Kendra Maley Middleton

Kendra Maley Middleton

Portland, OR | 503-312-2904 | kmbooksconsult@gmail.com | www.linkedin.com/in/kendra-middleton-7230814

PROFESSIONAL SUMMARY

Versatile, results-driven Accounting Professional and Certified QuickBooks ProAdvisor with over 15 years of comprehensive experience across corporate, CPA firm, and construction environments. Expert at rebuilding complex charts of accounts, streamlining financial operations, and managing multi-entity structures. Proven track record of accelerating month-end close cycles by 33% and interpreting complex financial data to drive executive decision-making. Capable of stepping seamlessly into Senior Accountant, Accounting Manager, or Controller capacities.

CORE COMPETENCIES

Financial Leadership: General Ledger (GL), Month-End/Year-End Close, Financial Statement Preparation, Multi-Entity Consolidation, GAAP Compliance.
Operational Accounting: Accounts Payable (AP), Accounts Receivable (AR), Cash Flow Management, Payroll & Commission Processing (150+ employees), 1099 Reporting.
Strategic Cleanup: Historical Book Reconstructions, Chart of Accounts (COA) Design, Fixed Assets & Depreciation, Internal Controls, Audit Readiness.
TECHNICAL SKILLS

Accounting Software: QuickBooks Desktop & Online, Great Plains, Espresso, Sage Accpac.
Data Analysis: Advanced MS Excel (Pivot Tables, VLOOKUP, Advanced IF/AND Statements, Data Sheet Structuring).

PROFESSIONAL EXPERIENCE

RICHARD HARRIS CPA | Portland, OR
Staff Accountant | December 2025 – Present

Deliver comprehensive client accounting services, including complex bank reconciliations, ledger maintenance, and individual/corporate tax return preparation.
Construct dynamic Excel models to analyze historical client financial data, accelerating data ingestion and processing workflows.
PLUUM CONSTRUCTION | Portland, OR
Controller | January 2023 – July 2023

Assumed full accountability for the fiscal infrastructure, successfully auditing and reconstructing 2 years of historical, inaccurate financial data.
Redesigned and deployed a new Chart of Accounts (COA) to improve financial reporting transparency and transactional accuracy.
Optimized working capital by directing daily cash management, overseeing accounts payable/receivable, and partnering with operations on project change orders and proposals.
EVERGREEN STATE HOLDINGS (CBD Manufacturing) | Portland, OR
Accounting Manager | February 2019 – November 2019

Managed full-cycle accounting and financial reporting for 7 distinct corporate entities, ensuring timely reconciliations and accurate consolidated statements.
Directed high-volume wholesale accounts receivable and cash forecasting systems tailored to industry-specific liquidity demands.
Collaborated directly with sales and logistics teams to validate complex wholesale invoicing, wire transfers, and cross-state shipping compliance.
Partnered with the Corporate Controller on ad-hoc financial analysis and enterprise inventory management controls.
PREMIER MORTGAGE RESOURCES | Portland, OR
Corporate Accountant | May 2017 – October 2018

Led process improvement initiatives that successfully accelerated the corporate month-end close cycle from 30 days down to 20 days.
Prepared complex funding and purchase entries by extracting raw data from specialized loan origination systems and manipulating it via advanced Excel functions.
Executed daily cash analysis and liquidity reporting across all corporate bank and warehouse line accounts for executive leadership review.
Managed end-to-end payroll and commission distributions for 150+ employees alongside high-volume AP and year-end 1099 administration.
NOW CFO | Portland, OR
Accounting Consultant | September 2014 – April 2017

Served as an outsourced fractional controller and senior accountant for a diverse portfolio of small-to-midmarket corporate clients.
Maintained absolute adherence to GAAP standards while delivering audit-ready monthly financial packages within strict 10-day close windows.
Structured and automated client AP/AR administration, payroll workflows, 401(k) plans, and complex multi-tiered bank and treasury reconciliations.
Conducted technical QuickBooks training and system optimizations for business owners to ensure ongoing operational self-sufficiency.
AVAMERE HEALTH SERVICES | Portland, OR
Junior Staff Accountant | April 2013 – May 2014

Executed month-end close adjustments, including AP accruals, prepaid schedules, and payroll journal entries.
Maintained the fixed asset ledger, accurately calculating and booking monthly depreciation schedules.

CONSULTING & ENTREPRENEURIAL EXPERIENCE

KM BOOKS AND CONSULTING | Portland, OR
Independent Accountant / Fractional Controller | January 2009 – Present

Operate a successful independent consultancy providing part-time Controller, Accounting Manager, and bookkeeping services to small business clients.
Reconstruct compromised general ledgers and generate pristine Balance Sheets and Profit & Loss statements to help clients secure critical commercial banking and disaster-relief funding.

EDUCATION & CERTIFICATIONS

Certified QuickBooks ProAdvisor | Intuit
Bachelor of Science in Business Administration | Portland State University (June 2004)
Emphasis: Accounting & Marketing