Experienced Accountant and Tax Preparer

Sally Stewart

*** * ******** *** *****: 918-***-****

Vinita, OK 74301 Email: *******@*******.***

Accountant

Analytically-minded professional with 9+ years of experience as a Bookkeeper and former Certified Public Accountant. Accomplished in managing financial fundamentals, preparing financial statements/reports, and conducting invoice activities. Detail-oriented first point of contact adept in handling customer transactions, disbursing money, validating deposits, and investigating fees. Highly efficient in providing outstanding guest services, maintaining awareness of product information, completing sales, and replenishing merchandise.

Areas of Expertise

Customer Service

Reconciliations

Tax Preparations/Audits

Budget Preparations

Account Management

Office Management

Currency Balancing

Quality Service

Loss Prevention

Cash Register Operations

Standards Management

Intercommunications

Key Skills Assessment

Hands-On Trainer – Develop and implement strategic training techniques and methods allowing staff to achieve established goals/objectives and reach full professional potential.

Leadership – Utilize firsthand experience that isn’t taught in the classroom in conjunctions with industry knowledge/education to meet/exceed all expectations.

Professional Experience

THE WOODSHED CONVENIENCE STORE, Vinita, OK 2014 – 2015

Cashier

Adequately exchange money for goods/services in the form of cash, check, or credit card including scanning items, providing change, conducting price checks, processing card transactions, and bagging items

Meet/exceed customer expectations by greeting customers in warm, friendly manner, answering questions, providing assistance, and offering needs-based information

Ensure policies/procedures are complied with by asking for forms of identification when appropriate

Generate revenue by recommending add-on items and/or upselling products

Balance cash drawer at the beginning/end of each shift by counting cash/change and ensuring adequate change is on hand

Received two promotion in less than a year based on strong work ethic, no absences, and hard work

COOS HISTORICAL AND MARITIME MUSEUM, North Bend, OR 2010 – 2013

Bookkeeper

Ensured integrity of financial information by verifying/processing payroll, managing liabilities, and reconciling bank deposits

Conserved accountant’s time through creation of financial transactions including posting information to accounting journals from source documents including invoices, cash receipts, and bank deposits

Assured accuracy of accounts by reconciling data on monthly basis

Informed accountant of financial status by compiling/issuing financial reports

Assured memberships were continually updated through management, accepting membership payments, and recording/updating information in Past Perfect program

Assisted Treasurer by compiling/providing documentation and information for auditors upon request

Served as instrumental team member by greeting museum patrons, making them feel welcome, and answering questions

Received two raises within three years based on stellar reputation, dedication, and team work

WOMEN’S SAFETY AND RESOURCE CENTER, Coos Bay, OR 2012 – 2012

Bookkeeper

Ensured integrity of financial information by verifying/processing payroll and managing liabilities

Saved center money by reducing time spent on audits by providing requested documents, researching past records, and compiling results in spreadsheet format

Reduced Executive Director’s workload by administering assistance in compiling information and research for Board

Maintained open lines of communication and kept Executive Director abreast of finances via direct reports

SOUTHWESTERN OREGON COMMUNITY COLLEGE, Coos Bay, OR 2010 – 2011

Adjunct Faculty

Enabled students to further knowledge of specific rules that companies/individuals must follow during preparation of taxes by teaching an online Tax Accounting course

Advanced student’s ability to record costs accumulated by businesses to be used to improve management by teaching a Cost Accounting course

Created a friendly learning environment online by being available to answer all questions and providing additional help upon request

Established a high quality learning experience in the classroom via PowerPoint presentations, administering lectures, hosting question/answer times, and working closely with students requiring additional assistance

Maintained accurate records of grades after grading all work and turned in results at end of semester

DANIEL J HANDRAN, PC, Coos Bay, OR 2009 – 2010/2006 – 2007

CPA

Evaluated non-profits and special district governments for fraud, errors, misinformation, and overspending by conducting audits

Compiled tax information for individuals, corporations, partnerships, and fiduciary entities including preparing/analyzing financial reports

Enhanced clients’ financial operations by performing accounting/bookkeeping and payroll/liability duties, overseeing financial management, reviewing financial status ensuring no discrepancies, and reporting to management

GRANT L WALDING, CPA, LLC, Coos Bay, OR 2008 - 2008

CPA

Ensured taxes were paid on time by preparing taxes for individuals, corporations, and partnerships

Conserved accountant’s time by performing accounting and bookkeeping duties including keeping books for selected clients, paying bills via check, filing bank reconciliations, and depositing received payments

Provided superb customer service by actively communicating with clients, answering inquiries, and providing information regarding taxes

Saved client’s money by preventing over/underpayments and fines to government at years-end through tax forecasting including comparing income from current year to previous year and estimating alignment/adjustment of payments

Previous positions include Office Manager/CPA at James Simpson CPA, PFS and Tax/Staff Accountant at Moran, Quick and Associates, PLLC.

Education & Training

Master of Accountancy, Kansas State University, Manhattan, KS

Bachelor of Science, Marketing, Kansas State University, Manhattan, KS

Oregon CPA License, 2008 - 2010

Distinctions

Computer Proficient in IBM Compatible Computers

Software Proficient in Lacerte, Ultra Tax, & Turbo Tax (Tax), Creative Solutions, QuickBooks/QuickBooks Pro, Peachtree, Depreciation Solutions, Fixed Assets, & WorkPapers Plus, (Accounting), & Past Perfect

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