Analytical, results-driven accounting and HR professional with over a decade of experience optimizing financial processes, implementing technology solutions, and leading full-cycle accounting and compliance operations. Skilled in streamlining workflows, automating systems, driving strategic planning, and delivering accurate financial reporting. Dedicated to continuous process improvement, regulatory excellence, and organizational success.
Overview
12
12
years of professional experience
Work History
Office Manager
Slater’s Auto Glass LLC
06.2025 - Current
Serve as the primary point of contact for customers, answering calls and responding to emails promptly and professionally.
Manage the full order lifecycle: enter quotes, orders, and invoices using the company’s ERP system.
Schedule jobs and coordinate daily technician routes to maximize efficiency.
Overhauled inventory control processes, significantly reducing unnecessary glass orders through accurate tracking and reconciliations.
Plan and place glass orders in alignment with inventory levels and upcoming work schedules.
Developed and documented standard operating procedures to streamline daily operations and ensure consistency.
Improved cash flow and reduced cash shortages by strengthening A/R collections and implementing more strategic A/P planning.
Handle full-cycle bookkeeping, including bank reconciliations, journal entries, and financial record maintenance.
Onboard new customers and maintain accurate customer data within the ERP system.
Foster a professional, organized, and customer-friendly office environment.
Accountant
Wagner Accounting & Tax Services, Inc
01.2025 - 04.2025
Conducted general ledger activities including reconciliations, adjusting entries, and sales tax filings.
Processed payroll and payroll taxes, ensuring compliance with state and federal regulations.
Prepared federal and state business and individual tax returns.
Developed tax plans and year-end financial statements.
Maintained depreciation schedules and client accounting records.
Accountant
Buchheit Tax Services, LLC
10.2023 - 11.2024
Managed bookkeeping, payroll, and sales/payroll tax filings for multiple clients.
Prepared year-end forms including 1099s, W-2s, K-1s, and reconciliations.
Used QuickBooks, ProSeries, and Excel to manage complex tax planning and return preparation.
Collaborated with the team to ensure timely and accurate delivery of client work.
Built and maintained strong relationships through in-person interviews and ongoing support.
Accounting & Human Resources Manager
Steve’s Ace Hardware, Inc.
01.2018 - 10.2023
Directed full-cycle accounting and HR operations for three retail locations, including seasonal garden centers and year-round gift shops.
Implemented and integrated new technologies such as Bill.com to automate accounts payable processes, improving efficiency, accuracy, and vendor management.
Spearheaded the streamlining of accounting workflows by optimizing QuickBooks integration with POS and inventory systems, reducing manual errors and reconciliation time.
Standardized internal financial and HR policies to complement software improvements, further reducing administrative hours and strengthening compliance.
Oversaw journal entries, accounts payable/receivable, bank reconciliations, fixed asset management, and year-end close.
Designed, managed, and analyzed operational budgets, payroll forecasts, and cash flow models to assist leadership in strategic planning.
Produced monthly, quarterly, and annual financial reports with trend analyses to improve forecasting accuracy and guide business decisions.
Managed bi-weekly payroll for 75+ employees, ensuring tax compliance, accurate benefit administration, and timely year-end reporting (W-2s, 1095-Cs, owner adjustments).
Administered company benefits programs and ensured accurate onboarding, status changes, and terminations.
Enhanced regulatory compliance (IRS, DOL, OSHA) through updated policies, procedures, and internal controls.
Provided training to leadership on accounting, payroll, and regulatory processes to improve cross-departmental understanding and collaboration.
Staff Accountant
AppleWhite Dental Partners
10.2015 - 01.2018
Managed ledger data and monthly reconciliations for 30+ dental practices.
Oversaw 30+ bank accounts and asset tracking databases.
Delivered monthly financial reports to the executive team.
Supported annual audit preparation and compliance documentation.
Accounting Assistant (Part-Time & Seasonal)
Kari Strang Tax & Accounting, LLC
03.2013 - 03.2019
Prepared tax returns using TaxAct for individual and business clients.
Processed payroll and accounts payables/receivables in QuickBooks.
Reviewed financial documents to resolve discrepancies.
Education
Bachelor of Science - Accounting & Business Administration, Emphasis in Human Resource Management
UNIVERSITY OF WISCONSIN – PLATTEVILLE
05.2015
Skills
Full-Cycle Accounting
Tax Preparation
Financial Reporting
Payroll
Cash Flow Management
Data & Financial Analysis
Forecasting
Strategic Planning
Process Improvement
Workflow Automation
Excel (Advanced)
QuickBooks Desktop & Online
Intuit ProSeries
TaxAct
Sage
Billcom
ACS
Drake Tax
GlasPacLX
Benefits Administration
Compliance (IRS, OSHA, DOL)
Adaptable to new technologies
Leadership
Self-starter
Customer Service
Timeline
Office Manager
Slater’s Auto Glass LLC
06.2025 - Current
Accountant
Wagner Accounting & Tax Services, Inc
01.2025 - 04.2025
Accountant
Buchheit Tax Services, LLC
10.2023 - 11.2024
Accounting & Human Resources Manager
Steve’s Ace Hardware, Inc.
01.2018 - 10.2023
Staff Accountant
AppleWhite Dental Partners
10.2015 - 01.2018
Accounting Assistant (Part-Time & Seasonal)
Kari Strang Tax & Accounting, LLC
03.2013 - 03.2019
Bachelor of Science - Accounting & Business Administration, Emphasis in Human Resource Management