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Customer Service Sales

Boyertown, PA, 19512
August 05, 2012

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Stephanie E. Raab

*** *********** **, *********, ** 19512



• Excellent Analytical and Problem Solving Skills

• Able to Prioritize Workflow

• Strong Administrative and Office Skills

• Solid Bookkeeping Skills including Payroll

• Superb Tax Knowledge

Computer Skills

• QuickBooks and Peachtree

• Word, Excel and Outlook

Work Summary

Keystone Tax Service – Senior Tax Consultant/Bookkeeper - January 2007 to present

Responsible for preparing tax returns for individuals and small businesses. Promoted to Senior Consultant preparing returns for ‘C’ and ‘S’ Corporations and LLC partnerships.

Serving as the on-site bookkeeper; handling all A/R, A/P including Payroll for this office and several clients. Responsible for producing profit & loss statements, general ledger and assisting with Federal, State and local taxes.

Performed a variety of office duties including answering phones, running reports and assisting current and potential clients with tax related issues including contacting the IRS and state or local offices on their behalf.

Self Employed – Bookkeeper – February 2002 to December 2006

Duties included bookkeeping, paying sub-contractors and issuing end of year 1099’s, and keeping General Ledger for a local General Contractor.

YellowBook USA – March 1988 to January 2002

Sales Administrative Assistant – responsible for assisting sales representatives in processing advertising orders through to publishing by reviewing for accuracy and policy, rules and regulation adherence. Compiling sales data and reports for upper management. Prepared letters and memos for management and assisted customers with inquiries.

RM Expeditor – on-site Dun and Bradstreet employee – acted as liaison between both companies collecting information on accounts turned over for collections. This required providing detailed, accurate reports and complete account histories. Worked directly with management and attorneys and assisted in the decision making process as to the collectability of monies owed.

Credit Analyst – evaluated credit applications for approval by contacting banks and vendors for reference, reviewing credit reports and D&B reports. Produced monthly and weekly reports.

Served as Assistant to the Regional Credit Manager during a leave of absence.

Billing Expeditor – Assisted large clients with billing issues beyond the scope of customer service. This was accomplished by producing detailed statement of account and assisting customers with reconciling reports and providing ongoing customer contact. Authorized to issue adjustments and credits.

Commissions Specialists – responsible for compiling commission’s statements and approving for payment. Provided regular reports to management. Maintained Trial Balance and General Ledger.

Note: Personally ‘balanced’ general ledger by auditing records back three years.


• 1986 Graduate Boyertown Area Senior High / Business course of study

• Dun & Bradstreet Courses – Credit and Financial Analysis

• H&R Block – Courses 1 and 2 in tax preparation – achieved a final grade of 98% accuracy


1. Christopher Heilbock – VP National Sales, YellowBook USA

Contact: 1-800-YBYELLOW

2. Greg Dykie – personal friend and Piazza employee Contact: 610-***-****

3. Barbara Reitnauer – personal friend and prior coworker, IT Manager, YellowBook USA

Contact: 484-***-****

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