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Work experience

2002Present

Partner/Office Manager

S&Z Construction
  • Manage all A/P and A/R, including preparation of invoices and client statements using QuickBooks Premier and Microsoft Excel. 
  • Post Employee hours, Partner hours, subcontractor hours/invoices, supplier invoices and all material/job cost receipts to system for preparation of customer invoices.
  • Communicate with clients, vendors and subcontractors as needed.
  • Reconcile all bank and credit card accounts. 
  • Track job profitability and prepare job cost reports. 
  • Prepare job estimates, proposals and contracts in compliance with California State Law governing contract requirements. 
  • Process payroll and prepare 1099 and 1096 Forms. 
  • Prepare Monthly Workers’ Compensation Insurance Payroll Reports and handle annual insurance audits. 
  • Prepare all year-end reports for CPA; Track fixed assets and depreciation.
2008Present

Bookkeeper

Eric Johnson Associates, Inc

Assist Vice President of Operations of this lighting design company with special project bookkeeping, QuickBooks file clean-up and monthly review of financial reports; prepare quarterly sales tax return, business property statement, bank and credit card reconciliations; set up new payroll service and developed streamlined payroll procedures; review general financial operations, make suggestions to improve efficiency and assist in implementation of new procedures.

20052007

Office Manager/Full Charge Bookkeeper

Radco & Associates, Inc.

Completely reorganized company’s QuickBooks file and developed and documented proper bookkeeping procedures.  Managed all A/P, A/R, payroll, Workers’ Compensation tracking and reporting, bank and credit card account reconciliations, job cost reports.  Prepared bid proposals, contracts, 1099 and 1096 Forms.  Handled annual insurance audits.  Prepared year-end reports for CPA.

20002001

Bookkeeper/Office Manager

Rushton-Hawley, Inc.

Managed all A/P and A/R for this mid-sized construction company.  Prepared client invoices, contracts, job proposals and monthly Workers’ Compensation reports.  Processed payroll.  Made weekly employment tax payments.  Prepared and served 20-Day Preliminary Lien Notices and prepared Lien Waiver and Release forms.

19952000

Litigation Secretary/Paralegal

Walsworth, Franklin, Bevins & McCall
  • From February 1998 to 2000 – Paralegal to four attorneys, including three partners.Prepared discovery responses and correspondence to opposing counsel and co-defense counsel.Obtained and summarized medical records.Prepared deposition summaries.Conducted research and prepared memoranda.Helped set-up and implement a new case database.Maintained database and prepared weekly reports to insurance carriers regarding case resolutions and upcoming trial dates.
  • From 1995 to February 1998 – Secretary to four attorneys with extremely large caseloads.Updated existing macros within WordPerfect and wrote extensive additional macros, streamlining operations within the firm while simultaneously managing a demanding workload.Maintained insurance carrier and client contact information.Prepared, served and calendared an immense load of discovery requests and responses each month.Prepared and filed motions and other pleadings.Transcribed attorney correspondence, memoranda and deposition summaries.

Education

1998

Paralegal Certificate

Irvine Valley College Community Education
19881991

General Education Courses, GPA 3.9

References

Kimberly Johnson

My Family

Not a Construction Company?

No worries.  I have a wide range of experience and skills in business and office management and an in-depth understanding of proper accounting and bookkeeping procedures.  This understanding translates to all types of businesses.

Specializing In:

QuickBooks Expertise for Construction Companies.

As the part-owner of a construction company myself, I have a unique understanding of the bookkeeping needs of a construction company from the owner's perspective.  This includes clear and straightforward procedures for accurate job cost tracking; Workers Compensation requirements and tracking; insurance, licensing and 1099 reporting requirements for subcontractors;  change order tracking; and efficient and accurate procedures for progress or time and materials billing.

Having worked with QuickBooks Premier, Contractors Edition, on an almost daily basis for the past nine years, I offer the following QuickBooks Services to small and medium sized businesses as an independent contractor, on a part-time or as needed basis:

  • QuickBooks Set-up
  • QuickBooks Clean-up or Reorganization
  • On-site or Remote Bookkeeping Services
  • Streamlining and Customizing proper Bookkeeping procedures and your QuickBooks File to meet your needs and improve efficiency and accuracy
  • Technical Support for QuickBooks
  • QuickBooks Training

QuickBooks Accounting Software programs are ideally suited for small business owners and, when set up and maintained properly, they can make the bookkeeping process much easier.  However, no accounting software program can operate well without sufficient knowledge of its features and functionality. Thus, it is vitally important that your QuickBooks Company file be set-up and maintained properly.  I can help you get on the right track and I can help make sure that you stay there.

Testimonials

In all of the positions I have held, I have consistently been able to improve on existing operating procedures to increase efficiency and accuracy.  Below are excerpts from letters of recommendation written by the Managing Partner and Office Manager of one of my previous employers:

"Ms. Steele is a hard worker, a dedicated employee, and an intelligent problem solver.  During her employment at the firm, she has shown a great knack for organization, communication, and development and implementation of systems that benefit us all."

Ronald H. Bevins, Jr.

Managing Partner

Walsworth, Franklin, Bevins & McCall

"I recognize in Miriam a great potential to be or become anything she desires because she is highly intelligent, creative and so well liked by all who come in contact with her.  Her loyalty is unquestionable and by her practices she has influenced others to a great extent to be the best they can be.  Miriam will make a real contribution to any organization she joins.  She is sorely missed, but her many contributions to the firm keep her close in the hearts of all whom she touched."

Laurel Stjern

Office Manager

Walsworth, Franklin, Bevins & McCall

Summary of Qualifications

Experienced Office Manager/Bookkeeper offering:

  • Ten years of bookkeeping experience, with particular expertise in the Construction Industry.
  • Strong computer proficiency, including expertise in QuickBooks and Microsoft Office as well as the ability to quickly adapt to and learn unfamiliar software systems.
  • Strong communication and organization skills – with meticulous attention to detail.
  • A great capacity for creative problem solving, with the proven ability to improve accounting/bookkeeping as well as general operating procedures to increase efficiency and accuracy.