LORI DECKER
Haeuser, Valluzzo, & Piasta, PC dba Sonoma Law Partners
Santa Rosa,CA
12
years of professional experience
Obtain employment where I can utilize my extensive knowledge as an Accounting Specialist. Knowledgeable full charge bookkeeper with proven track record of successfully managing and growing business. Leveraged strategic planning and operational expertise to enhance productivity and drive profitability. Demonstrated ability to lead cross-functional teams and implement innovative solutions.
Work History
Owner of Bookkeeping, Payroll & Consulting Service
8 Years 8 Months- Analyzed accounting records and financial statements for accuracy, completeness, and GAAP compliance for-profit and non-profit organizations.
- Set up payroll systems, processed payrolls, computed withholdings, taxes, and garnishments, and prepared timely employment compliance tax returns for federal, state, and Social Security Administration.
- Completed and submitted federal, state, municipal, and sales tax forms, workers' compensation forms, OSHA compliance documents, pension contribution forms, and other required government documentation.
2 Years 4 Months
- Provide ownership of the general ledger and journal entries to provide a clean set of financial records
- Calculate and prepare bi-weekly payroll, including the management of their 401(k) schedules and contributions
- Complete the annual audit report for workers’ compensation filing and provide supporting documentation
- Carry out monthly credit reconciliations for all banking and credit cards, including all loans, for accurate assets and liabilities on the balance sheet
- Contact person for Internal Revenue and Franchise Tax Board correspondence and follow through until the issue has been resolved
- Issue payments to vendors for services and maintain the file for W-9 certificates for smooth transition for 1099s issued at year-end
- Keep the company in compliance with federal and state regulations, including end-of-year tax filings and tax support for the CPA
- Pledge to bring the highest level of client care and customer service to reflect the firm’s commitment to providing the highest quality in customer relations
Accounting Specialist
2 Years 11 Months- Compile statistical, financial, accounting, and/or forensic auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses, as well as fiduciary accounting.
- Complete and submit tax forms and returns, file all payroll-related reports, workers’ compensation forms, pension contribution forms, and other government documents.
- Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures and look for ways to improve efficiency.
- Reconcile records of all bank transactions and other Balance Sheet entries for accuracy and prepare financial statements for 3rd party submission.
- Set up payroll systems, process payrolls, compute accurate withholding, taxes, and garnishments owed, and prepare all employment compliance tax returns timely for federal, state, and Social Security Administration reporting
- Complete and submit federal, state, municipal, and sales tax forms and returns, workers' compensation forms, OSHA compliance, pension contribution forms, and other required government documents.
Education
Associate's degree - Accounting
- Certified QuickBooks ProAdvisor from 2016
- Currently working towards Advanced CPE Certifications
Skills
Managerial experience
Problem-solving under pressure
Strong work ethic
reliable
detail-oriented
and organized
Communicate effectively with a wide range of personalities
Building rapport
Quick learner; thrives in a dynamic
challenging environment
Financial analysis
Timeline
Haeuser, Valluzzo, & Piasta, PC dba Sonoma Law Partners
06.2024 - CurrentRead More
Owner of Bookkeeping, Payroll & Consulting Service
Decker Business Services
02.2018 - CurrentRead More
Accounting Specialist
Taxpertise, Inc.
03.2015 - 02.2018Read More
Santa Rosa Junior College
Associate's degree from Accounting
Read More