Virginia (ginger) Sonnier

On November 8, 2022, I sold my business, Right Path Tax & Accounting LLC to DeFoor Business Services. During the transition period, I:

• Prepared & delivered business and individual income tax returns
• Assisted the new owner with a smooth client and employee transition
• Worked remotely from home using Drake Software, ShareFile portals

• Managed all employee functions (hiring, dismissing, payroll, reviews, etc)
• Managed tax, accounting and compliance workflows within the office to service the business client base
• Participated in regular meet and greet functions in the community to grow the client base
• Successfully introduced and implemented work-from-home abilities for employees and ShareFile (client portals) in Fall, 2019-JUST in time for COVID to upset the world!
• Managed administrative functions of the tax & accounting practice, to include receiving revenue, paying bills & analyzing and implementing growth strategies
• Prepared Business tax returns (1100series) for 150-175 companies, seasonally, using Drake Software
• Prepared 1040 series tax returns for most of the 1100 series business owners, seasonally
• Reviewed accounting, prepared financials for business clients and assisted business owners with understanding and implementing tax saving and other business strategies
• Other consultation with business owners as they required

• Responsible for after the fact data entry in proprietary software for business clients for purpose of preparing financial statements and planning for income tax
• Prepared business tax returns (1065, 1120, 1120S, 1041, 990, 706) seasonally
• Prepared individual tax returns, seasonally
• Assisted the business owner with workflow improvements for accounting and income tax work; Tax prep software started with ProSeries eventually transitioned to Drake Software approximately 2007.

• Managed non-profit finances, including receiving contributions, paying bills, paying employees, reporting to the Board of Directors
• Moved financials from QuickBooks to a non-profit software (ACS Technologies) and integrated volunteers, donors, ministry participants/recipients into one manageable information data-base
• Coordinated & trained volunteers, including those scheduled for regular office tasks and those who would work directly with the ministry recipients (young children whose parent(s) had been incarcerated)

• Managed receiving & recording of charitable contributions; paid bills and ran payroll- using ACS Technologies software
• Responsible for compliance reporting for payroll, annual charitable giving reports to contributors, periodic financial reporting to the United Methodist Conference offices
• Improved the non-profit reporting of receipts & disbursements and reimbursement processes for employees (following an untrained bookkeeper)

• Coordinated, scheduled & trained volunteers to facilitate 7-days a week ministries to children and adults (not "youth/teens")
• Set up SAFE nursery procedures for all nurseries
• Assisted in start up of Hope Church Preschool

• Assisted with preparation of monthly financial statements for multiple business clients
• Accounted for after the fact payroll and prepared quarterly & annual compliance filings
• Prepared Income tax returns for small businesses & individuals, using a "mail out" software service.