Summary
Overview
Work History
Education
Skills
Additional Highlights
Timeline
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Stephanie Davis

Wilmington,Delaware

Summary

Dynamic Tax Professional with extensive experience at John Papile Accounting, excelling in U.S. tax compliance and financial reporting. Proven ability to optimize QuickBooks for enhanced client performance while delivering exceptional customer service. Skilled in budget tracking and analysis, I drive efficiency and accuracy in financial operations, ensuring client satisfaction and compliance.

Overview

24
24
years of professional experience

Work History

Tax Professional

John Papile Accounting
01.2025 - Current
  • Prepare and file U.S. federal tax returns with attention to detail in income tracking, deductions, and compliance—many involving self-employed or small business owners.
  • Reviewed financial documents and records to ensure accurate and complete filings.
  • Collaborated remotely with clients to provide clear, client-friendly financial education and support.

QuickBooks Online Expert

Intuit / Working Solutions
08.2023 - 01.2025
  • Certified Quickbooks Advanced Pro Advisor
  • Provided real-time support to small business clients using QuickBooks for retail and service-based operations.
  • Diagnosed and resolved issues related to data entry, account setup, report generation, and third-party integrations.
  • Advised clients on optimizing QuickBooks features for invoicing, sales tax tracking, and financial performance analysis.
  • Maintained accurate and organized documentation of all client interactions and resolutions.

Owner / Manager

Rose Hill Weddings
Johnson City, USA
08.2013 - 02.2023
  • Managed full-cycle bookkeeping using QuickBooks Online, including sales tracking, invoicing, vendor payments, and monthly financial reports.
  • Oversaw retail operations of a bridal boutique and tuxedo rental service—managing inventory, sales transactions, and seasonal planning.
  • Generated customized financial reports to track COGS, seasonal trends, and marketing ROI.
  • Handled all budgeting and expense forecasting for event planning services.
  • Developed and maintained streamlined operations tailored to fluctuating retail and event demand.

Customer Service Agent

Working Solutions
01.2018 - 01.2023
  • Provided support for e-commerce and service-based platforms via phone, chat, and email.
  • Maintained CRM and transaction records for customer interactions, including refunds, logistics coordination, and order resolution.
  • Helped refine workflow systems and contributed to team efficiency in high-volume, fast-paced environments.
  • Companies: Apple Leisure Group, Planet Art, Sabre, Egencia

Process Compliance Manager

Carter's Inc
06.2001 - 07.2013
  • Coordinated and supervised daily activities of 35 clerical and auditing staff.
  • Reviewed test reports (physical properties and safety) from third party labs for garments produced.
  • Created and maintain multiple databases to track required testing of all styles produced.
  • Supervised auditing operations at United States based Distribution Centers.

Education

Bachelor of Science - Textile Engineering

Auburn University
Auburn, AL

Skills

  • QuickBooks Advanced Pro Advisor
  • QuickBooks Online
  • Financial reporting and forecasting
  • Retail and e-commerce management
  • Budget tracking and analysis
  • Vendor management and invoicing
  • Sales reporting and COGS analysis
  • Remote workflow optimization
  • Microsoft Excel proficiency
  • Google Workspace expertise
  • Customer account management
  • US tax compliance

Additional Highlights

  • Fluent in English (written and verbal)
  • Skilled in digital collaboration tools and CRM systems
  • Experienced in U.S. business hours and remote team support
  • Strong analytical mindset with a passion for accuracy and efficiency
  • Career-oriented with a proven track record of long-term remote roles

Timeline

Tax Professional

John Papile Accounting
01.2025 - Current

QuickBooks Online Expert

Intuit / Working Solutions
08.2023 - 01.2025

Customer Service Agent

Working Solutions
01.2018 - 01.2023

Owner / Manager

Rose Hill Weddings
08.2013 - 02.2023

Process Compliance Manager

Carter's Inc
06.2001 - 07.2013

Bachelor of Science - Textile Engineering

Auburn University