Experience: Embarked on my bookkeeping journey in 2018, where I immersed myself in diverse accounting responsibilities. These included daily recording of transactions, managing accounts payable, accounts receivable, bank reconciliation, auditing, payroll recording, and sales tax filing. Moreover, I provided valuable assistance to CPAs in tax projections and tax preparation across various forms such as 1040, 1065, and 1120S.
Software Proficiency: Recognizing the increasing demand and competitiveness in the bookkeeping and accounting field, I make sure to keep up with the latest accounting software. I hold certification as a QuickBooks Online ProAdvisor and possess proficiency in UltraTax CS.
Attributes: You can rely on me as a positive, motivated, and hardworking individual eager to learn and contribute. If given the opportunity, I commit to approaching tasks with enthusiasm, ensuring accurate and efficient completion.
Collaboration: Works well in a team, capable of collaborating seamlessly with colleagues to achieve common goals.
If you are seeking a dedicated and skilled bookkeeper and tax preparer assistant, I am eager to bring my expertise to contribute to the success of your team.
Experience: 2 - 5 years
I've been utilizing QBO for five years and hold certification as a QuickBooks Pro Advisor.
Experience: 2 - 5 years
Managed clean-up and monthly clients, encompassing daily transaction recording, monthly bank reconciliation, payroll recording, Reconciling quarterly payroll forms to ensure accuracy, recording of loans and assets, auditing, preparing and sending monthly financial reports, and ensuring alignment between the books and tax returns.
Experience: 1 - 2 years
Assist the CPA in preparing tax returns for individuals, partnerships and corporations. This involves annually sending tax questionnaires and fixed asset reports, compiling all necessary documents, generating a list of missing information, creating tax line groupings, and sending drafts and the taxpayer's copy.
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