Experience

RDA

• United States
• Information Technology & Services
• 100 - 200 Employee

• Senior Accountant

  • Jul 2020 - Present



Jones Advisory

• Bel Air, Maryland

• Senior Accountant

  • Sep 2016 - Jul 2020

  At Jones Advisory, an Accounting Firm located in Bel Air, Maryland, we pride ourselves on superior client service and unmatched financial expertise. We make it a priority to be on the forefront of technology among accounting firms. Jones Advisory is a boutique public accounting firm that offers a wide range of services for both individuals and businesses tending to the specific needs of the client. We manage various industries of business and continue to explore new industries as we expand. As a QuickBooks Pro Advisor I am able to help business clients put in place efficient bookkeeping and record keeping procedures. Outside of tax season (year-round) my role in the firm largely manages and advises monthly/quarterly clients to help the business owner understand their financials, give sound advice on how to strategically strive for profits, and advise strategic tax savings and planning throughout the year. Aside from client management advisory services, I also service clients for year end tax planning and preparation of business and individual tax returns as well as assist in completion of Business Compilations and Reviews. For more information on our firm and the exemplary services we provide, please visit our website. Show less



Laura A. Barwick CPA, LLC

• United States
• Accounting
• 1 - 100 Employee

• Accounts Bookkeeper/Marketing Director/Staff Accountant

  • Sep 2014 - Sep 2016

  Accounts Bookkeeper; use the firm's department BOSS (Back Office Support System) to streamline the accounting and bookkeeping processes for business clients. Ability to input daily, monthly, quarterly or yearly transactions into QuickBooks (QuickBooks Online, Quicken) to reconcile accounts, manage accounts and create reports. All while also, running payrolls, making tax payments, file forms and assist with Accounts Payable/Receivable procedures for the client. Marketing Director; establishes word of mouth connections by attending networking events and groups around the area. Assist with Marketing ideas and plans. Staff Accountant; completes the preparation of (Form 1040) Tax Return for individuals while implementing tax advantages that are available to the client. Show less



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Licensed College Agent

  • Jun 2013 - Aug 2013

  Walk clients through a detailed financial planning process, helping them build, protect and properly pass wealth utilizing a thorough Financial Needs Analysis. Use various financial vehicles such as Insurance, Annuities and Mutual Funds to support clients in meeting their current and future financial goals. Walk clients through a detailed financial planning process, helping them build, protect and properly pass wealth utilizing a thorough Financial Needs Analysis. Use various financial vehicles such as Insurance, Annuities and Mutual Funds to support clients in meeting their current and future financial goals.



Ameritox

• United States
• Biotechnology Research
• 200 - 300 Employee

• Summer Intern

  • Jun 2012 - Aug 2012

  Worked full time in the accounting department (Private). Was assigned tasks to help in various fields of the department while gaining experience using Great Plains database. Expanded on skills with Microsoft Excel, Word and PowerPoint. Worked full time in the accounting department (Private). Was assigned tasks to help in various fields of the department while gaining experience using Great Plains database. Expanded on skills with Microsoft Excel, Word and PowerPoint.