Overview
Work History
Education
Skills
Timeline
Generic

SARAH NEWMAN

Missouri City,TX

Overview

6
6
years of professional experience

Work History

Accounting Associate

Sowers & Company, PC
06.2024 - Current
  • Maintained a high level of confidentiality and professionalism when handling sensitive financial information, promoting trust among clients and colleagues.
  • Enhanced financial accuracy by consistently reconciling accounts and resolving discrepancies.
  • Increased departmental organization by maintaining accurate records of financial transactions and creating detailed reports.
  • Addressed and resolved complex and unexpected variances.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Prepared monthly bank reconciliations to ensure accurate representation of company's financial position.
  • Supported year-end closing procedures by preparing adjusting journal entries as needed.
  • Improved efficiency in monthly close process by implementing automated systems for tracking expenses and revenues.
  • Assisted clients with tax preparation tasks, ensuring accurate filing and adherence to local, state, and federal guidelines.

Bookkeeper

Wonder CPA Firm
07.2021 - 01.2024
  • Perform general bookkeeping duties for small businesses, including posting information to Quickbooks and Quickbooks Online and regularly reconciling accounts.
  • Organize and carry out proactive month-end, quarterly and year-end processes.
  • Track business revenue and expenditures to determine profitability.
  • Prepare monthly, quarterly and yearly financial reports by collecting, analyzing, and summarizing account information and trends. This includes Profit & Loss, Balance sheets and account detail reports.
  • Process quarterly, monthly and biweekly payroll processes using Accountant's World software.
  • Process direct deposit pay for contractors in Quickbooks.
  • Prepare 1099 NEC and MISC reports for contractors.
  • File and pay Sales and Use Tax reports to Texas Comptroller.
  • Make tax payments for clients personal and business taxes via Direct Pay and Electronic Federal Tax Payment System.
  • Communicating with clients to address inquiries and resolve issues. Including revising current processes to meet client's growing needs
  • File entity creation and modification documents with Texas Secretary of State and Internal Revenue Service.

Healthcare Administrative Intern

Preventative Care Health Services
12.2019 - 05.2021
  • Answer and direct incoming calls while handling multiple tasks
  • Input financial data and produced reports using Quickbooks.
  • Preparation and entry of daily deposits and check deposits in collaboration with Staff Accountant
  • Received vendor invoices, validated for accuracy and routed for approval before preparing for payment processing.
  • Prepared and mailed invoices to customers, processed payments and documented account updates.
  • Assist with inventory management
  • Provided clerical support to company employees by copying, faxing and filing documents.
  • Monitored shipments and mailing procedures to effectively distribute or file mail and solve shipment issues.

Human Resources Student Worker

Sul Ross State University
01.2019 - 08.2019
  • Delivered friendly assistance with new hires throughout interviewing and hiring process.
  • Filed paperwork, sorted and delivered mail, and maintained office organization.
  • Took messages and provided information about company processes, hours and requirements.
  • Improved organizational filing systems for confidential employee records, resulting in improved accessibility and efficiency.
  • Supported organization recruiting and hiring processes by assisting with interview and orientation preparation.
  • Assisted with completion of employee W-4 and I-9 forms to support compliance procedures.

Education

Master of Business Administration -

Sul Ross State University
Alpine, TX
05.2021

Bachelor of Business Administration - undefined

Sul Ross State University
Alpine, TX
05.2020

Associates of Arts Business -

Southwest Texas Junior College
Uvalde, TX
07.2018

Skills

  • Microsoft Office Suite
  • QuickBooks Online and Desktop
  • Administrative Support
  • Payroll Processing
  • DocIt Software
  • Account Reconciliation
  • Records Management

Timeline

Accounting Associate

Sowers & Company, PC
06.2024 - Current

Bookkeeper

Wonder CPA Firm
07.2021 - 01.2024

Healthcare Administrative Intern

Preventative Care Health Services
12.2019 - 05.2021

Human Resources Student Worker

Sul Ross State University
01.2019 - 08.2019

Bachelor of Business Administration - undefined

Sul Ross State University

Master of Business Administration -

Sul Ross State University

Associates of Arts Business -

Southwest Texas Junior College

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