Detail-oriented Accounting Professional with extensive experience in private and public accounting. Demonstrated leadership and supervisory skills while effectively managing diverse teams and enhancing customer service and communication. Proven ability to leverage strong problem-solving and organizational skills to achieve operational excellence across various industries.
Work History
Owner
2 Years 10 Months
Cleaning & Handyman Services | 01.2024 - Current
Performance of basic, detailed, and specially requested cleaning services of residential homes, BnB rental homes, commercial buildings and construction clean-up.
Owner
16 Years 1 Month
DD Accounting & Bookkeeping Services | 10.2010 - Current
Prepared individual, partnership, S-Corp, and C-Corp tax returns to ensure compliance and optimize client tax positions.
Prepared annual, quarterly, and monthly financial statements, payroll reports, and sales tax reports.
Restructured client workflow, office space usage, and filing systems to enhance efficiency and strengthen internal controls.
Setup and filing of forms for the formation of LLCs.
Trained clients on various versions of QuickBooks and other accounting software to improve their financial management skills.
Use of various software programs including QuickBooks, Peachtree, MS Excel, MS Word, Word Perfect, TRX, Lacerte, Pro-Series, Tax Slayer, ATX, Tax Works and Tax Act.
Accountant
12 Years 10 Months
GovNET, Inc. | 05.2005 - 03.2018
Prepared documents for submission to the National Telecommunications Information Agency for grant reimbursement.
Verified contractors’ compliance with federal Davis-Bacon prevailing wage regulations, ensuring proper wage payment and accurate certified payroll reporting.
Implemented maintenance log and record-keeping system, overseeing regular maintenance of federal vehicle fleet to ensure operational readiness.
Maintained records and assigned asset numbers and tags, conducting physical inventories of fixed assets to ensure compliance with federal grant requirements.
Prepared, shipped, and tracked all returned merchandise.
Completely reorganized inventory and warehouse to achieve an easier and more accessible inventory using company pallet jacks and forklifts.
Created and maintained a spreadsheet of the inventory quantities and locations, usage, orders, and restocking.
Worked with vendors on refunding of bulk returns of unused merchandise.
Organized and managed the storage and eco-friendly disposal of styrofoam packaging materials and located a source to remove and reuse the discarded materials in an environmentally safe manner.
Senior Tax Preparer
4 Months
Tax Centers of America | 01.2010 - 05.2010
Prepared individual, partnership, and corporate tax returns with Tax Works software to ensure compliance and accuracy.
Prepared individual and business tax returns with attention to IRS rules and filing accuracy.
Reviewed client documentation to identify deductions, credits, and reporting inconsistencies.
Advised clients on tax planning options, estimated payments, and supporting records.
Staff Accountant
1 Year 2 Months
Lynn Cook & Associates | 08.2000 - 10.2001
Prepared write-ups and financial statements for clients in the legal and health-care professions.
Prepared write-ups and financial statements for accounts in the healthcare, retail sales, and service industries.
Executed detailed pension plan documentation
Prepared pension plan fund contribution and analysis reporting.
Led compliance reviews and reports for the Industrial Development Authority regarding low-income housing bond requirements.
Education
Bachelor of Science - Accounting Major
Arizona State University | Tempe, AZ | 12-1995
Skills
Client relations
Customer relations
Client service
Project management
Operations management
Financial analysis
Business development
Relationship building
Timeline
Owner
Cleaning & Handyman Services
01.2024 - CurrentRead More
Owner
DD Accounting & Bookkeeping Services
10.2010 - CurrentRead More
Senior Tax Preparer
Tax Centers of America
01.2010 - 05.2010Read More
Accountant
GovNET, Inc.
05.2005 - 03.2018Read More
Staff Accountant
Lynn Cook & Associates
08.2000 - 10.2001Read More
Staff Accountant
Grass, Coffey & Scharlau, CPA’s
08.1996 - 08.2000Read More
Arizona State University
Bachelor of Science from Accounting Major
Read More
Other Work Experience
Experience in interior and exterior plant care and maintenance in residential and commercial establishments.
Assisted in the construction of V100 ModBox tiny homes from framework, plumbing, electrical, interior trim and cabinetry, exterior landscaping, and delivery and placement of finished homes.