Adept at managing budgets, payroll, invoicing and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines. Knowledgeable Accountant proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations. Resourceful Accounting professional with 25 years of experience in audit preparation and reporting.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Accountant
Self-employeed; Storts Taxes & Bookkeeping Inc
09.2008 - 08.2023
We were a small operation. I was president, we had a manager and a receptionist/translator.
We went from a couple of hundred clients to over a 1000, including over 30 corporations. We took care of the payroll for most of those corporations. Our relationship was based on trust, accuracy and personal interest.
Maintained compliance with federal, state, and local tax laws by staying informed about changes and filing all required forms accurately and promptly.
Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
Handled day-to-day accounting processes to drive financial accuracy.
Used advanced software to prepare documents, reports, and presentations.
Prepared and filed tax forms to meet needs of customers.
Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
Itemized taxpayer expenses to identify maximum adjustments, deductions and credits.
Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
Bookkeeper and Tax Preparer
J. Daniel Brett & Co.
03.1999 - 08.2008
Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
Streamlined bookkeeping processes by implementing new accounting software, resulting in increased efficiency.
Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
Implemented a more efficient filing system for financial documents, improving accessibility and organization.
Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Established QuickBooks accounting system to reflect accurate financial records.
Completed tax forms in compliance with legal regulations.
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Completed payroll for employees and maintained detailed records of procedures.
Maintained account accuracy by reviewing and reconciling checks monthly.
Compiled budget figures by reviewing past budgets, evaluating estimated income, and assessing expenses.
Education
Associate of Arts - Accounting Technology And Bookkeeping
South Florida State College
Avon Park, FL
05.1997
Skills
Tax Return Filing
Auditing
Regulatory Compliance
Payroll Administration
Tax Accounting Specialization
QuickBooks Expertise
Tax Preparation
Financial Statement Preparation
Payroll Processing
Accounting and Bookkeeping
Certification
Enrolled Agent, Able to practice before IRS - Since 12/2018
Timeline
Accountant
Self-employeed; Storts Taxes & Bookkeeping Inc
09.2008 - 08.2023
Bookkeeper and Tax Preparer
J. Daniel Brett & Co.
03.1999 - 08.2008
Associate of Arts - Accounting Technology And Bookkeeping
Owner/Operator Manager at Mullaney's Bookkeeping, Taxes & More (self Employ)Owner/Operator Manager at Mullaney's Bookkeeping, Taxes & More (self Employ)