Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Katherine Abdolhosseini

Accountant
Rancho Cucamonga,CA

Summary

Dynamic leader with a proven track record at Marathon Taxes & Accounting, adept in financial management and customer relations. Excelled in transforming client relationships through strategic planning and exceptional service, achieving significant repeat business. Skilled in business development and staff management, successfully navigated complex tax projects, enhancing operational efficiency.

My last background had me at the helm of all financials for a non-profit school/church/preschool. Each month I completed 3 sets of books for a school, church, preschool and saw the closing or the school and church.

Negotiated yearly contracts for teachers and new hires.

Worked closely with school board and Vestry each month for financial data and planning.


Overview

19
19
years of professional experience
1
1
Certification

Work History

Owner

Marathon Taxes & Accounting
03.2009 - Current
  • Managed day-to-day accounting necessities for 10+ businesses
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Created month end and weekly financials
  • Completed weekly and semi-weekly payroll
  • Completed year end financials
  • Submitted and reviewed year end tax returns for small businesses and businesses
  • On going tax preparation and submission of timely reports for state, Federal and payroll reports
  • Established foundational processes for business operations.

Controller/Business Manager

St. Mark's Episcopal Parish
04.2018 - 05.2023
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management. (QuickBooks)
  • Prepared balance sheets, cash flow reports and income statements.
  • Managed payroll data entry and processing for 45 employees to comply with predetermined company guidelines.
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card activity
  • Prepared monthly retirement account transfers and reconciliation
  • Acquired 2 PPP loans
  • Implemented new payroll system (ADP)
  • Acquired new insurance for entire facility - building, grounds, health insurance, employee
  • Completed closure of school, preschool with employee benefits and continuation
  • In charge of yearly health insurance benefits/renewal

Tax Accountant

Edward L. Grant, C.P.A.'s
06.2006 - 01.2009
  • Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
  • Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
  • Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
  • Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
  • Payroll and tax
  • Completed over 100+ tax returns for individuals and small businesses each tax season

Education

Bachelor of Science - Finance/Economics

Notre Dame
05-2007

Skills

  • Customer relations
  • Small business operations
  • Relationship building
  • Verbal and written communication
  • Project management
  • Operations management
  • Business management
  • Business planning
  • Strategic planning
  • Project estimating
  • Staff management
  • Financial management
  • Staff hiring
  • Business development
  • Business administration
  • Employee development
  • Administrative oversight

Certification

  • Certified Public Accountant(CPA)- National Association of State Boards of Accountancy.
  • Enrolled Agent (EA) - Internal Revenue Agency

Timeline

Controller/Business Manager

St. Mark's Episcopal Parish
04.2018 - 05.2023

Owner

Marathon Taxes & Accounting
03.2009 - Current

Tax Accountant

Edward L. Grant, C.P.A.'s
06.2006 - 01.2009
  • Certified Public Accountant(CPA)- National Association of State Boards of Accountancy.
  • Enrolled Agent (EA) - Internal Revenue Agency

Bachelor of Science - Finance/Economics

Notre Dame
Katherine AbdolhosseiniAccountant