Teressa Edwards

Schedule client appointments with tax preparers.

Intake client tax documents.

Manage flow of client information through intake process.

Summarize tax data in Excel or QuickBooks when needed.

Follow up with clients to gather missing tax data.

Scan documents and autoflow through tax software.

Assemble completed tax returns for client distribution.

Assist clients through e-sign process & answer questions about return data and refunds/payments due.

Post client payments - follow up/collect on past due payments.

Input business client bank/credit card activity in QuickBooks.

Prepare sales summaries for monthly accounting clients.

File & pay sales tax for select clients.

Prepare payroll for select clients & pay payroll taxes.

Generate financial statements for business clients from QB data.

Make daily company deposits.

Oversee day-to-day operations for inspection add-on services.

Monitor location and operational status of equipment.

Produce daily tasks spreadsheet to keep team members on-task.

Assist customers with pricing, scheduling & provide test results.

Established systems to monitor status services, equipment in field & flow of information between company and customers.

Bill and collect fees for add on services.

Responsible for education of our 7 children, from elementary to graduation.

Coordinated educational requirements with curriculum needs.

Helped create and direct educational coops to address needs of member families.

Taught classes in educational coops.

Organized field trips & other opportunities to enhance learning.

Managed children's extra-curricular activities including sports, music lessons, choir & drama.

Balanced needs of family, care & cleaning of household & training of children.

Managed husband's construction business.

Schedule and coordinate jobs, communicate with clients.

Coordinate and schedule sub-contractors.

Pay employees and manage payroll tax reporting & payment.

Write and submit job proposals to customers.

Prepare customer billing/manage accounts receivable in Quickbooks.

Track job expenses/manage accounts payable through Quickbooks.

Prepare year end financial statements in Quickbooks.

Managed day-to-day office operations.

Extensively worked in front office to schedule patients, verify patient insurance.

Reconciled daily cash and check payments; post to Quickbooks.

Responsible for managing accounts payable and monitoring cash flows.

Recruited, interviewed and hired front-office employees.

Trained new hires on company processes

Provided accountant with monthly Quickbooks financial statements.

Maintain all facets of church's financial accounting in QuickBooks.

Prepare staff payroll & annual bonuses utilizing QuickBooks payroll.

Prepare payroll tax filings.

Manage accounts payable.

Track member giving/prepare annual giving statements.

Monthly financial statement preparation for board meetings.

Coordinate and schedule client tax appointments during tax season.

Manage client traffic in office/communication liaison with clients.

Assemble tax returns/prepare for distribution to clients.

Quickbooks data entry for business tax clients.

Initially responsible for all facets of the accounting department.

Responsible for daily billing and maintenance of A/R and collections.

Receive and post all company deposits/analyze and track cash flow.

Manage all facets of A/P cycle.
Prepare company payroll, pay P/R taxes, prepare P/R tax reports and W-2's.

Make necessary adjusting journal entries.

Prepare month-end and year-end financial statements.

Later, when another staff-member was added, responsible for hiring and management of accounting department support staff.

Performed annual audits for variety of clients, with emphasis on agricultural coops.

Prepared financial statements and supplementary data for audit presentation.

Worked closely with tax partner to research tax matters affecting clients.

Extensive income tax preparation, including individual, partnership, corporation, S-corporation, and non-profits and agricultural coops.