Processed payroll and prepared accurate federal, state, and local tax filings for multiple clients, ensuring full regulatory compliance.
Maintained general ledger integrity through reconciliations, journal entries, and detailed transaction reviews.
Produced monthly financial statements and managed tax return preparation, enhancing audit readiness through improved documentation and streamlined workflows.
Completed year-end reviews and adjusting journal entries, ensuring accurate financial reporting and facilitating tax preparation.
Maintained organized and detailed records of financial transactions and client data, ensuring confidentiality and accuracy in financial reporting.
Administrative Assistant / Staff Accountant
Adams & Co
01.2014 - 08.2017
Provided daily client support, resolved inquiries, and directed customers to strengthen client relationships.
Managed accounts receivable, processed payments, and prepared invoice receipts.
Managed multi-line phone systems, coordinated supply purchasing, processed billing, and executed high-volume data entry.
Handled multi-line phone systems, supply purchasing, billing, and high-volume data entry.
Executed full-cycle monthly bookkeeping for multiple clients, including deposits, invoice payments, account posting, reconciliations, payroll, and accounts payable.
Provided daily client support, answered inquiries, and directed customers appropriately to maintain strong client relationships.