Summary
Overview
Work History
Education
Skills
Timeline
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Stephanie Taylor

Stephanie Taylor

Salt Lake City,UT

Summary

Diligent Accountant/Bookkeeper with solid foundation in managing financial records and ensuring accuracy in bookkeeping tasks. Proven ability to maintain up-to-date ledgers and resolve discrepancies promptly. Demonstrated exceptional attention to detail and strong proficiency in financial software and reconciliation processes.

Overview

17
17
years of professional experience

Work History

Accounting Analyst

David R Tucker Company
12.2023 - 11.2024
  • Analyzed 4 years of general ledger data and sales tax returns to help prove a wholesale equipment company was innocent of sales tax fraud.
  • Reconstructed 3 years of general ledger data for an investigation in the misuse of investor funds.

Bookkeeper

Wasatch Defense, LLC
12.2022 - Current
  • Cleaned up a year's worth of trust accounting
  • Ongoing weekly maintenance of trust liability account including tracking client retainer balances, expenses, attorney time entries and credit card processing fees
  • Process payroll and payroll tax returns
  • Monthly balance sheet account reconciliations including operating accounts and trust accounts

Bookkeeper

Scott’s Tree Service
10.2022 - Current
  • Record daily sales receipts and expenses
  • Reconcile bank accounts, credit card accounts, and Venmo transactions monthly

Bookkeeper

WestLake Animal Hospital
06.2017 - 09.2022
  • Process accounts payable monthly
  • Record sales from POS system monthly
  • Monthly reconciliations for cash accounts and credit card accounts
  • Create annual budget
  • Process payroll and quarterly payroll tax returns
  • File personal property tax returns
  • Process sales tax returns

Assistant Controller

Haycock Petroleum
03.2008 - 12.2010
  • Assessed daily cash needs to work with bank to move funds
  • Monthly reconciliations of all balance sheet accounts
  • Fixed asset management
  • Payroll

Education

Bachelor of Science with Honors - Business Administration – Finance, Business Administration – Management

Portland State University
Portland, OR
01.2002

Associate of Science with Honors -

Ricks College
Rexburg, ID
01.1994

Skills

  • Quickbooks Online experience
  • Financial reporting
  • Spreadsheets
  • Excellent time management skills
  • Superior attention to detail
  • Grasps new concepts rapidly
  • Exceptional communication skills
  • Preparing financial statements
  • Bank reconciliation
  • General ledger accounting
  • Month end close

Timeline

Accounting Analyst

David R Tucker Company
12.2023 - 11.2024

Bookkeeper

Wasatch Defense, LLC
12.2022 - Current

Bookkeeper

Scott’s Tree Service
10.2022 - Current

Bookkeeper

WestLake Animal Hospital
06.2017 - 09.2022

Assistant Controller

Haycock Petroleum
03.2008 - 12.2010

Bachelor of Science with Honors - Business Administration – Finance, Business Administration – Management

Portland State University

Associate of Science with Honors -

Ricks College
Stephanie Taylor