Julie Taylor

• Manage daily accounting operations, including A/R, A/P, and bank reconciliations.
• Maintain accurate, up-to-date financial records and documentation.
• Prepare financial statements and record all financial transactions.
• Assist with tax compliance and organize receipts into proper categories.
• Assist with filing annual tax return and support owner with financial recordkeeping

• Post information to agency records and modify forms or records.
• Record and input information to internal database records.
• Conduct outbound telephone calls.
• Perform data entry and retrieval and perform arithmetical computations.
• Receive coaching/feedback and implement/take action to make changes as appropriate.
• Participate in internal training through company Learning Management System and passing certification tests.
• Adhere to service compliance requirements by completing training modules and passing annual re-certifications.
• Maintain required production and quality standards as outlined by contract.
• Recognize & assess issues associated to the task following work instructions as outlined by the line of business and escalates when necessary.
• Effectively work in a team environment.
• Demonstrate flexibility and ability to adapt to change.
• Additional duties as assigned.

• Provided high‑volume customer support via phone, email, and in‑person interactions.
• Set up new accounts, processed payments, and managed daily route scheduling across three locations.
• Printed and distributed route sheets, ensured drivers received correct assignments, and monitored daily operations.
• Reconciled transfer station sheets and assisted with internal account corrections.
• Monitored driver credit card activity, scanned receipts, and entered missing data.
• Contacted delinquent accounts, created work orders, and developed new processes for customer satisfaction outreach.
• Worked remotely during emergencies, including tornado damage, using personal laptop and phone.
• Assisted with Rolloff scheduling, vehicle tracking, mileage logs, and distribution of incoming paperwork.

Also worked here from 2004-2007.

• Prepared federal and state tax returns for individuals and businesses.
• Reviewed financial statements and audits to resolve discrepancies.
• Managed receptionist duties, greeted clients, and handled all correspondence.
• Served as key holder, opening and closing the office as needed.
• Organized files, developed spreadsheets, scanned documents, and prepared bank deposits.

• Prepared federal and state tax returns for individuals and businesses.
• Maintained detailed procedural processes to improve accuracy and efficiency.
• Handled confidential client information and maintained master database records.
• Responded to website inquiries and managed customer communications.
• Sold a broad range of merchandise to individual customers.