Adam Allen

Adam Allen Email and Phone Number

Bookkeeper @ AAAdvisor
Provo, UT, US
Adam Allen's Location
Provo, Utah, United States, United States
About Adam Allen

Adam Allen is a Bookkeeper at AAAdvisor. He possess expertise in leadership, sterilization, planning, accounting, google sheets and 30 more skills.

Adam Allen's Current Company Details
AAAdvisor

Aaadvisor

View
Bookkeeper
Provo, UT, US
Website:
wealthsg.com
Employees:
82
Adam Allen Work Experience Details
  • Aaadvisor
    Bookkeeper
    Aaadvisor
    Provo, Ut, Us
  • Wealth Strategies
    Wealth Management Intern
    Wealth Strategies Nov 2024 - Present
  • Self-Employed
    Bookkeeper
    Self-Employed Aug 2023 - Present
    ▪ 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
  • Self Employed Tax Experts
    Junior Accountant
    Self Employed Tax Experts Aug 2022 - Aug 2023
    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
  • Chipr Home Solutions
    Door To Door Sales Agent
    Chipr Home Solutions Apr 2022 - Aug 2022
    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
  • Tribehouse
    Director Of Facilities
    Tribehouse Jan 2022 - Apr 2022
    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
  • The Church Of Jesus Christ Of Latter-Day Saints
    Full-Time Volunteer Representative
    The Church Of Jesus Christ Of Latter-Day Saints Jul 2019 - Jul 2021
    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
  • Boys & Girls Clubs Of America
    Team Member
    Boys & Girls Clubs Of America Apr 2019 - Jul 2019
    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
  • Allen Orthodontics
    Sterilization Technician
    Allen Orthodontics Jul 2017 - Mar 2019
    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

Adam Allen Skills

Leadership Sterilization Planning Accounting Google Sheets Sales Financial Planning Tax Goal Analysis Communication Negotiation Finance Adaptation Adobe Photoshop Strategic Planning Strategy Direct Sales Tenacious Work Ethic Relationship Building Cooperation Microsoft Excel Critical Thinking Customer Service Bookkeeping Social Perceptiveness Technology Integration Quickbooks Attention To Detail Tax Preparation Management Teamwork Problem Solving Inheritance Tax Planning Analytics High Level Of Accuracy

Adam Allen Education Details

Frequently Asked Questions about Adam Allen

What company does Adam Allen work for?

Adam Allen works for Aaadvisor

What is Adam Allen's role at the current company?

Adam Allen's current role is Bookkeeper.

What schools did Adam Allen attend?

Adam Allen attended Brigham Young University, Carlsbad High School.

What skills is Adam Allen known for?

Adam Allen has skills like Leadership, Sterilization, Planning, Accounting, Google Sheets, Sales, Financial Planning, Tax, Goal Analysis, Communication, Negotiation, Finance.

Who are Adam Allen's colleagues?

Adam Allen's colleagues are Jonathan Williams, Heather Bregman, Catherine Bass, Lynn Cacciatore, Mark Dunn, P Mark Goodfellow, Tyler Graham.

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