Kimberly Thomas

Senior Accountant at Jones & Roth CPAs and Business Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
GE

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Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Senior Accountant
      • Jul 2022 - Present

    • United States
    • Accounting
    • 100 - 200 Employee
    • Senior Associate - CAS
      • Oct 2021 - Mar 2022

    • United States
    • Accounting
    • 500 - 600 Employee
    • Senior Associate
      • Dec 2020 - Aug 2021

    • United States
    • Accounting
    • 100 - 200 Employee
    • Senior Client Accountant
      • Jun 2016 - Sep 2020

      • Managed accounting services for multiple small and midsize business clients. • Accounting software setup, chart of account maintenance, conversions, and client training. • Maintain knowledge of various accounting software and enhancements. • Performed monthly general ledger work. Including AR calculation, AP calculation, month end journal entries, reclass entries, and monthly compiled financial statements. • Maintain fixed assets purchases and disposals. • General Ledger analysis and reclassifying entries related to asset purchases, debt obligations, and equity contributions. • Knowledgeable on building reports in QuickBooks statement writer, Accounting CS, and Qvinci to enhance accountant’s control over presentation. • Prepared monthly and quarterly sales and use tax returns • Performed trend analysis for budget forecasting and debt agreements. • Preparation of Annual 1099s. • Performed payroll for a wide range of clients, varying by complexity and size. Including new hire reporting, employee forms and documentation, submission of direct deposit files, remittance of tax payments, and payroll tax returns. Experienced in multi-state filing. • Experienced in setup of Print Boss, an external software integrated with QuickBooks and QBO to create ACH bank files for upload. • 401K remittance and census and profit sharing calculations. • Quarterly and annual tax planning and tax projections • Prepared 1040 Tax Returns for small business clients that included various Schedules C, related 401K and profit sharing calculations, depreciation adjustments, and self-employed health insurance and retirement plan. Also experienced with farming and rental income preparation. • Prepared 1120 S returns for physician groups and small business clients. • Perform tax research and reply to tax notices and correspondence for clients.

    • Senior Staff Accountant
      • Jan 2012 - Mar 2016

      •Perform bookkeeping services, such as general ledger, payroll, quarterly tax form preparation, and monthly sales tax forms •Prepare individual and corporate tax returns for a variety of clients •Provide audit support for small city and water works board audits. Bank reconciliations, amortization and depreciation schedules, external confirmations, attorney letters, tracing and vouching transactions, reviewing internal control policies, preparing necessary adjusting entries at year end and validate financials for head CPA. •Perform clerical duties: data entry, marketing, billing, purchasing, and collections. •Run office when CPA was out of office due to travel and business appointments.

    • United States
    • Restaurants
    • 700 & Above Employee
    • Server
      • Apr 2008 - Jul 2012

      •Awarded a silver guest delight pin by Director of Operations Robert Rodriquez for providing 100% guest delight and building continuing guest connections •Assisted in training new servers on company service standards •Played an essential role in opening and setting records a new store Prattville, AL •Assisted guests in product knowledge, sales, and customer service •Awarded a silver guest delight pin by Director of Operations Robert Rodriquez for providing 100% guest delight and building continuing guest connections •Assisted in training new servers on company service standards •Played an essential role in opening and setting records a new store Prattville, AL •Assisted guests in product knowledge, sales, and customer service

Education

  • Auburn University Montgomery
    Master of Business Administration, 3.5
    2015 - 2016
  • Auburn University Montgomery
    Bachelor of Science, Accounting
    2009 - 2014
  • Prattville High School
    High School Diploma, Academic Endorsements
    2003 - 2007

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