Deborah Cohee
Lakeland,FL
Summary
Highly dependable financial professional bringing 30+ years of experience. Strong Quickbooks proficiency with precise and accurate nature. Expertise in financial data entry and record-keeping.
Overview
38
38
years of professional experience
Work History
Sr Bookkeeper/Tax Associate
Chauncey & Co, CPAs, PA
10.2017 - Current
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission and unapproved disclosure.
- Updated reports, managed accounts, and generated reports for company database.
- Developed and maintained successful relationships with clients.
- Completed payroll for clients and maintained detailed records of procedures.
- Filed appropriate monthly, quarterly, and annual payroll reports
- Calculated and filed client sales tax reports for State of FL.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reconciled and corrected issues with financial records.
- Used QuickBooks accounting system to reflect accurate financial records for 40+ clients.
- Completed tax forms in compliance with legal regulations.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Office Manager/Tax Preparer
H&R Block
01.2014 - 05.2017
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Offered clients recommendations to reduce tax liabilities.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Managed office operations while scheduling appointments for services.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Evaluated employee records and productivity and submitted evaluation reports.
- Defined clear targets and objectives and communicated to other team members to achieve expected goals set by Corporate for 2 offices.
Accounting Assistant
American Red Cross Of Michigan
01.2011 - 06.2012
- Accurately enter/reconcile all donations and special event income in the appropriate database.
- Maintain all employee payroll records, preparing, processing and distributing payroll checks for 5 Chapters.
- Maintain and adjust as necessary a schedule of monthly bills and invoices due and process payments in a timely manner.
- Processed credit/debit card donations.
- Provided financial data to CFO for preparation of budgets and reports.
- Prepared and distribute minutes of local Board meetings.
- Assisted in the consolidation of Chapters within the region.
- Reconcile all bank statements on a monthly basis.
- Provide clerical assistance to the CFO & CEO as needed.
Sr Accounting Clerk
Genesee County
08.1985 - 07.2012
- Officially retired October, 2010; however remained on contractual basis to assist with meetings of Board of Commissioners and Retirement Commission.
- Over course of 25 years, worked various clerical and financial positions in Public Health, Treasurers, Register of Deeds, Finance and Animal Control, each with ever-increasing responsibilities.
- Accurately prepared and processed bi-weekly payroll for 1000+ employees.
- Project manager for implementation of new electronic document system, including training of 15 staff and general public on its capabilities and use.
- Processed payments for fines, fees, and document recordings and maintained accurate drawers, issued receipts, and updated account balances.
- Assisted public courteously and professionally.
Education
Associate of Applied Science - Accounting
Spring Arbor University
Spring Arbor, MI01.1986
Skills
- QuickBooks Proficiency
- Administrative Support
- Individual Returns Preparation
- Accounts Payable and Accounts Receivable
- Organizational Abilities
- Payroll Expertize
- Confidential Data Protection
- Customer Interaction
Timeline
Sr Bookkeeper/Tax Associate
Chauncey & Co, CPAs, PA
10.2017 - Current
Office Manager/Tax Preparer
H&R Block
01.2014 - 05.2017
Accounting Assistant
American Red Cross Of Michigan
01.2011 - 06.2012
Sr Accounting Clerk
Genesee County
08.1985 - 07.2012
Associate of Applied Science - Accounting
Spring Arbor University
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