Lurene Ockerman

• Consulted with clients to assess needs and propose optimal solutions.
• Trained and motivated employees to perform daily business functions.
• 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.
• Preparing Tax Returns Using Lacerte, Pro Tax Online, OLT Pro, and Ultra Tax
• Defending clients before the IRS using Tax Help Software Contracted with Tax Defense Network
• Kept all building areas and equipment functional and well-organized to promote business performance.
• Prepared Financial Statements using QuickBooks both online and desktop

Aggregated and analyzed data related to administrative costs to prepare budgets for corporate-level management.

• Maintained CRM database with customer updates and report generation.
• Assisted marketing department in planning client functions.
• Prepared Financial statements for Clients
• Prepared Tax Returns for Clients
• Performed Bookkeeping Functions for Clients
• Performed Accounting functions for clients

• Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
• Processed customer transactions promptly, minimizing wait times.
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
• Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
• Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
• Maintained friendly and professional customer interactions.
• Counted, verified and handled bank deposits and armored car transactions.
• Handled various accounting transactions.
• Conducted regular proof work and followed up on chargebacks and deposit corrections.
• Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.