Sonia Shirley

Excellent accounting, managerial and communication skills. Enthusiastic, very responsible and reliable. Self-starter and a motivated team player. Able to handle multiple tasks and meet deadlines. Bilingual in English and Spanish. Conducted own practice in Mexico, which is still in operation by one of the accountants that formerly worked for me.

Accounting Department Manager - St Thomas Aquinas Catholic School - Dallas, TX

(2024-07 - 2026-06)

In charge of the accounting department; enter bills, pay vendors, post incidental charges to families, collections, and reconcile accounts and end of month procedures.

• Financial reporting on a monthly and quarterly basis, and as required
• Assist the Principal of the school to prepare budgets and as needed
• Prepare information for the annual agreed upon procedures
• Maintain all accounting files and records
• Prepare 1099-NEC forms as applicable
• Set up tuition agreements in Facts
• Communicate with families about their financial needs
• Assist to business managers' meetings, financial council meetings, accountant meetings

Accountant/Business Manager - SPSA Catholic Academy, Inc./St. Augustine Catholic School - Dallas, TX

(2013-03 - 2024-07)

In charge of the accounting department; enter bills, pay vendors, post incidental charges to families, collections, and reconcile accounts and end of month procedures.

• Financial reporting on a monthly and quarterly basis, and as required
• Assist the Principal of the school to prepare budgets and as needed
• Prepare information for the annual agreed upon procedures
• Maintain all accounting files and records
• Prepare payroll on a semi-monthly basis
• Manage group insurance and employee benefits
• Prepare 1099-Misc and respond to tax notifications
• Assist families with their financial applications in Facts
• Set up tuition agreements in Facts
• Communicate with families about their financial needs
• Translate letters and notifications to parents; translate handbooks, school forms
• Assist to business managers' meetings, financial council meetings, accountant meetings
• Follow procedures for the Fundraising events; attend to the events and prepare financial information about the same
• File for e-rate reimbursements; Other duties as needed

Bookkeeper - St. Augustine Catholic School - Dallas, TX

(2012-11 - 2013-03)

• Full charge bookkeeper
• Assist with month end procedures and financial reporting
• Collections
• Prepare Payroll
• Prepare 1099-Misc
• Maintain all accounting files and records
• Translate documents as needed
• Other duties as needed

Independent Accountant – Tax Preparer - Self-Employed

(2010-05 - 2012-11)

• Prepare Individual income tax returns, using Turbo Tax software
• Prepare Payroll tax returns
• Prepare Sales Tax returns
• Compute payroll for clients' employees as needed
• Compile clients' bookkeeping using QuickBooks 2009 - 2011 software. Analyze and review G/L to prepare Financial Statements

Bachelor's - Accounting - Universidad Juárez del Estado de Durango (1991)

MBA - Business Administration - Universidad Juárez del Estado de Durango, División de Estudios de Postgrado (1995)

Certificate - Tax Course - H & R Block (2001)