Senior accounting professional with expertise in QuickBooks and financial reporting. Extensive experience in GAAP, Sarbanes-Oxley, and compliance guidelines. Proven ability to meet strict deadlines while managing multiple clients effectively.
Overview
14
14
years of professional experience
Work History
Director
Lohr Property Maintenance
New Port Richey, FL
03.2011 - Current
Generated monthly statements for 63 customers, including commercial accounts.
Managed accounts receivable and payable alongside financial statements.
Prepared and deposited cash deposits efficiently.
Processed payroll for employees on a regular schedule.
Resolved customer issues promptly to maintain satisfaction.
Compiled quarterly reports and annual tax returns accurately.
Staff Accountant
Campbell & Company, CPAs
Spring Hill, FL
11.2018 - 12.2024
Prepared federal and state tax returns for individuals and closely-held businesses, including S corporations and partnerships.
Conducted basis analysis and prepared tax estimates to optimize financial outcomes.
Examined financial statements and fixed asset schedules for compliance and accuracy.
Responded to notices from state and local governments regarding sales, use, and reemployment tax issues.
Trained small business owners on accounting system setup and maintenance using QuickBooks Online.
Ensured timely and accurate filing of payroll and sales tax reports.
Supervised, mentored, and trained tax department staff to enhance team performance.
Accountant
Medical Center of Trinity
Trinity, FL
06.2018 - 10.2018
Tracked hospital productivity across departments to enhance operational efficiency.
Prepared monthly sales tax reports to ensure compliance and accuracy.
Conducted end-of-month journal entries to maintain financial integrity.
Reviewed monthly operating reports for discrepancies to identify improvement areas.
Verified procedure codes for pricing approval, ensuring correct billing practices.
Applied accrual accounting principles to accurately reflect financial position.
Staff Accountant
Pinnacle Home Care
New Port Richey, FL
02.2018 - 05.2018
Managed accounts payable and receivable processes for accurate financial tracking.
Prepared bi-weekly customer invoices and processed payments efficiently.
Reconciled multiple monthly bank and credit card statements to ensure accuracy.
Executed end-of-month journal entries to maintain precise records.
Accountant
Accounting Resource & Management Services
Palm Harbor, FL
07.2016 - 02.2018
Processed payroll and prepared quarterly and annual reports efficiently.
Reconciled monthly bank and credit card statements to ensure accuracy.
Reviewed and prepared financial statements for compliance and clarity.
Prepared personal, corporate, and non-profit tax returns in a timely manner.
Completed end-of-month and end-of-year journal entries accurately.
Generated monthly and quarterly sales tax reports for regulatory compliance.
Bookkeeper/Accountant
Trinity Tax Service
Trinity, FL
01.2016 - 07.2016
Processed payroll and prepared quarterly and annual reports efficiently.
Completed personal and corporate tax returns accurately.
Reconciled monthly bank and credit card statements for financial integrity.
Prepared monthly and quarterly sales tax reports in compliance with regulations.
Managed day-to-day priorities to assist CPA in maintaining workflow.
Bookkeeper/Accountant
Bridgespan
Port Richey, FL
08.2014 - 01.2016
Processed payroll, quarterly reports, and annual reports efficiently.
Reconciled monthly bank and credit card statements to ensure accuracy.
Prepared individual tax returns, adhering to compliance standards.
Property Maintenance Manager at NSW Property Care (Specializing in property maintenance)Property Maintenance Manager at NSW Property Care (Specializing in property maintenance)