Kelly Davis

About Kelly Davis

Experienced accountant with expertise in both private and public sectors, including family office operations. Tax specialist with a strong background in estate and trust administration, high net worth client services and sophisticated financial systems. Analytical and detail driven professional with extensive GAAP expertise. Known for partnering with teams and taking initiative, I deliver strategic, high-quality solutions that enhance compliance, streamline processes, and drive business growth.

Experience

1. Accountant

   Tadaccounting

   Jan 2025 — Present

   Manage the bookkeeping needs of multiple clients, including daily transactions; perform bookkeeping tasks in QuickBooks Desktop, QuickBooks Online and Bill.com including transaction entry, reconciliations, and journal entries; utilize cloud based tools such as Restaurant 360 and BILL.com; maintain documented workflows and ensure process consistency; manage Accounts Payable and Accounts Receivable processes for several clients, prepare and process payroll with Gusto; various projects as requested.

Education

• Metropolitan Community College

  Associate of Arts and Sciences - AAS, Accounting

Skills

• Invoicing
• Administrative Assistance
• Expenses
• General Ledger
• Accounts Payable
• Expense Reports
• Administrative Assistants
• Peachtree
• Microsoft Word
• Employee Relations
• Customer Service
• Accounting
• Vendor Management
• Peoplesoft
• Account Reconciliation
• Microsoft Office
• System Administration
• Invoice Processing
• Agribusiness
• Spreadsheets
• Human Resources
• Accounts Receivable
• Access
• Quickbooks
• Office Management
• Microsoft Excel
• Organization
• Bank Reconciliation