Liberty Bone
McHenry,IL
Summary
Dynamic and detail-oriented Staff Accountant at Insight Wealth Group, skilled in tax preparation and account reconciliation. Successfully maximized tax refunds while enhancing financial operations through critical thinking and ERP systems. Proven ability to analyze and improve accounting processes, ensuring accuracy and efficiency in financial reporting. Experience in small business and non-profit accounting. Proficiency in QuickBooks online payroll and accounting, as well as ADP payroll management and payroll journal entries.
Overview
2
2
years of professional experience
Work History
Staff Accountant
Insight Wealth Group
Des Moines, Iowa
06.2024 - Current
- Managed financial operations, month-end reporting, financial schedules and reconciliations.
- Used QBO to process payroll for all employees in accordance with established guidelines.
- Prepared monthly account reconciliations for bank accounts, credit cards, and other balance sheet accounts on QBO
- Maximized tax refunds by striving to obtain taxable income, deductible expenses and allowance details.
- Analyzed existing accounting processes to recommend improvements in efficiency or effectiveness.
- Researched complex transactions to ensure proper classification within the general ledger accounts.
Accounting Intern
Mote CPA
Des Moines, Iowa
02.2023 - 04.2024
- Reconciled expenses and financial records.
- Reviewed general ledger entries for accuracy and completeness.
- Applied regular updates to accounting database.
- Accurately inputted data into general ledgers under guidance of bookkeeper.
Education
Bachelor of Science - Accounting
Drake University
Des Moines, IA05-2024
Skills
- Tax preparation
- Account reconciliation
- Payroll administration
- Accounts receivable
- Critical thinking
- QuickBooks Online
- Fixed assets review
- Year-end closing
Timeline
Staff Accountant
Insight Wealth Group
06.2024 - Current
Accounting Intern
Mote CPA
02.2023 - 04.2024
Bachelor of Science - Accounting
Drake University
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