Summary
Overview
Work History
Skills
Certification
Timeline
BusinessAnalyst

Violet Buonocore

Austin,TX

Summary

Accomplished full charge bookkeeper and business owner with 7+ of experience managing a diverse clientele of 10-22 clients at a time, each with unique needs. Specializing in serving business owners across various industries including marketing, dentistry, chiropractic, health consulting, rental property management, IT, and providing high-profile home office accounting services. Proficient in roles such as Financial Strategist, Full Charge Bookkeeper, and Family Office Accounting Associate for esteemed clients. Ready to bring expertise in financial management and strategic planning to contribute effectively to your team.

Overview

3
3

Certifications

Work History

Financial Strategist

Swift Bookkeeping & More LLC
2023 - Current
  • Developed and implemented tailored financial strategies for clients across various industries, focusing on maximizing profitability and mitigating risks.
  • Conducted in-depth financial analysis, including profit margin analysis, cash flow forecasting, and balance sheet evaluation, to provide strategic recommendations and optimize financial performance.
  • Collaborated with clients to understand their short and long-term financial goals, providing guidance on business budgeting, profit and loss management, and tax optimization strategies.
  • Established strong relationships with clients based on trust, integrity, and a commitment to delivering personalized financial solutions.

Full Charge Bookkeeper

Swift Bookkeeping & More LLC
2019 - Current
  • Managed all aspects of clients' accounting operations, including accounts payable, accounts receivable, timesheet management, and payroll processing.
  • Maintained accurate and up-to-date financial records using accounting software such as QuickBooks, ensuring compliance with regulatory requirements and internal policies.
  • Reconciled bank statements and credit card transactions to identify discrepancies and ensure the accuracy of financial data.
  • Prepared monthly, quarterly, and annual financial reports, including balance sheets, income statements, and profit and loss statements, to provide clients with insights into their financial performance.
  • Managed the preparation and distribution of 1099 forms for vendors and contractors, ensuring compliance with IRS regulations and timely submission, demonstrating proficiency in tax reporting and vendor management.
  • Collaborated closely with Certified Public Accountants (CPAs) to ensure accurate financial reporting, facilitate tax preparation, and provide necessary documentation for audits, demonstrating effective teamwork and coordination in maintaining financial integrity.
  • Streamlined accounting processes and implemented automation solutions to improve efficiency and reduce errors in bookkeeping operations.
  • Successfully transitioned company payroll operations from Excel to QuickBooks Payroll, resulting in significant time savings and reduction in W2 and 941 payroll tax errors due to the implementation of more efficient processes and automation tools.
  • Successfully orchestrated accounting software transitions, migrating company data from legacy systems such as Quicken and Sage to QuickBooks, resulting in improved efficiency, streamlined processes, and enhanced financial reporting capabilities.
  • Detected and recovered fraudulent charges through diligent bookkeeping, safeguarding client finances and implementing preventive measures.
  • Managed unemployment fraud case for client, swiftly resolving the issue and mitigating financial risks through thorough investigation and proactive measures.
  • Managed the accurate and timely preparation and filing of quarterly and annual payroll tax returns, ensuring compliance with federal, state, and local tax regulations.

Dedicated Bookkeeper

Swift Bookkeeping & More LLC
2017 - Current
  • Provided dedicated bookkeeping services to multiple clients, managing their day-to-day accounting tasks and financial transactions.
  • Processed invoices, payments, and expenses for accounts payable and accounts receivable, ensuring accuracy and timeliness in all financial transactions.
  • Reconciled bank accounts and credit card statements to maintain accurate financial records and detect discrepancies.
  • Generated financial reports and analysis, including profit and loss statements and balance sheets, to assist clients in making informed business decisions and monitoring their financial health.
  • Communicated regularly with clients to address questions, provide updates, and ensure alignment with their accounting needs and objectives.

Family Office Accounting Associate

Swift Bookkeeping & More LLC
2019 - 2022
  • Supported high-net-worth individuals and families with comprehensive accounting and financial management services, including investment tracking, estate planning, and IRS audit reconciliation.
  • Coordinated with external advisors, such as attorneys, financial planners, and investment managers, to implement holistic wealth management strategies for clients.
  • Collaborated with external tax advisors and auditors during IRS audits, providing necessary documentation and support to ensure successful resolution and minimize potential penalties.
  • Managed complex financial transactions, including asset transfers, trust distributions, and charitable donations, while ensuring accuracy and compliance with regulatory requirements.
  • Prepared detailed financial reports and statements for clients, including profit and loss statements, balance sheets, and income statements, to facilitate decision-making and track financial performance.
  • Upheld strict confidentiality and discretion in handling sensitive financial information and maintaining client privacy and trust.
  • Completed in full a 6 year IRS and state audit of a high profile individual for tax evasion with a resulting zero dollars being owed saving that client millions of dollars in taxes that were in fact not owed.

Skills

  • Quickbooks Desktop
  • Quickbooks Online
  • Xero
  • Quicken
  • Sage
  • Billcom
  • Quickbooks Payroll
  • ADP
  • Gusto
  • Freshbooks
  • Wave
  • Melio

Certification

  • Financial Accounting Certificate, Harvard Business School Online, 2023
  • QuickBooks Pro Advisor, Quickbooks Online, 2018
  • QuickBooks Desktop, Glendale Community College, 2017

Timeline

Financial Strategist

Swift Bookkeeping & More LLC
2023 - Current

Full Charge Bookkeeper

Swift Bookkeeping & More LLC
2019 - Current

Dedicated Bookkeeper

Swift Bookkeeping & More LLC
2017 - Current

Family Office Accounting Associate

Swift Bookkeeping & More LLC
2019 - 2022

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Violet Buonocore