Lora Smith | Freelancer Resume

Lora Smith Nashville Metropolitan Area linkedin.com/in/lorasmithacctaxpro-- Summary My motto is “You Earn It, We'll Help You Keep It!" Hence why having an IRS Tax Professional and Certified Bookkeeper, like myself, with over 24 years of accounting & tax experience is necessary. All my training and financial knowledge of operating & overseeing companies in various industries throughout my career have rewarded me with a strong portfolio of satisfied clients. It has also equipped me to handle all your accounting & tax needs with accuracy & professionalism. Experience Small Business Owner Smith's Accounting & Tax Services, LLC May 2018 - Present (2 years 4 months +) From start-ups to established enterprises, businesses rely on accurate financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, tax planning & investments. These services include but are not limited to: Bookkeeping (Monthly, quarterly, or annual) Accounting system setup and support Payroll processing Cash flow budgeting and forecasting YE financial statement preparation Notary Services Tax preparation We are well equipped to provide services to companies that do business in Tennessee, as well as those that require multi-state tax preparation. For individuals, we can provide tax services to anyone regardless of where you live. From relatively simple individual tax returns to high net worth clients, individual tax clients are an important part of what we do. Brand Ambassador JUST STRONG Mar 2019 - Present (1 year 6 months +) Lora Smith - page 1 I am proud to be a Brand Ambassador at Just Strong, where we as a team are on a mission to empower those who are not just strong for a girl, they're just strong. Whether you are an experienced lier, a new starter or have simply overcome great adversaries in your life, the JustStrong community are here to empower and motivate you to never give up. Notary Public State of Tennessee Sep 2016 - Present (4 years +) An oﬀicial of integrity appointed by state government to serve the public as an impartial witness in performing a variety of oﬀicial fraud-deterrent acts related to the signing of important documents. National Sales Representative L & W Emergency Equipment Nov 2015 - Present (4 years 10 months +) Provide excellent service to all customers/government entities. Establish plans and strategies to expand the customer base in the marketing area. Meet with potential customers to introduce products available to their departments. Follow-up with customers on past due invoices. Staﬀ Accountant & Human Resource Manager Wise Coaches, Inc. Feb 2016 - Apr 2018 (2 years 3 months) Process invoices in a timely manner Receive and process payments-checks & credit cards Allocate payments in Coach Manager Prepare bank deposits and balancing to Coach Manager Cash Book & credit card statements Make deposits at bank Respond to clients inquires/repayments Enter deposits into QuickBooks Review outstanding aged/AR Liaise with sales staﬀ/recharters Ensure bus & vendor payments are made in a timely manner Review all invoices for charges & ensure they are accurate and approved Liaise with vendors Input payroll on a bi-weekly basis Answer employee questions regarding payroll Enter payroll into QuickBooks Ensure employees health insurance deductions are correct Track employees PTO Answer inquires from 3rd parties regarding employees rate of pay/length of service Hire & Terminate employees in payroll system Ensure new employees are set up in payroll system and time/web clock Liaise with the State of Tennessee and other authorities regarding employee garnishments and unemployment. Review/update and pay monthly bill from insurance companies Set new employees up in insurance portal Ensure employees deductions are set up for payroll Liaise with health insurance broker & health insurance companies Reconcile monthly bank statements Monitor credit card bills for balance and pay Lora Smith - page 2 Supervise and monitor work flow for part-time staﬀ Collect mail on a daily basis Liaise between IT support and staﬀ Control oﬀice supplies/furniture ordering *Wore many hands in this position to ensure oﬀice ran eﬀiciently* CFO/Sales Manager Eight EVP, LLC Sep 2014 - Dec 2015 (1 year 4 months) • Compiles and analyzes financial information to prepare entries to accounts, such as general ledger accounts, documenting business transactions. • Performs statistical analyses to determine trends, estimates, and significant changes. • Analyzes financial information detailing assets, liabilities, capital, and prepares balance sheet, profit and loss statement, and other reports to summarize and interpret current and projected company financial position for CEO. • Audits contracts, orders, and vouchers, and prepares reports to substantiate individual transactions prior to settlement. • Determines proper handling of financial transactions and approves transactions within designated limits. • Monitors compliance with generally accepted accounting principles and company procedures. • Makes recommendations regarding the accounting of reserves, assets, and expenditures. • Conducts studies and submits recommendations for improving the organization's accounting operation. • Maintenance of fixed assets, and determination of depreciation rates. • Establish and maintain sound fiscal policies. • Responsible for balance sheet and bank reconciliations. • Responsible for all HR & payroll functions. • Develops a business plan and sales strategy for the market that ensures attainment of company sales goals and profitability. • Provide excellent service to customers. • Establishes plans and strategies to expand the customer base in the marketing area. Healthcare Account Manager Comprehensive Pain Specialists Aug 2013 - Aug 2014 (1 year 1 month) Worked with eClinicalWorks billing soware reviewing claims for any CPT code corrections, rejections and/or AR issues rebilling medical claims on HCFC 1500's. Post & balance payments to accounts Maintains a high level of productivity Working knowledge of industry-specific forms, coding, and reimbursement methodologies. Assertive in resolving unpaid/rejected claims Responsible for training new staﬀ, ensure AR is collected in a timely manner, ensure proper tools are in place to collect the AR and ensure the staﬀ has the proper education and training. Billing Supervisor CareAll Home Health Care Apr 2009 - Aug 2013 (4 years 5 months) Managed all aspects of seven oﬀice staﬀ and operations daily. Responsible for hiring and training new staﬀ, ensuring medical claims process and bill correctly, ensure AR is collected in a timely manner, ensure proper tools are in place to collect the AR and ensure the staﬀ has the proper education and training to meet DSO and Bad Debt goals. Lora Smith - page 3 May assist with administrative duties fundamental to successful project operations. Maintains an appropriate level of productivity, as defined by project guidelines. Working knowledge of industry-specific forms, coding, and reimbursement methodologies. Enter new patient demographics into Home Care Accounting Solutions (HAS) system. Stays informed of guidelines and regulations governing billing and collections practices. Supervised Posting of Medicare, private & patient pay insurance payments to patient accounts. Run AR reports and balance on a daily basis, also work with accounting department at month end to balance all 35 locations Successfully handled invoicing and cash payments to accounts. Responsible for collections of aged accounts. Completes timely billing and follow-up on assigned accounts, in a compliant manner experience working HMO, PPO, and commercial health insurance claims knowledge of ICD9, CPT, and HCPC coding assertive in resolving unpaid claims Familiar with multiple (widely used) patient accounting/ billing systems Oﬀice Manager Archer Exteriors Inc Apr 2007 - Mar 2011 (4 years) • Prepare, examine or analyze accounting records, financial statements or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards • Develop, implement, modify, and document recordkeeping and accounting systems • Executed daily operations of administrative staﬀ. • Analyzed oﬀice operations and procedures, such as typing, bookkeeping, preparation of payrolls, flow of correspondence, filing and the requisition of supplies. • Wrote, designed and produced purchase orders for material. • Trained and managed nine employees and achieved significant improvements in their productivity. • Reviewed clerical and personnel records to ensure completeness, accuracy and timelines. • Tracked Production and Job costing. • Initiated payroll functions for hourly employees. • Accounting activities including but not limited to accounts receivable, payable, fixed assets and inventory. • Enters invoice information into accounting system and ensures that all invoices are posted and paid by their due dates. Responsible for meeting assigned deadline schedules for month end closing. • Approved all submitted invoices and check pending requirements from all departments. • Sorted and verified invoices, performing final approval for billable accounts. • Reconciles vendor statements; communicates verbally or in writing to ensure all invoices/credits have been received Oﬀice Manager Surgical Health Group Oct 2006 - Apr 2007 (7 months) • Executed daily operations of oﬀice personnel. • Supervised and managed nine employees for main oﬀice. • Analyzed oﬀice operations and procedures, such as typing, bookkeeping, preparation of payrolls, flow of correspondence, filing and the requisition of supplies. • Posted insurance and patient payments to patient accounts, made transfers and adjustments to accounts and billed insurance claims when needed. • Successfully handled invoicing and cash payments to accounts. Responsible for collections of aged accounts. Oﬀice Manager/Full Charge Bookkeeper Fleet Painting & Body Shop Lora Smith - page 4 Jun 2004 - Sep 2006 (2 years 4 months) • Prepare, examine or analyze accounting records, financial statements or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards • Successfully handled invoicing and cash payments to accounts. Responsible for collections of aged accounts. • Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs • Executed daily operations of administrative staﬀ. • Evaluated oﬀice production, revised procedures and devised new forms in order to improve eﬀiciency of workflow. • Analyzed oﬀice operations and procedures, such as typing, bookkeeping, preparation of payrolls, flow of correspondence, filing and the requisition of supplies. • Reviewed clerical and personnel records to ensure completeness, accuracy and timelines. • Supervised seven employees, scheduled work hours, resolved conflicts, and determined salaries. • Enters and maintains new vendors and changes to existing vendors • For new vendors, completes set up for 1099 tax reporting based on W-9s Bookkeeper/Medical Biller Ed Medical Supply Oct 2001 - Jan 2004 (2 years 4 months) • Prepare, examine or analyze accounting records, financial statements or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards • Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs • Develop, implement, modify, and document recordkeeping and accounting systems • Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting or other tax requirements • Prepare forms and manuals for accounting and bookkeeping personnel and direct their work activities • Reviewed, evaluated outstanding claims for timely and accurate payment of outstanding balances. • Researched, corrected, and resubmitted unpaid primary and secondary claims as necessary. • Contacted insurance companies and/or third party payers to determine the reason(s) payment is being delayed and take the necessary steps to resolve the claim. • Reviewed Explanation of Benefits (EOB) for denials. • Researched and resolved denials with insurance companies. • Understanding of DX, ICD9, CPT, and HCPC codes for DME products. • Analyzed oﬀice operations and procedures, such as typing, bookkeeping, preparation of payrolls, flow of correspondence, filing and the requisition of supplies. • Reviewed clerical and personnel records to ensure completeness, accuracy and timelines. • Successfully handled invoicing and posting insurance and cash payments to patient accounts. Responsible for collections of aged patient accounts. Worked denied claims, corrected and resubmitted for payment. Processed payroll and reconciled bank accounts. • Coordinated the activities of various clerical departments. Full Charge Bookkeeper Phillips & Ingrum Attorneys at Law Jan 1998 - Oct 2001 (3 years 10 months) • Successfully handled invoicing and cash payments to accounts. Responsible for collections of aged accounts. • Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs • Executed daily operations of administrative staﬀ. Lora Smith - page 5 • Evaluated oﬀice production, revised procedures and devised new forms in order to improve eﬀiciency of workflow. • Analyzed oﬀice operations and procedures, such as typing, bookkeeping, preparation of payrolls, flow of correspondence, filing and the requisition of supplies. • Reviewed clerical and personnel records to ensure completeness, accuracy and timelines. • Enters and maintains new vendors and changes to existing vendors • Responsible for balance sheet and bank reconciliations. • Responsible for all HR & payroll functions. Education University of Phoenix Bachelor of Business Administration (B.B.A.), Healthcare Administration 2010 - 2012 Florida State University Bachelor of Applied Science (BASc), Accounting and Finance 1992 - 1994 Licenses & Certifications HIPPA Security for The Health Care Workforce HIPPA Privacy Standards for Everyone P1035AD Introduction to Healthcare Compliance P1117 Certificate of Membership - Specialty Equipment Market Association (SEMA) Notary Public - State of Tennessee Issued Sep 2016 - Expires Sep 2020 Bookkeepers Certification - Legacy Bookkeeping LLC, Certified QuickBooks Online ProAdvisor IRS Tax Professional - Department of Treasury IRS Issued Dec 2019 - Expires Dec 2020 P- Skills Payroll • Bookkeeping • Tax Preparation • Financial Statements • Employee Benefits • Government Contracting • Oﬀice Management • Police • Accounts Receivable • Sales Management Lora Smith - page 6