RESUME
Loretta Wilson
Cell 216-***-****
Education
LaSalle Extension University, Cleveland, Ohio
Basic accounting and bookkeeping
MTI Business School, Cleveland, Ohio
Bookkeeping and secretarial
Notre Dame College, South Euclid, Ohio
Received B.A. with major in accounting
H&R Block Tax School, Cleveland, Ohio
Basic/Intermediate/Corporate Tax
IT Support Specialist Certificate
Company Affiliations
CEO, Timely Financial Services LLC
Mentor, OH
Lee M Kucera & Associates Inc,
Mentor, OH
Administrative Assistant
Liberty Tax Service, Cleveland, Oh
Franchise owner
H&R Block, Cleveland, Ohio and Virginia
Tax preparer, Office Manager, Asst. District Manager,
District Manager
Cleveland Clinic Foundation, Cleveland Ohio
Admitting interviewer, Secretary
Intuit Inc. Remote Tax Expert, Enrolled Agent
Professional Skills
Skilled in organizing work and proficient in developing excellent relationships with clients.
Individual and Corporate Tax preparation, bookkeeping and payroll processing. Notary
Excellent communication skills, business writing, presentations and skilled at problem solving.
Budget preparation and monitoring profit
Bank reconciliation
Year-end accounting, journal entries and Financial Statement Preparation
Managing all office operations including computer and software maintenance