Director of Finance And Operations

• Jul 2020 - Present

Owner

• May 2015 - Present

Specializing in assisting small businesses, from Quickbooks set up to tax return preparation and everything in between. Individual, corporate, sales, and payroll tax preparation. Specializing in assisting small businesses, from Quickbooks set up to tax return preparation and everything in between. Individual, corporate, sales, and payroll tax preparation.

Sales Tax Consultant

• Jul 2011 - Aug 2015

Preparation and submission of 20+ sales tax returns on a monthly and quarterly basis. Corresponding with tax authorities as needed. Preparation and submission of 20+ sales tax returns on a monthly and quarterly basis. Corresponding with tax authorities as needed.

Senior Staff Accountant

• Sep 2008 - May 2015

Preparation of individual, corporate, partnership, and trust tax returns. Assist on audits, reviews, and compilations to include financial statement preparation. QuickBooks consulting. Preparation of payroll tax returns. Bookkeeping. Preparation of individual, corporate, partnership, and trust tax returns. Assist on audits, reviews, and compilations to include financial statement preparation. QuickBooks consulting. Preparation of payroll tax returns. Bookkeeping.

Staff Accountant

• Apr 2008 - Aug 2008

Responsibilities include accounts payable, accounts receivable, monthly journal entries, bank reconciliations. Responsibilities include accounts payable, accounts receivable, monthly journal entries, bank reconciliations.

Staff Accountant

• Apr 2005 - Aug 2006

Responsibilities include accounts receivable, daily deposits, accounts payable, billing, 5 state monthly sales tax returns, and collections. Also to be included are monthly bank reconciliation, quarter end closing, and month end journal entries for Whitney & Son Inc. as well as New England Wire Cloth Company, Inc., a company owned by Whitney & Son, Inc. Responsibilities include accounts receivable, daily deposits, accounts payable, billing, 5 state monthly sales tax returns, and collections. Also to be included are monthly bank reconciliation, quarter end closing, and month end journal entries for Whitney & Son Inc. as well as New England Wire Cloth Company, Inc., a company owned by Whitney & Son, Inc.