Summary
Overview
Work History
Education
Skills
Timeline
Brenda J. Stapp

Brenda J. Stapp

Accounting
Montoursville,PA

Summary

Accountant/Office Manager with seven years of experience working in a legal firm. In addition to over 14 years in public accounting firms, as well as some experience in the private sector. Performed, supervised, and managed audits, tax services, accounting services, payroll services in regard to the following types of entities; non-profits, corporations, small-businesses, partnerships, healthcare organizations, estates and trusts, individuals, pensions, and governmental entities. Worked with several different software and computer systems, including but not limited to Office 365, QuickBooks, Excel, Word, Outlook, Google, Filevine, Firm Central, Server and Cloud Networks, Skype, Lawson, Thomson Reuters accounting, planning, auditing, depreciation, tax and research software. Trained, supervised and managed staff in both the legal, private, and public accounting offices. As an Accountant/Manager was highly responsible for employee relations, client relations, office and client confidentiality, and entrusted with the stewardship of money, loans and credit cards. Always willing to help out wherever needed. Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Overview

22
22
years of professional experience
4
4
years of post-secondary education

Work History

Accountant/Office Manager

Stapp Law, LLC
Williamsport, PA
03.2016 - Current
  • Prepared and filed Form PA 100, to register business in PA.
  • Responsible and performed all accounting functions from journal entries for preparation of financial statements.
  • Managed and reconciled all bank accounts and individual bank transaction for firm's checking, savings, payroll and trust accounts.
  • Responsible for all accounts receivable functions from invoicing to payments.
  • Responsible for all accounts payable functions from recording invoices to check writing, and online bill pay.
  • Prepared and filed year-end Form 1099s.
  • Performed all payroll functions from setting up employees, paychecks, payroll tax returns, W-2s, tax depositories and preparing and filing workers' compensation audits.
  • Maintained loans and loan payments, fixed assets, etc.
  • Assisted in budgeting expenses and performed revenue and expense analysis.
  • Assisted with administrative duties, phones, litigation prep, correspondence and scheduling.
  • Ordered and designed letterhead, signs, and business cards.
  • Maintained computer and physical filing systems.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Coached new hires on company processes while managing employees to achieve maximum production.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Maintained integrity of general ledger and chart of accounts.
  • Tracked funds, prepared deposits and reconciled accounts.

Accountant/Manager

Michael T. Nardone, CPA
Bloomsburg, PA
01.2005 - 06.2014
  • Client services and relations in fast-paced public accounting firm.
  • Responsible for firm's and clients' payrolls and tax depositories.
  • Preparation, supervision, and management of; tax returns of individuals, self-employed, corporations, non-profits, partnerships, estates and trusts, payroll quarterly tax filings and year-end filings.
  • Preparation, supervision and management of; compilations, reviews, and audits corporations, non-profits, self-employed, single audits, governmental audits, special audits (EIT, grant, fund, and insurance audits, etc.).
  • Prepared financial statements, reports, financial analysis, banking and investment analysis.
  • Enforced and established proper accounting methods, policies and principles.
  • Managed banking reconciliations and monthly balance sheet statements.
  • Managed journal entries, collection efforts, reconciliations and payroll processing.
  • Implemented budget and expense controls and financial policies by analyzing income and expenditures.
  • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
  • Applied mathematical abilities to calculate and check figures in accounting systems.
  • Completed bi-weekly payroll for company employees.
  • Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Intern/ Staff Accountant May 2000 - July 2001

Stapp Analyst - Tax

Geisinger System Services
Danville, PA
12.2002 - 12.2004
  • Assisted and prepared non-profit, corporate, and miscellaneous tax returns for all entities of Geisinger Healthcare System.
  • Monthly pension forfeiture analysis, resolution and journal entries.
  • Pension plan audit analysis and initial preparation of form 5500 for “GHS”
  • Responsible for analysis of federal excise tax and requesting refund of tax paid.
  • Prepared and handled form w-9s, certificates sales tax exemption, registration of new entities with states for electronic filing of tax payments and tax form filings, and public inspection requests.
  • Monthly analysis of revenue and expense within tax department and resolution of discrepancies.
  • Assisted in in proving efficiency of analysis, registration and tax filing.
  • Developed spreadsheet models for diverse projects and analysis.
  • Created and maintained precise and accurate models, charts and reports.
  • Reviewed weekly and monthly budget performance reports, ensuring departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies.
  • Self-motivated, with strong sense of personal responsibility.
  • Paid attention to detail while completing assignments.

Staff Accountant

Parente Randolph, PC
Wilkes-Barre, PA
07.2001 - 11.2002
  • Accounting, tax, compilation, review, and audit experience at large regional public accounting firm.
  • Developed training material for tax preparations.
  • Performed testing of audit areas for fixed assets and accounts payable.
  • Analyzed business operations, costs and revenue in balance sheet to project future revenue and expenses.
  • Reviewed organization's adherence to regulatory guidelines applicable to specific activities and practices.
  • Contacted customers to immediately find resolutions for escalated issues.
  • Followed all GAAP standards and complied with regulations when setting up accounts, ledgers and reporting systems.
  • Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
  • Prepared and filed tax returns to summarize transactions of calendar year and comply with laws and regulations.
  • Maintained fixed asset records and depreciation schedules to establish accurate calculations.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Researched technical tax issues to define tax effect or impact of certain tax positions.
  • Prepared working papers, reports and supporting documentation for audit findings.

Education

Bachelor of Science - Business Administration, Major Accounting

Bloomsburg University, Bloomsburg, PA
06.1997 - 05.2001

Dean's List

Skills

  • Microsoft Office
  • Excel and Word
  • QuickBooks
  • Accounting, planning, research and tax software

Timeline

Accountant/Office Manager - Stapp Law, LLC
03.2016 - Current
Accountant/Manager - Michael T. Nardone, CPA
01.2005 - 06.2014
Stapp Analyst - Tax - Geisinger System Services
12.2002 - 12.2004
Staff Accountant - Parente Randolph, PC
07.2001 - 11.2002
Bloomsburg University - Bachelor of Science, Business Administration, Major Accounting
06.1997 - 05.2001
Brenda J. StappAccounting