Intuit Quickbooks
Rachel Ketchie
Accounting Controller
Yukon
Summary
Detail-oriented Accountant with 10+ years effectively maintaining accurate accounting information. History working as part of financial team to keep clients in compliance with laws and procedures governing business operations and tax filings. Handles work in methodical and organized fashion.
Overview
13
13
years of professional experience
Work History
Client Manager
Nimbl Trust
10.2024 - Current
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Performed duties and provided service in accordance with established operating procedures and company policies.
- Organized daily workflow and assessed appropriate staffing to provide optimal service.
- Enhanced client satisfaction by effectively addressing concerns and resolving issues in a timely manner.
- Established trust with clients through consistent follow-up and a commitment to understanding their unique business needs.
Tax Senior
Nimbl Trust
02.2023 - 10.2024
- Assisted in developing comprehensive tax strategies for high-net-worth individuals, optimizing their financial performance and wealth preservation.
- Advised clients on complex tax situations, facilitating informed decision-making and minimizing potential liabilities.
- Analyzed financial statements to identify discrepancies in reported income or expenses, safeguarding against potential audit risks.
- Conducted thorough research on ever-changing tax regulations, ensuring clients remained compliant with all relevant laws.
- Established strong relationships with clients by providing exceptional customer service and tailored advice based on individual needs.
- Mentored junior staff members to develop their skills in tax planning and strategy formulation, enhancing overall team performance.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Accounting Controller
Genesis Fluids, LLC
10.2022 - 02.2023
- Gathered financial information, prepared documents and closed books.
- Handled day-to-day accounting processes to drive financial accuracy.
- Completed daily cash functions like account tracking, payroll and wage allocations, and cash and banking reconciliations.
- Reconciled accounts and reviewed expense data
- Identified and investigated variances to optimize financial plans and forecasts.
- Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Process and prepare monthly and quarterly sales tax filings.
Business Analyst
Ascension, CPA
01.2022 - 10.2022
- Assigned tasks to associates, staffed projects and updated involved parties to enhance optimal business flow.
- Work collaboratively with other accounting officers within organization
- Provide oversight and training for new staff members
- Manage client relationships
- Prepare client tax returns
- Prepare client financial statements
Senior Accountant
Ascension, CPA
05.2014 - 01.2022
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Completed year-end closing processes
- Reconciled accounts and created documents for monthly closure procedures.
- Updated general ledger with latest entries.
- Prepared monthly journal entries and reconciliations.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Completed biweekly payroll and maintained employee records.
- Calculated tax owed, prepared and submitted returns and upheld compliance with all applicable laws.
Staff Accountant
Ascension, CPA
08.2011 - 06.2018
- Prepared monthly and quarterly payroll taxes
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Prepared timely and accurate tax filings, ensuring compliance with federal, state, and local regulations.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, and month-end accruals.
- Created journal entry schedules to improve efficiency, support and documentation of accounting processes.
- Reconcile client bank, credit card, and loan accounts monthly
- Provide client financial statements
- Prepare and process client sales tax
- Processed client payroll
Education
Bachelor of Science - Accounting
Brigham Young University - Idaho
Rexburg, ID 01.2008 - 07.2010
No Degree - Accounting
University of Oklahoma
Norman, OK 05.2001 -
Skills
Account reconciliation specialist
Bookkeeping
Financial Management
Payroll
Clean-Up/Restorations
Software
MS Office Suite
Gusto
Timeline
Client Manager
Nimbl Trust
10.2024 - Current
Tax Senior
Nimbl Trust
02.2023 - 10.2024
Accounting Controller
Genesis Fluids, LLC
10.2022 - 02.2023
Business Analyst
Ascension, CPA
01.2022 - 10.2022
Senior Accountant
Ascension, CPA
05.2014 - 01.2022
Staff Accountant
Ascension, CPA
08.2011 - 06.2018
Bachelor of Science - Accounting
Brigham Young University - Idaho
01.2008 - 07.2010
No Degree - Accounting
University of Oklahoma
05.2001 -
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