Abigail Lee, Certified Public Bookkeeper

No shortcuts, headaches, and no hassles. My core values are sincerity, dedication, fairness, and honesty. Impeccable in word and work, I will do what I say. With an eye and an ear for improvement, I take my clients’ unique needs and requests with respect and appreciation for an opportunity to learn. These values offer my clients peace of mind that their books will be done in compliance, accurately, and timely.

I am known for being very organized and detailed, calm and professional, yet personable with a good sense of humor. As a bookkeeper, I take a straightforward approach, highly capable of solving complex challenges. As a strong, collaborative team member I am reliable and clear in communication. I enjoy working with others toward the common goal while meeting the standards of the organization.

My Services

Bookkeeping

I will provide proper classification and accurate recording of transactions for the preparation of Financial Reports; Income Statement, Balance Sheet, and Statement of Cash Flow. This allows my clients timely information necessary to make good business decisions and will also assist with efficient tax preparation. I will provide monthly reconciliation of business bank accounts, credit card accounts, loans etc., Manage and prepare monthly reports on Accounts Payable & Accounts Receivable. Bookkeeping clients may be monthly, quarterly, semi-annual, or annual as needed.

Project Support

Quickbooks Start-Up: I enjoy getting business owners, and/or their designated personnel, started off in the right direction with QB. Quickbooks Clean-Up: Sometimes the numbers just don’t line up or you have gotten behind in the reconciliation. I can take that on as a stand-alone project. A successful Board: one that is able to assess the financial status of its organization. I enjoy educating the Board of Directors in the reading, understanding, and use of financial statements. I can assist in identifying obstacles and opportunities for meeting financial goals.

Nonprofit Bookkeeping

I will track income and expenses for the organization and for each of its programs. Record Accounts Payable, Accounts Receivable and cash receipts. Reconcile monthly bank statements. Record In-kind Donations and prepare Donor Acknowledgements. Provide an annual and/or program budget. I enjoy facilitating Annual Strategic Planning meetings. The best person to do this is someone from the outside of the organization. A fresh, objective and neutral outsider who has attended and/or facilitated at least 20 productive meetings. I am that someone!

Call for a free consultation and estimate.

Education

QuickBooks Online Certification – 2015

National Association of Certified Public Bookkeepers

This uniform QuickBooks Online certification examination through NACPB validates QuickBooks Online knowledge and demonstrates QuickBooks Online skills to be used in a professional setting.

Certified Public Bookkeeper – 2016

National Association of Certified Public Bookkeepers

This certification examination through NACPB validates a higher level of expertise and specialized knowledge, a deeper understanding of accounting regulations and best practices. The NACPB’s professional membership, thorough courses and supportive community of bookkeepers is priceless.

A.S. Business Administration – 2017

Whatcom Community College

This degree demonstrates my management and administrative capabilities in the private, public, and non-profit environments. It strengthened my skills in marketing, economics, accounting, management, and project planning as well as research and communication at a professional level.

Experience

Animals as Natural Therapy – Bellingham, Washington

Co-Founder, December 1999 – August 2014

Served in every Board of Director and operational capacity, including the bookkeeping. Planned and implemented organization’s effectiveness to annually serve over 1,000 teens in recovery, veterans, and our elderly.

Carry On Resumes – Bellingham, Washington

Co-Founder, February 2016 – December 2019

Provided professionally composed resumes to US Veterans at no charge. Performed all administrative duties and procedures including preparation and proper retention of all financial records and reporting. Maintained confidential client files and provided professional communications. This was a highly successful program for our Veterans.

West Coast Pets – Bellingham, Washington

Owner & Operator, March 2019 – Present

True to my dedication to being the best I can be I am licensed, certified, and insured to supervise and provide professional care to cats, dogs, and other pets. I provide detailed visit reports, invoicing, and maintain a very high level of customer satisfaction.

Current Balance, LLC