Kaylie Bigham
San Antonio,TX
Summary
Client-focused Certified Public Accountant with 6 years of experience helping entrepreneurs with tax preparation, financial record keeping, and strategic planning. Decisive and persuasive communicator with proven problem-solving, leadership, and planning abilities. Organized and hardworking candidate with an interest in pursuing new roles in accounting automation and business process improvements.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Certified Public Accountant
Kaylie Bigham, CPA
01.2024 - Current
- Streamlined tax processes by implementing efficient software solutions, resulting in reduced errors and client satisfaction.
- Ensured timely completion of business and individual tax returns, maintaining strict adherence to regulatory requirements.
- Increased client engagement by curating relevant and compelling content across various platforms, including a weekly personal finance newsletter.
TurboTax Live Expert
JDA TSG (Intuit Partner Firm)
01.2024 - Current
- Managed business customer service, responding to requests and concerns promptly.
- Proven ability to learn quickly and adapt to new technology and tax updates.
- Increased client satisfaction by providing excellent customer service, as evidenced by my 100% rating for customer survey results.
CPA Manager
Better Bookkeeping LLC
06.2023 - 12.2023
- Played a key role in the development of various procedures and automation tools to improve accounting process, resulting in increased efficiency and accuracy.
- Improved taxpayer satisfaction by providing clear guidance on tax laws and regulations.
- Managed high-volume caseloads, maintaining organization and prioritization to meet tight deadlines.
- Increased team productivity by implementing efficient data reconciliation methods and effective communication strategies.
- Launched new products and services with thorough market research, leading to increased revenue growth.
Virtual CFO Senior Accountant
Amy Northard, CPA LLC- The Accountant for Creatives
01.2018 - 06.2023
- Improved cash flow management through the development of robust forecasting models, ensuring optimal liquidity for client's business operations.
- Enhanced client satisfaction by maintaining open lines of communication and ensuring high-quality service delivery.
- Prepared and reviewed 80+ tax returns during tax season including individual (1040), partnerships (1065), and S-Corps (1120S).
- Increased team productivity by implementing streamlined processes and effective communication strategies.
- Facilitated successful cross-functional collaborations for the completion of key projects, fostering strong working relationships among team members.
Assurance Associate
PwC (Big 4 Accounting)
01.2016 - 01.2018
- Streamlined audit processes for quick and effective communication with the client's accounting department.
- Collaborated closely with other departments such as tax and advisory to ensure seamless service delivery across multiple engagements for shared clients.
- Reduced discrepancies in financial statements by meticulously reviewing documents and identifying errors.
- Assisted clients in implementing internal controls, query analysis, and key report completeness testing, resulting in more accurate and reliable financial reporting processes.
Education
Master in Professional Accounting - Accounting And Finance
The University of Texas At Austin
Austin, Texas05.2017
BBA - Accounting
The University of Texas At Austin
Austin, TX05.2016
Skills
- Tax Preparation
- Client Relations
- Quickbooks Online Pro Advisor
- Advanced Bookkeeping
- Financial Reporting
- Google Suite Proficiency
Certification
- Certified Public Accountant, Texas State Board of Public Accountancy, 11/2018
- Accounting Software- QuickBooks Online Pro Advisor
- Certified People Advisor at Gusto
- Fathom Advisor
Timeline
Certified Public Accountant
Kaylie Bigham, CPA
01.2024 - Current
TurboTax Live Expert
JDA TSG (Intuit Partner Firm)
01.2024 - Current
CPA Manager
Better Bookkeeping LLC
06.2023 - 12.2023
Virtual CFO Senior Accountant
Amy Northard, CPA LLC- The Accountant for Creatives
01.2018 - 06.2023
Assurance Associate
PwC (Big 4 Accounting)
01.2016 - 01.2018
Master in Professional Accounting - Accounting And Finance
The University of Texas At Austin
BBA - Accounting
The University of Texas At Austin
- Certified Public Accountant, Texas State Board of Public Accountancy, 11/2018
- Accounting Software- QuickBooks Online Pro Advisor
- Certified People Advisor at Gusto
- Fathom Advisor
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