Tammi Grubb
Gardners
Summary
Detail-oriented Accountant with extensive experience managing bookkeeping, payroll, and tax preparation for over 45 clients, including dental practices and small businesses. Proficient in QuickBooks, Qvinci, and multiple payroll platforms. Demonstrated ability to meet strict deadlines, maintain accurate records, and deliver exceptional client service in fast-paced environments.
Overview
20
20
years of professional experience
Work History
Accountant
J. Geoffrey Sturgill Jr., CPA, LLC
Gettysburg
03.2026 - 07.2026
- Managed CAS bookkeeping for 10 clients monthly, maintaining accurate financial records
- Prepared individual and small business tax returns, ensuring compliance with IRS regulations
- Processed sales tax returns, ensuring timely and accurate filings for clients
- Leveraged QuickBooks Online and Desktop to enhance accounting processes
- Maintained client records, safeguarding data integrity and confidentiality
- Communicated with clients to address inquiries and provide financial guidance
Staff Accountant
EAG Dental Advisors
Greenwood Village
09.2023 - 09.2025
- Reviewed and closed monthly books, ensuring compliance and accuracy for all clients
- Reconciled accounts, ensuring accuracy and compliance for 45 dental practice clients
- Managed 45 clients, primarily dental practices, using QuickBooks Online for efficient workflow
- Prepared financial statements for clients using Qvinci, enhancing reporting accuracy
- Collaborated with Doctors, Practice Managers, and Office Managers to resolve accounting discrepancies
- Processed payroll for clients using providers like Gusto, QBO, Intuit, ADP, and PayChex, ensuring timely payments
Staff Accountant
W. Hal Wyatt CPA LLC
Hanover
01.2022 - 04.2023
- Prepared various tax returns, including individual, sole proprietor, and schedules C, E, F, or K
- Processed payroll and performed account reconciliations for multiple clients to maintain financial accuracy
- Recorded journal entries and managed accounts payable/receivable to uphold accurate financial records
- Provided expert guidance to clients on financial matters on tax and accounting needs to enhance service delivery
- Provided customer service by answering phones and addressing client inquiries
Associate Accountant
Glass and Associates
Westminster
07.2021 - 09.2022
- Managed full charge bookkeeping, ensuring accuracy of financial records for diverse client base
- Reviewed financial documents to assess budget allocations to align spending with client financial goals and enhance budget adherence
- Provided flexible accounting support through weekly client visits and remote consultations
- Employed QuickBooks software to manage client financial records, Smart Vault, PCLaw, Time Matters, and other applications to streamline processes
- Prepared for the MD Tax Preparer Exam to enhance professional qualifications
Bookkeeper/Administrative Assistant
Kohn Creative
Westminster
10.2020 - 08.2021
- Managed accounts payable and receivable to ensure on-time payments and collections
- Processed payroll for all employees, maintaining accuracy and compliance
- Reconciled bank accounts monthly, maintaining financial accuracy
- Processed bank deposits, ensuring accurate financial records
- Utilized QuickBooks Online to streamline bookkeeping operations
- Resolved billing and payment inquiries for customers to enhance satisfaction
Associate Loan Accountant
Mid-Atlantic Farm Credit
Westminster
05.2019 - 06.2020
- Entered loan transactions into the accounting system, ensuring data accuracy
- Recorded customer loan payments, ensuring accurate account balances
- Reconciled daily batch work, ensuring up-to-date and accurate financial records
- Verified electronic wire amounts and customer information to ensure accuracy and prevent errors
- Resolved transaction discrepancies through effective communication with branch representatives
- Created member check payments, supporting timely disbursements
- Gathered supporting documents to accompany payments and transfers
Customer Service Specialist
Brothers Services Company
Hampstead
05.2015 - 05.2019
- Qualified customers for projects, ensuring appropriate service recommendations
- Answered phones and scheduled appointments, delivering support as the first line of communication
- Collected details for consultants, enabling effective preparation for homeowner meetings
- Managed scheduling for all commercial, remodeling, and new construction projects to ensure timely coordination.
- Addressed warranty questions for previous customers, enhancing overall customer satisfaction
- Provided weekly reports on new remodeling appointments and average property values
Operations Manager
Shepard Service Center
Finksburg
02.2014 - 05.2015
- Oversaw daily office operations, facilitating efficient workflow and task completion
- Opened and closed the business daily, ensuring operational readiness
- Managed internet advertising campaigns, enhancing business visibility and outreach
- Delivered paperwork to departments, ensuring timely processing and compliance to appropriate offices, maintaining compliance
- Answered phones and scheduled appointments, providing excellent customer service
Veterinary Practice Manager/Supervisor
Advanced Veterinary Complex
Reisterstown
09.2006 - 10.2012
- Managed a veterinary practice with 35 employees, overseeing daily operations
- Directed all human resources functions for the practice, including hiring and compliance
- Supervised two department managers, enhancing team performance
- Oversaw accounts payable and receivable, ensuring timely financial transactions
- Managed all insurance needs for the business and personnel, ensuring comprehensive coverage
- Directed advertising initiatives to enhance client engagement and boost practice visibility
- Oversaw procurement of hospital equipment, computers, and office supplies, ensuring operational support
- Utilized accounting software including Peachtree and QuickBooks to streamline processes
Education
Bachelor of Science - Business Administration
University of Phoenix
Online Program11-2018
Skills
- Accounting and finance expertise
- Taxation experience
- Payroll tax returns
- QuickBooks Online proficiency
- Drake software proficiency
- GAAP compliance
- Financial reporting management
- Cost accounting knowledge
- Budgeting expertise
- Records management
- General ledger management skills
- Performance reporting skills
- Legal compliance knowledge
- Sales
- Team collaboration
- Analytical skills
- Mentoring skills
- Practice management skills
- City navigation skills
- Administrative experience
- Microsoft Outlook proficiency
- Accounting support skills
- Paychex experience
- Retail mathematics
- Staff accountant background
- Presentation abilities
- Administrative experience
- General ledger management skills
Additional Information
Authorized to work in the US for any employer
Languages
English
Timeline
Accountant
J. Geoffrey Sturgill Jr., CPA, LLC
03.2026 - 07.2026
Staff Accountant
EAG Dental Advisors
09.2023 - 09.2025
Staff Accountant
W. Hal Wyatt CPA LLC
01.2022 - 04.2023
Associate Accountant
Glass and Associates
07.2021 - 09.2022
Bookkeeper/Administrative Assistant
Kohn Creative
10.2020 - 08.2021
Associate Loan Accountant
Mid-Atlantic Farm Credit
05.2019 - 06.2020
Customer Service Specialist
Brothers Services Company
05.2015 - 05.2019
Operations Manager
Shepard Service Center
02.2014 - 05.2015
Veterinary Practice Manager/Supervisor
Advanced Veterinary Complex
09.2006 - 10.2012
Bachelor of Science - Business Administration
University of Phoenix