Bookkeeping Built for Growing Businesses
Accurate Books. Clear Reports. Peace of Mind.
With nearly 15 years of accounting and controller level experience, The Lodge Bookkeeping helps business owners stay organized, tax ready, and confident in their numbers. We take away the stress of managing the books and help keep your business on the right trail
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Accurate and Dependable
QuickBooks Certified Expert
Over a Decade of Experience
Personalized Service
Clear Financial Reporting
Why Choose The Lodge Bookkeeping?
Multifamily property management accounting is more than simply tracking income and expenses. It requires accurate reporting, strong cash flow oversight, vendor management, and timely financial information that owners and managers can rely on to make critical business decisions.
My experience includes managing the bookkeeping operations for a portfolio of 26 multifamily properties totaling more than 2,600 units, with some communities exceeding 300 units. Working in a fast-paced property management environment, I was responsible for maintaining accurate financial records across multiple entities while ensuring reporting deadlines were consistently met.
I partnered daily with property managers, asset managers, and ownership groups, serving as a key financial resource for operational and strategic decision making. My responsibilities included preparing monthly financial reports, analyzing cash flow trends, reconciling accounts, processing vendor payments, and delivering the financial data needed for monthly owner and asset management dashboards.
One of my greatest contributions was improving reporting efficiency and accountability. When I joined the organization, reporting deadlines were frequently delayed, sometimes by several months. Through process improvements, automation, and disciplined financial controls, I helped establish reliable reporting procedures that consistently met and exceeded company expectations, providing stakeholders with timely and accurate financial information they could trust.
In addition to financial reporting, I managed vendor insurance compliance and ensured vendors met required insurance standards before performing work on the properties. I also oversaw the timely processing of vendor payments, helping maintain strong vendor relationships while ensuring expenses were properly coded and recorded.
My multifamily accounting experience has provided me with a deep understanding of:
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Property-level and portfolio-level financial reporting
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Cash flow monitoring and forecasting
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Accounts payable and vendor management
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Vendor insurance compliance tracking
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Budget-to-actual analysis
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General ledger maintenance and reconciliations
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Multi-entity bookkeeping
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Owner and asset manager reporting packages
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Process improvement and financial automation
At The Lodge Bookkeeping, I bring this same level of expertise, organization, and accountability to every client, helping property owners and management companies gain greater visibility into their financial performance while ensuring their books remain accurate, timely, and dependable.
The automotive industry demands precision, compliance, and the ability to manage high transaction volumes in a fast-paced environment. During my time as an Office Manager for a Mitsubishi dealership, I was responsible for overseeing the financial operations of the dealership while ensuring accurate reporting, regulatory compliance, and efficient administrative processes.
I managed the dealership's full-charge bookkeeping functions, including accounts payable, accounts receivable, payroll processing, payroll tax filings, sales tax reporting and payments, general ledger maintenance, bank and credit card reconciliations, month-end closing, and financial reporting. My role required maintaining accurate financial records while providing ownership and management with timely financial insights to support business decisions.
In addition to traditional accounting responsibilities, I played a critical role in the dealership's finance operations by coordinating loan documentation with financial institutions. I ensured deal packets were submitted accurately and worked directly with lenders to resolve missing or incorrect documentation, helping expedite funding and maintain strong banking relationships.
A unique aspect of my position was remotely managing the accounting and administrative functions of one dealership from another location. This required developing efficient remote workflows, improving communication processes, and implementing procedures that increased accountability and operational efficiency across both locations. I also supervised office personnel, provided training and support, and worked closely with department managers to ensure smooth day-to-day operations.
I also served as the system administrator for the dealership's management software, Automate, overseeing user account creation, role assignments, and access permissions for employees throughout the organization. This responsibility required balancing operational efficiency with internal controls, ensuring team members had the appropriate system access to perform their duties while maintaining data security and compliance standards. I provided ongoing support for account management, onboarding, and system-related troubleshooting, helping employees utilize the platform effectively.
Compliance and audit readiness were a major focus of my role. I consistently met and exceeded expectations during quarterly floor plan audits by maintaining organized records, ensuring accurate inventory reporting, and adhering to lender requirements. My efforts helped keep the dealership in excellent standing with floor plan financing providers while minimizing audit findings and operational risk.
My dealership experience provided extensive expertise in:
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Full-charge bookkeeping
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Payroll processing and payroll tax compliance
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Sales tax reporting and remittance
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Accounts payable and accounts receivable management
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Bank and credit card reconciliations
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Month-end and year-end closing procedures
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Financial statement preparation and analysis
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Automotive loan documentation and lender relations
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Remote office management and process improvement
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Staff supervision and training
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System administration and user access management
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Automate dealership management software administration
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Floor plan audit preparation and compliance
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Cross-department operational support
This experience strengthened my ability to manage complex financial operations, maintain strict compliance standards, and deliver accurate financial information in highly regulated, transaction-driven environments. The same attention to detail and commitment to accountability now serves clients of The Lodge Bookkeeping across a variety of industries.
The heavy equipment industry requires exceptional attention to detail, inventory accuracy, and operational efficiency. During my time with WV Tractor, a heavy equipment dealer supporting road construction contractors, state agencies, and local municipalities, I gained hands-on experience managing critical accounting, inventory, and operational processes that directly impacted customer service and business performance.
Working closely with the Vice President in a small business environment of fewer than ten employees, I played an integral role in supporting daily operations across multiple functions. My responsibilities included managing accounts payable, tracking sales tax, creating and monitoring purchase orders and sales orders, coordinating shipping and receiving activities, and maintaining accurate inventory records.
One of my most significant responsibilities involved managing parts pricing across a catalog containing more than 300,000 individual parts. Using advanced Excel processes and data management techniques, I maintained and updated multiple pricing structures for each item, including list pricing, contract pricing, and stock pricing. Accuracy was critical, as pricing errors could impact profitability, customer contracts, and inventory valuation. This experience strengthened my ability to work with large datasets, identify discrepancies, and implement efficient processes for maintaining accurate information at scale.
Because WV Tractor supplied equipment and parts that supported state road construction projects and municipal operations, reliability and accuracy were essential. I helped ensure customers received the correct parts, orders were processed efficiently, and inventory information remained current to support uninterrupted operations for contractors and government agencies alike.
Working in a small business environment also provided valuable exposure to multiple aspects of business operations. I regularly collaborated across departments, balanced competing priorities, and contributed wherever needed to support company goals. This hands-on experience developed a strong understanding of how accounting, inventory management, purchasing, and customer service work together to drive operational success.
My heavy equipment industry experience includes:
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Accounts payable management
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Sales tax tracking and compliance
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Purchase order creation and tracking
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Sales order processing and management
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Shipping and receiving coordination
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Inventory and parts management
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Large-scale pricing administration
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Advanced Excel data management
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Vendor and supplier coordination
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Inventory cost and pricing analysis
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Small business operations support
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Process improvement and workflow efficiency
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Government and municipal customer support
This experience gave me a unique understanding of inventory-driven businesses and the financial controls necessary to support complex operations. The skills I developed managing large datasets, maintaining pricing accuracy, and supporting critical infrastructure customers continue to benefit clients of The Lodge Bookkeeping today.
Working for MRC Global, a Fortune 500 company and one of the world's largest distributors of pipe, valves, and fittings, provided valuable experience operating within a high-volume, large-scale financial environment. With operations spanning multiple countries and quarterly revenues measured in the billions of dollars, accuracy, efficiency, and strict financial controls were essential to the company's success.
As a member of the Accounts Payable team, I was responsible for ensuring the accurate and timely processing of vendor invoices while maintaining compliance with company policies and payment terms. The role required managing a substantial workload, processing an average of 250 invoices per day while maintaining an exceptionally high level of accuracy. Performance standards allow no more than 10 errors per week, requiring consistent attention to detail and disciplined execution.
I was entrusted with managing relationships and payments for some of the company's largest vendors, handling invoices that frequently reached seven-figure amounts. These transactions required careful review, accurate coding, and timely processing to ensure vendors were paid according to negotiated terms and contractual obligations.
A critical aspect of my role involved monitoring and meeting payment deadlines that qualified the company for valuable vendor discounts. In many cases, early payment incentives exceeded $40,000 on a single invoice, making timely processing a direct contributor to company profitability. By ensuring invoices were processed accurately and payments were issued within discount windows, I helped support cost-saving initiatives that generated significant financial benefits for the organization.
In addition to invoice processing, I was responsible for verifying checks prior to distribution, providing an additional layer of financial control and quality assurance. This process helped ensure payment accuracy, reduce risk, and maintain strong vendor relationships across a global supplier network.
Working within a Fortune 500 environment strengthened my understanding of large-scale financial operations, internal controls, and the importance of process efficiency in high-volume accounting departments.
My experience at MRC Global includes:
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High-volume accounts payable processing
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Vendor invoice review and approval workflows
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Large-dollar transaction management
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Payment term and discount management
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Financial accuracy and quality control
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Check verification and payment auditing
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Vendor relationship support
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Enterprise accounting procedures
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Internal controls and compliance
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Process efficiency and productivity management
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Deadline-driven financial operations
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Cost-saving and profitability initiatives
This experience taught me how even small details can have a significant financial impact when operating on a large scale. Managing high-value transactions, maintaining exceptional accuracy standards, and protecting vendor discount opportunities reinforced the importance of disciplined financial processes, an approach I continue to bring to every client at The Lodge Bookkeeping.
The healthcare and insurance industries require a unique combination of financial accuracy, regulatory compliance, and confidentiality. During my time with HealthSmart, I supported critical accounting and administrative functions while the organization was navigating a corporate merger, providing assistance in areas that required both precision and strict adherence to privacy regulations.
As part of the accounting team, I was responsible for reconciling more than 150 bank accounts associated with Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs). These reconciliations were essential to ensuring account balances remained accurate and that policyholder funds were properly accounted for throughout the transition process. The volume and complexity of the accounts required strong organizational skills, attention to detail, and the ability to work efficiently under tight deadlines.
In addition to reconciliation responsibilities, I prepared and distributed customer account statements while maintaining strict compliance with HIPAA regulations and company privacy standards. Handling sensitive financial and healthcare-related information required a thorough understanding of confidentiality requirements and the importance of safeguarding customer data throughout every step of the process.
During the merger, I also assisted with the preparation of redacted financial and operational documents, ensuring confidential information was properly protected before being shared with authorized parties. This work provided valuable exposure to corporate due diligence procedures, regulatory requirements, and the documentation processes involved in large-scale business transactions. I additionally supported filing and records management efforts to help maintain organization and compliance throughout the transition.
Although my time with HealthSmart was a temporary assignment, it provided valuable experience within the healthcare and insurance sectors and strengthened my understanding of regulatory compliance, financial controls, and data privacy requirements. I left the organization on excellent terms and gained practical knowledge that continues to influence my commitment to accuracy, confidentiality, and professional standards.
My healthcare and insurance industry experience includes:
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Bank account reconciliations
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HSA and FSA account administration support
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High-volume financial account management
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Customer statement preparation and distribution
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HIPAA compliance and data privacy procedures
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Confidential records management
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Merger and acquisition support
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Document redaction and due diligence preparation
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Financial controls and reconciliation processes
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Regulatory compliance and documentation standards
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Administrative and filing system management
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Handling sensitive financial and personal information
This experience reinforced the importance of accuracy, confidentiality, and compliance in highly regulated industries. The attention to detail and commitment to safeguarding sensitive information that I developed in the healthcare sector continues to be a core part of the service I provide to clients at The Lodge Bookkeeping.
Working for the City of Charleston, West Virginia's state capital and largest municipality, provided valuable experience in public sector accounting, government financial operations, and regulatory compliance. Supporting a wide range of city departments required accuracy, accountability, and a strong understanding of how financial processes contribute to the effective delivery of public services.
As a member of the Accounting Department, I was responsible for processing requisitions for departments across the city, helping ensure purchases were properly authorized, coded, and recorded in accordance with municipal policies and budget requirements. This role required frequent collaboration with department personnel and a thorough understanding of government procurement procedures.
I also managed the accounting functions related to revenue generated by the Municipal Court and the Charleston Coliseum & Convention Center, ensuring receipts were accurately recorded, balanced, and posted to the appropriate accounts. These responsibilities required careful attention to detail and accurate tracking of revenue from multiple sources.
In addition, I was responsible for reconciling monthly insurance expenditures and processing utility payments for city facilities and operations. Many of these expenses were associated with specific projects, grants, or funding sources, making accurate coding and documentation critical for compliance, reporting, and audit purposes. Proper tracking ensured expenditures were allocated correctly and supported the city's financial accountability requirements.
Beyond my accounting responsibilities, I served as the primary point of contact for incoming calls to the Accounting Department. I assisted residents, vendors, employees, and external stakeholders by directing inquiries to the appropriate personnel and helping facilitate efficient communication across the department.
My experience in municipal government accounting includes:
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Government accounting procedures
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Public sector financial operations
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Requisition processing and procurement support
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Budget and expenditure tracking
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Revenue posting and reconciliation
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Municipal Court revenue accounting
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Event venue and civic center revenue management
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Utility payment processing
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Grant and project expense tracking
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Insurance expenditure reconciliations
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General ledger coding and account maintenance
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Audit-ready documentation and recordkeeping
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Interdepartmental collaboration
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Public and vendor relations
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Administrative and customer service support
Working within municipal government provided firsthand experience with the accountability, transparency, and compliance standards required in public finance. This role strengthened my ability to manage complex financial processes, maintain accurate records, and support stakeholders across a diverse organization.
Industy Experience
How Bookkeeping can Help your Business
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You're behind on your bookkeeping.
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Tax season feels overwhelming every year.
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You don't know if your business is profitable.
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Your financial reports don't make sense.
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You're spending nights and weekends doing bookkeeping.
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You need accurate books for loans or financing.
Do any of these situations sound familair?
The Lodge Bookkeeping provides reliable bookkeeping and financial reporting so you always know where your business stands.