Summary
Overview
Work History
Education
Skills
Timeline
Generic

Holly Payne

Ashburn,GA

Summary

Detail-oriented Bookkeeper with financial reporting and regulatory compliance expertise. Managed bookkeeping services for 20-30 private clients and consistently adhered to complex standards. Exceptional bookkeeping, reporting and communications skills enabled impressive results. Detail-oriented Tax Preparer with 8 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.

Overview

31
31
years of professional experience

Work History

Bookkeeper

Everything Credit LLC
01.2021 - Current
  • Maintained and processed invoices, deposits, and money logs.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Reported financial data and updated financial records in ledgers and journals.
  • Used knowledge of local laws to comply with reporting requirements.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.

Bookkeeper

Paynes Plumbing And Electrical
04.1992 - Current
  • Maintained and processed invoices, deposits, and money logs.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Completed tax forms in compliance with legal regulations.
  • Used knowledge of local laws to comply with reporting requirements.
  • Matched purchase orders with invoices and recorded necessary information.
  • Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.

Bookkeeping Supervisor

HR Block
09.2009 - 04.2013
  • Kept bookkeeping operations in full compliance with legal statutes.
  • Prepared budgeting reports.
  • Organized all financial data into computer system.
  • Managed month-end and year-end closing.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Reported financial data and updated financial records in ledgers and journals.
  • Identified accounting errors when cross-referencing documents and database information.
  • Completed tax forms in compliance with legal regulations.
  • Used knowledge of local laws to comply with reporting requirements.
  • Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.

Tax Preparer

HR Block
09.2009 - 04.2013
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Assessed client tax situations to determine best filing options.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Analyzed financial records to verify accuracy of tax returns.
  • Utilized tax software to prepare returns and meet deadlines.
  • Calculated estimated tax payments for clients.
  • Responded to inquiries from IRS and other tax authorities.

Education

Moultrie Technical College
Moultrie, GA

High School Diploma -

Basic HIgh
Henderson, NE
06.1976

Skills

  • Financial Management
  • Account Reconciliation
  • Customer Relations
  • Monthly Reconciliations
  • MS Office Expertise
  • Financial Records and Processing
  • Payroll Liability and Deductions
  • Profit and Loss Statements
  • Tax Statement Preparation
  • Accounts Payable Management
  • Prepare Paychecks
  • Word Processing
  • Payroll Preparation and Processing
  • Collection Calls
  • Bill Payment and Recordkeeping
  • Payroll Computation
  • Bookkeeping
  • Auditing

Timeline

Bookkeeper

Everything Credit LLC
01.2021 - Current

Bookkeeping Supervisor

HR Block
09.2009 - 04.2013

Tax Preparer

HR Block
09.2009 - 04.2013

Bookkeeper

Paynes Plumbing And Electrical
04.1992 - Current

Moultrie Technical College

High School Diploma -

Basic HIgh

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Holly Payne