change orders, payment applications, construction documents and legal documents; ensured compliance with governing documents • Collaborated with contracted CPA firm to facilitate annual audit of books • Prepared financial presentations, reports and financial spreadsheets and presentated financials at public board and committee meetings Show less

  • Various Hotels and Resorts
    • Pennsylvania
    • Operations Management
      • 1994 - 1999

      Operational Management of Hotels, Resorts & Convention Center Facilities Operational Management of Hotels, Resorts & Convention Center Facilities

Education

  • Keller Graduate School of Management of DeVry University
    Pursuing Masters Degree, Accounting and Financial Management Program, Finance emphasis
    2011 - 2015
  • Penn State University
    Bachelor of Science, Hotel, Restaurant & Institutional Management
    1990 - 1994

Community

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