Hi, I’m
Tabitha Stewart-Hollimon
Hephzibah,GA
Summary
Passionate accountant and speaker for nearly 10 years with a strong desire to help students and business owners recognize the importance of accountancy and the connection to learning and experience. To seek and maintain a position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Strong communicator who can plainly and confidently lecture students in a classroom or auditorium setting. Communicative, approachable, spirited, and motivating personality to encourage student participation to engage in in-class discussions and to assist them to understand the merit of group work. Skilled at using technology to facilitate and enhance learning and able to quickly learn the operation of new software systems. Team player who is committed to contributing to departmental objectives to create a favorable experience for both student and faulty.
Overview
17
years of professional experience
1
Certification
Work History
Hollimon Strategic Advisors, LLC
Lead Consultant
01.2020 - Current
Job overview
- Develop custom solutions based upon clients' strict requirements.
- Prioritize projects and project tasks depending upon key milestones and deadline dates.
- Assist clients in fully integrating company solutions into current business environments, providing input on best practices and recommendations for maximizing utility of company solutions.
- Identify business issues through careful collaboration with key stakeholders.
- Determine areas for improvement and implemented processes to alleviate problems.
- Deliver outstanding service to clients to maintain and extend relationship for future business opportunities.
- Prepare presentations to explain revisions, enhancements and process improvements of organization's systems and programs.
- Implement practices and procedures to reduce expenditures and increase savings.
- Analyze problematic areas to provide recommendations and solutions.
- Align closely with business owners and employees to gather information and gain operational insight.
- Create monthly forecast templates and resource management allocations for approved projects.
- Conduct regular reviews of operations and identified areas for improvement.
- Provide reporting for forecast analysis and ad-hoc reporting in support of decision-making.
- Help meet changing demands by recommending improvements to business systems or procedures.
- Oversee budgets, payroll, and accounts payable and receivable.
- Conduct detailed analysis of company financial information and oversaw preparation of related reports.
- Track cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Develop and oversaw yearly budgets and capital structure of company to determine best mix of debt, equity and internal financing.
Virtual Tax And Consulting LLC (formerly Avail Tax
President/Accountant
01.2012 - Current
Job overview
- Gathered financial information, prepared documents, and closed books.
- Conducted detailed technical and analytical review of federal/state corporate, partnership and S corporation tax returns, FAS 109 provisions, and quarterly estimates prepared by associates.
- Modified comprehensive financial reporting package to reflect growing organizational complexity.
- Proactively researched technical tax issues related to consulting projects.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and all types of cash and banking reconciliations.
- Reconciled accounts and reviewed expense data, net worth and assets.
- Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.
- Set up and improved accounting systems and processes to meet business needs and maximize operational success.
- Improved efficiency of data collection, analysis and modeling to enhance practices and increase customer retention.
- Prepared and filed state and federal tax forms for commercial and individual clients (1040, 1120, 941, etc.)
- Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement.
- Documented all cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Engage in professional networking to maintain strong relationships with accounting and other professionals to drive partnerships and collaborations.
- Deliver comprehensive tax documentation required for accurate individual and corporate returns.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Maintain certifications
Tabitha Speaks Business
Speaker/Facilitator
10.2016 - Current
Job overview
- Delivered 30+ face-to-face and online keynotes and facilitations from groups ranging 10 -100 participants.
- Coordinated locations for workshops and trainings
- Designed training material to advance individuals’ and business owners’ understanding of personal and business accounting
- Managed team of 3 learning resources for individuals and business owners
- Review workshop evaluation results provided by participants to ensure effectiveness of programs and makes/recommends modifications as necessary
- Develop learning materials specific to individual and business owner learning needs
- Promote diversity and create respectful learning environment
- Implemented stories and anecdotes into speeches to make information more entertaining.
- Researched material extensively before writing informative speeches.
- Worked closely with partners to ascertain information that needed to be discussed in presentation.
- Presented information regarding personal and business accounting to groups of 10-100 people.
- Prepared for public relations presentations and plans by gathering information on business objectives, vision, brand strategy, competition and industry trends.
- Prepared or edited organizational publications such as client newsletters or external reports for internal or external audiences.
- Oversaw professional social media messaging through content development, follower engagement, social listening, trend analysis and by leveraging competitor research.
- Engaged in professional networking to maintain strong relationships with communications and media professionals to drive partnerships and effective dissemination of mass communications.
- Offered friendly and efficient service to all customers, handled challenging situations with ease.
- Improved operations through consistent hard work and dedication.
- Exceeded goals through effective task prioritization and great work ethic.
- Used coordination and planning skills to achieve results according to schedule.
Salazar CPA Office
Contracted Tax Accountant
01.2017 - 05.2017
Job overview
- Prepare federal and state income tax returns for individuals, businesses, trusts, estates, and non-profits.
- Conduct tax reviews and compilations to identify potential exposure areas and provided suggestions.
- Draft tax documentation subject to detailed review and approval by department management.
- Prepare and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns.
- Keep up to date on current income tax developments and advised clients to make proper adjustments.
Salazar CPA Office
Contracted Tax Accountant
01.2016 - 05.2016
Job overview
- Reduced liabilities by accurately managing tax statements, mailings, journal entries, payments and transfers.
- Contacted customers to immediately find resolutions for escalated issues.
- Audited client financial records to determine tax liability.
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
- Researched and provided summary memos on technical tax issues at request of partners and clients.
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Worked closely with clients to properly fill out tax forms and file tax returns electronically.
- Followed up with customers to collect specific financial information and verify details for preparation of annual 1095 forms.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Drafted tax documentation subject to detailed review and approval by department management.
- Prepared and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns.
Richmond County School System
Budget Analyst
06.2013 - 12.2014
Job overview
- Monitored and reported budgetary discrepancies to corporate senior management to maximize reporting efficiency and finalized spending plans.
- Reviewed monthly operations to assess compliance with budgets and determine necessary adjustments for future plans.
- Created and updated expenditure reports in board software.
- Identified and monitored budget expenses for accuracy and signs of fraud.
- Checked key performance indicator reports for accuracy and completeness.
- Evaluated procurement needs and projected expenditures.
- Generated annual budget forecasting information for executive and corporate reports.
- Recommended financial solutions to corporate management based on detailed financial analysis.
- Monitored contracts and analyzed expenses to facilitate financial objectives.
- Submitted recommendations to budgets and forecasts for approval or disapproval.
- Developed, analyzed and modified budgets to allocate current resources and estimate future financial requirements.
Steinberg And Associates
Accounting Assistant
01.2007 - 07.2008
Job overview
- Investigated daily variances and corrected errors to resolve discrepancies.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Used accounting software to prepare weekly and monthly financial reports.
- Reviewed figures, postings and documents for correct entry, completeness and accuracy.
- Completed weekly check runs and maintained accounting ledgers by verifying and posting account transactions into accounting system.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements and statements.
- Directed clients to appropriate accountants, answered phone calls and replied to office emails for excellent customer service.
- Communicated with suppliers to reconcile invoice payments.
- Reviewed general ledger entries and assessed accuracy.
- Prepared itemized statements, bills or invoices and recorded amounts due for items purchased or services rendered.
- Entered figures using 10-key calculator to compute data quickly.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities.
Palmetto GBA
Accounting Clerk II
07.2008 - 06.2013
Job overview
- Input high volume of monthly invoices with consistent accuracy.
- Reconciled company accounts for credit cards, employee expenses and commissions.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Communicated with providers to reconcile invoice payments.
- Reported financial data and updated financial records in ledgers and journals.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Investigated and resolved internal accounting variances to keep records current.
- Prepared reports for upper management detailing key financial metrics
- Pursued learning opportunities to advance knowledge and take on leadership position.
- Contributed to team success by completing jobs quickly and accurately.
- Resolved issues quickly to maintain productivity goals.
- Developed strong cooperative relationships with coworkers and managers.
- Worked different stations to provide optimal coverage and meet production goals.
- Participated in cross-functional team-building activities.
- Sort to improve production to eliminate waste of time, money and other resources.
Education
Brenau UniversityGainesville, GA
MBA from Accounting
08.2014
Augusta State UniversityAugusta, GA
BBA from Accounting
05.2008
Augusta Technical CollegeAugusta, GA
Associate of Science from Accounting
05.2004
Skills
- Public speaking
- Information gathering and analysis
- Leadership
- Written and Verbal Communication
- Training & Development
- Interpersonal Communication
- Local, state and federal tax returns
- QuickBooks proficiency
- GAAP Knowledge
- Tax-Related Research
- Payroll Familiarity
- Financial Statements Expertise
- Filing System Management
- General Ledger Accounting Expertise
- Account Reconciliation
- Budgeting
- Relationship building
- Time management
- Bookkeeping
- Business Accounting
- MS Office Suite
- Collaboration
- Critical Thinking
- Group and Individual Instruction
- Attention to Detail
- Project Management
- Seminars and Discussions
- PowerPoint Presentations
- Lesson Planning
- Networking
- Organization and Prioritization
- Research and Analysis
Accomplishments
Awards
Abram J. Serotta Award - 2021
Woman of Achievement- National Association of Professional Women- 2014
Certification
- Enrolled Agent (EA) Certification- 2016 through Current
- Quickbooks Online Certification
- Certified CFO - 2022
Leadership Roles
AM Business Connection organization date 2015 – 2017 organization position Greeter Leadership Team
Collaborations
Collaborated with an international team of 50 in the development of Resilient Woman Series.
Collaborated with a team of 3 in the development of the Small Business Workshop_Bookkeeping, Payroll, and Financaial Management
Co-Leader of Rising Tide Society-TuesdaysTogether Augusta Chapter
Family Y- Wilson Branch Board of Directors
Mentoring upcoming Bookkeepers and Tax Professionals
CFO Project-Assistant Trainer and Moderator
Affiliations
- Professional Construction Estimators Association
- The CFO Project
Work Preference
Work Type
Full TimePart TimeContract WorkWork Location
RemoteTimeline
Lead Consultant
Hollimon Strategic Advisors, LLC
01.2020 - Current
Contracted Tax Accountant
Salazar CPA Office
01.2017 - 05.2017
Speaker/Facilitator
Tabitha Speaks Business
10.2016 - Current
Contracted Tax Accountant
Salazar CPA Office
01.2016 - 05.2016
Budget Analyst
Richmond County School System
06.2013 - 12.2014
President/Accountant
Virtual Tax And Consulting LLC (formerly Avail Tax
01.2012 - Current
Accounting Clerk II
Palmetto GBA
07.2008 - 06.2013
Accounting Assistant
Steinberg And Associates
01.2007 - 07.2008
Brenau University
MBA from Accounting
Augusta State University
BBA from Accounting
Augusta Technical College
Associate of Science from Accounting
- Enrolled Agent (EA) Certification- 2016 through Current
- Quickbooks Online Certification
- Certified CFO - 2022
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