Emily Wells, MPAcc
Owner & Managing Director at ZumiFi - Bookkeeping / Focused Financials- Claim this Profile
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Bio
Credentials
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QuickBooks Certified ProAdvisor
Intuit AccountantsMay, 2017- Oct, 2024 -
Certified Fraud Examiner
Association of Certified Fraud Examiners (ACFE)Jun, 2014- Oct, 2024 -
QuickBooks Certified ProAdvisor - QuickBooks Advanced Online
IntuitDec, 2017- Oct, 2024 -
QuickBooks Certified ProAdvisor - QuickBooks Online
IntuitMay, 2017- Oct, 2024
Experience
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ZumiFi - Bookkeeping / Focused Financials
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Accounting
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1 - 100 Employee
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Owner & Managing Director
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Oct 2023 - Present
FOCUSED ON YOUR FINANCES. Our services enrich your bottom line.Lots of people can run a business. But you know not everyone can successfully manage every detail. You have to pitch new clients while keeping your current clients happy. Hire and pay employees. Keep detailed records. File receipts. And come back tomorrow and do it all again. At ZümiFi, we get it. We work with dozens of smart, savvy people just like you from all types of businesses. You want to get to the next level. And we can help you get there.Consider us your professional stress relievers. We balance your books and crunch your numbers to show you that your hard work is paying off. ZümiFi - your focused financial specialists.Because great books matter. Show less
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Director of Bookkeeping Services
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Aug 2022 - Oct 2023
- Leads, manages, coaches and mentors ZumiFi staff members. - Creates policies, procedures, and internal controls to support high quality delivery of ZumiFi’s bookkeeping services. - Work closely with the Principal to help create and sustain a great workplace at ZumiFi for competent, highly motivated, and results-oriented people whose core values and work ethic align with the organization’s high performance and mission-driven culture; and whose skills and experience contribute to achieving the organization’s goals, objectives and growth.- Continued management of current portfolio of clients as a financial strategist Show less
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Quality Coordinator / Finance Strategist
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Oct 2021 - Aug 2022
• Remote working on all listed tasks below• Manage portfolio of various clients bookkeeping, payroll, and HR needs• Assist in building internal systems and standardized practices for ZumiFi, Inc.• Problem solving and building client relationships to form long standing trust• Assist in building compliance checklist for onboarding and client management• Onboarding and training of new hires at ZumiFi, Inc.• Onboarding and training of clients who require assistance with new software • Create company and client focused initiatives to expand services • Full cycle bookkeeping services for Individuals, Corps, Partnerships, Non-Profits, Trusts, etc.• Monthly, quarterly, and yearly reconciliations• Monthly, quarterly, and yearly production of financials for client use• Review and analysis of financials with clients, pinpoint areas that align with client operations and how to improve these to achieve client goals• Monthly, quarterly, and yearly payroll processing• Creation of specific tracking systems through use of Excel and or online tools to achieve budget, loan, or other tracking objectives for clients• Multi-State and jurisdiction sales tax calculation, filing, and payment for clients• Entity selection and creation, Secretary of State setup and agency account setup• QuickBooks Accounting – Pro Advisor, Accountants Edition, Enterprise Edition, Online• QuickBooks consulting for projects per client request• Consistent use of the following programs: Bill.com, Slack, Asana, Google (Drive, Sheets, Docs, Sites, Gmail), LastPass, Microsoft (Word, Excel, Power Point) Adobe Acrobat, Clio.com, Bill4Time, Serengeti Legal Tracker• Excel at client communication that is professional and prompt Show less
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Bookkeeping Account Manager
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Aug 2019 - Oct 2021
• Remote working on all listed tasks below• Manage portfolio of various clients bookkeeping and HR needs• Full cycle bookkeeping services for Individuals, Corps, Partnerships, Non-Profits, Trusts, etc.• Monthly, quarterly, and yearly payroll• Multi-State and jurisdiction sales tax calculation, filing, and payment for clients• Entity selection and creation, Secretary of State setup and agency account setup• QuickBooks Accounting – Pro Advisor, Accountants Edition, Enterprise Edition, Online• QuickBooks consulting for projects per client request• Consistent use of the following programs: Bill.com, Slack, Asana, Google (Drive, Sheets, Docs, Sites, Gmail), LastPass, Microsoft (Word, Excel, Power Point) Adobe Acrobat, Clio.com, Bill4Time, Serengeti Legal Tracker• Client communication that is professional and prompt• Collaboration with coworkers to come up with improvements to processes to increase efficiency Show less
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Martillaro Raub & Associates
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United States
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Accounting
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1 - 100 Employee
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Staff Accountant
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Jul 2015 - Aug 2019
• Remote working on all listed tasks below • Estimated tax planning, estate planning, and financial projections for clients • Tax return services for Individuals, Corps, Partnerships, Non-Profits, Trusts, etc. • Monthly, quarterly, and yearly payroll & bookkeeping services for clients • Tax management services, communications with the State of Colorado, IRS • Multi-jurisdiction sales tax calculation, filing, and payment for clients • Internal control and Fraud Deterrence Analysis • Cost Segregation Studies resulting in over $950,000 in additional client deductions • QuickBooks Accounting – Pro Advisor, Accountants Edition, Enterprise Edition, Online • Entity selection, creation, and restructuring resulting in entity tax bracket 14% adjustment • Perform situation based tax research for tax planning to save clients in excess of $500,000 • Notary Public, witness, and signatory services for clients • Collecting and inputting of data into CS UltraTax for S Corp, C Corp, Partnership, Estate, Trust, Non-Profit, and individual tax returns Show less
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Matzen & Fesler, P.C.
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United States
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Accounting
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Accountant
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Aug 2013 - Jul 2015
• Perform estimated tax planning, estate planning, and financial projections for clients • Perform tax return services for Individuals, Corps, Partnerships, Non-Profits, Trusts, etc. • Perform monthly, quarterly, and yearly payroll & bookkeeping services for clients • Tax management services, communications with the State of Colorado, IRS • QuickBooks Accounting – Pro Advisor, Accountants Edition • Entity selection, creation, and restructuring • Perform situation based tax research, provide critical information for tax planning • Perform Notary Public, witness, and signatory services for clients • Collecting and inputting of data into CS UltraTax for S Corp, C Corp, Partnership, Estate, Trust, Non-Profit, and individual tax returns Show less
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Colorado Department of Revenue
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United States
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Government Administration
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300 - 400 Employee
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Program Assistant II/Criminal Tax Enforcement
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Jan 2010 - Aug 2013
• Analyze and review several different reports (Citizen Information Reports, Joint Investigation requests, and large refund list) to detect, discover, and expose possible internal and external tax fraud. • Analyze and review affidavits, return of service, warrants, and case filings. • Alert managers in Tax Payer Services and TAC concerning internal area for potential tax fraud and theft of state funds based on examination of personal and business accounting records. • Conduct informal interviews of informants and witnesses concerning criminal tax fraud cases • Create reports based off of phone tips, walk-ins, joint investigation requests, and internal inquiries • Verify compliance of restitution collections for each prosecuted case • Advise State Attorney General/District Attorneys when compliance is not met and recommendation on further action • Monitor and maintain Criminal Tax Enforcement section budget and expenditures • Book all travel arrangements for Special Agents within Criminal Tax Enforcement section to various national conferences and for criminal cases that cross over Colorado borders • Correspond/provide reports to Federal, State, and Local governmental agencies concerning criminal activity • Create and maintain database concerning status of all cases in the Criminal Tax Section • Identify inconsistencies in refund information and compare to tax statutes, rules, and regulations to determine if tax fraud has occurred • Maintain confidential State and Federal tax information to ensure proper adherence to program rules and regulations • Review and test account protocol for newly implemented GenTax program for Criminal Tax Section in coordination with CITA team • Create and maintain evidence catalogue room for all criminal investigation cases • An Official Custodian of Records, responsible for testifying in court about veracity of records produced Show less
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Wazee Digital
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United States
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Broadcast Media Production and Distribution
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1 - 100 Employee
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Senior Executive Assistant
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Oct 2007 - Nov 2009
•Scheduling CEO’s business and personal appointments •Maintaining schedules for all other C Level executives, EVPs, and VPs •Answering multi-line phone system •Maintaining and updating all company account passwords and subscriptions •Booking all company travel (100+ employees) hotels, airfare, rental cars, retreats. Saved company $19K by utilizing travel companies voidable/unused tickets •Reconciling travel/office purchases each month to the corporate account •Creating and implementing a travel policy for the entire company •Expense Reports for CEO, CRO, COO, and CTO •Ordering/approving company supplies and negotiating with vendors to lower rates •Managing all sales invoices for all US offices (Denver, NY, Chicago, LA) •Distribution of all company mail. UPS/FedEx supplying, packing and account management (negotiated lower rates which resulted in a $50K drop in shipping expenses after restrictions and monitoring of wasteful shipping practices) •Office maintenance point of contact between landlord and our office Show less
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Basham Realty Enterprises
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United States
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Real Estate
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Office Manager
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Aug 2006 - Oct 2007
•Avaya Partner Phone System management and overall office security •Maintaining large “peer-to-peer” network, hardware, software, office equipment •Management of residential properties and marketing materials•Creating marketing mailers, mailing lists and ensuring proper distribution•Creating print ads for The Westword, The Denver Post, Homes and Land, Homes Illustrated and other publications upon request •Managing ownership information including all demographics, maps, aerials, etc.•Creating and editing offering memorandum’s on commercial and retail properties •Training new agents on correct licensing procedures within Metro Brokers, Inc. •Managing company website and all updates•Development and management of listings, showing information •Managing and organizing “under contract” and pre/post closing paperwork •Overall marketing analysis for potential clients •Showings and client feedback for agents Show less
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Residential Assistant
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Aug 2003 - Aug 2006
•Answering multi-line phone system and performing hostess duties for clients •Performing general office duties – opening and closing office •Distributing mail, faxes, and packages to agents •Managing office supplies and ordering inventory •Organizing and managing storage facilities •Booking ICSC conventions for managing brokers and confirming reservations for flights, hotel and convention attendance •Problem solving for storage issues, filing discrepancies, outdated computers, office equipment, and determining replacement systems and/or equipment Show less
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Education
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2011 - 2016
Metropolitan State University of Denver
Masters Degree, Accounting and Finance -
2001 - 2005
University of Colorado at Boulder
Bachelor of Science, English Literature
Community
