Judi Steward, CPA
Senior Accountant at Moore Beauston & Woodham LLP CPAs- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Certified Public Accountant (CPA)
IA PLB -
Certified Public Accountant (CPA)
SC LLR
Experience
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Moore Beauston & Woodham LLP CPAs
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United States
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Accounting
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1 - 100 Employee
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Senior Accountant
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Jan 2018 - Present
Compilations, Reviews, Audits Individual Tax Preparation Business Tax Preparation- Specialty in Partnerships and S Corps Non Profit Returns Projections and Estimates Internal Leadership- Member of the Communications Committee and Social Media Committee Tax Software Knowledge: UltraTax, Accounting CS, AdvanceFlow, SurePrep, CCH, Engagement, and QuickBooks Compilations, Reviews, Audits Individual Tax Preparation Business Tax Preparation- Specialty in Partnerships and S Corps Non Profit Returns Projections and Estimates Internal Leadership- Member of the Communications Committee and Social Media Committee Tax Software Knowledge: UltraTax, Accounting CS, AdvanceFlow, SurePrep, CCH, Engagement, and QuickBooks
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Accounting Assistant
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Jul 2016 - Dec 2017
Receivables (Quick Books) -Prepare and submit all customer invoices -Code, post, and receive payments and deposit -Perform all necessary account, bank and other reconciliations -Monitor customer accounts for non-payment and delayed payment Payable's (Unilink) -Check, verify and process invoices -Prepare payments for signature -Sort, code, and enter account payable data -Analyze discrepancies and unpaid invoices -Maintain vendor files Payroll (Accounting CS) -Collect, confirm and process time sheets and overtime -Submit taxes and other deductions -Prepare payroll checks and prepare tax returns General Support functions -Update, verify, and maintain accounting journals, ledgers, and other financial records -Assist in month end reporting procedures -Find and use accounting data to resolve accounting problems and discrepancies -Perform filing, general administrative tasks and other tasks assigned -Do annual W-2's and 1099's -Experience calculating and paying 940, 941, and sales tax.
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YWCA Ames-ISU
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United States
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Non-profit Organization Management
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Financial Manager/ Office Assistant
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Sep 2015 - Sep 2017
-Using Quicken -Managing all transactions made by, and to, the YWCA -Creating two budget requests – one for ASSET in September, and one for GSB in January -Creating monthly budget reports and presenting them to the Y’s Board of Directors at monthly meetings -Creating annual budget projections -Financial Analysis -Using Quicken -Managing all transactions made by, and to, the YWCA -Creating two budget requests – one for ASSET in September, and one for GSB in January -Creating monthly budget reports and presenting them to the Y’s Board of Directors at monthly meetings -Creating annual budget projections -Financial Analysis
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Education
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2013 - 2017
Iowa State University - College of Business
Bachelor of Science (B.S.), Accounting and Finance
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