Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Deena Girdner

Deena Girdner

Oklahoma City

Summary

Experienced accountant with a proven track record of excellence in accounting and bookkeeping. MBA holder specializing in finance and accounting. Adept at producing top-notch work under pressure and effectively communicating financial information to clients with limited accounting knowledge. Eager to apply expertise and skills in a new opportunity.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Accountant

Ignite Spot Accounting Services
06.2023 - Current
  • I work at a virtual CFO accounting firm, where I update and analyze clients' financial records using Keeper and other AI tools.
  • Preparing and discussing financial statements from a variety of industries. Gained knowledge in the latest AI software and features,
  • Leverage my communication skills to help clients who may feel intimidated by accounting better understand their financial statements

Staff Accountant

Empire Tax Professionals
10.2022 - 05.2023
  • Prepare financials for multiple Ecomm clients including Amazon, Shopify and Etsy sellers;
  • Set up new QBO files for Ecomm clients and Cleaned up QBO files from various industries
  • Met with new and current Accounting clients to discuss new and ongoing accounting services
  • Conducted in-depth tax planning strategy meetings with clients
  • Evaluated and revamped internal onboarding procedures

Onboarding Specialist

Empire Tax Professionals
07.2022 - 10.2022
  • Prepare financials for multiple Ecomm clients including Amazon, Shopify and Etsy sellers;
  • Set up new QBO files for Ecomm clients and Cleaned up QBO files from various industries
  • Met with new and current Accounting clients to discuss new and ongoing accounting services
  • Conducted in-depth tax planning strategy meetings with clients
  • Evaluated and revamped internal onboarding procedures

Staff Accountant

Xpress Wellness Urgent Care
03.2021 - 07.2022
  • Daily Accounts Payable duties for over 30 clinic locations
  • Provide assistance to CFO in compiling monthly financial statements for each clinic

Senior Staff Accountant

Roderick H. Polston PC
12.2016 - 03.2021
  • Prepare and File monthly sales tax returns, prepare quarterly payroll tax reports, prepare monthly account reconciliations, and prepare both cash and accrual basis monthly financial statements for multiple clients in accordance with GAAP
  • Met with new and current Accounting clients to discuss new and ongoing accounting services
  • Consulted with potential Accounting clients to retain our accounting and legal services
  • Prepare complex business and personal tax returns, research reporting, regulatory, and various other compliance issues
  • Conducted in-depth tax planning strategy meetings with clients
  • Review and analyze client’s financial statements to identify trends and develop forecasts
  • Evaluate financial performance by comparing and analyzing actual results with plans and forecasts, and making recommendations for improvements

Tax Accountant

Roderick H. Polston PC
12.2015 - 12.2016
  • Prepare and File monthly sales tax returns, prepare quarterly payroll tax reports, prepare monthly account reconciliations, and prepare both cash and accrual basis monthly financial statements for multiple clients in accordance with GAAP
  • Met with new and current Accounting clients to discuss new and ongoing accounting services
  • Consulted with potential Accounting clients to retain our accounting and legal services
  • Prepare complex business and personal tax returns, research reporting, regulatory, and various other compliance issues
  • Conducted in-depth tax planning strategy meetings with clients
  • Review and analyze client’s financial statements to identify trends and develop forecasts
  • Evaluate financial performance by comparing and analyzing actual results with plans and forecasts, and making recommendations for improvements

Staff Accountant

Roderick H. Polston PC
11.2014 - 12.2015
  • Prepare and File monthly sales tax returns, prepare quarterly payroll tax reports, prepare monthly account reconciliations, and prepare both cash and accrual basis monthly financial statements for multiple clients in accordance with GAAP
  • Met with new and current Accounting clients to discuss new and ongoing accounting services
  • Consulted with potential Accounting clients to retain our accounting and legal services
  • Prepare complex business and personal tax returns, research reporting, regulatory, and various other compliance issues
  • Conducted in-depth tax planning strategy meetings with clients
  • Review and analyze client’s financial statements to identify trends and develop forecasts
  • Evaluate financial performance by comparing and analyzing actual results with plans and forecasts, and making recommendations for improvements

Education

Master of Business Administration -

University of Central Oklahoma
Edmond, OK
12.2005

Bachelor of Science - Accounting

Oklahoma State University
Stillwater, OK
07.2003

Skills

  • Self-disciplined and Self-motivated
  • Able to prioritize and carry out multiple projects concurrently, while keeping up with daily duties
  • Extensive knowledge of QBO, XERO, Keeper, and Excel/Sheets
  • Well-developed written and oral communication skills

Certification

Pro-Advisor QBO Certification - level 1 and 2

Timeline

Accountant

Ignite Spot Accounting Services
06.2023 - Current

Staff Accountant

Empire Tax Professionals
10.2022 - 05.2023

Onboarding Specialist

Empire Tax Professionals
07.2022 - 10.2022

Staff Accountant

Xpress Wellness Urgent Care
03.2021 - 07.2022

Senior Staff Accountant

Roderick H. Polston PC
12.2016 - 03.2021

Tax Accountant

Roderick H. Polston PC
12.2015 - 12.2016

Staff Accountant

Roderick H. Polston PC
11.2014 - 12.2015

Bachelor of Science - Accounting

Oklahoma State University

Master of Business Administration -

University of Central Oklahoma

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