Client Accounting Services Manager

• May 2022 - Present

CPA

• Dec 2016 - Jan 2022

Accountant

• Jan 2015 - Dec 2016

•Federal income tax preparation •Tax returns - payroll & excise •Payroll •Monthly accounting & financials •Quickbooks ProAdvisor •Federal income tax preparation •Tax returns - payroll & excise •Payroll •Monthly accounting & financials •Quickbooks ProAdvisor

Owner/Accountant

• Jun 2001 - Dec 2016

•Set-up & troubleshooting of bookkeeping systems •Quarterly/annual payroll tax returns •Quickbooks ProAdvisor •Payroll •Excise tax returns - federal, state, local •Monthly accounting & financials •Month- and year-end closing entries •Set-up & troubleshooting of bookkeeping systems •Quarterly/annual payroll tax returns •Quickbooks ProAdvisor •Payroll •Excise tax returns - federal, state, local •Monthly accounting & financials •Month- and year-end closing entries

Accountant

• Jul 2014 - Apr 2015

•Full-cycle accounting •Payroll •Federal and state tax returns - excise and payroll •Monthly and year-end financials •Full-cycle accounting •Payroll •Federal and state tax returns - excise and payroll •Monthly and year-end financials

GL Accountant

• Apr 2013 - Jan 2014

Bookkeeper/Office Manager

• Sep 2011 - Mar 2012

• Bookkeeping using Quickbooks • Accounts payable & accounts receivable • Account reconciliations • Human resources • Bookkeeping using Quickbooks • Accounts payable & accounts receivable • Account reconciliations • Human resources

Staff Accounting Support

• Jun 2011 - Mar 2012

• Bookkeeping using Quickbooks • Assisting with payroll audits • Process payroll and quarterly returns • Bookkeeping using Quickbooks • Assisting with payroll audits • Process payroll and quarterly returns

District Manager

• Jan 2011 - Apr 2011

-Consult with clients to determine best payroll solution -Work to ensure a seamless transition in service -Provide clients and partners with valuable information -Provide the best service I can to each and every business I work with! -Consult with clients to determine best payroll solution -Work to ensure a seamless transition in service -Provide clients and partners with valuable information -Provide the best service I can to each and every business I work with!

Staff Accountant

• Nov 2008 - Jun 2009

•Execute transition from CSA to Quickbooks for bookkeeping & payroll clients •Monthly accounting and payroll, including bringing several clients current •Execute transition from CSA to Quickbooks for bookkeeping & payroll clients •Monthly accounting and payroll, including bringing several clients current

Accounts Payable Analyst (Contract)

• Jul 2008 - Sep 2008

•Review, dispute and approve high volumes of accounts payable for multiple clients •Review, dispute and approve high volumes of accounts payable for multiple clients

Office Manager

• Dec 2006 - Jun 2008

•Data input & assembly of business and individual returns •Bookkeeping, payroll preparation & excise tax preparation •Set up of scanning data structure for paperless office •Data input & assembly of business and individual returns •Bookkeeping, payroll preparation & excise tax preparation •Set up of scanning data structure for paperless office

Accounting Manager

• Aug 2005 - Dec 2006

•Supervise up to 5 employees •Human Resources, including food permits, liquor licenses, & WSGC licenses •State & federal tax reporting •Bank reconciliation for 10 accounts – mostly cash deposits with variances •Take on three previous employees’ workloads with little training or supervision •Review payroll data for up to 80 employees •Supervise up to 5 employees •Human Resources, including food permits, liquor licenses, & WSGC licenses •State & federal tax reporting •Bank reconciliation for 10 accounts – mostly cash deposits with variances •Take on three previous employees’ workloads with little training or supervision •Review payroll data for up to 80 employees