Michelle Gargaro

Senior Accountant at Ives Sultan & Spike CPAs PLLC
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Contact Information
us****@****om
(386) 825-5501
Location
West Islip, New York, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Elementary proficiency

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Tina Kadish

Michelle is a leader and truly leads by example by demonstrating to her group that she wants to help and impact people. Michelle has speakers come in and inspire her group regularly. Michelle is passionate about her Happiness Project and is a caring, dynamic indvidual. I recommend her as a leader for any project.

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Credentials

  • Reiki Master Teacher
    -
    May, 2018
    - Nov, 2024
  • Reiki Master Practitioner
    -
    Jul, 2017
    - Nov, 2024
  • Holistic Minister
    -
    Sep, 2016
    - Nov, 2024
  • Reiki II
    -
    Jun, 2016
    - Nov, 2024
  • Reiki I
    -
    Jun, 2015
    - Nov, 2024
  • New York Life, Accident & Health Agent / Broker (Series 10-55)
    -
    Jan, 2012
    - Nov, 2024

Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Senior Accountant
      • Jan 2016 - Present

      •Performs Audit, Review, and Compilation Financial Statements for clients using Prosystems fx Engagement Software and MS Word •Prepares Federal and State Personal Income Tax Returns and Business Tax Returns using Lacerte Tax Software (Forms 1040, 1041, 1065, 1120, 1120-S) •Periodically perform tax planning opportunities to reduce tax liability and penalties for clients •Responsible for client bookkeeping services write-ups, and sales taxes for various clients using QuickBooks •Visits multiple clients monthly and weekly for bookkeeping, Auditing, and other duties as needed •Assists in monthly and year-end close entries such as A/P and A/R, payroll, accruals, liabilities including tax provision entries; assists with State Tax audits •Generates Payroll Reports and 1099s for clients using Yearli software Show less

    • Freelance Bookkeeper
      • May 2013 - Present

      • Conducts monthly Bank Reconciliation for main companies & subsidiaries; prepares Profit and Loss Statement & Balance Sheet • Assists Accountant with Tax Return preparation using Quickbooks Software • Performs additional duties as assigned • Conducts monthly Bank Reconciliation for main companies & subsidiaries; prepares Profit and Loss Statement & Balance Sheet • Assists Accountant with Tax Return preparation using Quickbooks Software • Performs additional duties as assigned

    • United States
    • Accounting
    • 1 - 100 Employee
    • Staff Accountant, Bookkeeper
      • Aug 2014 - Dec 2015

      • Perform client write-ups and Bank Reconciliations using Quickbooks, Reynolds & Reynolds, and MS Excel • Responsible for monthly and weekly bookkeeping for multiple clients • Enter Personal and Business Tax Returns using Prosystemsfx Tax Software • Perform client write-ups and Bank Reconciliations using Quickbooks, Reynolds & Reynolds, and MS Excel • Responsible for monthly and weekly bookkeeping for multiple clients • Enter Personal and Business Tax Returns using Prosystemsfx Tax Software

  • Revive Medical PLLC
    • North Babylon New York
    • Business Manager & Bookkeeper
      • May 2013 - Aug 2014

      • Responsible for management of day-to-day operations and finances of Revive Medical • Liaison for owner; Coordinates payment of vendors and financial commitments (monitors A/P and A/R) • Conducts Bank Reconciliations for main companies & subsidiaries; prepares Profit and Loss Statement & Balance Sheet • Assists Accountant with Tax Return preparation using Quickbooks Software • Maintains inventory on all medical and office supplies; reviews cash deposits using Harms Millennium Software • Conducts Bi-weekly payroll including auditing commission reports • Develops a Financial Budget and a Weekly Financial Cost Analysis using Quickbooks Software and MS Excel • Reviews compliance with HIPAA standards, OSHA, and local, state and federal regulations • Hires, trains, and monitors the performance of Revive Medical Personnel; promotes service consistency and treatment protocol; provides leadership to staff and oversees scheduling daily and monthly • Follows-up with clients regularly after treatments; recommends services and products to achieve optimal results • Coordination of medical spa marketing and promotional campaigns; organizes weekly meetings & training/workshops • Performs additional duties as assigned Show less

    • Wellness and Fitness Services
    • 1 - 100 Employee
    • President
      • Nov 2012 - Apr 2014

      This group is based around Gretchen Rubin's book The Happiness Project. I teach members how to create their own Happiness Projects and provide encouragement and support. We discuss happiness and issues surrounding happiness. I plan meetings to promote discussion and inner reflection. Facilitate discussions regarding personal goals, happiness, and living a passionate life for Long Islanders of all ages. This group is based around Gretchen Rubin's book The Happiness Project. I teach members how to create their own Happiness Projects and provide encouragement and support. We discuss happiness and issues surrounding happiness. I plan meetings to promote discussion and inner reflection. Facilitate discussions regarding personal goals, happiness, and living a passionate life for Long Islanders of all ages.

    • Junior Associate
      • Jul 2012 - May 2013

      Input clients’ Personal Income Tax returns using ATX and ProSeries Software. Responsible for Accounts Receivable and Invoice Management. Create sales receipts, calculate payroll, and reconcile bank statements using Quickbooks Software. Conduct calendar management and meeting coordination. Answer phones and daily interaction with clients. Collate and review financial statements and source documents used for tax returns. Managed clean-up project with backlog dated from October 2011 to November 2012 Show less

  • Jay B. Chadwick, CPA
    • Westport, Connecticut
    • Intern
      • Oct 2011 - May 2012

      Generated bank reconciliation statements and payroll using Creative Solutions and MS Excel. Entered Personal Income Tax Returns using Prosystemsfx Tax Software Generated bank reconciliation statements and payroll using Creative Solutions and MS Excel. Entered Personal Income Tax Returns using Prosystemsfx Tax Software

    • Equipment Room/Front Desk Employee
      • Sep 2008 - May 2012

      Monitored facility usage by swiping cards at the front desk and handled inventory and overall cleanliness Monitored facility usage by swiping cards at the front desk and handled inventory and overall cleanliness

    • Intern
      • Jul 2011 - Jan 2012

      Created sales receipts, calculated Payroll, and reconciled Bank Statements using Quickbooks Software. Entered and collated Clients’ Tax Returns using ATX Software. Review Financial Statements and Source Documents used for Tax Returns. Created sales receipts, calculated Payroll, and reconciled Bank Statements using Quickbooks Software. Entered and collated Clients’ Tax Returns using ATX Software. Review Financial Statements and Source Documents used for Tax Returns.

    • United States
    • Appliances, Electrical, and Electronics Manufacturing
    • 700 & Above Employee
    • Data Entry Operator
      • Dec 2010 - Jan 2011

      Performed Data Entry into PLION software, improving monthly in input speed Performed Data Entry into PLION software, improving monthly in input speed

    • United States
    • Appliances, Electrical, and Electronics Manufacturing
    • 700 & Above Employee
    • Data Entry Operator
      • Jun 2010 - Aug 2010

      Performed Data Entry into PLION software, improving monthly in input speed Performed Data Entry into PLION software, improving monthly in input speed

    • United States
    • Appliances, Electrical, and Electronics Manufacturing
    • 700 & Above Employee
    • Inside Sales Representative
      • Jun 2009 - Aug 2009

      Communicated with clients to verify orders using interpersonal skills. Worked in Retail Sales group that focuses on Home Depot by confirming, checking, and closing orders. Updated contracts using PLION and MS Excel. Communicated with clients to verify orders using interpersonal skills. Worked in Retail Sales group that focuses on Home Depot by confirming, checking, and closing orders. Updated contracts using PLION and MS Excel.

Education

  • Fairfield University
    Bachelor's degree, Accounting
    2008 - 2012
  • West Islip High School
    2004 - 2008

Community

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