Katie McKay

I provide bookkeeping and financial organization services for businesses and investors who need accurate reporting, clean records, and dependable monthly financial visibility

Accountant/Tax Preparer at Premier Accounting & Tax Services, Inc. (2023-02 – Present)

• Preparing Individual, Partnership, Corp, S-Corp, Trust & Non-Profit tax returns - interpreting, analyzing, translating, completing & finalizing returns
• Collecting and organizing tax documents, following up with clients on any missing documents to successfully meet deadlines. Resolving diagnostic issues and warnings
• Bookkeeping for clients that need financial statements to complete their tax returns or training company bookkeepers/owners on how to set up financials

Freelance Bookkeeper at Self-Employed (2021-06 – Present)

• Experience managing books for Restaurants, Construction Businesses, Audio Installation, Healthcare Services, Multiple Rental Properties, Gyms, Personal books & many more
• From Full Charge Bookkeeping to weekly/monthly reconciliation of statements
• Managing accounts in QuickBooks Online & Desktop Accountant, reconciliation of bank statements & credit card transactions, clearing bank transactions, invoicing, handling A/P & A/R, generating financial statements, & revenue entries
• Sales Tax - set up & submission to CDTFA
• Payroll - set up & processing (experience with all major payroll companies), including 1099ing
• Cleaning up, troubleshooting, and working with clients on how to manage their books

Client Service Associate II at Arthur J. Gallagher & Co. (2021-11 – 2023-01)

• Responsible for handling the pre-renewal process for 149 middle market insurance accounts/ over 550 lines of business, from contacting carriers for requirements to marketing multiple carrier submissions
• Organized and coordinated renewal applications and requirements in Indio (cloud-based renewal platform)
• Processing mid-term billing adjustments and end of term audit statements

Lab Equipment Manager at Amgen Inc. (2015-12 – 2021-03)

• Created the Equipment Management Program for two laboratories, designed a system for monitoring equipment
• Coordinated the maintenance or repair of equipment with vendors or technicians while ensuring the lab was ran efficiently; then subsequently reviewing the work packages and checking for deficiencies
• Generated weekly and monthly metric for analyzing equipment and assays; presented data for process improvement analysis; tracked and treaded equipment usage, ranging from performance to maintenance issues

Bachelor of Science in Consumer Sciences – California State University, Northridge

Certificate in Accounting & Proficiency Award – Moorpark College