Alice Park
La Habra,CA
Summary
Motivated financial professional committed to helping clients meet financial goals. Extensive experience developing and implementing business resolution plans tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Excelllent bookkeeper excited to expand and explore financial planning.
Overview
1
1
Certification
Work History
Business Services & Tax Prep
Self Employed
La Habra, CA
10 2021 - Current
- Helps local small businesses resolve matters with tax and compliance while building strong professional relationships through exceptional service.
- Conducts thorough research to provide tailored advice and solutions to client uniquely.
- Reviews client financial documents with focus attention to ensure accuracy and completeness of data input into software.
- Optimizes tax savings for clients by identifying relevant deductions, credits, or adjustments based on their individual financial situations.
- Organizes and maintains complete records of client's documentation in secured areas.
- Responds to inquiries from IRS and other tax authorities on behalf of taxpayors to quickly resolve matters and ammends documents as needed.
- Payroll Processing for all entities across various industries in accordance with the law and file employers quarterly and end of year taxes by deadline.
Bookkeeper/Accountant Assistant
Moo Lee CPA
Los Angeles, CA
01 2015 - 08 2021
- Works directly under the CPA and communicates any concerns in client's books and accounts promptly.
- Assists and prepares financial reports with accuracy meeting all deadlines.
- Process payroll efficiently and in a timely manner and in compliance with federal and state laws.
- Posts information to accounting journals using QuickBooks from source documents.
- Files employers state and federal taxes.
- Use AME software payroll System.
- Tracks expenses and income for businesses while organizing, maintaining and reconciling bank statements for checking accounts.
Education
Certificate Program - Accounting
UCLA Extension Center
Los Angeles, CABachelor Of Science - Business Administration
University of California, Riverside
Riverside, CASkills
- Excellent Communicator
- Quickooks
- AME Payroll Software
- Office Suite
Certification
Bookkeeping Certificate, Coursera
Online Program
Enrolled Agent - In progress
Timeline
Business Services & Tax Prep
Self Employed
10 2021 - Current
Bookkeeper/Accountant Assistant
Moo Lee CPA
01 2015 - 08 2021
Certificate Program - Accounting
UCLA Extension Center
Bachelor Of Science - Business Administration
University of California, Riverside