Andrea Bonness
Mandan
Summary
Results-driven financial professional specializing in auditing and tax compliance. Manages accounts and prepares precise financial reports to ensure regulatory adherence and boost client satisfaction. Expertise in client relationship management and staff training enhances operational efficiency and supports tax compliance.
Overview
19
19
years of professional experience
3
3
Certifications
Work History
Aces & Jacks Bookkeeping & Tax
Self Employed Services
Mandan
10.2019 - Current
- Prepared and reviewed individual and business tax returns for accuracy and compliance.
- Ensured compliance with tax regulations through accurate recordkeeping practices.
- Explained tax regulations and procedures to clients for better understanding.
- Collaborated with clients to gather necessary financial documents and information.
- Utilized tax software to efficiently process returns and manage client data.
- Conducted thorough financial audits to ensure compliance with regulations.
- Analyzed financial statements for accuracy and potential discrepancies.
- Maintained confidentiality of company information obtained in audit assignments.
- Managed accounts payable and receivable to maintain accurate financial records.
- Reconciled bank statements monthly to ensure data consistency and accuracy.
- Processed payroll transactions for employees using accounting software systems.
- Prepared financial reports to summarize monthly expenses and income trends.
- Ensured timely completion of all assigned tasks within set deadlines.
- Maintained organized records of client interactions and tax filings for reference.
Franchisee Owner & Tax Expert
Liberty Tax Service
Mandan
10.2007 - 06.2025
- Oversaw daily operations of tax preparation services, ensuring timely and accurate service delivery to clients.
- Developed and led training programs for staff on tax compliance and customer service best practices.
- Ensured accurate processing of client tax returns and documentation.
- Maintained accurate financial records and generated reports to support franchise operations.
- Coordinated training sessions for new employees on operational procedures.
- Recruited, trained and managed a team of employees to deliver excellent customer service.
- Responded promptly to customer complaints in order to maintain positive relationships with clients.
Education
Bachelor of Science - Criminal Justice Sociology
University of North Dakota
Grand Forks, ND08-1993
Skills
- Tax compliance
- Financial auditing
- Financial reporting
- Account reconciliation
- Payroll processing
- Quickbooks certified
- Client relationship management
- Client support
- Operational management
- Staff training
- Attention to detail
- Problem solving
- Effective communication
Languages
English
Professional
Certification
Quickbooks
Affiliations
Motorcycle Rider
Timeline
Aces & Jacks Bookkeeping & Tax
Self Employed Services
10.2019 - Current
Franchisee Owner & Tax Expert
Liberty Tax Service
10.2007 - 06.2025
Bachelor of Science - Criminal Justice Sociology
University of North Dakota