Overview
Work History
Education
Skills
Timeline
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Michael Michalski

Holt,MI

Overview

6
6
years of professional experience

Work History

Staff Accountant/CPA Candidate

Nichols and Rainville CPA
01.2024 - Current

Staff Accountant II

Riverside Accounting
01.2021 - 12.2023
  • Went beyond expectations where workload increased by 2.5
  • Completed 900+ tax returns each tax season for individuals and businesses
  • Continued to increase sales by at least 10%
  • Helped bring the company average sales price per tax return up
  • Recommended a change to our price method after analyzing we would not meet sales goals
  • Added new payroll and bookkeeping acquired through building rapport with existing and new clients
  • Use of Microsoft Excel to calculate the basis of stocks sold as old as 1980.

Staff Accountant I

Riverside Accounting
01.2018 - 01.2021
  • Sales and client retention increase by 25% each tax season
  • Created balance sheets, income statements, and general ledgers
  • Adapting to changing situations such as the Covid-19 Pandemic keeping client retention
  • Consultation provided to clients over what to expect in their current tax situation or future tax situation
  • Draft projections for the client to help them make the best decisions
  • Created new due diligence requirements for the team regarding confirming bank account information
  • Passed Enrolled Agent Exam
  • Helped the company go digital with retaining the files for clients, saving the company on physical storage and time while complying with IRS regulation
  • Informed a client of the consequences of having not having any wages as an S-corporation
  • Successfully processed and filed 1099’s, W2’s, and payroll tax returns.

Staff Accountant

Riverside Accounting
01.2018 - 04.2018
  • Advise clients on the changes the Tax Cuts and Jobs Act will have on their returns for 2018
  • Adjusted well with the clients I took over
  • Positive, kind friendly attitude in interactions with clients, co-workers, and vendors.

Education

College of Business - Accounting Info Management|Accounting Electives

Davenport University
12.2017

Skills

  • Enrolled Agent
  • Quickbooks
  • Sage 50 Accounting
  • Drake Tax Software
  • Prosystem
  • Microsoft Office
  • Statement Reconciliation
  • Journal Entry Preparation
  • Data Management
  • Bookkeeping
  • GAAP Accounting
  • Expense Tracking
  • Budgeting and Forecasting
  • Payroll Management
  • Tax Return Preparation
  • Records Maintenance
  • Microsoft Excel Proficiency
  • Administrative Support

Timeline

Staff Accountant/CPA Candidate

Nichols and Rainville CPA
01.2024 - Current

Staff Accountant II

Riverside Accounting
01.2021 - 12.2023

Staff Accountant I

Riverside Accounting
01.2018 - 01.2021

Staff Accountant

Riverside Accounting
01.2018 - 04.2018

College of Business - Accounting Info Management|Accounting Electives

Davenport University

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Michael Michalski