Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
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Tristin Davis

Summary

Dynamic Accounting Supervisor at Good Business Consulting, recognized for enhancing operational efficiency through automation and effective problem-solving. Expert in QuickBooks and client relations, I successfully generated comprehensive financial reports and streamlined payroll processes, fostering strong partnerships and ensuring compliance during IRS audits. Committed to excellence and teamwork in all endeavors.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Accounting Supervisor & Payroll Support

Good Business Consulting
Costa Mesa
04.2024 - Current
  • Improved efficiency by automating routine tasks.
  • Trained multiple new hires in SOP's and Projects.
  • Communicated with outside CPAs for tax and audit preparation.
  • Successfully cleaned and reconciled multiple QB Files.
  • Served as Lead Supervisor for three lawyers and additional personal accounts.
  • Built strong client relations by resolving issues efficiently.
  • Generated financial reports including P&L, balance sheets, and invoices.
  • Managed bank transfers and check deposits.
  • Managed company wide Credit Card Systems.
  • Routinely had to reach out to Vendors and Customers when there were AR and AP issues.
  • Responsible for making Journal entries whenever unique issues appeared in our accounts.

Education

Bachelor of Science - Major - Accounting, Minor - Finance

Cal Poly Pomona
Pomona, CA
06.2022

Skills

  • Google Suite
  • Microsoft Suite
  • Excel
  • Google Sheets
  • QuickBooks
  • Problem Solving
  • Teamwork
  • Communication
  • Reconciliation for Bank and Credit Card
  • IRS Tax Audit Prep
  • Tax Preparation
  • Accounts Receivable
  • Accounts Payable
  • Payroll
  • Bank Transfers / Deposits
  • Client Relations
  • Customer Service
  • Sage

Certification

  • CPA Eligible

Accomplishments

  • Saved hours of time and money for clients by automating and streamlining processes.
  • Built efficient systems that could be delegated to others.
  • Worked with a co-worker to complete an IRS audit while understaffed.
  • Collaborated with team members to prepare taxes before deadlines despite staffing challenges.
  • Cleaned up books for multiple clients.
  • Ensured employee paychecks were mailed promptly.
  • Provided feedback on new hires and oversaw training to ensure preparedness.
  • Recommended ERP software as QuickBooks was phased out.
  • Prepared documents for multiple companies in preparation for taxes.
  • Was a key component in preparing a multimillion dollar company for an IRS tax audit.

Timeline

Accounting Supervisor & Payroll Support

Good Business Consulting
04.2024 - Current

Bachelor of Science - Major - Accounting, Minor - Finance

Cal Poly Pomona
Tristin Davis