Established and ran a Financial business serving thee needs of multiple clients in the area of Accounting, Sales Process, and Operational Processes.
Gathered financial information, prepared documents, and closed books.
Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
Reconciled accounts and reviewed expense data, net worth and assets.
Set up and improved accounting systems and processes, sales processes, and operational processes to meet business needs and maximize operational success.
Dealt with governmental agencies, Insurance Companies, and Banks on behalf of my clients.
Tax Preparation/Bookkeeper
Dan Jones, CPA
01.2017 - 12.2018
Completed and filed returns with tax departments at local, state and federal levels.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Offered clients recommendations to reduce tax liabilities.
Accounting Bookkeeper
Fairview Builders
08.2015 - 12.2016
Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.
Reviewed and processed client electronic payments and check deposits.
Matched purchase orders with invoices and recorded necessary information.
Prepared financial documents and reports such as bills and invoices, year-end analysis, budgets, financial records and financial statements.