Courtney Amoroso

• Accounts Payable, Accounts Receivable, Payroll; Inventory; Fixed Assets
• Banking: Daily Treasury Analysis; ACH & Wire Transfers; Inter-company Transfers; Financial Statement Analysis & Reconciliations; General Ledger
• Human Resources: Tracked employee paid time off, benefits and deductions calculations
• Expense Reports; Accruals; Budgets; Audits; Depreciation & Amortization Schedules; Sales & Use Tax for multiple states (CT, MA, ME, NH & RI); Audits; Tax Return Preparation includes filing tax forms W2/W3s & 1099/1096s
• Fiduciary Accounting for Guardianships, Conservatorships, Trust & Probate Accounts; IOLTA Account Maintenance;

• Responsible for numerous small to medium-sized businesses located in various states and industries as part of a two-person team as the Back Office Expert responsible for all the bookwork for each business as well as the backup to the Front Office Expert who was responsible as the main client contact
• Categorized all transactions downloaded via the bank feed as well as enter manual transactions
• Reconciled all asset & liability accounts including but not limited to banks, credit cards and business loans; Payroll; Inventory Adjustments; Depreciation; Sales Tax
• Assisted with connecting accounts to the bank feed as well as third-party apps; Maintenance of General Ledger and Chart of Accounts; Journal Entries; Accruals; Financial Statements Analysis
• Followed monthly cadence schedule; Updated all checklists and schedules including but not limited to team trackers in Excel as well as Slack; Sent document requests to SMBs for backup needed for work papers; Daily communication with FOEs, leads, and other team members

• Prepared complex tax returns for individuals and partnerships
• Calculated and recorded accrued interest on outstanding loans; Prepared weekly cash reports for partners; Assisted with real estate sales, acquisitions, and refinances
• Account Payable; Banking; Journal Entries; General Ledger; Reconciliations

• Prepared simple to complex tax returns for individuals and small business owners
• Provided information and advice to taxpayers on individual and small business tax situations
• Practiced due diligence requirements in accordance with IRS regulations

• Daily Treasury Analysis; Balance Sheet Reconciliations/Work papers; Accruals; General Ledger; Journal Entries; Audits; Operating & Capital Budgets; Forecast Analysis; Processed & Reconciled patient, third-party, and Grant medical payments
• Maintained books for the Eaton Pharmacy (a subsidiary company); Assisted with the migration of a new subsidiary eye care practice

o Staff Auditor | Guyder Hurley, P.C. 10/2016-06/2018
o Controller | Canstruction & PLMH Holding Company 05/2012-07/2015
o Staff Accountant | Five Star Quality Care, Inc. 05/2005-05/2007
o Accounting Assistant | Papa Gino’s Inc. & D’Angelo’s 01/2003-05/2005
o AP Associate | Papa Gino’s Inc. & D’Angelo’s 09/2000-01/2003