Donna Williamson
Accountant/Bookkeeper at CTM CPAs & Business Advisors- Claim this Profile
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Bio
Experience
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CTM CPAs & Business Advisors
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Accounting
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1 - 100 Employee
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Accountant/Bookkeeper
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Dec 2012 - Present
Part time monthly financial preparation for McDonald franchises. Full time during tax season in preparing business tax returns. Part time monthly financial preparation for McDonald franchises. Full time during tax season in preparing business tax returns.
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Bookkeeper
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Nov 2002 - 2016
Handle all areas of accounting from billing to tax returns. Prepare all tax returns (payroll taxes and partnership return) at year end. Handle all areas of accounting from billing to tax returns. Prepare all tax returns (payroll taxes and partnership return) at year end.
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Account Manager
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Sep 2004 - Apr 2008
Handled a client base of fifteen (15) on a monthly/quarterly basisPrepared financial statements monthly and client payroll on the clients pay scheduleTrained client personnel on daily accounting procedures as needed by clientPrepared payroll tax returns quarterlyPrepared sales tax returns monthly or quarterly as required and prepared year end trial balance and tax returnAssisted my clients on any other project that they needed Handled a client base of fifteen (15) on a monthly/quarterly basisPrepared financial statements monthly and client payroll on the clients pay scheduleTrained client personnel on daily accounting procedures as needed by clientPrepared payroll tax returns quarterlyPrepared sales tax returns monthly or quarterly as required and prepared year end trial balance and tax returnAssisted my clients on any other project that they needed
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Account Manager
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Jan 1997 - Jan 1999
Performed all accounting functions for a client base of approximately twenty (20)Prepared financial statements sales tax and payroll tax returns on a monthly basis Responsible for maintaining general ledgers and prepared tax returns on Creative Solutions SoftwarePrepared the year-end tax returns (1120's and 1065's Performed all accounting functions for a client base of approximately twenty (20)Prepared financial statements sales tax and payroll tax returns on a monthly basis Responsible for maintaining general ledgers and prepared tax returns on Creative Solutions SoftwarePrepared the year-end tax returns (1120's and 1065's
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Staff Accountant
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Jan 1996 - Jan 1997
Responsible for maintaining ledgers for a client base of twenty-five (25), utilizing Creative Solutions SoftwarePrepared the monthly and /or quarterly financial statement per client and also prepared sales tax and payroll tax returns Responsible for maintaining ledgers for a client base of twenty-five (25), utilizing Creative Solutions SoftwarePrepared the monthly and /or quarterly financial statement per client and also prepared sales tax and payroll tax returns
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Staff Accountant
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Jan 1989 - Jan 1994
Performed all accounting functions for a client base of thirty (30)Prepared all the payroll tax returns, sales taxes, 1120's, 1040's, and 5500's tax returns for each clientMaintained the general ledgers utilizing Creative Solutions Software and prepared tax returns via Lacerte Software Performed all accounting functions for a client base of thirty (30)Prepared all the payroll tax returns, sales taxes, 1120's, 1040's, and 5500's tax returns for each clientMaintained the general ledgers utilizing Creative Solutions Software and prepared tax returns via Lacerte Software
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Staff Accountant
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Jan 1984 - Jan 1989
Managed a client base of fifteen (15), which included corporations and sole proprietorsMaintained the general ledgers and prepared payroll taxes, sales taxes, and year-end income tax returnsAssisted on reviews and audits at a junior level as needed Managed a client base of fifteen (15), which included corporations and sole proprietorsMaintained the general ledgers and prepared payroll taxes, sales taxes, and year-end income tax returnsAssisted on reviews and audits at a junior level as needed
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Education
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Roosevelt University
Bachelor, General Studies -Business/Accounting -
Harper Junior College
Associates, Business