Julie Watts, EA
Senior Accountant at FredrickZink & Associates, CPAs- Claim this Profile
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Bio
Experience
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FredrickZink & Associates, 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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Sep 2022 - Present
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Starpoint
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Canon City, Colorado
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CFO
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Jun 2019 - Feb 2021
Led an accounting team of 5 individuals providing all accounting and financial needs of a non-profit with a 13-million-dollar budget Monthly Financial Reporting to the Board of Directors Monthly Department Financial Reporting to Program Directors Preparation of annual budget Implementation of Bill.com and Tax1099 Overseeing Federal and State contracts and grants Overseeing all tax reporting, W2’s, 941s, 1099’s and property taxes Completion of 2+ years of financial audits with CPA firms Secured a 1.9 million PPP loan Liaison between banks, insurance agents, and State Show less
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Stockman Kast Ryan + Co
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United States
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Accounting
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100 - 200 Employee
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Staff Accountant
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Mar 2017 - Jun 2019
Provided full service bookkeeping and payroll services to the firms A-List Non-Profit clients. Prepared financial reports, budgets, and completed month and yearend closing entires, reconciliations, preparation of all payroll tax returns, W2’s and 1099’s. Provided full service bookkeeping and payroll services to the firms A-List Non-Profit clients. Prepared financial reports, budgets, and completed month and yearend closing entires, reconciliations, preparation of all payroll tax returns, W2’s and 1099’s.
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Tax Preparer
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Jan 1998 - Sep 2017
Prepared and filed tax returns for individuals, self employed, non profits, and corporations. Prepared and filed tax returns for individuals, self employed, non profits, and corporations.
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Watts Real Estate
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Tyler, Texas
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CFO
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Aug 2010 - Sep 2016
Handled all financial operations for real estate/property management company. Handled all financial operations for real estate/property management company.
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Genesis Funding Source
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Tyler, Texas
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VP/Accountant
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Aug 2007 - Aug 2010
Handled all A/P, A/R, payroll, financial reporting and tax return for this Commercial Mortgage Broker company. Also helped with property management functions such as maintenance, collection of rents, and property trust accounts. Handled all A/P, A/R, payroll, financial reporting and tax return for this Commercial Mortgage Broker company. Also helped with property management functions such as maintenance, collection of rents, and property trust accounts.
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Susan Robinson Jewelry
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Retail Luxury Goods and Jewelry
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1 - 100 Employee
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Manager, Accountant,Sales Associate
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Jun 1998 - Jun 2006
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Julie's Bookkeeping and Tax Service
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Tyler, Texas Area
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Owner
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May 1993 - Jun 1998
I provided monthly bookkeeping and tax service for several different customers and their businesses. I would prepare monthly financials, prepare monthly and quarterly tax reports, and balance checkbooks. I also prepared some of the tax returns for these companies. Among these companies included retail stores, a dentist office, used car sales and more. I provided monthly bookkeeping and tax service for several different customers and their businesses. I would prepare monthly financials, prepare monthly and quarterly tax reports, and balance checkbooks. I also prepared some of the tax returns for these companies. Among these companies included retail stores, a dentist office, used car sales and more.
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Education
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Stephen F. Austin State University
Bachelor of Business Administration (BBA), Accounting