Kaylie Potts
New Braunfels,TX
Summary
Highly organized and dependable Staff Accountant and Firm Administrator with background in bookkeeping and administrative support. Skilled in identifying opportunities for technological enhancements and implementing effective solutions. Skilled in using various accounting software programs and technologies. Skilled in preparing and filing required tax filings accurately. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
4
4
years of professional experience
Work History
Staff Accountant | Firm Admin
Robnett CPAs
2024.06 - Current
- Delivering comprehensive accounting services to clients to include bank reconciliations, sales tax filings, payroll, and applicable tax reports.
- Assisting in the preparation of simple 1040 tax returns, ensuring compliance with regulations.
- Collaborating with team members to streamline accounting processes for improved efficiency across all offices.
- Integrating new software into existing workflows.
- Engaging with clients and personnel to troubleshoot challenges.
Firm Admin | Payroll & Client Relations Specialist
Robnett CPAs
2023.07 - 2024.06
- Developed and maintained strong client relationships through proactive communication and engagement.
- Assisted in resolving client issues by coordinating with internal departments to ensure prompt solutions.
- Provided comprehensive training to team members, equipping them with the skills needed to improve their efficiency and workflow.
- Processed payroll and filed relevant tax reports.
- Assisted accountants with general bookkeeping tasks.
Administrative & Operations Support Specialist
Robnett CPAs
2021.11 - 2022.10
- Assisted in managing client inquiries and ensuring timely responses to enhance customer satisfaction.
- Supported accounting team in maintaining accurate records using advanced spreadsheet tools and software.
- Trained new staff on operational procedures, fostering a knowledgeable and efficient work environment.
- Identified areas for improvement in current processes, proposing innovative solutions that led to increased efficiency.
- Served as main contact for client software concerns unresolved by administrative staff.
Administrative Assistant
Robnett CPAs
2021.08 - 2021.11
- Prepared and organized tax documentation for review, ensuring compliance with regulations.
- Assisted in filing tax returns using accounting software, streamlining submission processes.
- Coordinated communication between clients and tax professionals to clarify information requirements.
- Managed scheduling of appointments for consultations, optimizing client service delivery.
- Implemented filing system enhancements, improving document retrieval efficiency by standardizing processes.
Education
Bachelor Of Business Administration -
Texas State University
San Marcos, TX12.2020
Skills
- Problem Solving
- Microsoft Proficient
- Clear Communicator
- Attention to Detail
- Project Coordination
- Time Management
- Highly Dependable
- Fast Learner
- Flexible and Adaptable
- Multitasking
Timeline
Staff Accountant | Firm Admin
Robnett CPAs
2024.06 - Current
Firm Admin | Payroll & Client Relations Specialist
Robnett CPAs
2023.07 - 2024.06
Administrative & Operations Support Specialist
Robnett CPAs
2021.11 - 2022.10
Administrative Assistant
Robnett CPAs
2021.08 - 2021.11
Bachelor Of Business Administration -
Texas State University