Lisa McConnell
Port Orange,FL
Summary
Knowledgeable Accountant proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations.
Experienced Auditor looking for position and ready to leverage extensive background in accounting and auditing. Committed to helping company grow while ensuring business operations follow state and federal regulations. Detail-oriented and friendly with high ethical standards.
Overview
26
26
years of professional experience
Work History
Accountant
Southeast Integration Services, Inc.
Charleston, SC
01.2006 - 02.2015
- Gathered financial information, prepared documents, and closed books.
- Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Completed daily cash functions like account tracking, payroll and wage allocations for up to 60 employees, budgeting, donating and cash and banking reconciliations.
- Reconciled accounts and reviewed expense data, net worth and assets.
- Partnered with auditors on annual audits and realized compliance with governmental tax guidelines.
Business Owner
Charleston Business Services, Inc.
Charleston, SC
08.1999 - 12.2005
- Consulted with customers to assess needs and propose optimal solutions.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
- Used business software packages to maintain files and administrative records for 200+ clients.
- Gathered data on taxable income, deductibles and allowances for tax preparation.
- Prepared and filed state and federal tax forms for approximately 160 commercial and individual clients.
- Helped clients navigate interactions with tax authorities and legal concerns related to financial matters.
- Conducted detailed technical and analytical review of federal/state corporate, partnership and S corporation tax returns.
- Brought errors to near-zero in reporting, payroll administration and general bookkeeping.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
Revenue Agent
Internal Revenue Service
Terre Haute, IN
08.1986 - 06.1997
- Provided guidance and service on various financial problems in order to assist taxpayers' in resolving tax issues.
- Considered alternative means of resolving tax debt issues if taxpayer could not pay
- Furnished taxpayer assistance and information to general public.
- Conducted research, interviews and investigations for information pertaining to alleged criminal violations.
- Professionally negotiated and dealt with taxpayers in confrontational situations.
- Kept case data and contact information, for up to 30 entities per month, up to date to expedite proceedings.
- Met with taxpayers and their representatives, CPA's or accountants, to address and resolve concerns.
- Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
- Completed individual, business, corporate and partnership audits and investigations to check provided information.
- Carried out day-day-day duties accurately and efficiently.
- Reviewed established accounting systems and historical information to identify strengths and weaknesses of existing methods and controls.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
Education
Bachelor of Science - Accounting
Indiana State University
Terre Haute, INSkills
- Financial Statements
- Financial and Regulatory Consulting
- Systems Efficiency Evaluation
- Inventory Assessments
- Federal and State Tax Examination
- Accounting Procedures Validation
- Effective and Professional Communication
- Accounting Software Systems
- Accounts Payable and Receivable
- Deadline Attainment
- Staff Oversight and Leadership
Additional Information
I have worked with several different accounting and payroll software packages. These include, but are not limited to, Peachtree, Quickbooks, Intuit, Padgett Business Services, LedgerPlus, and Taxact.
I have also taught seminars and workshops, traveled as needed, and designed curriculum for these courses.
During my time with Southeast Integration Services I managed, interpreted, and worked according to a vast number of government contracts.
Timeline
Accountant
Southeast Integration Services, Inc.
01.2006 - 02.2015
Business Owner
Charleston Business Services, Inc.
08.1999 - 12.2005
Revenue Agent
Internal Revenue Service
08.1986 - 06.1997
Bachelor of Science - Accounting
Indiana State University
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