Susan Winn

719-***-****

SUMMARY OF QUALIFICATIONS

Qualifications include general ledger account analysis, adjustments and reconciliations, accounts payable, billing and accounts receivable, payroll and required reporting (including Davis Bacon), sales tax reporting, fixed asset tracking and depreciation, daily cash and banking, cash flow projections, financial statement preparation (tax basis), internal & external audit, contract review, tax write-up and preparation. Working knowledge with a variety of software: QuickBooks Accountant / Pro/Enterprise / QB Online, time billing software, MAS90, Great Plains, Accounting CS, CSA, Excel, Word, TValue, Prosystems fx & Ultra Tax.

EXPERIENCE: Over 30 years’ experience in accounting, bookkeeping, cost accounting and audit

JKC Design, Colorado Springs, CO 11/16 - present

PT Office manager/bookkeeper for Kitchen/Bath design/remodel business

Temporary Work 8/16 - 11/16

5/16 - Owner/Operator of Aspen Accounting Services -

Home based small business bookkeeping, payroll, sales tax

Hesli & Company, PC, Colorado Springs, CO 5/15 - 5/16

Staff accountant for a privately owned CPA tax bookkeeping firm

Bookkeeping / tax work on monthly /quarterly/annual basis in QuickBooks or Accounting CS

Check/deposit data entry, bank reconciliations

General ledger adjustments to reconcile sub-ledgers and reclassify entries

Payroll (on-line, after-the-fact), tax deposit calculations & online payment, quarterly & annual reporting

Sales tax calculations & reporting

Fixed Asset tracking in depreciation software

Supplemental Excel schedules (exports or original)

Financial Statement preparation

Communication with clients by phone, email, in person as needed to resolve issues, transmit documents

Tax work paper preparation and draft returns for businesses and individuals in Ultra Tax

The Hancock Group, LLC, Colorado Springs, CO 2/15 – 4/15

Staff Accountant for a CPA tax bookkeeping partnership

Bookkeeping / tax work on monthly /quarterly/annual basis in QuickBooks

Check/deposit data entry, bank reconciliations

General ledger adjustments to reconcile sub-ledgers and reclassify entries

Payroll (on-line), tax deposit calculations

Supplemental Excel schedules (exports or original)

Fixed Asset tracking in depreciation software

Communication with clients by phone, email, in person as needed to resolve issues, transmit documents

Tax work paper preparation and draft returns for businesses and individuals in Drake software

David S Cutler, CPA, PC, Tucson, AZ * 06/13 - 2/15

Staff accountant with same job responsibilities (see page two)

Duffield Adamson & Helenbolt PC, Tucson, AZ 02/10 – 3/13

Full charge Bookkeeper for multi-partner law firm

Daily/Monthly Annual firm business accounting using TimeMatters Enterprise

Monthly billing and accounts receivable, client interface for billing matters

Daily deposits with Fund accounting, cash flow, accounts payable

Supplemental Excel schedules as needed

General Ledger maintenance, bi-weekly payroll entry (outside service)

Administrator and interface for IT consultants for TimeMatters, administrative support for health insurance & 401(K)

Business tax return preparation (small number)

David S Cutler, CPA, PC, Tucson AZ * 02/08 – 2/10

Staff accountant for privately owned CPA tax bookkeeping firm

Annual work with CSA, QuickBooks Accountant/Enterprise, Peachtree accounting software

Review, analysis and adjustment of annual client General Ledger to ensure compliance with accepted accounting practices

Prepare client information requests

Prepare adjusted Trial Balance

Compile notated work papers

Prepare corporate/partnership/individual tax returns in Prosystems fx

Tax planning estimates

JW Martin & Company, PC Safford AZ (business sold) 10/07 – 02/08

Staff accountant for privately owned CPA tax bookkeeping firm

Bookkeeping / tax work on monthly /quarterly/annual basis in QuickBooks or CSA software

Check/deposit data entry, bank reconciliations

General ledger adjustments to reconcile sub-ledgers and reclassify entries

Payroll tax deposit calculations, quarterly/annual reporting

Supplemental Excel schedules

Prepare corporate tax returns in Prosystems fx

Financial Reviews

Community Partnership of Southern Arizona, Tucson AZ 04/07- 10/07

General staff accountant for (non-profit) Regional Behavioral Health Authority in SE AZ

Daily and monthly General Ledger update and Maintenance using MAS90

Monthly bank and sub-ledger reconciliations (Excel)

Monthly employee benefit reconciliations (Excel)

Generate and track contractual state block progress payments (Excel)

Prepare external audit schedules and responses (Excel)

Michael Strauss, PC, Tucson AZ (PT) 10/05 – 4/07 (also 08/02-06/03)

Staff accountant for privately owned CPA tax/bookkeeping firm

Bookkeeping / tax work on monthly /quarterly/annual basis in QuickBooks

Check/deposit data entry, bank reconciliations

General ledger adjustments to reconcile sub-ledgers and reclassify entries

Payroll tax deposit calculations, quarterly/annual reporting

Supplemental Excel schedules

Client training in QuickBooks

Pioneer Title Agency, Sierra Vista AZ (PT) 08/04 – 10/05

General accountant for private Title Agency with multiple state offices

Shared responsibility for daily escrow account reconciliations using Business Works/Excel

30 escrow bank accounts with a variety of banks, incoming/outgoing wire transfers

fixed asset and personal property tracking,

accounts payable

Prior work history available: Bechtel Power Corp, Electrical & Door Subcontractors in AZ

Education B.S. Northern Arizona University

Software QuickBooks (Accountant, Pro, Enterprise), Mas 90, Peachtree, TimeMatters, Business Works, Great Plains, MS Office Excel & Word, Accounting CS, CSA, Prosystems Tax, UltraTax

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