Cheryl Applegate

● Dedicated consultation to multiple clients in bookkeeping, tax planning, and compliance advice.
● Preparation and reconciliation of semi monthly, monthly, and quarterly tax filings
● Assistance in record keeping, mileage logging, deduction tracking, and filing efficiency
● Respond to and manage state / federal tax agency requests and notices
● Ensure multi state compliance for annual and quarterly filings

● Provided effective and timely resolution of various customer inquiries and concerns.
● Built customer loyalty and value through effective account management and enrichment
● Delivered exceptional customer service using resource documentation for reference

● Acted as a liaison in identity theft cases by working with prosecuting authorities
● Furnished insight to leadership to develop loss prevention policies and initiatives.
● Analyzed data to identify trends commonly used in fraudulent transactions
● Displayed strong telephone etiquette, effectively handling difficult calls.
● Gathered and compiled loss control data for the appropriate management teams

● Compared vendor invoices to PO's issued before entry into payables system
● Negotiated terms with vendors and conducted investigations of diffferences
● Sole responsibility of data entry of all payables on weekly basis
● Cost analysis and comparison in collaboration with purchasing manager

● Prepared contracts for clients based on terms set forth in consultation appointment
● Initiated weekly wire transfers for multiple agreements via bankind token ID
● Managed QuickBooks account to include data entry, reconciliations, and reporting
● Reconciled legal software which calculated compounding interest to QuickBooks
● Ensured multi state compliance for annual and quarterly filings

● Conducted reconciliations of various loan, intercompany and other accounts
● Booked entries in accordance with GAAP for ease of reference
● Worked with management team to improve workflows
● Organized and managed compliance for tax credits, shelters, and deductions.
● Prepare monthly, quarterly, and annual tax returns on time and accurately.
● Managed pay rates according to union standards, and maintained compliance
● Created and implemented administrative processes to prioritize job tasks .

● Dispatched information to service providers to schedule freight movement.
● Audited and approved weekly invoices for customersto facilitate accurate billing.
● Conducted daily inventory to sales reconciliations to ensure logistical accuracy
● Developed a "production efficiency report" to advise management for analysis
● Managed candidate searches, new hires and on-boarding of new employees

● Acted as a liaison in identity theft cases by working with prosecuting authorities
● Furnished insight to leadership to develop loss prevention policies and initiatives.
● Analyzed data to identify trends commonly used in fraudulent transactions
● Displayed strong telephone etiquette, effectively handling difficult calls.
● Gathered and compiled loss control data for the appropriate management teams

● Worked in close collaboration with clients, for accounting, payroll and taxation advice.
● Performed in-depth analysis of business trends to complete accurate projections.
● Responded to state and federal tax notices efficiently
● Ensured corporate income tax compliance