Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

ANDREA KINNAMAN

Seattle,WA

Summary

Detail-oriented Tax Preparer with over five years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.

Overview

31
31
years of professional experience
1
1
Certification
1
1

Intuit/TurboTax Live

Work History

Tax preparer

Ranta CPA+ Associates
Seattle, WA
01.2019 - Current
  • Prepare business and personal tax returns, including 990s
  • Often use QuickBooks Desktop and Online software to prepare financial statements in order to finalize tax returns.

Owner

Clarity Bookkeeping
Seattle, WA
10.2009 - 01.2019
  • Assisted small businesses with set up or streamlining of accounting systems using both QuickBooks Desktop and QuickBooks Online systems
  • Set up or re-vamped clients’ chart of accounts and implemented bookkeeping processes and procedures
  • Handled A/R, A/P, payroll, reconciliations and all other necessary entries
  • Prepared financial statements and helped the business owner understand those financial statements
  • In later years, began doing tax preparation work for a small firm in Ballard.

Interim Bookkeeper

The Center for Wooden Boats
Seattle, WA
06.2012 - 11.2013
  • Independent contractor with CWB via my bookkeeping business, Clarity Bookkeeping
  • Responsible for all bookkeeping, using QuickBooks desktop software, including A/P, A/R, payroll, and accounting for restricted funds
  • Assisted Executive Director with grant tracking and reporting.

Financial Advisor

Waddell & Reed, Inc
Seattle, WA
07.2002 - 09.2009
  • Conducted financial planning practice
  • Set up systems and processes for work flow
  • Developed marketing materials
  • Hired and supervised assistant
  • Worked with clients to gather information, analyze issues and prepare a plan with action steps to enable clients to reach their goals.

Development Manager

The Center for Wooden Boats
Seattle, WA
08.2000 - 11.2001
  • Responsible for management of member and donor database, processing memberships, procedures to increase membership retention
  • Coordinated annual fundraising auction and worked with Founding Director to plan and execute annual Lake Union Wooden Boat Festival.

Nielsen, Broman and Associates
Seattle, WA
08.1999 - 08.2000
  • Wrote appeals for indigent appellants
  • Reviewed trial transcripts for error, researched case law and drafted the appeal.

Law clerk

Judge J. Dean Morgan, Court of
Tacoma, WA
12.1997 - 08.1999
  • Prepare prehearing memoranda summarizing parties’ arguments and relevant case law
  • Assist in drafting opinions.

Law clerk

Judge Joseph A. Thibodeau, Snohomish County Superior Court
Everett, WA
05.1996 - 12.1997
  • Provided legal, technical, and administrative support to superior court judge
  • Facilitated smooth, efficient operation of the courtroom and court schedule.

Station Chairman

American Red Cross, USNS Roosevelt
07.1993 - 08.1994
  • Shared overall management responsibility with station manager
  • Jointly directed and implemented programs and services on military installations in Puerto Rico
  • Orale, Welfare and Recreation Fund, USNS Roosevelt Roads, Puerto Rico

Publicity Assistant

03.1992 - 11.1992
  • Produced monthly newsletter, posters and flyers, and weekly circular of events
  • Morale, Welfare and Recreation Fund, USNS Roosevelt Roads, Puerto Rico

Club Operations Assistant

07.1991 - 03.1992
  • Managed restaurant and bar
  • Supervised staff of 25
  • Responsible for food and beverage operations, including employee scheduling, inventory control, special event coordination, menu pricing, and customer relations.

Accounting Technician

Morale, Welfare, Naval Weapons Station
Concord, CA
01.1991 - 05.1991
  • Implemented transfer from manual to computerized accounting system
  • Installed Navy's specialized accounting software for MWR Funds
  • Trained accounting staff in accounting procedures and computerized accounting processes.

Accounting Technician

Morale, NSGA Skaggs Island
Sonoma, CA
04.1989 - 10.1990
  • Welfare and Recreation Fund, Involved in all aspects of accounting process, including general ledger, a/p, a/r, and payroll
  • Responsible for inventory control
  • Wrote dBase III Plus programs to computerize cumbersome manual inventory control systems.

Education

J.D -

Seattle University School of Law

B.A. - Journalism

University of Alaska

B.A. - Management

Sonoma State University

Skills

IRS Enrolled Agent

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Certification

IRS Enrolled Agent (pending)

Timeline

Tax preparer

Ranta CPA+ Associates
01.2019 - Current

Interim Bookkeeper

The Center for Wooden Boats
06.2012 - 11.2013

Owner

Clarity Bookkeeping
10.2009 - 01.2019

Financial Advisor

Waddell & Reed, Inc
07.2002 - 09.2009

Development Manager

The Center for Wooden Boats
08.2000 - 11.2001

Nielsen, Broman and Associates
08.1999 - 08.2000

Law clerk

Judge J. Dean Morgan, Court of
12.1997 - 08.1999

Law clerk

Judge Joseph A. Thibodeau, Snohomish County Superior Court
05.1996 - 12.1997

Station Chairman

American Red Cross, USNS Roosevelt
07.1993 - 08.1994

Publicity Assistant

03.1992 - 11.1992

Club Operations Assistant

07.1991 - 03.1992

Accounting Technician

Morale, Welfare, Naval Weapons Station
01.1991 - 05.1991

Accounting Technician

Morale, NSGA Skaggs Island
04.1989 - 10.1990

J.D -

Seattle University School of Law

B.A. - Journalism

University of Alaska

B.A. - Management

Sonoma State University

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