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Shelly Leonard

Shelly Leonard

Experienced Bookkeeper

Talent
Costa MesaMember since June 22, 2026
Microsoft ExcelAccounts PayableBudgetingForecasting
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Microsoft ExcelAccounts PayableBudgetingForecasting

About

Experienced Bookkeeper with a strong background in developing efficient systems for financial transaction accounting. Proven track record in producing accurate financial statements and managing accounts payable and receivable. Highly organized and self-motivated, eager to leverage expertise in bookkeeping to support financial operations and business growth.

Experience

Bookkeeper/Operations - Chaco Flaco Drinks LLC and Elevado Drinks LLC

(2019-01 - 2026-05)

  • Oversaw accounts payable and receivable, processed payroll, and conducted finance-related tasks, ensuring accurate financial records and timely payments
  • Tracked expenses, budgeted taxes, and managed cash flow and receipts using QuickBooks and Microsoft Excel, improving financial accuracy and efficiency

Office Manager/Bookkeeper - LG Blanco

(2020-11 - 2021-09)

  • Managed full charge bookkeeping using QuickBooks, ensuring accurate financial records and compliance with non-profit accounting standards
  • Processed payroll and organized certificates of insurance for contracting jobs, enhancing operational efficiency and compliance
  • Tracked expenses, budget, and taxes using Microsoft Excel, resulting in improved financial oversight and budget management

Office Manager - The Boat House

(2017-07 - 2020-12)

  • Performed accounting and administrative duties using QuickBooks and Microsoft Excel, improving office efficiency and accuracy
  • Supported business growth by preparing financial books and managing payroll and taxes, ensuring compliance and financial accuracy

Food Server/Bookkeeper - La Cave Steakhouse

(2002-05 - 2017-10)

  • Served food and cocktails to customers, ensuring a high level of customer satisfaction and efficient service
  • Completed daily bookkeeping tasks using QuickBooks, ensuring accurate financial records for the restaurant
  • Handled cash deposits and prepared bank transactions, ensuring secure and accurate financial operations
  • Processed payroll and paid bills using Microsoft Excel and QuickBooks, ensuring timely and accurate financial management

Owner & Operator - Avalon Bar

(2003-06 - 2013-07)

  • Founded and managed a high-end craft cocktail lounge known for innovative mixology and exceptional guest experiences
  • Designed and curated a seasonal cocktail menu featuring original recipes, fresh ingredients, and artisanal techniques
  • Led a team of mixologists and service staff, providing training on cocktail preparation, flavor profiles, and customer engagement
  • Developed a sophisticated ambiance and brand identity that attracted a loyal clientele and consistent positive reviews
  • Organized exclusive events, tasting nights, and collaborations with local distilleries and chefs to drive revenue and brand visibility
  • Managed vendor relationships to source premium spirits, fresh produce, and specialty ingredients
  • Oversaw all financial operations including budgeting, forecasting, and P&L management, maintaining profitability in a competitive market
  • Ensured strict adherence to alcohol service laws, health and safety standards, and staff certifications
  • Implemented inventory controls and POS systems to reduce waste and track sales trends
  • Cultivated a welcoming, upscale atmosphere that enhanced customer retention and word-of-mouth marketing

Education

Bachelor of Arts - Art Textile Design - Long Beach State University (1994-08 - 1996-05)

Bachelor of Arts - Art textile Design - San Francisco State University (1992-08 - 1994-05)

Skills

Experienced Bookkeeper

Reviews

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