Years of experience: 10

Business OwnerAccountantFinance

Trusted by top professionals

  • Heather Michael
    Owner
    Verified
    Lexy prepared a very thorough and helpful budget and cash flow projection for my business. The budget is in excel and uses historical data to project out anticipated future costs, allows me to enter a...

Trust Score

Exceptionally trusted; proven professional excellence.

100%
Lexy's Career Path
Accounting Services ManagerOct. 2022 -
Present
KV Consulting LLCAccounting Services Manager
- Lead the productivity of the Accounting Services Team. - Carry out the compliance and service delivery in the accounting services business as per the set deadlines. - Deliver complex business accounting services to the client. Perform staff reviews of accounting procedures and defend their work. - Supervise the accounting personnel; recruitment, retention, training, mentorship and performan...
Payroll AdministratorSep. 2020 -
Aug. 2022
Linn Area Credit UnionPayroll Administrator
Cedar Rapids, Iowa, United States- Take care of payroll for our employees. - Get reports ready for weekly, quarterly, and yearly reviews. - Prepare and send in payments for quarterly and annual payroll tax filings. - Review and handle W-2 forms for employees. - Prepare and process 1099 forms for the credit union. - Ensure accurate commission and bonus payments are made. - Follow and respect the company’s policies and procedu...
Financial ControllerSep. 2018 -
Aug. 2022
Linn Area Credit UnionFinancial Controller
Cedar Rapids, Iowa, United States- Oversee all accounting functions such as Billing, Accounts Receivable, Accounts Payable, General Ledger, Counsel, Cost Accounting, Inventory Accounting, and Revenue Recognition. - Lead the preparation of budgets and financial forecasts while also tracking and reporting variances. - Create and distribute monthly financial statements in a timely manner. - Work on regulatory reporting preparat...

Lexy's Posts

  • How I can help you

    Small business owners juggle numerous roles, making it tough to excel. I streamline bookkeeping, enhancing financial literacy and training, allowing owners to focus on revenue. I ensure accuracy and deliver detailed management reports.

  • People I am looking for

    I cater to diverse small businesses: • Physical & Online Retailers • Gyms & Restaurants/Wineries • Contractors & Service Providers • Mom & Pop Shops

  • Experience & Cases

    Achievements & Clients: • Financial insights & cost-saving strategies • Past work with varied small businesses • Expertise in recurring bookkeeping & one-time financial tasks

  • How to contact

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