Wendi Massot Bookkeeper & Marketing Manager
areas of expertise
- Bookkeeping
- IOLTA two-entry transactions
- Three-way Reconcilations
- Social media marketing
- Content creation
education
- Associates Degree in Business Administration
- Intuit Bookkeeper Certification
- QuickBooks Online Advanced Certification
Wendi Massot is a skilled Bookkeeper and Marketing Manager with a proven track record in driving business growth. With an Associates Degree in Business Administration and advanced certifications from Intuit, she brings a strong foundation in financial management and a passion for digital marketing.
Wendi’s expertise lies in bookkeeping, including IOLTA two-entry transactions and three-way reconciliations. Her experience working with diverse clients, from law firms to non-profits, equips her to handle complex financial needs with precision and efficiency.
Beyond bookkeeping, Wendi is a strategic marketer with a focus on social media. She develops and executes effective campaigns, increasing brand visibility and engagement. Her ability to manage multiple tasks and prioritize effectively, combined with her leadership experience, makes her a valuable asset to any team.
When she’s not immersed in numbers or digital strategies, Wendi enjoys outdoor adventures, spending time with loved ones, and caring for her beloved baby turtles.
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“Merry and her team have been a godsend with getting our books in order. Can’t recommend them enough!”
“Been running my own shop for just over three years. This year decided to outsource my bookkeeping, and truly was a great decision. Merry and Wendi are detail oriented, take time to understand my business, and are good at what they do. I’m definitely a huge fan, and consider them part of my own team!”
“Really happy with the service. Fast response times + Good reports that let me see my financials at a glance + fair pricing. Highly recommend.”
“I manage the books for my business and I know just enough about Accounting to understand the concepts, but to get into trouble. Merry recognized right away my inefficiencies and came up with a simpler solution for entering transactions.
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I also appreciate the thought she puts into her responses – she is a solution thinker and very reliable.”