Cathy Riley
The Woodlands ,TX
Summary
Seasoned professional with over a decade of expertise in crafting and executing policies and procedures for businesses of all sizes. Extensive background spanning two decades in managing accounts payable, accounts receivable, and conducting meticulous reconciliations. Proven track record of successfully preparing tax returns for various entities, including Individual, Corporation, estate, and trust. Adept in bookkeeping and payroll practices with a decade of hands-on experience in these areas.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Bookkeeper/Accountant
Golden Gymnastics & Fun Zone
10.2022 - Current
- Completed complex tax returns for IRS and State of Texas
- Formed business and maintained business affiliation with the State of Texas
- Reviewed business documents for acquisition of business property
- Completed payroll documents W-9, 940 & 941 for client.
Bookkeeper/Accountant
Private Practice Athletics
10.2021 - Current
- Responsible for monthly cash basis bookkeeping, reconciliation, and payroll processing using QuickBooks online for a gymnastics/athletic training facility
- Responsible for payroll processing on a state and federal level by completing and timely submitting 940 & 941 documents
- Completed Property Renditions for Harris County Tax Assessor
- Created Book to Tax adjustments for year end.
- Closed books monthly
- Completed and submitted 2021-2024, 1120-S and Texas State Franchise recording
- Responsible for report generation and analysis.
Bookkeeper/Tax Accountant
Safe Harbor Retirement & Financial Services
03.2021 - Current
- Completed and submitted 2021- 2022, 1120-S and Texas State Franchise
- Responsible for completing and submitting payroll documents for the State of Texas and the IRS
- Responsible for report generation and analysis.
Tax Accountant/Bookkeeper
Brenner Global Associates
08.2023 - 12.2024
- Responsible for bookkeeping, payroll and reconciliation for several businesses.
- Completed over 100 tax returns including 1040, 1120S, 1120 and 1065 primarily consisting of international clients, foreign service workers and military personnel.
- Responsible for accurately analyzing and preparing tax returns containing several states and the Internal Revenue Service.
- Proficient with 1116 FINCEN document, Foreign
- Proficient in Income allocation and tax law pertaining to foreign income.
- Communicated to clients about their tax situation.
- Managed time and effectively completed remote work in a timely manner.
Bookkeeper/Tax Preparer
Silver Accounting Group
02.2021 - 08.2023
- Responsible for cash basis bookkeeping including journal entries, report generation and reconciliation for a restaurant, a nail salon and several delivery companies using QuickBooks online and QuickBooks Desktop.
- Responsible for accurately analyzing and preparing over 200 tax returns for several states and the Internal Revenue Service including 1040, 1120S, 1120,1065 and gift tax returns.
- Responsible for communicating with Secretary of States, State Comptrollers Offices and Workforce Commissions in several States on behalf of businesses
- Formed and submitted pertinent paperwork for the creation of 5 companies
- Invoiced companies for services.
- Communicated to clients regarding their tax situation
Office Manager/Bookkeeper
Barbara Miller Dance Center
06.2013 - 03.2020
- Responsible for the creation and dissemination of dance studio schedules, newsletters and marketing materials
- Responsible for cash-based bookkeeping including reconciliation, invoice payment, accounts receivable and accounts payable, reporting and financial analysis using QuickBooks.
- Completed and submitted payroll tax documentsfor year end.
Tax Preparer/Office Support
Popkin CPA
01.2018 - 06.2019
- Reconciled bank statements and performed cash basis bookkeeping tasks for a mail order toy company, a debt collection agency, an auto repair shop and a tax office using QuickBooks.
- Prepare and expedite payroll taxes for several small companies using QuickBooks Desktop and Yearly 2018/2019
- Utilizing information provided by clients to prepare individual tax returns using Ultra Tax preparation software
- Provided exceptional client-services to establish and maintain strong working relationships with clients and increase retention by solving their taxation issues in a timely and efficient manner
- Performed high level reviews on tax returns to flag any potential issues for CPA
- Prepared payroll tax documents required for monthly, quarterly and annual reporting to Federal and State agencies.
- Performed basic office clerical work such as filing, mailing, copying and answering phones
Education
Bachelor of Social Work -
Rochester Institute of Technology
Rochester, NYAssociate of Arts - Business Administration
Corning Community College
Corning, NYSkills
- Proficient in bookkeeping software, QuickBooks Pro Advisor, and Xero Bookkeeping Certification
- Certified Bookkeeper
- Experience with UltraTax, Pro-series, Lacerte and Thompson-Reuters Software Tax Preparation Software
- Report generation and analysis
- Training and development employees
- Excellent Customer Relations
- Account Management
- CRM Systems data entry and management
- Accounts receivable
- Invoice processing
- Bank statement reconciliation
- Payroll processing
- Spreadsheet tracking
Certification
- Completed HR Block Tax Preparers Course 2018
- Lone Star Community College CPA Certificate Program. Expected completion 2027-12
- Enrolled Agent expected Fall 2025
- Completed Enrolled Agent for Individuals Exam for February 2025
Affiliations
Active member of Toastmasters International
Timeline
Tax Accountant/Bookkeeper
Brenner Global Associates
08.2023 - 12.2024
Bookkeeper/Accountant
Golden Gymnastics & Fun Zone
10.2022 - Current
Bookkeeper/Accountant
Private Practice Athletics
10.2021 - Current
Bookkeeper/Tax Accountant
Safe Harbor Retirement & Financial Services
03.2021 - Current
Bookkeeper/Tax Preparer
Silver Accounting Group
02.2021 - 08.2023
Tax Preparer/Office Support
Popkin CPA
01.2018 - 06.2019
Office Manager/Bookkeeper
Barbara Miller Dance Center
06.2013 - 03.2020
Bachelor of Social Work -
Rochester Institute of Technology
Associate of Arts - Business Administration
Corning Community College
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