Summary
Overview
Work History
Education
Skills
Timeline
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Denise Duncan

Veedersburg,IN

Summary

Detail-oriented Accounting Office Clerk at Ron Manning, skilled in data management and maintaining accurate financial records. Demonstrated expertise in using QuickBooks and Excel to ensure precise tax documentation and customer account balancing. Strong verbal communication skills fostered positive client interactions, enhancing overall service quality.

Overview

4
4
years of professional experience

Work History

Accounting Office Clerk

Ron Manning
11.2020 - 04.2025
  • I use excel to put in the customer's expenses and income on a spreadsheet.
  • I use Quick Books to enter checks, and deposits, account numbers assigned to the checks. Make sure they are in balance with what the customer sends in.
  • At tax time, after they have been accepted by the system, I print off each customer's individual file, make sure the refunds match with what is on the cover sheet. Or if they owe, make sure the numbers are the same.
  • Once they are printed, I make sure the W2's match what is on the summary total page.
  • Then, I put them all together, put the invoice on top, staple all together when complete. Call the customer to come in and pick up their taxes.
  • I enter the correct totals for the cash rent, NEC, Misc Inc, dividends. Print them off on their correct forms. Make sure they match with what the customer brings in.
  • I file the customers files away in the appropriate file.
  • I answer the phone, made appointments for tax clients.

Education

High School Diploma -

Fountain Central High School
Veedersburg, IN
05.1978

Skills

  • Quick-Books
  • Excel
  • Data Entry
  • Time Management

Timeline

Accounting Office Clerk

Ron Manning
11.2020 - 04.2025

High School Diploma -

Fountain Central High School

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Denise Duncan