Experience

Fulton Management

• United States
• Accounting
• 1 - 100 Employee

• Senior Accountant

  • May 2023 - Present

• Senior Staff Accountant

  • Jul 2022 - May 2023

• Staff Accountant

  • Jan 2020 - Jul 2022



Lorenzen & Noll CPAs

• Pasadena, CA

• Tax Staff

  • Mar 2017 - Dec 2019

  •Conduct thorough analysis on client data to accurately prepare federal and multi-state income tax returns for Individual, S- Corp, C-Corp, Partnership, Trust and Estates, and Non-Profit Organizations. •Cultivate positive relationships with clients providing excellent service centered on satisfaction, accuracy, and dependability. •Evaluate clients’ needs and information, providing recommendations for reducing tax liabilities. •Prepare and/or report tax projections, estimated payments, and 1099 year-end tax information, reviewing all documents and adjusting them as needed. •Train new team members in tax return preparation, bookkeeping, and program familiarity. •Controlled Accounts Payable/Receivable, including preparing customer invoices and vendor checks/payments, receiving and depositing customer payments, processing vendor bills, and following up with customers regarding payments. •Reconciled cash accounts and credit cards, appropriately allocating expenses on the income statements and recording intercompany journal entries. •Compiled and reviewed deposits, credit card transactions, payroll, budget status, interest and fees, and other industry-specific reports for monthly financial statements (e.g. cash flow, profit and loss statements, balance sheets). •Streamlined the yearly budget process by effectively supporting budget compilation and preparation. Show less