Sara Moncrief

Bookkeeper
Certifications
  • Certified QuickBooks Online ProAdvisor
  • Bill.com
  • Karbon Masterclass
  • Hubdoc
  • Aero
Areas of expertise
  • New Client set up: Establishing a chart of accounts, bookkeeping policies and procedures, and implementing applications for client's specific needs
  • Verifying, allocating and posting transactions
  • Account reconciliations, Allocation review, Generating Monthly
  • Financial Statements
  • Payroll Processing, Annual and Quarterly Form Filing
  • Sales Tax; Monthly and Quarterly
  • Cloud based business management technologies
  • Account Receivable and Account Payable management
  • Assessing client's questions or individual needs to implement them into their workflow processes
  • Data entry, filing, building custom document storage platforms to facilitate easy access to all business documents
Specialties
  • General Ledger Bookkeeping
  • Month end close
  • Quarterly and Annual filing compliance
  • Procedure Documentation
  • Cloud based software integration and migration
  • Technology Operations Leader
  • Implementing and training in new technology

Contact Core Accounting Services today to take the first step toward success.