Barbara Shaw

Managed accounts receivable for two companies and provided bookkeeping support across additional client files. Prepared month-end working papers and documentation, and drafted engagement letters and retainer agreements for new and existing clients.

Managed daily operations for a six-provider dental clinic and its continuing education sister business, overseeing scheduling, billing, document control, and coordination for a 15-person team. Maintained audit-ready digital filing, processed invoices and reconciled payments in practice management software and QuickBooks, and implemented workflow improvements that reduced administrative processing

Provided administrative support across multiple departments, including scheduling, reception, and document preparation. Maintained databases and spreadsheets in line with provincial policy standards while supporting program logistics and accurate record keeping.

Coordinated provider schedules and maintained patient records using Dentrix practice management software. Reviewed insurance documentation and supported accurate claim and predetermination submissions while serving as the primary patient contact for scheduling and billing inquiries.

Generated and submitted approximately 800 invoices monthly based on established accounts receivable schedules. Implemented company-wide inventory management software, trained team members on new processes, and maintained organized financial and operational records in a high-volume environment.

Earned QuickBooks Online ProAdvisor certification from Intuit in 2026.

Completed a Basic Accounting Certificate at Okanagan College in 2023.

Completed Management & Leadership Skills for New Management through Pryor Learning in 2023.

Completed a Financial Coordinator Course with FOR in 2021.