Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
Generic

Skye Petteway

Accountant/Bookkeeper
Albuquerque,NM

Summary

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

47
47
years of professional experience

Work History

FULL CHG BOOKKEEPER/COMPUTER CONSULTANT/TAX PREPARER

SKY BOOKKEEPING & COMPUTER SERVICE
01.1979 - Current
  • A/P, A/R, Payroll, Payroll Quarterly and Annual Reports, Bank Reconciliation
  • Installing accounting systems for various clients using Dac-Easy, QuickBooks, Peachtree and One-write Plus.
  • Training staff or maintaining day-to-day account records for clients.
  • One on One Training / QuickBooks and or Bookkeeping
  • Managed accounts payable and receivable, enhancing cash flow management and vendor relationships.
  • Conducted regular audits of financial records, identifying discrepancies and implementing corrective actions promptly.
  • Established strong client communication protocols to ensure clarity in financial matters and enhance service delivery quality.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • 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.
  • Established various accounting system to reflect accurate financial records including QuickBooks and Peachtree.
  • Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments.
  • Completed tax forms in compliance with legal regulations.
  • Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
  • Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
  • Streamlined bookkeeping processes by implementing new accounting software, resulting in increased efficiency.
  • Supported decision-making by preparing accurate monthly financial statements.
  • Optimized financial data accuracy, conducted thorough checks and balances.
  • Improved tax preparation efficiency, organized and reviewed all relevant financial documents.
  • Improved financial accuracy by meticulously recording all transactions in accounting software.
  • Facilitated smoother audits by maintaining organized financial records and documentation.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Inspected account books and recorded transactions.
  • Matched purchase orders with invoices and recorded necessary information.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Managed and responded to correspondence and inquiries from customers and vendors.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.
  • Supported management by processing invoices and documents with consistent on-time delivery.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Gathered, evaluated and summarized account data in detailed financial reports.
  • Created chart of accounts accord to clients needs and grant details for non-profits.
  • Created detailed expense reports to facilitate reimbursement for business expenses incurred.
  • Developed and implemented customized software solutions for small business accounting needs.
  • Provided expert guidance on system integration and network configuration for improved operational efficiency.
  • Conducted comprehensive training sessions for clients on bookkeeping software and best practices.
  • Diagnosed and resolved technical issues, ensuring minimal downtime for client systems.
  • Installed, configured, tested and maintained operating systems, application software, and system management tools.
  • Designed robust backup strategies, safeguarding critical data against loss due to hardware failures or cyberattacks.
  • Managed vendor relationships, ensuring timely delivery of quality products and services at competitive prices.
  • Increased productivity by automating repetitive tasks by creating Access data base or Excel forms.
  • Diagnosed and resolved complex technical issues, minimizing disruption to client operations.
  • Conducted regular system audits, identifying areas for improvement and implementing necessary changes for optimal efficiency.
  • Performed troubleshooting and repaired peripheral devices such as printers, scanners ( HP printers and scanners.)
  • Diagnosed and troubleshot hardware, software and network issues.
  • Responded to customer inquiries and provided technical assistance over phone and in person.
  • Researched and identified solutions to technical problems.
  • Created user accounts and assigned permissions.
  • Configured and tested new software and hardware.
  • Tested new software and hardware prior to deployment.
  • Developed and implemented preventive maintenance procedures.
  • Prepared individual and corporate tax returns utilizing advanced tax software.
  • Analyzed financial documents to identify potential deductions and credits for clients.
  • Conducted thorough reviews of completed tax returns for accuracy and completeness prior to submission.
  • Analyzed financial records to verify accuracy of tax returns.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Handled complex cases involving small business owners, self-employed individuals, and those with rental properties, showcasing versatility in expertise within the field of taxation.
  • Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
  • Achieved high levels of accuracy by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
  • Conducted thorough research to identify potential deductions and credits for clients, maximizing their returns.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Conducted comprehensive client interviews to gather essential financial information, ensuring complete and accurate tax documentation.
  • Identified potential tax deductions and credits, maximizing clients' refunds or minimizing owed amounts.
  • Delivered tax-related workshops and seminars, enhancing community's understanding of tax responsibilities.
  • Maintained up-to-date knowledge of tax regulations and legislation, ensuring compliance in all prepared returns.
  • Analyzed prior year returns for discrepancies, correcting errors to favor clients' financial positions.
  • Calculated estimated tax payments for clients.
  • Analyzed financial documents to accurately reflect client information on tax returns.
  • Responded to inquiries from IRS and other tax authorities.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.

FINANCIAL SYSTEM ADMINISTRATOR – ORACLE

WEBSTER BANK
08.1999 - 10.2001
  • Writing scripts with SQL Plus to retrieve reports from database for managers upon request
  • Exporting data to Excel
  • Creating Database with Access
  • Implemented security protocols to safeguard sensitive information against unauthorized access.
  • Developed comprehensive documentation for Oracle financial system procedures, facilitating knowledge sharing among staff members.
  • Simplified troubleshooting processes by creating detailed documentation for system configurations, procedures, and best practices.
  • Managed user access rights to maintain a high level of information security while ensuring appropriate levels of accessibility for authorized personnel.
  • Maintained a high level of customer satisfaction by providing rapid, accurate response to inquiries and concerns regarding system performance or functionality.
  • Worked with users to determine areas of technology in need of improved usability.
  • Established effective communication channels between IT support staff and Accounting Dept and end-users, leading to improved issue resolution times overall.
  • Reduced downtime by proactively identifying and resolving potential issues through thorough system monitoring.
  • Secured sensitive data from unauthorized access, meticulously managing user permissions and access controls through user ID's and passwords creations.
  • Increased user satisfaction by promptly resolving technical issues and maintaining open lines of communication.
  • Resolved issues and escalated problems with knowledgeable support and quality service.
  • Diagnosed and resolved hardware and software issues.

TAX PREPARER

H & R BLOCK, INC.
01.1985 - 04.1997
  • Analyzed client financial data to ensure accurate tax filing and compliance with federal regulations.
  • Prepared individual and business tax returns, utilizing advanced tax preparation software for efficiency.
  • Reviewed completed returns for accuracy, mitigating potential errors and ensuring adherence to deadlines.
  • Analyzed financial records to verify accuracy of tax returns.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Assessed client tax situations to determine best filing options.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
  • Achieved high levels of accuracy by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Conducted thorough research to identify potential deductions and credits for clients, maximizing their returns.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Analyzed prior year returns for discrepancies, correcting errors to favor clients' financial positions.
  • Identified potential tax deductions and credits, maximizing clients' refunds or minimizing owed amounts.
  • Conducted comprehensive client interviews to gather essential financial information, ensuring complete and accurate tax documentation.
  • Calculated estimated tax payments for clients.

Education

Some College (No Degree) - Accounting and Computers

Truckee Meadow Community College
Reno, NV
06-1992

No Degree - Taxes

H & R Block
Waterbury, CT
12-1996

No Degree - Network Administrator Certificate Program

Naugatuck Valley Community College
Waterbury, CT
06-1998

Skills

  • Excel, Word, Access, Peachtree, all QuickBooks Products, Oracle Financials, SAP, Dac Easy, One write plus, SQL Plus, and various other software programs
undefined

Accomplishments

  • Served as the sole Bookkeeper for a $2 to 3 million container freight company with a very complicated accrual system. Installed and set the accounting system up saving him thousand of dollars in previous accrual errors.
  • Saved companies thousands of dollars per year by reducing CPA, IT and Notary cost. Since I was also a tax preparer I was able to set up the chart of accounts in a way that the CPA could just plug in the numbers from the ledger at the end of the year.
  • I was also the IT person because I was certified as a network specialist.
  • As a notary I also notarized documents for Customs and legal documents.

Interests

I spent most of my young life involved in the Arts

During Covid I took an online course and was certified as a nutrition course to assist my sister who was battling cancer Since I was dealing with my owe health issues I was an avid reader on health and nutrition for humans and animals for many years I love to travel and explode different cultures and cuisines As a single mother raising three sons we spent every summer camping, hiking and playing sports

Timeline

FINANCIAL SYSTEM ADMINISTRATOR – ORACLE

WEBSTER BANK
08.1999 - 10.2001

TAX PREPARER

H & R BLOCK, INC.
01.1985 - 04.1997

FULL CHG BOOKKEEPER/COMPUTER CONSULTANT/TAX PREPARER

SKY BOOKKEEPING & COMPUTER SERVICE
01.1979 - Current

Some College (No Degree) - Accounting and Computers

Truckee Meadow Community College

No Degree - Taxes

H & R Block

No Degree - Network Administrator Certificate Program

Naugatuck Valley Community College

Similar Profiles

CREATE PROFILE
Skye PettewayAccountant/Bookkeeper