Jessica Tracy Perkins
Haymarket,VA
Summary
Financial professional with expertise in small business operations. Proven ability to enhance operational effectiveness and ensure regulatory compliance.
Overview
26
26
years of professional experience
Work History
Owner
Commonwealth Accounting, LLC
Haymarket, VA
10.2007 - Current
- Manage a diverse portfolio of client accounts.
- Manage client relationships, ensuring accurate communication and timely service.
- Consult with clients to assess needs and propose optimal solutions.
- Develop comprehensive financial strategies, optimizing client tax obligations and enhancing profitability.
- Analyze financial data, providing clients with actionable insights for strategic decision-making.
- Establish internal policies and procedures, enhancing operational effectiveness.
- Ensure regulatory compliance by staying abreast of industry-related changes and managing the timely preparation and filing of all required returns to include federal, state and local income tax, payroll tax, retail sales & use taxes, ABC taxes, TTB taxes, among others.
- Manage accounts payable and receivable using QuickBooks software.
- Reconcile bank statements and general ledger accounts to maintain accurate financial records.
- Prepare financial reports.
- Develop internal controls to safeguard assets and reduce financial errors across the organization.
- Collaborate with auditors during annual reviews.
- Handle payroll processing for employees, ensuring timely payment .
- Oversee inventory control processes.
- Prepare and execute annual worker's compensation audits.
Account Manager
Ambassador Accounting, Inc
Manassas, VA
01.2000 - 10.2007
- Managed accounts payable and receivable using QuickBooks software, ensuring timely payments and receipts.
- Reconciled bank statements and general ledger accounts to maintain accurate financial records.
- Prepared monthly financial reports.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Provided support during audits by supplying requested documentation promptly and accurately.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
Education
University of North Carolina At Wilmington
Wilmington, North Carolina, NCSkills
- Small business operations
- Planning and execution
- Financial management
- Client relations
Timeline
Owner
Commonwealth Accounting, LLC
10.2007 - Current
Account Manager
Ambassador Accounting, Inc
01.2000 - 10.2007
University of North Carolina At Wilmington