Julie M. Wheatley
Accounting and Human Resources Professional
Detail-oriented professional with extensive experience in bookkeeping, office administration, and financial management across multiple industries.
About Me
Detail-oriented and versatile Accounting and Human Resources professional with extensive experience in bookkeeping, office administration, and financial management across multiple industries. Proven track record of collaborating with CPAs, managing payroll, and streamlining operational processes. Adept at maintaining accurate financial records, ensuring regulatory compliance, and delivering exceptional administrative support in fast-paced environments.
Extensive Experience
15+ years in accounting, bookkeeping, and office administration
Certified Professional
QuickBooks Pro certified and NNA Certified Notary Signing Agent
Proven Track Record
Successfully managed full-charge bookkeeping for multiple entities
Work Experience
A comprehensive timeline of my professional journey
NESC Staffing
May 2023 – May 2024- •Managed full-charge bookkeeping for eight entities, including reconciliation of multiple bank accounts
- •Performed administrative duties: answered phones, processed incoming and outgoing mail, greeted visitors, managed filing systems, and processed payroll for four bars
- •Collaborated with CPA to enter journal data and manage income tax filings across multiple entities
- •Oversaw administrative and booking functions, including the accurate entry of bills into QuickBooks
Bobby K. Newman PC at Lilly Newman Van Ness LLP
June 2016 – July 2021- •Handled full-charge bookkeeping, reconciling bank accounts and trust accounts for multiple business entities
- •Supervised staff and administered daily remote bank deposits
- •Processed credit card payments and maintained regular communication with VIP clients for scheduling payments and meetings
- •Established new bank accounts and collaborated with CPA for journal entries and income tax management
Alloy Metals and Tubes International
May 2013 – June 2016- •Accurately entered bills and financial transactions into QuickBooks, ensuring up-to-date accounting records
- •Administered daily remote bank deposits for timely and secure fund processing
- •Performed comprehensive month-end financial reconciliations to maintain data integrity
- •Organized and coordinated meetings, handling all logistical arrangements
Brachfeld Law Group
November 2010 – February 2013- •Managed payment processing received via mail, wire transfer, MoneyGram, and credit card
- •Oversaw posting of payments and handled debtor refund requests
- •Prepared daily financial reports for executives to assess profit and loss
- •Directed departmental operations for efficient workflow
Longhorn Excavators, Inc.
March 2008 – July 2010- •Verified accuracy of vendor invoices and entered transaction data into QuickBooks
- •Maintained comprehensive check registers for issued and voided checks
- •Coordinated and updated master records, credit applications, general ledger accounts, workers' compensation, and equipment insurance documentation
Stevens and Henry CPA
June 2005 – July 2008- •Handled all incoming and outgoing telephone communications
- •Organized client documentation and files systematically
- •Scheduled company appointments and administered QuickBooks records for multiple clients
Education & Certifications
Academic background and professional credentials
Bachelor of Arts in Accounting
Houston Community College
Currently EnrolledFocus Areas:
- ✓Certified User of Intuit QuickBooks Pro/Premier 2014
- ✓Completed Mastering QuickBooks course, earning 14 CPE credits
- ✓NNA Certified Notary Signing Agent, background screened, License No. 12944904-2
- ✓Successfully completed Microsoft Office Excel Levels 1 and 2
Skills & Expertise
Comprehensive skill set across accounting, software, and administration
Beyond the Resume
Personal values and community commitment
Finding joy in unraveling complex plots and engaging storylines
Spending quality moments with my inspiring daughters who motivate me daily
Helping my sisters and caring for my stroke-survivor brother with dedication
I believe that community is essential to wellbeing. Throughout my career and personal life, I've witnessed the transformative power of support, guidance, and genuine connection.
My aspiration is to serve as a mentor who inspires others, especially those from challenging backgrounds, to pursue success. I understand that the path to achievement isn't always straightforward, and having someone who believes in your potential can make all the difference.
Whether through professional guidance, sharing experiences, or simply being present for those who need support, I'm committed to giving back and helping others discover their own strength and capabilities.