Tiffany Wheat
Overland Park,KS
Summary
Experienced Accountant with a demonstrated work history in private and public accounting. Extensive background in Enterprise level Accounting Software and SaaS. Skilled in Customer Service, Management, Technical Support, Training, Process and Procedure Development, Documentation, Software Q&A, and Project Management.
Strong accounting professional with industry specific knowledge of Installation & Service, Commercial & Residential; HVAC, Plumbing, Electrical, and Appliance. Security & Alarm Monitoring, Property Management, Real Estate, Insurance, Chiropractic, IT, Software Development, Personal Training, Hairstylist, Pharmaceutical Consulting, Business Consulting, Cafes and small Retail industries.
Mastered accounting services performing Bank/CC Reconciliations, GL coding, full Accounts Payable, full Accounts Receivable – Revenue Recognition/Escrow Accounting/AIA Billing), Journal Entries, Payroll Setup, Payroll with single and multi-state payroll tax, Third Party Payroll, Payroll JE's and reconciliation, Quarterly and Year End Payroll Returns, Sales Tax Setup, Sales Tax Returns, COA Setup, COA Cleanup, Software Implementation and Setup, Beginning Balances, Financial Analysis, Financial Cleanup, Inventory/Cost Accounting – Work In Progress), Job Costing/Project Costing, Departmentalized/Class Accounting, Capital Expenditures, Depreciation Schedules, Financial Reports, Business and Individual Income Tax Preparation, Monthly/Quarterly and Year End close procedures, expert in GAAP, Cash Accounting, Accrual Accounting and New Business Entity Formation with State Registration.
Most of my accounting work has been with clients located throughout the United States via remote applications. Proficient in Total Office Manager, QuickBooks desktop (all versions), QuickBooks Online, Jobber, FreshBooks, GoDadddy, Quicken, Sage, Gusto, ADP, Paychex, Paycor, Drake, Intuit Pro Series, Intuit ProConnect, Turbo Tax, Adobe, Microsoft applications, Avalara and other various software applications.
Overview
22
22
years of professional experience
Work History
Owner/Operator
Evolusion Accounting, LLC
Overland Park, KS
05.2023 - Current
- Executed sale of shares back to previous firm, facilitating transition to new single-member LLC.
- Assisted multiple businesses with weekly and monthly bookkeeping and accounting tasks. Supported general ledger coding, credit card and check deposits, accounts payable, and accounts receivable. Managed expenses, bank and credit card reconciliations, timesheets, payroll, and third-party payroll services. Processed journal entries and prepared quarterly and year-end payroll reports. Generated financial reports, job costing, AIA billing, progressive invoicing, escrow accounting, work in progress, and financial cleanup.
- Assisted in preparing business and individual tax returns, including 1040, 1040 with Schedule C, 1065, and 1120-S forms using Intuit ProConnect.
- Optimized and executed accounting processes to drive operational efficiency.
- Cultivated client relationships by ensuring timely communication and service satisfaction.
- Directed financial reporting processes to ensure accuracy and adherence to regulatory standards.
Managing Shareholder - Accounting Division
RA Tax & Accounting, Inc.
Lenexa, KS
06.2019 - 05.2023
- Became majority shareholder in 2020. Attended regular shareholder meetings with three business partners of which two were silent and the third managed tax division.
- Client Portfolio Growth: Increased client portfolio by 20% each year.
- Bookkeeping Error Reduction: Reduced bookkeeping errors by 25% through software optimization and process documentation.
- Revenue Improvement Strategies: Improved annual revenue by 15-20% through strategic accounting initiatives.
- Managed Human Resources and onboarding for new and existing employees: Setup and maintained all user accounts for client software, internal tax and accounting software, email, computer/network, secure file share portal, voip phones, benefit enrollment, payroll setup and processing. Handled all job posts, conducted interviews and made final hiring decisions for tax preparers and accountants with formal job offers.
- Maintained company policy manual and non disclosure agreements. Wrote general office procedures by job role.
- Dually Operated as accounting manager and business accountant. Conducted all new accounting client onboarding meetings, prepared all accounting client engagements outlining services and fees, assigned accounting clients to staff, wrote specific accounting procedures by client based off software used, services provided and frequency. Reviewed accounting staff work, assisted with issues and questions, verified billable hours and performed all accounting division accounts receivable. Maintained billable client work with the highest gross accounting revenue every month. Performed all internal accounting functions for firm.
- Assisted clients with software implementation.
- Provided clients and staff with software training. Tailored training to specific individuals with written documentation after live demonstration.
- Handled all office supply requests and inventory management.
- Managed business website, social media and marketing platforms. Designed business logos for digital and print, business cards, professional tax folders, and all marketing material.
- Oversaw all in house IT functions including automated backups, network and file security policies. Worked directly with outside IT consultant when necessary.
- Certifications: QuickBooks Online Certified, QuickBooks Online Advanced Certified, QuickBooks Desktop certified, QuickBooks POS certified.
- Software Applications Used: QuickBooks Online, QuickBooks Enterprise , QuickBooks Time, QuickBooks Payroll, Total Office Manager, Microsoft Dynamics, Sage Intacct, Sage 50, Peachtree, FreshBooks, Zoho Books, Wave, Xero, ADP, Paychex, Paycor, Gusto, Drake, Intuit ProSeries, Intuit ProConnect, TurboTax, Jobber, Tax1099, TaxBandits, Microsoft applications, Adobe Acrobat, Adobe Creative Cloud Suite (Photoshop, InDesign and Illustrator), Adobe Acrobat and Remote/VPN applications.
Public Accountant
RA Tax and Accounting, Inc.
Lenexa, KS
10.2016 - 06.2019
- Developed the accounting department at this firm as primary operations were originally tax preparation only.
- Began with two accounting clients and tripled accounting revenue within the first three months.
- Continued to grow accounting revenue each subsequent year by 50% until growth slow down due to managerial tasks taking precedence in June 2019.
- Utilized client relationships established from previous employer to grow client base across the United States as opposed to local client growth only.
- Demonstrated efficiency in providing remote services to accounting clients and utilizing software background expertise.
- Trained junior staff on accounting principles and best practices for improved team performance.
- Documented all accounting procedures per client and performed one on one training with junior staff.
- Handled all new accounting client meetings to determine needs and establish client engagement terms.
- Managed financial statements and ensured compliance with regulatory requirements.
- Implemented new accounting software, enhancing reporting accuracy and efficiency and accurate financial data reporting.
- Used advanced software to prepare documents, reports, and presentations.
- Developed and maintained budgets, analyzing variances to support strategic decision-making.
- Streamlined month-end closing processes, reducing turnaround time for financial reports.
- Handled day-to-day accounting processes to drive financial accuracy.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- 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.
- Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Enhanced financial accuracy by meticulously reconciling bank statements and financial records monthly.
- Conducted tax preparation and planning, optimizing clients' financial positions and minimizing liabilities.
- Prepared and filed multi-state payroll and sales tax forms to meet needs of customers.
- Identified significant tax savings opportunities by conducting in-depth research on applicable deductions and credits.
VP of Software Development
Aptora
Lenexa, KS
11.2015 - 10.2016
- The CEO of Aptora personally requested I move to the VP of Software Development position to assist him with effectively managing this department as issues between previous department heads arose.
- Managed five software engineers overseeing development on three major software projects; Visual Basic enterprise level accounting software, conversion of visual basic enterprise level accounting software to C# and the Java mobile application developed for field service technicians that communicated with the enterprise level accounting software.
- Oversaw cross-functional teams to ensure project deliverables met quality and timeline standards amongst software engineers, technical support and key stakeholders.
- Directly responsible for all major and minor software releases making key decisions on bug fixes, new software enhancements and custom programming deliverables.
- Utilized visual basic and SVN to commit code changes per software project and manage all projects.
- Built all software executables for internal testing by meticulously selecting code changes to commit and ensuring all best practices were followed to document each code change.
- Managed separate project for QA containing code commit notes, software developer, date and time stamps, and all forms/mods or scripts changed. Assigned software executables to each commit in QA program, managed internal ticketing system to alert technical support and disbursed executable to testers for second round testing.
- Worked hands on with software engineers to run through reported software bugs in order to assist with quickly identifying issues and demonstrate desired functionality.
- Responsible for key decision making pertaining to accounting errors that required data corrections in Microsoft SQL Server Database.
- Responsible for replicating and reporting complicated software bugs that technical support staff was unable to replicate or identify.
- Managed and built new software installation executables via Installshield ensuring proper executable and report versions were delivered during install.
- Tested all new full installs and troubleshooted potential issues with Microsoft updates.
- Participated in weekly development meetings with the key stakeholders to ensure client expectations were met.
- Held daily development meetings to ensure priorities were outlined, issues were addressed and client satisfaction was met.
- Directly responsible for hiring and firing software engineers and conducting annual performance reviews.
- Worked as the liaison between software engineers and technical support to eliminate department disputes and interference.
VP of Technical Services
Aptora
Lenexa, KS
09.2010 - 11.2015
- Due to my performance in technical support, I was promoted to VP of Technical Services and the longest standing employee in the department.
- Directly responsible for hiring, firing and annual performance reviews.
- Directly responsible for training and overseeing support staff.
- Developed and implemented new hire training programs with written documentation by software application.
- Developed all written technical support department processes and procedures.
- Developed internal technical support common Q&A by software category such as accounting, inventory, scheduling and dispatching, job costing, reports and installation.
- Implemented new best practices and equipment to improve technician efficiency.
- Oversaw and assisted with the design of a new help desk ticketing system.
- Developed written processes and procedures on ticketing system.
- Fostered business relationships with outside IT consultants and implemented referall system to ensure clients IT needs were effectively met.
- Conducted a three day in person training seminar for our largest customer turnout of 275 attendees teaching all accounting related functionality and heading up all Q&A.
- Analyzed market trends to identify opportunities for expansion and competitive advantage.
- Implemented performance metrics to evaluate team effectiveness and ensure alignment with goals.
- Managed technical support staff, assisted with top tier support tickets, took over software builds and minor/major version release duties in addition to software quality assurance duties.
- Researched and identified Microsoft update related issues with software.
- Identified longstanding bugs within the software that couldn't easily be replicated and effectively replicated issues.
- Developed technical support bonus system for performance based initiatives.
- Handled all basic accounting related support questions.
- Effectively contributed to customer retention, and maintained high support plan renewals.
- Continued to assist sales reps with demos to close sales and attend out of state software conventions to head up software Q&A.
Technical Support Representative
Aptora
Lenexa, KS
03.2008 - 09.2010
- Turnover in technical support was extremely high often requiring backup from other departments. I requested to be placed in this department in order to better understand the software we developed and sold and to help improve department operations.
- Began as a tier one support representative for enterprise level accounting and dispatching software with a Microsoft Access Database at the time.
- Began as a tier two support representative for the Flat Rate pricing software and Microsoft Access database.
- Fixed routine database corruption issues.
- Used in-house ticketing systems to manage and process support actions and requests.
- Effectively reduced tier 2 tickets by 30% within first year.
- Documented customer interactions in detail within the case management system, ensuring comprehensive records were maintained for future reference.
- Documented replicable bugs and assigned to software development for corrections.
- Performed testing on all software applications for bug fixes, enhancements and custom programming modifications in current releases and major version releases.
- Analyzed recurring technical problems to identify trends and recommend solutions for improvement.
- Guided users through software installation, configuration, and troubleshooting processes.
- Led initiatives to streamline support workflows, reducing response times and improving service delivery efficiency.
- Provided remote assistance to customers experiencing technical difficulties, guiding them through step-by-step resolutions with patience and professionalism.
- Resolved complex technical problems through effective troubleshooting techniques, enhancing the user experience.
- Improved customer satisfaction by providing timely and accurate technical support for various software and hardware issues.
- Delivered exceptional customer service by quickly addressing concerns and providing clear, concise explanations of technical solutions.
- Boosted first-call resolution rates with efficient problem-solving skills and deep product knowledge.
- Managed challenging customer situations with diplomacy and professionalism, often turning negative experiences into positive outcomes.
- Implemented feedback from customers to improve overall quality of support services provided by the team.
- Moved to second tier support after one year in the department.
- Assisted in roll out of client database updates from Microsoft Access to Microsoft SQL Server.
- After two years I began assisting with remote client training as needed.
- Assisted with writing help topics and knowledge base articles.
- Attended annual software training conventions to assist clients with issues on-site, answer questions and provide overflow support.
- In 2009 a custom programming panel was created consisting of a representative from support and one from development. I was selected to represent technical support and work directly with the a software developer to choose custom programming requests, document project specifications, effectively show how the feature would look in the front end and work with clients directly to ensure expectations were met. Assisted with custom programming process guidelines and documented procedures to be followed from that point forward.
- Filled in for the help desk receptionist and simultaneously handled support tickets on several occasions.
- Filled in for software training and conducted one to two hour training calls as needed.
- Assisted sales reps with software demos and customer questions to help close sales.
- Worked closely with software developers to replicate bugs and verify desired functionality.
- Began writing support process and procedures, testing processes and new feature help topics.
- Developed best practices for all support procedures going forward.
- Designed front end workflow navigators for all major components of the software to help with workflow best practices and software setup for new customers.
- Worked as a liaison between support and migrations to determine issues related to data migrations vs software bugs.
- Assisted clients with beginning balances and setup.
- Assisted clients with new installations, basic networking questions and sql server database management.
- Accessed SQL Server Management studio with basic SQL server queries to locate and resolve data issues as needed.
Bookkeeper
Aptora
Lenexa, KS
03.2006 - 03.2008
- Managed accounts payable and receivable processes, ensuring timely and accurate financial recordkeeping.
- Reconciled bank and credit card statements to maintain accurate cash flow reporting and financial integrity.
- Implemented process improvements for invoicing, enhancing accuracy and reducing discrepancies.
- Analyzed financial data to identify trends, supporting decision-making for resource allocation and cost management.
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Eliminated late payroll tax payments by developing procedures for payroll processes.
- Verified employees credit card expenses against physical receipts. Ensured travel expenses, client specific expenses, and department specific expenses were allocated properly.
- Managed progressive invoicing and deferred revenue recognition.
- Managed merchant services and credit card processing gateway.
- Oversaw client returns and processed credits.
- Handled all credit card disputes effectively winning the majority with detailed documentation.
- Assisted with software sales when sales were down.
- Managed the shipping department clerk and filled in as needed.
- Attended out of state industry conventions to assist with running the company booth and boost product sales.
- Developed bookkeeper processes and procedures manual documenting every task with step by step instructions and visual demonstrations to streamline training for future employees.
Shipping and Receiving Clerk
Aptora
Lenexa, KS
03.2004 - 03.2006
- Managed incoming and outgoing shipments, ensuring accuracy and compliance with company standards.
- Coordinated logistics to optimize delivery schedules and reduce delays in supply chain operations.
- Oversaw inventory management, maintaining accurate stock levels through systematic tracking and documentation.
- Implemented process improvements that enhanced efficiency in shipping and receiving workflows.
- Conducted regular audits of inventory and shipment records to ensure operational integrity and minimize discrepancies.
- Collaborated with cross-functional teams to streamline communication regarding order fulfillment processes.
- Packaged goods in safe containers to prepare for shipping, adhering to packaging protocols.
- Completed basic mathematical calculations to check weights and dimensions of shipments.
- Printed and assembled software manuals, product manuals, video labels and CD labels.
- Utilized equipment to burn training DVDs and software CD's for outgoing orders.
- Wrote all shipping clerk procedures to streamline training for future hires.
- Designed and updated product and software manuals and CD/DVD label artwork via Adobe Photoshop, and Adobe InDesign,
- Asked to assist with product sales via cold calls when sales were down.
- Assisted marketing with company catalog design and layout via Adobe Indesign.
- Took initiative to learn products and software in order to assist coworkers with tasks as needed.
- Assisted with hiring, training and overseeing replacement once I moved to another role.
Education
Some College (No Degree) - Graphic Design
Johnson County Community College
Overland Park, KSHigh School Diploma -
Shawnee Mission North
Overland Park, KS 12-2004
Skills
Adaptability and flexibility
- Accounting and bookkeeping
- Accounts payable and receivable
- Bookkeeping
- Account reconciliation
- Financial statements
- Payroll processing
- General ledger entries
- Tax preparation
- Payroll administration
- General ledger accounting
- Tax return filing
- Customer relations
- Quickbooks
- ERP systems proficiency
- GAAP accounting
- Fixed asset management
- Revenue recognition
- Cloud accounting
- Attention to detail
Documentation and reporting
Business planning
Software implementation
Accounts receivable
Accounts payable
Sales tax filing
Payroll processing
Cash flow management
Fixed asset accounting
Project accounting
Revenue recognition
General ledger maintenance
Bank & Credit Card reconciliation
Financial statement preparation
Escrow Accounting
AIA Billing
GAAP
Tax Preparation
QuickBooks mastery
Attention to detail
Problem-solving
Time management
Organizational skills
Adaptability and flexibility
Timeline
Owner/Operator
Evolusion Accounting, LLC
05.2023 - Current
Managing Shareholder - Accounting Division
RA Tax & Accounting, Inc.
06.2019 - 05.2023
Public Accountant
RA Tax and Accounting, Inc.
10.2016 - 06.2019
VP of Software Development
Aptora
11.2015 - 10.2016
VP of Technical Services
Aptora
09.2010 - 11.2015
Technical Support Representative
Aptora
03.2008 - 09.2010
Bookkeeper
Aptora
03.2006 - 03.2008
Shipping and Receiving Clerk
Aptora
03.2004 - 03.2006
Some College (No Degree) - Graphic Design
Johnson County Community College
High School Diploma -
Shawnee Mission North