Altamonte Springs, FL 32714
Created and categorized accounting system for business. Handled all billing, account receivables, account payables, bank reconciliations, tax reports and data research. When necessary forensic accounting was performed. Compiled monthly, quarterly and annual tax reports. Responsible for compiling, and verifying accuracy before entering in the data base system... Liaison between management and clients. Prepared personal and business tax returns as well as preparing weekly payroll. Interacted with small businesses and individual clients servicing their financial and tax needs. Created W2’s and 1099’s. Imitated conference calls weekly with clients to go over their account information. Interacted with IRS on behalf of clients assisting them in resolving their tax issues. Held management position where all employees reported to me. Delegated additional responsibilities to employees when necessary. Generated new client contracts and increased business by creating contracts for tax clients. Handled all business matters on a daily basis. Set-up new corporations.
H & R Block software
Personal & Business Tax Returns
Organization: Weaver & Associates, LLC, Director for Profit Accounting & Taxes, November 2015 – December 2016
Created profit and loss reports. Interacted with clients discussing their needs. Filed all personal and business tax forms including 1040, 1120, 1120S, 1065, 990, 941, 1099’s, W2’s, sales tax and others. IRS representation for clients. Set up corporations. Performed weekly payroll.. Held conference calls on a weekly basis to discuss client’s accounts with them. Responsible for overseeing all aspects of office operation where all employees reported to me. Created and categorized accountings system for new clients.Handled accounts receivables, accounts payables, bank reconcilliations for profit accounts and non-profit accounts. Generated new client contracts and increased business by creating contracts for tax clients.
Francine Lawler, 101 Bilsdale Court, Longnwood, Florida 32779, Home: 321-***-****, Email: email@example.com
Administrative Manager/Bookkeeper - 2008 to Present
Set up and designed websites. Created all information for website and was responsible for all business and marketing decisions. Listed marketing information on sites. Interacted with customers and vendors. Responsible for account payables, account receivables, bank reconcilliations, tax reports.
Organization: Windows Plus of Mid Florida, Inc.
Office Administrator Bookkeeper 2006 – 2008
Handled all business activity. Reported to owner of business. Set up accounting system for business. Handled the task of compiling, sorting, and verifying the accuracy of data. Responsible for billing customers, account receiveables, account payables and bank reconcilliations.. Compiled monthly, quarterly and annual tax reports. Assisted with tax audit for business. Created all correspondence for business. Worked as liason between management and customers. Iniated and prepared documentation for each job performed. on
Organization: H & R Block, Altamonte Springs, Florida
Tax Preparation and Advisor 2006 – 2008
Worked directly with clients compiling all income documentation and other information related to tax returns. Responsible for compiling, sorting and verifying the accuracy of data. Used H&R Block software to complete tax returns. Advised clients on tax information related to their financial needs and concerns. Increased client base over a period of 2 years.
Organization: Accounting and Tax Service – Self Employed
Accounting and Tax Services 2002 - 2006
Interacted with small businesses and individual clients handling their accounting needs. Responsible for compiling, sorting and verifying the accuracy of data. Handled account receivables, account payables, bank reconcilliations, tax reports, and other accounting needs required using the QuickBooks accounting program. Provided software training services to individuals and company’s.
Maitland, Florida 2008 – 2012
Bachelor’s Degree in Business Administration, with an emphasis on e-Business.