Senior Accountant - QuickBooks & Multi-State Tax Expert

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Cassandra Crocker

Years of Experience

Highly skilled and detail-oriented Accountant with over 37 years of comprehensive experience in financial administration, bookkeeping, and tax preparation. Proficient in QuickBooks Enterprise, financial statement preparation, payroll processing, and multi-state tax reporting. Proven ability to manage accounting departments, reconcile accounts, and ensure accurate financial records. Eager to leverage extensive expertise to contribute to the financial success of your organization. Experience

May 2019 – Present Triad Specialties Inc. Augusta, GA Senior Accountant/Admin

QuickBooks Enterprise Manufacturing Accounting which includes data entry and preparation of journal entries, paying bills, record deposits, invoicing, account payable, account receivable, inventory, general ledger, payroll, trial balance, financial statements, bank reconciliation, and preparing payroll taxes form which included: 941’s, 940, sales taxes, and multi state reports. File all payroll deposit online and forms online. Responsible for W-2, W-3, 1099, and 1096.

Leader of the Accounting Department and Admin Department.

Also worked close with the CPA for the Corporate Return. May 2018 – Jan 2019 (Closed) Sheet Metal Engineers, Inc. Augusta, GA Senior Accountant/Admin

QuickBooks Enterprise Manufacturing Accounting which includes data entry and preparation of journal entries, paying bills, record deposits, invoicing, account payable, account receivable, inventory, general ledger, payroll, trial balance, financial statements, bank reconciliation, and preparing payroll taxes form which included: 941’s, 940, sales taxes, and multi state reports. File all payroll deposit online and forms online. Responsible for W-2, W-3, 1099, and 1096.

Also worked close with the CPA for the Corporate Return. July 2015 – May 2018 Log Creek Timber Co Inc. Johnston, SC Bookkeeper/Payroll Admin/Benefits Admin

Payroll Admin

Work with QuickBooks Enterprise, enter employee data and preparation of journal entries, Reconcile all payroll accounts Responsible for all Quarterly Payroll reports. Which included 941, 940, Returns & Deposits & multiple states reports.

Responsible for W-2, W-3, 1099, and 1096 all year end work

Responsible for all benefits (deductions from employee checks and reconcile monthly to pay bill.

Responsible for all payroll deposits for Federal & States

Responsible for 401K deposits

Reconciled Bank Reconciliation, Journal Entries, etc. Jan 2009 – Present

Seasonal/Part-time Deborah H Baird, PA, CPA Greenville, SC Accountant/Tax/Bookkeeper

QuickBooks in-house which includes: Data entry and preparation of journal entries, paying bills, record deposits, invoicing, account payable, account receivable, general ledger, payroll, trial balance, financial statements, bank reconciliation, and preparing payroll taxes form which included: 941’s, 940, sales taxes, and multi state reports. File all payroll deposit online and forms online. Responsible for W-2, W-3, 1099, and 1096.

Input Individual, Non Profit, Corporate, & Partnership Returns Tax Returns for CPA to review and sign. Jan 2006 –July 2015 Part-time Sanctuary of Praise (Non-profit) Anderson, SC Financial Admin/Full Charge Bookkeeper

QuickBooks in-house which includes: Data entry and preparation of journal entries, paying bills, record deposits, invoicing, account payable, account receivable, general ledger, payroll, trial balance, financial statements, bank reconciliation, and preparing payroll taxes form which included: 941’s, state reports. File all payroll deposit online and forms online. Responsible for W-2, W-3, 1099, and 1096.

May 2010- June 2014 Part-Time Grace Covenant Presbyterian (Non-profit) Mauldin, SC Financial Admin/Full Charge Bookkeeper

QuickBooks in-house which includes: Data entry and preparation of journal entries, paying bills, record deposits, invoicing, account payable, account receivable, general ledger, payroll, trial balance, financial statements, bank reconciliation, and preparing payroll taxes form which included: 941’s, state reports. File all payroll deposit online and forms online. Responsible for W-2, W-3, 1099, and 1096.

Nov 2007 – May 2008 Seasonal James H. Stuckey, CPA Greenville, SC Accountant/Tax/Bookkeeper

QuickBooks in-house which includes: Data entry and preparation of journal entries, paying bills, record deposits, invoicing, account payable, account receivable, general ledger, payroll, trial balance, financial statements, bank reconciliation, and preparing payroll taxes form which included: 941’s, 940, sales taxes, and multi state reports. File all payroll deposit online and forms online. Responsible for W-2, W-3, 1099, and 1096.

Input Individual, Non Profit, Corporate, & Partnership Returns Tax Returns for CPA to review and sign. Oct 2006 – Nov 2007 Quality Business Solutions Greenville, SC Bookkeeper/Payroll Admin

Payroll Admin

Work with HR Pyramid program, Data entry and preparation of journal entries, Reconcile deposits, invoicing, Account Payable, Account Receivable, General Ledger, Payroll, Trial Balance, Computer Financial Statements, and Bank Reconciliation.

Responsible for all Quarterly Payroll reports. Which included 941, 940, Returns & Deposits & multiple states reports.

Responsible for W-2, W-3, 1099, and 1096

Oct, 2005 – Oct 2006 Giggies Bonding Company Greenville, SC Bookkeeper/Tax Preparer

QuickBooks in-house which includes: Data entry and preparation of journal entries, paying bills, record deposits, invoicing, Account Payable, Account Receivable, General Ledger, Payroll, Trial Balance, Computer Financial Statements, Bank Reconciliation, and Help prepare company Partnership Tax Returns.

Responsible for W-2, W-3, 1099, and 1096.

May, 2005 – Oct, 2005 Patrick Erwin, CPA Greenville, SC Bookkeeper/Tax Preparer

QuickBooks & Creative Solution in-house which includes: Data entry and preparation of journal entries, paying bills, record deposits, invoicing, Account Payable, Account Receivable, General Ledger, Payroll, Trial Balance, Computer Financial Statements, Bank Reconciliation, and preparing payroll taxes form which included: 941’s, 940, sales taxes, and multi state reports.

Direct client interface in regards to 941 and 940 Deposits, state withholding deposit and miscellaneous financial reports at month and quarter end.

Responsible for W-2, W-3, 1099, and 1096.

Train clients to use QuickBooks. Check clients QuickBooks data. 2002 - 2005 Joseph F. Montgomery, CPA Greenville, SC Bookkeeper/Tax preparer

QuickBooks in-house which includes: Data entry and preparation of journal entries, paying bills, record deposits, invoicing, Account Payable, Account Receivable, General Ledger, Payroll, Trial Balance, Computer Financial Statements, Bank Reconciliation, and preparing payroll taxes form which included: 941’s, 940, sales taxes, and multi state reports.

Direct client interface in regards to 941 and 940 Deposits, state withholding deposit and miscellaneous financial reports at month and quarter end.

Responsible for W-2, W-3, 1099, and 1096.

Train clients to use QuickBooks. Check clients QuickBooks data.

Help clients with tax organizers and tax info for tax returns, input info for CPA to review and sign. Help with Individual, Corporate, & Partnership Returns.

Oct 2001 – Mar 2002 John Keller, CPA Greenville, SC Bookkeeper

Data entry and preparation of journal entries, general ledger, payroll, trial balance, computer financial statement, bank reconciliation, and preparing payroll taxes form which included: 941’s, 940, sales taxes, and multi state reports.

Direct client interface in regards to 941 and 940 deposits, state withholding deposit and miscellaneous financial reports at quarter end.

Responsible for W-2, W-3, 1099, and 1096.

Help clients with tax organizers and tax info for tax returns, input info for CPA to review and sign. Help with Individual, Corporate, & Partnership Returns

July 2001 – Oct 2001 Robert Eney, CPA Greenville, SC Bookkeeper

Data entry and preparation of journal entries, general ledger, payroll, trial balance, computer financial statement, bank reconciliation, and preparing payroll taxes form which included: 941’s, 940, sales taxes, and multi state reports.

Direct client interface in regards to 941 and 940 deposits, state withholding deposit and miscellaneous financial reports at quarter end.

Responsible for W-2, W-3, 1099, and 1096.

1989 – 2001 Cary E. Williams, CPA Leakesville, MS

Bookkeeper

Preparation of journal entries, general ledger, payroll, trial balance, computer financial statement, bank reconciliation, and payroll tax forms (941, 940, and state reports).

Client interface in regards to 941 and 940 deposits, State withholding deposits, quarter end reports, sales tax, annual w-2, w- 3, 1099(s) and 1096.

Responsible for client write-up (30 monthly and 50 quarterly). Types of clients were restaurants, construction and Retail Stores.

Responsible for all electronic filing.

Help clients with tax organizers and tax info for tax returns, input info for CPA to review and sign. Education

1969-1982

Leakesville High

School

Leakesville, MS

2004 – 2009

Greenville County

Tech

Greenville, SC

Associates Degree in

Accounting

Skills

Lotus 123, Word Perfect, Microsoft Word, Outlook, Excel, PowerPoint, and Access, Publisher, QuickBooks (all versions), Creative Solution, Ultra Tax, Pro Series, Drake Tax Program and Tax Wise.

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