Summary
Overview
Work History
Education
Skills
Timeline
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ANISHA ORTIZ-GONZALEZ

AVE MARIA,FL

Summary

ACCURATE AND EFFICIENT ACCOUNTANT Dedicated Accountant with more than 10 years of extensive experience in payroll, accounts payable, accounts receivable, data entry, and office administration. Accurate and organized with strong problem-solving skills, extraordinary attention to detail, and willingness to go above and beyond the job description. Experienced in thedevelopment and training of personnel.

Overview

24
24
years of professional experience

Work History

Staff Accountant

TBH TAX, LLC
07.2020 - Current
  • Providing accounting remotely using QuickBooks Online for a firm with an elite clientele ranging from medical offices, real estate to MLM businesses
  • Responsibilities include setting up the client on QBO, linking clients’ bank and credit card accounts, accepting, and classifying transactions and reconciling all accounts
  • Additionally, adding any fixed assets or liabilities the clients have acquired as well as recording depreciation, and if need journal entries are entered
  • In addition, clients are provided financials monthly, quarterly, and annually.

Full Charge Bookkeeper & Tax Preparer

RICO’$ PROFESSIONAL SERVICES
Miami, FL, , FL
06.2000 - Current

Junior Accountant

KENNETH WURTENBERG
Miami Lakes, FL
01.2016 - 05.2020

Onsite junior accountant

  • For a certified public accountant firm with the duties that include client writeup and reconciliations, client QuickBooks training , set-up client QuickBooks files, prepare client tax returns, i.e
  • Form 1040, Form Form 1120S, Schedule C, Form 940, Form 941, Form RT-6, and Sales Tax; communicate with the clients as needed, process firm’s accounts payables, as well as collections and processing payments for the firm, work on multiple software and apps such as Creative Solutions programs – Practice CS, UltraTax,Accounting CS; QuickBooks desktop & online
  • Goldmine email & rolodex, and 8X8 messaging app
  • Perform administrative duties such as backing up receptionist with answering phones calls or assisting receptionist with troubleshooting re: computer, scanning or clients, faxes, and assisting
  • CPA, staff accountants and clients in house as needed.

Offsite bookkeeper

  • For a professional services company specializing in small businesses, including medical, commercial, real estate, property management, retail, and manufacturing industries
  • Bookkeeping and office duties include, but not limited to:
  • Bank and credit card statement reconciliations
  • Financial Reports
  • Accounts Receivable & Accounts Payable Processing
  • Payroll
  • Liaison with CPA for monthly/quarterly/ annual needs
  • QuickBooks set-up, troubleshooting, and backlog bookkeeping
  • Tax preparation including 1040, 1120, 1120S, Payroll & Sales Tax; maintain annual PTIN
  • Notary Public – renew annually & maintain insurance

Education

Associate Degree - Accounting

MIAMI DADE COLLEGE

Bachelor ‘s - Accounting & Auditing

SOUTH NEW HAMSPHIRE UNIVERSITY

Degree - undefined

TBA

Skills

  • TECHNOLOGY SUMMARY
  • MS Applications (Word, Excel, PowerPoint, Teams & One Drive)
  • QuickBooks Desktop & Online
  • ADP Processing
  • Appfolio Creative Solutions
  • Goldmine
  • Internet Explorer, Chrome, Firefox
  • Adobe
  • Proseries
  • Karbon

Timeline

Staff Accountant

TBH TAX, LLC
07.2020 - Current

Junior Accountant

KENNETH WURTENBERG
01.2016 - 05.2020

Full Charge Bookkeeper & Tax Preparer

RICO’$ PROFESSIONAL SERVICES
06.2000 - Current

Onsite junior accountant

Offsite bookkeeper

Associate Degree - Accounting

MIAMI DADE COLLEGE

Bachelor ‘s - Accounting & Auditing

SOUTH NEW HAMSPHIRE UNIVERSITY

Degree - undefined

TBA

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ANISHA ORTIZ-GONZALEZ