Experience

The Tax Advantage, LLC

• United States
• Accounting
• 1 - 100 Employee

• Bookkeeper

  • Jan 2021 - Present

  Provide accounting support for the firm. Provide accounting support for the firm.



Aspire CPAs, PC

• United States
• Accounting
• 1 - 100 Employee

• Administrative Assistant/Bookkeeper

  • Jan 2018 - Dec 2020

  Provided various bookkeeping services to several clients as well as administrative support to clients and staff. Provided various bookkeeping services to several clients as well as administrative support to clients and staff.



Keller Macaluso LLC

• United States
• Law Practice
• 1 - 100 Employee

• Office Manager

  • Jun 2016 - Jul 2017

  •Managed accounts payable/receivable, reconciled monthly bank and credit card statements, prepared daily bank deposit. •Processed payroll, submitted employee 401k elections, managed firm benefits programs, prepared and submitted various reporting requirements. •Processed employee expense reports, maintained employee and firm files, and firm database. •Generated monthly and year-end financial reports. •Created, processed and managed client invoicing. •Maintained and ordered office supplies. •Performed legal assistant responsibilities, including new client set up, engagement letter preparation, conflict searches, docket book maintenance, prepare and file motions with the courts. Show less



Faegre Baker Daniels LLP

• United States
• Law Practice
• 200 - 300 Employee

• Administrative Assistant

  • Jan 2015 - Jun 2016

  •Provided administrative support to the Pro Bono Managers in Indianapolis and Denver and the Manager of Diversity and Inclusion. •Coordinated meetings and events, scheduled travel arrangements and maintained calendars for three attorneys. •Generated and prepared various reports from internal systems, tracked budget expenditures, generated expense reports and created and submitted vendor payment requests. •Collaborated and coordinated with various outside organizations on a variety of pro bono and diversity projects. •Provided administrative support at various onsite and offsite pro bono clinics and training seminars. •Maintained pro bono and diversity information on the firm’s intranet site. •Provided support to the Chief Operating Partner and the Director of Information Resources on an as needed basis. Show less



Somerset CPAs and Advisors

• United States
• Accounting
• 1 - 100 Employee

• Administrative Assistant/Bookkeeper, Office Manager

  • Jun 2007 - Mar 2014

  The transition to Somerset CPAs was the result of a merger. Prior to this role, I was the office manager at Meridian CPAs and an executive assistant at Murphy & Company. Administrative: •Provided coordination between the merging groups and tied-up any loose ends after the merger was complete, including handling insurance/retirement plan terminations, payroll issues, working with existing clients and/or vendors, management of client files and dead storage, and gathering data for the merger. Bookkeeping: •Managed accounts payable/receivable for several clients, including bank and account reconciliations, cash receipts, disbursements, check processing, invoicing and preparation of daily bank deposits. •Processed remote deposits and credit card payments. Show less



Meridian CPAs, P.C.

• Office Manager

  • Jun 2007 - Jun 2012

  The transition to Meridian CPAs was the result of an acquisition. •Organized and managed operational administrative functions for the firm. •Processed expense reports and paid invoices. •Maintained employee personnel files and monitored employee benefits program. •Coordinated and scheduled meetings, travel, and social activities. •Performed firm billings and collection efforts and monitored results. •Worked with outside consultants and agencies in the development of promotional material. • Scheduled and maintained staff CPE requirements. •Maintained firm insurance, managed records, and administered database. •Monitored client deadlines. •Supervised client record retention activities. •Communicated frequently with clients and vendors and addressed concerns. •Trusted to manage information at the highest level of confidentiality. Show less



Murphy & Company, P.C.

• United States
• Accounting

• Executive Assistant

  • Jun 2002 - May 2007

  Additionally, I worked at Murphy & Company, P.C. from 1988-1998. •Managed front office operations and acted as point of contact for clients. •Maintained calendar and scheduled client meetings. •Prepared expense reports. •Monitored client tax filing deadlines. •Formatted financial statements and assembled tax returns. •Created PowerPoint presentations and Excel spreadsheets. •Scheduled and prepared for client meetings and coordinated logistics for teaching schedule. •Handled confidential information on a daily basis. Show less



SMC

• United States
• Wholesale
• 100 - 200 Employee

• Executive Assistant

  • May 2000 - Feb 2002

  •Provided administrative support to CFO, including calendar management, travel arrangements, and meeting scheduling. •Generated and prepared various financial and executive reports from internal systems. •Maintained request for approval orders and initiated any follow-up actions needed. •Served as the lease administrator maintaining lease agreements and monthly rental payments for all nationwide SMC branch locations and fulfilled the insurance needs of those branches by maintaining insurance information. Show less



Heaton & Eadie, P.C.

• Executive Assistant

  • Jun 1999 - May 2000

  •Supported Director in all daily administrative functions including calendar management and travel arrangements. •Compiled financial reports and statistical data. •Managed life insurance trust paperwork for selected clients. •Supported Director in all daily administrative functions including calendar management and travel arrangements. •Compiled financial reports and statistical data. •Managed life insurance trust paperwork for selected clients.



Katz, Sapper & Miller

• United States
• Accounting
• 300 - 400 Employee

• Executive Assistant

  • May 1998 - Jun 1999

  •Provided administrative support to three Audit Partners and a Director. •Managed and coordinated calendars and travel arrangements. •Formatted and typed financial statements and client proposals. •Maintained client database. •Assisted in coordinating and organizing department sponsored events. •Provided administrative support to three Audit Partners and a Director. •Managed and coordinated calendars and travel arrangements. •Formatted and typed financial statements and client proposals. •Maintained client database. •Assisted in coordinating and organizing department sponsored events.