Summary
Overview
Work History
Education
Skills
Continued Education Accounting Class
Timeline
Generic

Ashley Petalcu

Cypress,TX

Summary

Conscientious and thorough Bookkeeping Assistant and Tax Preparer considered productive team player in busy accounting office. Positive and courteous communicator offering calm telephone and email etiquette. Flexible professional trained in Quickbooks and Thomson Reuters software.

Overview

5
5
years of professional experience

Work History

Bookkeeping Assistant/Tax Preparer

Core Plus Tax
Cypress, TX
12.2018 - Current
  • Completed bi-weekly payroll for company employees through ADP and Accounting CS.
  • Recorded deposits into QBO/QBD,and Accounting CS, reconciled monthly bank accounts and tracked expenses.
  • Prepared and mailed account statements to vendors and kept meticulous correspondence documentation.
  • Reviewed general ledger for accuracy and specific coding issues.
  • Assembled tax return for individual and corporate clients including multi-state returns utilizing the GFR, Engagement,and Ultra Tax.
  • Filed completed tax statements/documents and process all extensions including paper and E-filing extensions.
  • E-filed tax returns for multiple clients and individuals
  • Scanned client documents into SurePrep and maintained RTC (Return to Client) appropriate documents and filed accordingly.
  • Scanned incoming materials to determine how they should be classified and/or filed. Sorted classified information according to guidelines such as content, purpose, user criteria either chronologically, alphabetically or numerically.

Preschool Teacher

First Baptist Church Daycare
Tomball, TX
08.2017 - 12.2018
  • Maintained well-controlled classrooms by clearly outlining standards and reinforcing positive behaviors.
  • Educated students in foundational concepts such as shapes, numbers and letters.
  • Gave one-on-one attention to children while maintaining overall focus on entire group.
  • Sanitized toys and play equipment each day to maintain safety and cleanliness.
  • Monitored students' academic, social and emotional progress and recorded in individual files.
  • Addressed behavioral and learning issues with parents and daycare management.
  • Allowed for ample outdoor discovery time in schedule each day.
  • Organized activities to teach preschool children foundational learning skills such as letters and numbers.
  • Assisted parents in potty training.

Temp Office Assistant

Avalon Bookkeeping
Katy, TX
09.2017 - 02.2018
  • Completed clerical tasks such as filing, copying and distributing mail.
  • Interacted with customers by phone, email or in-person to provide information.
  • Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
  • Delivered clerical support by handling range of routine and special requirements.
  • Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.

Education

High School Diploma -

Cypress Woods High School
Cypress, TX
06.2016

Skills

  • Proactive and Self-Motivated
  • Federal Regulation Compliance
  • Critical Thinking
  • Bill Payment and Recordkeeping
  • Active Listening
  • Record Reconciliation
  • Vendor Invoice Input
  • Document Coding and Classification
  • Customer Relations
  • Calculator Usage
  • Bookkeeping Procedures
  • Bank Statement Reconciliation

Continued Education Accounting Class

In June of 2021 I took a continued education accounting class through houston community collage.

Timeline

Bookkeeping Assistant/Tax Preparer

Core Plus Tax
12.2018 - Current

Temp Office Assistant

Avalon Bookkeeping
09.2017 - 02.2018

Preschool Teacher

First Baptist Church Daycare
08.2017 - 12.2018

High School Diploma -

Cypress Woods High School

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Ashley Petalcu