Holly Pulido
- July 31, 2026
- Posted by: holly@bellotastrategies.com
- Categories:
Detail‑oriented bookkeeping professional with 25 years of experience supporting law firms, real estate professionals, and small businesses with accurate financial management, streamlined workflows, and reliable back‑office operations. Expert in QuickBooks, legal accounting systems, trust/escrow workflows, reconciliation, and monthly financial reporting. Known for precision, integrity, and building efficient systems that help firms operate smoothly and profitably.
Core Competencies
QuickBooks (Online & Desktop)
Legal & Real Estate Accounting
Bank & Credit Card Reconciliation
Trust/Escrow Accounting
A/R, A/P & Vendor Management
Financial Reporting & Month‑End Close
Expense Categorization & Audit Support
Workflow Optimization & Systems Setup
Remote Bookkeeping & Confidential Records Management
Provide contract bookkeeping and operational support for law firms, real estate agents, and small businesses.
Manage full‑cycle bookkeeping using QuickBooks, Clio, and other legal/real‑estate platforms.
Perform monthly reconciliation, financial reporting, and year‑end preparation for CPAs.
Set up customized workflows and back‑office systems to improve efficiency and reduce errors.
Support realtors with commission tracking, escrow documentation, mileage/expense logs, and transaction categorization.
Maintain strict confidentiality and compliance with legal and financial standards.
Train business owners and staff on best practices for bookkeeping and operational organization.
Holly Pulido
Arlington, TN • Austin, TX Bookkeeping & Operational Support Specialist Email • Phone • LinkedIn • Website (optional)
Professional Summary
Detail‑driven bookkeeping specialist with 25 years of experience supporting law firms, small businesses, and professional service organizations with accurate financial management and streamlined back‑office operations. Expert in QuickBooks, legal accounting systems, reconciliation, financial reporting, and workflow optimization. Known for exceptional precision, confidentiality, and the ability to bring order, clarity, and efficiency to complex or disorganized financial environments.
Core Competencies
QuickBooks Online & Desktop
Full‑Cycle Bookkeeping
Bank & Credit Card Reconciliation
Accounts Payable & Accounts Receivable
Trust/Escrow Accounting
Payroll Support & Vendor Management
Month‑End Close & Financial Reporting
Expense Categorization & Audit Preparation
Workflow Optimization & Systems Setup
Confidential Records Management
Remote Bookkeeping & Client Support
Professional Experience
Bellota Strategies Bookkeeping & Operations Consultant
Austin, TX / Remote 2000 – Present Provide contract bookkeeping and operational support for law firms, small businesses, and professional service organizations.
Manage full‑cycle bookkeeping using QuickBooks, Clio, and other industry platforms.
Perform monthly reconciliation, financial reporting, and year‑end CPA preparation.
Clean up and restructure disorganized books to restore accuracy and compliance.
Build customized workflows and back‑office systems to improve efficiency and reduce errors.
Support business owners with budgeting, vendor management, payroll coordination, and financial organization.
Maintain strict confidentiality and compliance with legal and financial standards.
Train staff and owners on best practices for bookkeeping and operational structure.
Chief Operating Officer Slack Davis Sanger, LLP / Howry Breen & Herman, LLP / Gray Becker, PC
Austin, TX Led firm operations, finance, HR, and technology modernization for two legal organizations.
Oversaw accounting processes, trust account compliance, and financial reporting.
Implemented new systems and workflows to improve accuracy and operational efficiency.
Managed budgets, vendor relationships, payroll, and administrative infrastructure.
Directed onboarding, staff development, and organizational strategy.
Technical Skills
QuickBooks Online & Desktop
Clio Manage
LawPay
Excel & Google Sheets
PracticePanther
Bill.com
Microsoft 365
Document Management Systems
Education & Professional Development
25+ years hands‑on bookkeeping experience
Leadership roles in the Association of Legal Administrators (ALA)
Ongoing training in accounting systems, workflow automation, and operational strategy
Professional Strengths
Exceptional accuracy and attention to detail
Strong communication and client service
Ability to clean up messy books and build order from chaos
Trusted partner for small businesses and solo professionals
Efficient, organized, and proactive
Industries Served
Legal
Real Estate
Small Business
Professional Services
Contractors & Freelancers
Nonprofits
To contact this candidate email holly@bellotastrategies.com