Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Handled day-to-day accounting processes to drive financial accuracy.
Prepared checks for clients through Quickbooks Online
Prepared and edited invoices for clients through Leaflink and documented in Quickbooks online
Staff Accountant
Gulla CPA
01.2024 - 07.2024
Prepared S corporation tax returns for various clients ranging from mortgage brokers to home goods stores
Prepared individual tax returns for clients
This also includes clients who own rental properties and who are self employed and require a Schedule C on their returns
Corporate Tax Accountant
Sun Communities, Inc
11.2022 - 01.2024
Prepared Partnership returns for various entities owned by Sun Communities
Prepared estimated tax payments and extension for the entities
Prepared Workpapers for Top Consolidation returns and entered the apportionments of each entity to main Sun Communities return
Intern/Staff Accountant
Doeren Mayhew CPAs and Advisors
01.2022 - 11.2022
Prepared audit work papers for various clients ranging from casinos to manufacturing companies
Performed audit testing for cash, accounts payable, fixed assets, and investment
Prepared trial balances for clients
Prepared tax returns for partnerships, trusts, and individuals
Intern
UHY LLP
01.2020 - 01.2021
Prepared work papers and tax returns ranging from S-Corporations to individual returns for a variety of clients
Prepared cash flow statements for tax managers
Worked in a team of 7 members drafting personal property statements and calling assessor's offices to confirm if client's property tax returns were exempt in the previous year
Education
Bachelor of Accountancy - Accounting
Walsh College
Troy, MI
06.2021
Skills
MS Excel
MS Word
MS Outlook
Google Docs
Google Sheets
CCH Axcess
One Source
Sage Fixed Assets
Ultra Tax
Quickbooks Online
References
Brian Newman, MBA, CPA, (586) 445-7309, brian@bnewmancpa.com
Activities
Member, Accounting and Taxation Student Organization, 2018-Present
Member, Michigan Association of CPAs, 2018-Present
Volunteer Fundraiser/Events Coordinator, St. Anne Catholic Church, 2010-Present
Volunteer Organizer, De La Salle Collegiate High School, 2009-Present