Dynamic accountant with extensive experience at Kiplinger & Co., CPAs, LLC, specializing in financial statement preparation and tax return filing. Proven ability to enhance compliance and accuracy through GAAP standards. Adept at budgeting and payroll processing, while fostering team development and training new staff to ensure operational excellence.
Overview
26
26
years of professional experience
Work History
Accountant
Kiplinger & Co., CPAs, LLC
10.2006 - Current
Prepared timely and accurate tax filings, ensuring compliance with federal, state, and local regulations.
Maintained fixed asset records and depreciation schedules to establish accurate calculations.
Completed year-end work papers.
Participated in internal audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
Preparation of monthly, quarterly and annual financial statements.
Setup accounts, ledgers and reporting systems per GAAP standards and regulatory requirements.
Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
Monitored cash flow closely to ensure sufficient funds were available for operational needs.
Developed customized financial reports for various stakeholders to support strategic decision-making processes.
Assisted in budget preparation, providing accurate forecasts for revenue and expenses based on historical trends.
Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
Trained new employees on accounting principles and company procedures.
Supervised accounting and booking training procedures for new staff members.
Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
Bookkeeper
Nationwide Insurance - Maxwell Agency
05.1999 - 04.2017
Handled payroll processing for employees, adherence to tax regulations.
Completed city, state and federal payroll filings for employees.
Established QuickBooks accounting system to reflect accurate financial records.
Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
Reconciled and corrected issues with financial records.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Posted daily receipts and payments in accordance with corporate protocols.
Supported year-end closing procedures by preparing adjusting journal entries as needed.
Assisted with budget preparation and monitoring, contributing to better expense control.