Prepared and reviewed financial statements in compliance with GAAP.
Reconciled accounts in order to resolve or prevent any discrepancies.
Created and updated detailed debt schedules for clients in response to changes in their business dynamics. This involved a comprehensive analysis of client financial data, including debt obligations, interest rates, and repayment terms.
Engaged with clients and state auditors, providing direct and personalized support to address any questions or concerns related to their taxes.
Assisted in the preparation of 1040s for individual clients, as well as 1120 and 1120s for business entities.
ERA Representative
Jakara Movement
01.2021 - 08.2021
Led a collaborative team entrusted with distributing and managing over $1.1 million in funds dedicated to providing rental assistance during the pandemic in Fresno. Coordinated efforts to successfully assist hundreds individuals/families.
Conducted comprehensive research, compiled relevant data, and produced timely reports essential for financial accountability. Played a key role in tracking and accounting for dollars being spent, ensuring accuracy and adherence to established timelines.
Built strong rapport with clients through effective communication and interpersonal skills, establishing a foundation of trust. Proactively addressed client questions and provided timely support.