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Katie Hicks

@katiehicks

Bookkeeping Success Team Lead at HarQuin Bookkeeping & Consulting, LLC, who led client onboarding and prepared CPA-ready financial records.

United States

Message

At HarQuin Bookkeeping & Consulting, LLC, I led client onboarding, bookkeeping transitions, and financial record cleanup. I also prepared monthly and year-end financial statements, CPA-ready records, and annual 1099s.

At Harrod & Associates, P.S.C., I managed day-to-day bookkeeping for small-business clients, including payroll and state sales tax filings. Earlier, I managed financial operations at The Point Community Church and processed trust and investment account transactions at Farmers Bank & Capital Trust Co.

Experience

Work history, roles, and key accomplishments

Success Team Lead

HarQuin Bookkeeping & Consulting, LLC

Jan 2021 - Jan 2026 (5 years)

Led client onboarding, bookkeeping transitions, and financial record cleanup. Trained and mentored bookkeepers while overseeing quality and accuracy, and managed A/R and A/P and prepared financial statements.

Bookkeeping Client Onboarding Training Mentorship Accounts Payable Accounts Receivable Financial Statements CPA 1099 Process Improvement

Bookkeeper

Harrod & Associates, P.S.C.

Jan 2020 - Jan 2022 (2 years)

Managed day-to-day bookkeeping and financial records for small-business clients. Processed payroll, payroll reporting, and state sales tax filings, and performed reconciliations.

Bookkeeping Payroll Processing Sales Tax Accounts Payable Accounts Receivable Bank Reconciliation 1099

Office Manager/Bookkeeper

The Point Community Church

Jan 2017 - Jan 2021 (4 years)

Managed daily financial operations including accounts payable, receivable, deposits, and QuickBooks records. Prepared financial reports and presented information to leadership.

Quickbooks Accounts Payable Accounts Receivable Financial Reporting Payroll Tax Reporting

Trust Operations Specialist

Farmers Bank & Capital Trust Co

Jan 2014 - Jan 2017 (3 years)

Managed financial transactions for trust, retirement, investment, and loan accounts. Reconciled accounts, processed bond issuances and investment trades, and managed year-end tax reporting.

Trust Operations Account Reconciliation Financial Transactions Bond Processing Trade Investment Tax Reporting