Experience

Sweeten CPA, P.C.

• United States
• Accounting
• 1 - 100 Employee

• Client Relations Manager

  • Mar 2003 - Present

  9501-B Manchaca Rd Suite 210, Austin, TX 78748 Interview potential new Advisory clients and custom design their accounting process and implement it during the onboarding phase with Sweeten CPA. Advisory clients desire a deeper relationship with our CPAs, have a business and personal tax filings, and an accounting platform for monthly bookkeeping by our firm. I also work out crazy issues with TX Franchise filings, registration for sales tax accounts, preparing and filing Franchise tax returns with appropriate state agencies as needed;… Show more Interview potential new Advisory clients and custom design their accounting process and implement it during the onboarding phase with Sweeten CPA. Advisory clients desire a deeper relationship with our CPAs, have a business and personal tax filings, and an accounting platform for monthly bookkeeping by our firm. I also work out crazy issues with TX Franchise filings, registration for sales tax accounts, preparing and filing Franchise tax returns with appropriate state agencies as needed; Assisting with registration of various states for Employer Tax Withholding and Unemployment Insurance accounts; Corporate Reinstatement, and Termination Specialist; Payroll Specialist; Install QB desktop or QBO and train Clients desiring to operate and oversee their own accounting processes; prepare Flat Monthly Services Packets for steady bookkeeping/tax clients. Prepare customized Advisory and Maintenance proposals.

• Accounting Services and Client Relations Manager

  • Mar 2003 - Present

  9501-B Manchaca Rd Suite 210, Austin, TX 78748



Builders Square

• Legal Assistant/Corporate

  • Feb 1990 - Jul 1993

  Legal Assistant to Counsel/Corporate Office in San Antonio



Thornton, Summers, Biechlin, Dunham & Brown

• Legal Assistant

  • Aug 1988 - Jan 1991

  Legal Assistant to Joe Brown, Sr. Partner; Assistant to Judge Brown, Assistant to Paul Taylor, Attorney



Stewart Title

• United States
• Insurance
• 700 & Above Employee

• Escrow Secretary

  • Aug 1984 - Aug 1988

  Houston and San Antonio, TX