Experience

Homemaker

• United Kingdom
• Retail

• Homemaker

  • May 2016 - Present

• Wealth Management Associate

  • Jul 2014 - Present



ABLRE Tax and Assoicates

• Tax Preparer/Accountant

  • Jan 2008 - Apr 2014

  •Complete tax returns for 150 individuals. •Tax Returns were mostly for professionals with investments, clergy, and college professors. •Prepared tax planning for clients on a need basis •Completed tax returns and bookkeeping for 10 small businesses •Complete tax returns for 150 individuals. •Tax Returns were mostly for professionals with investments, clergy, and college professors. •Prepared tax planning for clients on a need basis •Completed tax returns and bookkeeping for 10 small businesses



Sorge CPA

• United States
• Accounting
• 1 - 100 Employee

• Bookkeeper

  • Jun 2005 - Nov 2007

  •Generated monthly and quarterly financial reports for 28 small businesses •Completed live payroll for 6 companies •Responsible for quarterly and year-end tax reporting for 16 clients, never missed a deadline •Tax returns done for corporations and individuals •Converted depreciation schedules between software platforms •Developed company-wide standards for use of organizational software •Generated monthly and quarterly financial reports for 28 small businesses •Completed live payroll for 6 companies •Responsible for quarterly and year-end tax reporting for 16 clients, never missed a deadline •Tax returns done for corporations and individuals •Converted depreciation schedules between software platforms •Developed company-wide standards for use of organizational software



Edgewater Automation

• United States
• Automation Machinery Manufacturing
• 100 - 200 Employee

• Executive Assistant

  • Apr 2004 - Jan 2005

  •Supervised accounts payable clerk •Performed accounting duties, including statement reconciliation, month end reporting •Managed accounts receivable, including invoicing and tracking of open accounts •Performed payroll duties for company of 40 employees •Maintained Human Resource files for entire company •Coordinated office events such as open house and holiday party •Generated project status reports for company president and project managers •Supervised accounts payable clerk •Performed accounting duties, including statement reconciliation, month end reporting •Managed accounts receivable, including invoicing and tracking of open accounts •Performed payroll duties for company of 40 employees •Maintained Human Resource files for entire company •Coordinated office events such as open house and holiday party •Generated project status reports for company president and project managers