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Kharla — Mid-Level Legal Bookkeeping Specialist from Philippines

Kharla

Mid-Level Legal Bookkeeping Specialist

Philippines 3-6 years
Open to offersNew to Platform
Languages
English
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About

Kharla D. is an experienced Bookkeeper with over three years specializing in law firm accounting for U.S.-based practices. She demonstrates expertise in QuickBooks Online, legal trust accounting (IOLTA), and multi-platform reconciliation across MyCase and Clio Manage. Kharla has successfully executed multi-year catch-up and clean-up projects, completed complex three-way trust reconciliations, and ensured ongoing IOLTA compliance by accurately aligning client trust transactions and bank records. Her work includes preparing W-2s, W-3s, and tax-ready financial reports, enhancing audit trails for attorney review, digitizing historical records, and automating payroll processes for law practices. Kharla holds a Bachelor of Science in Management Accounting and certifications in bookkeeping and QuickBooks Online.

Experience

  • Legal Bookkeeper

    LD Legal LLC · 2025 — Present
    Reconciled and updated 12 years of IOLTA trust account transactions within Clio Manage to maintain accuracy and compliance with trust regulations. Prepared comprehensive summaries and issue reports detailing uncleared transactions and discrepancies, offering corrective actions for attorney consideration. Organized and digitized historical financial documents, enhancing data accessibility and audit preparedness.

  • Legal Bookkeeper

    Cadilac Law PLLC · 2023 — Present
    Completed a catch-up and clean-up project for three years of company financial records in QuickBooks Online and MyCase, ensuring the accuracy of past transactions. Executed trust reconciliation workflows in QuickBooks Online, aligning bank balances with client trust ledgers and liability accounts. Maintained accurate client trust balances through recorded transactions and created a customized retainer tracking report. Performed audits to ensure matching balances between MyCase and QuickBooks Online across all client matters.

Skills & Expertise

Quickbooks ExpertQuickbooksBookkeepingAccountant

Education

  • Bachelor of Science in Management Accounting
    Jose Rizal Memorial State University · 2019 — 2023

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