Danielle Booth

• Prepare and assemble client tax return packages and ensure documentation is complete and organized.

• Review tax returns in internal software and maintain accurate client filing systems.

• Send engagement letters and maintain organized digital client records.

• Copy, scan, and file confidential client documents.

• Generate weekly and monthly invoices using multiple accounting software systems.

• Assist with account reconciliations and verification of financial records.

• Answer phones, assist clients, and schedule appointments.

• Prepare and format financial statements once finalized by accountants.

• Monitor and order office inventory and supplies.

• Processed weekly payroll and maintained employee records.

• Assisted with new employee onboarding and ensured completion of employment documentation.

• Managed employee compensation and benefit records.

• Prepared and entered weekly financial balance and sales reports.

• Processed and verified invoices and financial documents.

• Entered and submitted vendor payments using QuickBooks.

• Created weekly promotional flyers and store signage.

• Coordinated scheduling and maintained organized office operations.