Danielle Green
Citrus Springs
Summary
Detail-oriented Bookkeeper with extensive experience at Trent Snider CPA PLLC, excelling in tax preparation and payroll processing. Proven track record in enhancing financial accuracy and client satisfaction through effective bookkeeping practices and exceptional organization. Skilled in QuickBooks and bank reconciliation, ensuring compliance and streamlined operations for diverse clientele.
Organized Bookkeeper proficient in QuickBooks and Adobe software. Executed bookkeeping tasks for large corporations and excelled at quickly learning new accounting methods and procedures. Excellent accounting skills and attention to detail leading to decreased loss of revenue.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Bookkeeper
Trent Snider CPA PLLC
08.2020 - Current
- Reconciled bank statements to maintain precise cash flow management.
- Prepared monthly financial statements, enhancing reporting accuracy for clients.
- Implemented efficient bookkeeping practices, reducing errors in data entry.
- Collaborated with tax professionals to streamline year-end preparation processes.
- Utilized QuickBooks and Excel for maintaining detailed financial documentation and analysis.
- Maintained and processed invoices, deposits, and money logs.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Completed payroll for employees and maintained detailed records of procedures.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Reconciled and corrected issues with financial records.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Established QuickBooks accounting system to reflect accurate financial records.
- Filed sales tax with Florida Department of Revenue.
- Filed payroll taxes
- Answered phones
- Scheduled appointments
- Scheduled clients
Tax Preparer
Trent Snider CPA PLLC
08.2020 - Current
- Prepared federal and state tax returns for diverse clientele, ensuring compliance with regulations.
- Reviewed financial documents to identify deductions and credits, enhancing accuracy in tax filings.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Maintained compliance by adhering to current tax laws and regulations.
- Prepared extensions.
- Provided exceptional customer service, resulting in high client retention and satisfaction rates.
Administrative Manager
MEA Research Services, Inc
01.2016 - 01.2025
- Monitored emails
- Distributed jobs to researchers
- Received and documented payments in Quickbooks
- Bank deposits
- Sent results to clients
- Assisted clients with disputes
Customer Service Representative
Amazon
10.2018 - 11.2022
- Managed high-volume calls, maintaining professionalism and composure in fast-paced environment.
- Resolved customer inquiries efficiently, enhancing satisfaction and loyalty.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Improved resolution time with effective problem-solving for customer complaints.
- Delivered prompt service to prioritize customer needs.
Education
High School Diploma -
Crystal River High School
Crystal River, FLSkills
- Accounting and bookkeeping
- Quickbooks
- Bank statement reconciliation
- Payroll processing
- Account reconciliation
- Bookkeeping software
- Expense tracking
- Accounting
- Payroll administration
- Exceptional organization
- Customer relations
- Finance
- Tax preparation
- Payroll liability and deductions
- Microsoft office
- Bank reconciliation
Timeline
Bookkeeper
Trent Snider CPA PLLC
08.2020 - Current
Tax Preparer
Trent Snider CPA PLLC
08.2020 - Current
Customer Service Representative
Amazon
10.2018 - 11.2022
Administrative Manager
MEA Research Services, Inc
01.2016 - 01.2025
High School Diploma -
Crystal River High School