Experience

Karen Rand Associates (KRA, LLC)

• United States
• Accounting
• 1 - 100 Employee

• Manager

  • Mar 2021 - Present

  • Responsible and oversee accounting activities, financials, and forecasts for 75 clients, and develop procedures to reinforce internal quality control • Maintain client relationships and advise them on bookkeeping, tax and other accounting matters • Develop staff by providing necessary trainings, setting goals, managing performance, and conduct performance review• Participate in staff recruitment and make hiring decisions• Take initiative and provide recommendations to improve company’s value

• Team Lead

  • Sep 2020 - Present

  • Supervise, coordinate and assign responsibilities in a 4 people team • Oversee preparation of monthly/quarterly financial reports that include monitoring of income and expenses against budget, and commentary on significant issues • Analyze and present accounting reports to meet client’s short - and long-term financial goals

• Staff Accountant

  • Sep 2017 - Present

  • Review and process the full A/P cycle with accuracy in a timely manner• Perform A/R functions including invoicing and posting payments to customer accounts• Process payroll and record payroll entries• Perform timely filing for sales tax, payroll tax and 1099s• Develop budget based on client’s income, expenses and assets to meet client’s financial objectives• Make adjusting entries, perform bank reconciliations, generate financial reports during monthly accounting close



Hudson Valley CPA's PLLC

• New Paltz

• Audit Intern

  • Mar 2017 - Aug 2017



Volunteer Income Tax Assistance

• Volunteer, Tax Assistant

  • Feb 2017 - Apr 2017