Accounting Associate

• Jun 2023 - Present

Accounting Assistant

• May 2022 - Aug 2022

Performed writeup work for the firm’s small business clients from review of client source documents resulting in putting in the format of financial statements including balance sheet, profit and loss statement, statement of shareholder equity, and cash flow statement. Summarized client payroll reports for the purpose of supporting Payroll Protection Program (PPP) application submissions and for the employee retention tax credits (ERTC) amended payroll tax returns. Performed administrative functions including digitizing client source documents to the firm’s cloud-based portal system; Prepared client financial statement straight line depreciation schedules resulting in journalizing depreciation expense and allowance for depreciation into client financials; also compared financial statement depreciation amounts to accelerated tax based depreciation with notations as to the differences. Show less

Worker

• Jan 2020 - Jan 2022

Trained over 20 new employees on corporate policy and work duties Performed routine maintenance to keep work environment clean and FDA compliant Assist restaurant staff with preparing orders and interacting with customers Organized and restocked supplies to support operation team productivity Assisted management with monthly inventory control and weekly stock Handled customer payment and transactions Trained over 20 new employees on corporate policy and work duties Performed routine maintenance to keep work environment clean and FDA compliant Assist restaurant staff with preparing orders and interacting with customers Organized and restocked supplies to support operation team productivity Assisted management with monthly inventory control and weekly stock Handled customer payment and transactions