FARHAD FARSI
Pleasanton,CA
Summary
Sincere and honest professional aiming to cooperate within an accounting role, building relationships with clients and customers; while contributing acquired knowledge of the accounting process, applications, and compliance.
Overview
6
6
years of professional experience
Work History
Accounts Payable Clerk
Rahi Systems Inc.
07.2022 - 09.2023
- Maintained a utilities vendor sheet, while working closely with the accounts payable team: To book invoices, make timely payments, set up and manage online portals, and resolve issues.
- Collaborated on a daily generated report for open purchase order bookings, involving: Invoice retrieval, discrepancies, and research, helping to, ultimately, reduce the amount of outstanding purchase orders.
- Assisted in month-end procedures by; entering open purchase orders with larger balances due, requesting invoices, and communicating with vendors.
- Organized a record of W9 and ACH Bank Details; verifying official documents with vendors.
- Created a record of Resale Certificates and Business Licenses; keeping them up to date, and renewing them.
- Kept a record of company vehicles, and warehouse equipment; making sure that insurance and registration was paid in a timely manner.
- Trained employees on AP duties, including: Invoice processing, discrepancies, and utilities accounts.
- Assisted in maintaining a sheet for rent bookings, and lease terms.
- Participated in weekly meetings for two new warehouse projects, learning how to track costs and expenses, based on a set budget.
- Admin duties: Verifying and mailing out checks, creating Fedex labels, processing mail, and filing.
Staff Accountant
Prestige Accounting Solutions
01.2021 - 02.2022
- Prepared tax returns for individuals, and some S Corporation Taxes; gaining greater hands-on experience with related forms and calculations.
- Reconciliation of client bank, credit card, and payroll accounts.
- Correspondence with business clients; sending monthly financials and resolving various bookkeeping issues.
- 1099 Processing.
- Set-up client portal accounts and processed Docusign forms.
- Administrative responsibilities, including: Customer service, filing, finalizing tax documents for pickup, and ordering supplies.
Shift Lead
Jamba Juice
05.2019 - 03.2020
- Prepared, stocked, and stored fruit buckets, and other items; and performed inventory on a weekly basis.
- Obtained a food preparation license; which enabled me to become diligent about store upkeep, and allowed our team to pass a store inspection.
- Responsible for opening and closing the store; by counting cash-on-hand, applying data entry skills, and preparing larger orders.
- Interviewed prospective candidates and trained newly hired employees.
Volunteer Income Tax Accountant
VITA Program
11.2017 - 04.2018
- Participated in the VITA Program's pre-season training program; introducing me to members of the program, and familiarizing me with the entire process.
- Welcomed community members who would inquire about our services, and directing them to the proper resources.
- Conducted interviews and was involved in the intake process; acquiring information about our clients, using an assigned intake form.
- Prepared basic taxes, for low-to-mid income individuals and families, including; W-2's, 1095 health forms, applying rental credits, and sometimes more complex situations, such as 1099-R, 1099K, and 1099 Misc forms.
- Kept a log of taxes processed for record-keeping purposes.
- Provided clients with copies of tax returns, processed consent forms, and performed necessary clerical duties.
- Performed quality review of more simple tax returns.
Education
Bachelor of Science - Business Administration Accounting And Corp. Mgmt.
California State University, East Bay
Hayward, CA12.2016
California Tax Preparer License - Tax Accounting
California Tax Education Council
Pleasanton, CA10.2023
Skills
- Quickbooks Online and Quickbooks Desktop
- Lacerte, Tax Slayer, Tax Wise
- ADP, Gusto, Paychex, Calpay
- MS Office Suite
- NetSuite
- Organizational skills
- Problem Solver
- Highly Motivated
- Effective verbal and written communication
- Detail Oriented
Timeline
Accounts Payable Clerk
Rahi Systems Inc.
07.2022 - 09.2023
Staff Accountant
Prestige Accounting Solutions
01.2021 - 02.2022
Shift Lead
Jamba Juice
05.2019 - 03.2020
Volunteer Income Tax Accountant
VITA Program
11.2017 - 04.2018
Bachelor of Science - Business Administration Accounting And Corp. Mgmt.
California State University, East Bay
California Tax Preparer License - Tax Accounting
California Tax Education Council
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