Taylor Moree
Summary
Determined [Job Title] with success boosting productivity and streamlining procedures for organizations. Focused on smoothly overseeing financial, personnel and operational facets. Expertly balanced targets with resources and optimized long-term success.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Business Owner
LedgerFixers, LLC
07.2023 - Current
- Consulted with customers to assess needs and propose optimal solutions.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Prepared bank deposits and handled business sales, returns and transaction reports.
- Designed business plan to define concept, short-term and long-term goals and strategies.
- Researched trends and current innovations to determine competition and develop competitive pricing points.
- Provided elite customer service by resolving escalated problems and calmly responding to shifting priorities.
Accountant Specialist
Self-employed
01.2021 - Current
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Modified comprehensive reporting to reflect changing financial structure.
- Itemized taxpayer expenses to identify maximum adjustments, deductions and credits.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Used advanced software to prepare documents, reports, and presentations.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Maintained integrity of general ledger and chart of accounts.
Accounting Bookkeeper
Wilensky & Co P.C
03.2017 - 08.2020
- Reported financial data and updated financial records in ledgers and journals.
- Sorted financial documents, coded accounting entries for data processing and posted daily receipts and payments.
- Reduced financial discrepancies through transaction monitoring and management.
- Worked with senior accounting staff to prepare financial documents and reports such as bills and invoices, year-end analysis, budgets, financial records, and financial statements.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Established QuickBooks accounting system to reflect accurate financial records.
- Completed tax forms in compliance with legal regulations.
- Identified accounting errors when cross-referencing documents and database information.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
Independent Auditor
Through The Storm Ministries
01.2017 - 03.2017
- Followed established auditing processes to meet internal and regulatory requirements.
- Performed observations and evaluated supporting documents to supplement audit findings.
- Communicated with auditee staff to obtain necessary information for audits.
- Analyzed data and findings to prepare reports detailing financial information.
Education
Associate of Arts - Business Administration And Management
Williamsburg Technical College
Kingstree, SC01.2017
No Degree - Criminal Justice
Florida State University
Tallahassee, FL03.2005
Skills
- Financial Statements Expertise
- Financial Recordkeeping
- Bookkeeping Software
- Quickbooks
- Data Inputting
- Record Preparation
- Accounting and Bookkeeping
- Budget Support
- Audit Preparation
- Accounts Payable Specialist
- General Ledger Entries
Certification
- "Clean-up the Mess" Quickbooks Online Training - 2022
- Independent Quickbooks Online Pro Certification - 2021
- Certified Bookkeeper, Coursera - 2022
Timeline
Business Owner
LedgerFixers, LLC
07.2023 - Current
Accountant Specialist
Self-employed
01.2021 - Current
Accounting Bookkeeper
Wilensky & Co P.C
03.2017 - 08.2020
Independent Auditor
Through The Storm Ministries
01.2017 - 03.2017
Associate of Arts - Business Administration And Management
Williamsburg Technical College
No Degree - Criminal Justice
Florida State University
Similar Profiles
Taylor ThompsonTaylor Thompson
Accountant and Bookkeeper at LedgerfixersAccountant and Bookkeeper at Ledgerfixers
Kevin PenteltonKevin Pentelton
Delivery Driver/Dispatch Supervisor at Upstate Fulfillment LLC./UB Logistics LLC.Delivery Driver/Dispatch Supervisor at Upstate Fulfillment LLC./UB Logistics LLC.
Emma LuvianoEmma Luviano
Billing Manager at KDT LLC & KIDS DC, LLCBilling Manager at KDT LLC & KIDS DC, LLC
Stephanie HouselStephanie Housel
CEO/ Business Owner/Business Owner at Mighty Grip Inc.CEO/ Business Owner/Business Owner at Mighty Grip Inc.
Michael AshcraftMichael Ashcraft
President/Small Business Co-Owner/President/Small Business Owner at Travis Clark Photography/The Barn On The LanePresident/Small Business Co-Owner/President/Small Business Owner at Travis Clark Photography/The Barn On The Lane