Summary
Overview
Work History
Education
Skills
Certification
Timeline
OfficeManager

Melissa Groat

Fircrest,WA

Summary

Dynamic Office Manager at Heggerness and Bronk CPA Group, adept at enhancing client engagement and streamlining operations. Successfully improved client onboarding efficiency, fostering trust and repeat business. Proficient in QuickBooks for accurate bookkeeping and payroll processing, while demonstrating effective organizational skills to ensure compliance and timely financial management.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Office Manager

Heggerness and Bronk CPA Group
09.2021 - Current
  • Managed daily operations of tax office, ensuring compliance with federal and state regulations.
  • Streamlined client onboarding process, improving efficiency and client satisfaction rates.
  • Developed and implemented internal processes for accurate data entry and record-keeping.
  • Analyzed financial documents to ensure accuracy in tax filings and minimize client risk.
  • Developed strong relationships with clients, leading to increased trust and repeat business.
  • Established a system for tracking important deadlines, reducing instances of missed filings or late payments significantly.
  • Streamlined office workflow through the organization of digital files and implementation of an efficient document management system.
  • Managed accounts payable and receivable processes to ensure timely payments and accurate financial records.
  • Utilized Quickbooks Desktop and Online to track expenses, prepare reports, and streamline bookkeeping procedures.
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.

Montessori Teacher

Montessori School Of Seattle
08.2020 - 09.2021
  • Developed individualized lesson plans to cater to diverse learning styles and promote student engagement.
  • Implemented hands-on activities that encouraged exploration and critical thinking among students.
  • Fostered a supportive classroom environment that nurtured social-emotional development and collaboration skills.
  • Assessed student progress regularly, providing constructive feedback to enhance learning outcomes.

Preschool Teacher

St Charles Borromeo Catholic School
08.2016 - 08.2021
  • Designed and implemented engaging lesson plans tailored to diverse learning styles.
  • Fostered positive relationships with students, parents, and staff to enhance communication and collaboration.
  • Developed age-appropriate educational materials and activities promoting cognitive, social, and emotional growth.
  • Led classroom management strategies ensuring a safe and nurturing environment for all children.
  • Developed strong relationships with parents and caregivers, providing regular updates on their child''s progress and addressing any concerns proactively.

Education

Master of Arts - Early Childhood Special Education

The College Of St. Rose
Albany, NY
05-2022

Bachelor of Arts - Early Childhood Education

The College Of St Rose
Albany NY
05-2022

Skills

  • Customer engagement
  • Office operations oversight
  • Effective organizational skills
  • Office administration
  • Bookkeeping
  • Payroll processing
  • Document management
  • Scheduling and calendar management
  • Billing

Certification

  • CNP - Certified Notary Public

Timeline

Office Manager

Heggerness and Bronk CPA Group
09.2021 - Current

Montessori Teacher

Montessori School Of Seattle
08.2020 - 09.2021

Preschool Teacher

St Charles Borromeo Catholic School
08.2016 - 08.2021

Master of Arts - Early Childhood Special Education

The College Of St. Rose

Bachelor of Arts - Early Childhood Education

The College Of St Rose
Melissa Groat