CHARMAINE GAPUZ
Los Angeles,CA
Summary
Dedicated and results-driven QuickBooks Expert with over 5 years of experience in providing comprehensive financial solutions to businesses. Proven track record of optimizing financial processes through expert setup, configuration, and utilization of QuickBooks. Adept at guiding clients through seamless data migration, cleanup, and system integration. Skilled in delivering top-notch training and support to ensure clients maximize the potential of QuickBooks. Known for meticulous attention to detail in reconciling accounts, preparing financial reports, and offering strategic insights for informed decision-making. A QuickBooks ProAdvisor with a commitment to staying abreast of industry updates and best practices. Seeking to contribute expertise and proficiency to a dynamic organization aiming to enhance financial efficiency and accuracy.
Overview
17
17
years of professional experience
1
1
Certification
Work History
QuickBooks Pro Advisor
CRG BUSINESS SERVICES LLC
Los Angeles, CA
01.2010 - Current
- Payroll, payroll taxes, prepare W2's & 1099's, prepare and file W6 & 1096.
- Ensure compliance with local, state, and federal budgetary reporting requirements.
- Design, establish, and maintain an organizational and accounting structure within.
- Prepare loan schedules and management fees.
- Prepare or review the City Business License, personal property tax and other government forms.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Established a QuickBooks accounting system to reflect accurate financial records.
- Reconciled company bank, credit card and line of credit accounts.
- Communicated with customers to identify and resolve outstanding payments.
Seasonal Tax Preparer Assistant
LEO WASAN, CPA
Torrance, CA
08.2006 - Current
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Communicated with federal and state tax agencies to obtain best resolution for clients.
- Helped clients integrate new tax software with accounting software.
- Prepared estimated and deferred tax calculations on monthly basis to forecast cash flows.
- Assisted tax preparers in gathering and organizing client documents.
- Performed quality assurance reviews of all tax returns prior to submission to the IRS and state agencies.
- Answered questions from clients regarding their specific tax situation.
- Worked with internal and external accounting and operational professionals to obtain and collate information required in connection with preparation of tax returns.
- Filed amended returns when requested by clients or the IRS and state agencies.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Reviewed completed tax forms to ensure accuracy and completeness.
- Prepared 1040EZ, 1040A and 1040 forms as well as supporting schedules A, B and C accurately and efficiently.
- Corresponded with clients via email or phone to obtain additional information needed for filing taxes.
- Computed taxes owed or overpaid for clients.
- Attended continuing education courses related to taxation topics regularly.
- Maintained updated knowledge of current federal, state, and local tax laws.
QuickBooks Expert
INTUIT
San Diego, CA
01.2020 - 05.2022
- Managed and responded to all correspondence and inquiries from customers.
- Use QuickBooks Online accounting system to reflect accurate financial records.
- Prepared and processed monthly, quarterly and annual financial reports.
- Train QuickBooks Online to customers.
- Matched orders with invoices and recorded required information.
- Managed accounting closings, accounts payable and financial reporting for multiple clients.
- Provided assistance with budgeting processes as needed.
- Organized and maintained chart of accounts, and updated monthly entries and adjustments of ADP payroll entries and monthly accruals.
- Helped businesses keep finances in order by managing accounting ledgers and recording journal entries.
- Checked postings and documents for correctness, accuracy and proper coding.
- Reviewed transactions, issued checks and updated ledgers and budgets.
- Ensured compliance with all applicable federal regulations relating to bookkeeping practices.
- Completed and submitted tax forms and returns, workers' comp forms and pension contribution documentation.
- Analyzed business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses or to provide advice.
- Prepared sales tax returns on a quarterly basis.
- Reconciled vendor statements to assist in monthly closings.
- Reviewed customer account information for accuracy and completeness.
- Managed fixed asset records including additions, disposals and depreciation calculations.
Education
Bachelor of Arts - Accounting And Business Management
Cal State Long Beach
Long Beach04-2005
Skills
- QuickBooks
- Xero
- Wave Accounting
- Zoho Books
- Excel Proficient
- Adobe Expert
Certification
- Certified QuickBooks Pro Advisor
- Certified Xero Accounting Expert
- Certified Wave Accounting Advisor
- Certified Zoho Books Expert
Websites
References
References available upon request.
Timeline
QuickBooks Expert
INTUIT
01.2020 - 05.2022
QuickBooks Pro Advisor
CRG BUSINESS SERVICES LLC
01.2010 - Current
Seasonal Tax Preparer Assistant
LEO WASAN, CPA
08.2006 - Current
Bachelor of Arts - Accounting And Business Management
Cal State Long Beach
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