Adam Allen Email & Phone Number

Provo, Ut, Us

▪ Maintained accurate financial records for clients using QuickBooks Online▪ Recorded and categorized transactions▪ Reconciled bank and credit card statements▪ Recognized discrepancies and swiftly resolved them▪ Created and assessed financial records, such as balance sheets, cash flow statements, and income statements▪ Followed up on past-due statements and tracked invoice payments▪ Kept up-to-date with tax laws and regulations

Lehi, Utah, United States

• Prepared personal and business tax returns helping clients decrease their tax liability• Executed tax planning meetings by creating profit and loss statements and giving financial guidance for the clients' future• Involved in various duties using Microsoft Excel and Google Sheets • Developed skills in attention to detail, communication, problem solving, and strategic planning

Orem, Utah, United States

• Offered various home solution services D2D including fiber internet, television, phones, and security• Driven to close each sales opportunity while promoting image, quality, and productivity of the company/service • Participated in daily team meetings involving setting daily, weekly, and monthly goals• Developed skills in problem solving, communication, negotiation/persuasion, adaptability, critical thinking, and social perceptiveness

Pleasant Grove, Utah, United States

• Helped prepare various events assisting others in making relationships in business• Organized membership information on spreadsheets including: Microsoft Excel, Google Sheets, and Airtable• Designed multiple handouts, manuals, graphic organizers, and professional business profiles using Adobe Photoshop and Canva• Assisted in various miscellaneous activities• Developed skills in problem solving, teamwork, spreadsheets, and graphic design

Yakima, Washington, United States

• Fellowshipped others, helped set and achieve goals• Served as District Leader, which consisted of monitoring and assisting the well-being of 6-10 other missionaries in an area• Helped experience growth in leadership, work ethic, cooperation, and communication

Carlsbad, California, United States

• Prepared and supervised activities within organization • Advertised to other local businesses concerning partnership • Traveled to other local businesses as a representative and helped increase partnership within the community• Gave opportunities to exercise skills in leadership, teamwork, and sale

Oceanside, California, United States

• Prepared instruments for sterilization • Cleaned dental chairs • Assisted in various miscellaneous duties • Helped develop skills in logistics, communication, and teamwork • Required coordination with other employees ensuring the instruments can be sanitized in the most safe and effective way

Anticipated Macc 2026, Marriott School Of Business, School Of Accountancy

Education record