Valerie Allston

Lead Bookkeeper at Belfint, Lyons & Shuman, P.A.
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Credentials

  • QuickBooks Online Certified ProAdvisor
    -

Experience

  • Belfint, Lyons & Shuman, P.A.
    • United States
    • Accounting
    • 1 - 100 Employee
    • Lead Bookkeeper
      • Jun 2016 - Present

      Client bookkeeping services for law office, medical practices, non-profits, religious organizations, property management, investment entities and personal service. Support in-house accountant staff for client information. Provide various accounting services on a one-time, weekly, monthly or as needed basis. Specialty in software conversions. Client bookkeeping services for law office, medical practices, non-profits, religious organizations, property management, investment entities and personal service. Support in-house accountant staff for client information. Provide various accounting services on a one-time, weekly, monthly or as needed basis. Specialty in software conversions.

  • iHeartMedia
    • United States
    • Broadcast Media Production and Distribution
    • 700 & Above Employee
    • Market Controller
      • May 2006 - Jun 2016

      Direct supervision and workload of the administration and traffic department. This includes hiring, training and review of administrative & traffic staff along with performance and improvement reviews. Prepare monthly financial close within first three days of each month. Maintenance of the general ledger, reconciliation of balance sheet accounts, variance analysis of expenses and explanations between budget, forecast and actual expenditures. Issue monthly financial statement and overseeing all aspects of monthly adjusting journal entries, account analysis and variance analysis. Work with corporate office accounting management to analyze and interpret financial results for the market. Perform on a quarterly scheduled basis SOX compliance reporting for contracts & leases, Accounts Payable automated payments and Assets Inventory to the corporate offices in San Antonio, Texas. Prepare and review all aspects of budgeting and forecasting using the PeopleSoft programs & various Excel spreadsheets to support work. Supervise accounts payable entry, payroll, cash receipts, credit and collections, trade, accounts receivable and billing activity. Currently using applications for Workday (Payroll/Time management/HR systems). Ensures all financial deadlines and due dates are met in a timely manner. Performed market level human resources functions for hires and terminations and EEO compliance. Process and handle all I-9 compliance as needed for the area. EEO reporting for radio license requirements. Liaison between the market and the corporate office regarding business issues involving financial, personnel and legal issues. Inform management of risk and exposure issues.

  • Tighe Cottrell & Logan PA
    • Wilmington, Delaware
    • Office/Finance Manager/Controller
      • May 2005 - May 2006

      Hands on of all internal accounting aspects function including monthly client billing process using Time Slips program and Peachtree Accounting interface. Also, handle all monthly client billing which included insurance company personal injury case transmittals using the LEDDES system and Visibility for CAN (internet billing system). Perform collection calls to overdue accounts. Responsible for human resource matters including recruitment of staff attorneys. Reported to Paul Cottrell, Esquire - Managing Partner (Firm dissolved partnership)

  • D'Amato & Associates, PA
    • Claymont, Delaware
    • Client Services Accountant
      • Nov 2003 - May 2005

      General accounting and bookkeeping services to firm clients. Train clients in the use and implementation of accounting software in business. Preparation of individual, trust and small corporate tax returns using tax preparation software. Time management for 40 hours of billable time. Offered a position with client Tighe Cotrell & Logan, PA. General accounting and bookkeeping services to firm clients. Train clients in the use and implementation of accounting software in business. Preparation of individual, trust and small corporate tax returns using tax preparation software. Time management for 40 hours of billable time. Offered a position with client Tighe Cotrell & Logan, PA.

  • AISOS, LLC
    • Newark, Delaware
    • Accountant/Bookkeeper
      • Sep 2002 - Nov 2003

      General accounting and bookkeeping services to firm clients. Train clients in the use and implementation of accounting software in business. Handled large multi-site local restaurant client with hands on reconciling daily receipts, posting accrual entries and preparation of monthly P & L and variance reports. Responsible for property management with same client for University of Delaware private multi housing for students. Preparation of individual, trust and small corporate tax returns using tax preparation software during tax season. Kenneth Godwin, CPA - owner

  • March of Dimes
    • Non-profit Organizations
    • 700 & Above Employee
    • State Director of Operations
      • Jul 1999 - Sep 2002

      Used extensive accounting experience in non-profit accounting functions reporting to regional controller. Performed local human resource functions. Preparation of annual budget reports for state chapter. Position was a skill level for an individual holding a BA/BS in Accounting/Finance. Used experience in advanced Excel skills and hands on experience with Microsoft Word and accounting software. Position required the ability to maintain on-time management and leadership skills and ability to work under time constraints and meet deadlines. Prepared annual variance reports for outside audit of state chapter. Personal recipient of award for Audit Excellence in 2000, a first for the state of Delaware chapter. Personal achievement award for Operations Excellence in 2000. Supervised both volunteer and clerical staff.

  • Self-Employed Bookkeeping and accounting services
    • Wilmington, Delaware
    • Self-employed Bookkeeper/Administrative Services
      • Oct 1986 - Jul 1999

      General accounting and bookkeeping services to firm clients through referrals of outside CPA firms. Train clients in the use and implementation of automation accounting software in business. Prepare accounting files for review by CPA firms for final preparation of financial statements and tax returns. Preparation of individual tax returns. General accounting and bookkeeping services to firm clients through referrals of outside CPA firms. Train clients in the use and implementation of automation accounting software in business. Prepare accounting files for review by CPA firms for final preparation of financial statements and tax returns. Preparation of individual tax returns.

  • Tremont Medical Inc.
    • Aston, Pennsylvania
    • Business Manager/Accountant
      • Jan 1995 - Jun 1998

      Started out as a research and development business for wireless medical devices. Setup and established accounting functions utilizing Peachtree software. After 2 years, company went into full manufacturing of wireless medical devices. Handled all aspects of accounting (GL, AP, AR and Payroll) Established office policies and procedures. Interviewed and hired administrative and accounting support staff. Reported to the President & CEO directly. Started out as a research and development business for wireless medical devices. Setup and established accounting functions utilizing Peachtree software. After 2 years, company went into full manufacturing of wireless medical devices. Handled all aspects of accounting (GL, AP, AR and Payroll) Established office policies and procedures. Interviewed and hired administrative and accounting support staff. Reported to the President & CEO directly.

  • Belfint, Lyons & Shuman, P.A.
    • United States
    • Accounting
    • 1 - 100 Employee
    • Office Manager/Client Services Bookkeeping
      • Mar 1984 - Oct 1986

      Started out as the office manager which included the firm's bookkeeping records and was the executive assistant to the managing partner, Norman Shuman, CPA. Assisted with seasonal tax return preparations for CPA review. After leaving briefly to start a family, was invited back to work in the client services department then started my own bookkeeping services with referrals from BLS. Started out as the office manager which included the firm's bookkeeping records and was the executive assistant to the managing partner, Norman Shuman, CPA. Assisted with seasonal tax return preparations for CPA review. After leaving briefly to start a family, was invited back to work in the client services department then started my own bookkeeping services with referrals from BLS.

  • American Guaranty & Trust
    • Greenville, Delaware
    • Accounting Clerk
      • Mar 1980 - Mar 1984

      General ledger work. Trust Accounting services. Bank reconciliation for trust accounts. Issuance of dividend checks for Sigma group and trust account payments. General ledger work. Trust Accounting services. Bank reconciliation for trust accounts. Issuance of dividend checks for Sigma group and trust account payments.

Education

  • Delaware Technical and Community College-Stanton-Wilmington
    Accounting and Business/Management
    1979 - 1984

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