Summary
Overview
Work History
Education
Skills
Websites
Tax Licenses
Timeline
Generic

Tasia Matacchieri

Stratford,CT

Summary

Dynamic Senior Accountant with a proven track record specializing in financial reporting, all bookkeeping general area's and tax optimization. Enhanced profitability through strategic financial planning and streamlined processes, achieving a 30% increase in efficiency. Adept at managing accounts payable and receivable while fostering strong client relationships to drive results.

Overview

14
14
years of professional experience

Work History

Senior Accountant

Profit Pulse Bookkeeping
Trumbull, CT
04.2026 - Current
  • Developed financial strategies to enhance profitability and reduce costs.
  • Implemented financial reporting systems for improved decision-making.
  • Streamlined accounting procedures to improve workflow and reduce discrepancies.
  • Oversaw budgets, payroll, and accounts payable and receivable. Hands on for business and clients.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Streamlined financial processes by implementing automation and reducing manual tasks, leading to increased efficiency and accuracy.
  • Prepared individual and small business tax returns, ensuring compliance with IRS regulations.
  • Assisted clients in gathering necessary documentation for accurate tax filing.
  • Educated clients on tax deductions and credits applicable to their situations.
  • Maintained up-to-date knowledge of federal and state tax laws affecting client filings.
  • Developed tax planning strategies for high net worth individuals, taking into consideration their unique financial circumstances and goals.
  • Advised clients on strategic tax planning, resulting in significant cost savings and minimized risks.

CFO - Client Liason

Millennium Bookkeeping LLC
Stamford, CT
01.2012 - 12.2025
  • Developed financial strategies to enhance profitability and reduce costs.
  • Implemented financial reporting systems for improved decision-making.
  • Streamlined accounting procedures to improve workflow and reduce discrepancies.
  • Oversaw budgets, payroll, and accounts payable and receivable. Hands on for business and clients.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Streamlined financial processes by implementing automation and reducing manual tasks, leading to increased efficiency and accuracy.

  • Prepared individual and small business tax returns, ensuring compliance with IRS regulations.
  • Assisted clients in gathering necessary documentation for accurate tax filing.
  • Educated clients on tax deductions and credits applicable to their situations.
  • Maintained up-to-date knowledge of federal and state tax laws affecting client filings.
  • Developed tax planning strategies for high net worth individuals, taking into consideration their unique financial circumstances and goals.
  • Advised clients on strategic tax planning, resulting in significant cost savings and minimized risks.

Staff Accountant

DesignDot
New Canaan, CT
05.2012 - 12.2020
  • Prepared monthly financial statements and reports for management review.
  • Assisted in budget preparation and variance analysis to identify discrepancies.
  • Reconciled bank statements with general ledger accounts for accuracy.
  • Maintained fixed asset register, tracking acquisitions and disposals effectively.
  • Collaborated with cross-functional teams to streamline financial reporting processes.
  • Implemented process improvements leading to enhanced efficiency in data entry tasks.
  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Developed financial strategies to enhance profitability and reduce costs.
  • Oversaw budgeting processes, ensuring alignment with organizational goals.
  • Implemented financial reporting systems for improved decision-making.
  • Collaborated with executive leadership on long-term strategic planning initiatives.
  • Streamlined accounting procedures to improve workflow and reduce discrepancies.

Education

Accounting

State University of New York
NY

Accounting And Finance

Berkeley College
New York, NY

Skills

  • General ledger accounting
  • Financial reporting
  • Audit support
  • Financial statement review
  • Bank reconciliation
  • Accounts receivable management
  • Generally accepted accounting principles
  • Tax preparation
  • Intercompany transactions
  • Inventory accounting
  • Audit preparation
  • Payroll processing
  • Payroll oversight
  • Cash flow management
  • General ledger management
  • Project accounting
  • Sales tax compliance
  • Cost accounting
  • Accounts payable management
  • Month-end closing
  • Financial statement preparation
  • Income tax compliance
  • Tax optimization
  • Year-end closing
  • Bookkeeping and reconciliation
  • Expertise in software

Tax Licenses

IRS - Tax Preparer

NYS - Tax Preparer

CT - Tax Preparer

Timeline

Senior Accountant

Profit Pulse Bookkeeping
04.2026 - Current

Staff Accountant

DesignDot
05.2012 - 12.2020

CFO - Client Liason

Millennium Bookkeeping LLC
01.2012 - 12.2025

Accounting

State University of New York

Accounting And Finance

Berkeley College
Tasia Matacchieri