Managing a diverse range of client services, including entity formations, business and individual tax returns, sales and use tax, payroll, bookkeeping, and audit.As the senior member of the firm, I am instrumental in expanding our team by training, and mentoring new members. I lead various departments, promoting a culture of excellence, innovation, and continuous growth. My role requires strategic planning, client relationship management, and upholding high service standards to drive the firm’s success.Key Responsibilities:• Managing client relationships and delivering comprehensive accounting and tax services.• Overseeing the formation of entities and preparing business tax returns, including 1040, 1065, 1120, and 1120S.• Administering sales and use tax, payroll, bookkeeping, and audit services.• Utilizing various data management software to enhance operational efficiency and client service.• Expanding the team by recruiting, training, and mentoring new members.• Developing and leading departments to drive operational growth and excellence.

Roles and Responsibilities:Detailed Transaction Analysis: Scrutinize financial transactions to ensure accuracy and compliance with accounting principles.Ledger Reconciliation: Regularly reconciling ledgers, accounts, and financial statements to identify discrepancies and rectify errors promptly.Expense Verification: Rigorously examine and verify expenses, receipts, and invoices to guarantee precision in financial reporting.Audit Trail Maintenance: Establish and maintain a comprehensive audit trail for financial transactions, facilitating transparency and accountability.Financial Reporting Accuracy: Validate the accuracy of financial reports, providing stakeholders with reliable and timely information for decision-making.Training and Guidance: Provide guidance to bookkeeping staff, ensuring they understand and follow best practices in financial record-keeping.Proficient in reviewing and analyzing business tax forms such as 1040, 1065, 1120, 1120S.Conducting detailed examinations of financial records and supporting documentation to facilitate thorough and accurate tax reporting.

Responsibilities:• Supervising and managing a team of bookkeeping professionals, providing guidance and support to ensure the team's success.• Overseeing the day-to-day operations of the bookkeeping department.• Training and mentoring team members on bookkeeping best practices, accounting principles, and software systems.• Reviewing and approving financial transactions, invoices, and expense reports to ensure accuracy and compliance with company policies.• Resolving escalated issues and discrepancies in a timely manner, addressing client or stakeholder concerns effectively.• Contributing to the strategic planning and goal-setting processes, identifying opportunities for process improvement and implementing changes as needed.

As a Bookkeeper, I was responsible for maintaining accurate and up-to-date financial records for individuals or businesses. My expertise includes handling accounts payable and receivable, reconciling bank statements, preparing financial statements, and managing payroll.In addition to my bookkeeping skills, I have also developed exceptional client management skills. I am able to communicate complex financial information in an easily understandable manner and I work closely with clients to understand their specific needs and goals. By building strong relationships with clients, I am able to provide customized solutions that meet their unique needs and help them achieve their financial objectives.

• Managed operations for prominent facility maintenance companies including Truesource, Emcor & Global facility management and construction. Oversaw and optimized maintenance workflows, ensuring seamless service delivery and client satisfaction. • Responsible to manage day to day technical service, Send Quotes and establish how the customer will pay for the accomodations.• Manage and oversee the day-to-day operations of the accounting department, including accounts payable, accounts receivable, and payroll.• Manage Transportation and ensuring on-time delivery items.• Expert in CRM and Excel sheet to keep records of customers and the service.

Experience in developing decentralized applications (DApps) and interacting with blockchain nodes.Expertise:• Strong programming skills in languages such as Solidity, Go, and JavaScript.• Design and develop blockchain-based applications and smart contracts that meet client requirements and industry standards.• Work with clients to identify their blockchain needs and create solutions that solve their business problems.• Develop, test, and deploy smart contracts on various blockchain platforms, including Ethereum, Hyperledger Fabric, and Corda.✓ Conduct code reviews and maintain coding standards.✓ Write technical documentation for blockchain applications and smart contracts.

• Handle customer complaints, take orders, and process returns. Resolve customer complaints via phone and email.• Ensure that customer orders and transactions are processed in an efficient and timely manner.• Championed excellent customer service for every client by responding promptly to requests, inquiries, suggestions and concerns.

• Handle 40+ emails daily, with duties including signing up new customers, retrieving customer data, presenting relevant service information, and vendor on-boarding.• Trained a new trainee group in how to use Salesforce & Zendesk.

Responsibilities:• Generate leads and new business through cold calling, networking, and other sales strategies.• Conduct on-site inspections of air duct systems and provide quotes to potential customers.• Develop and maintain relationships with existing clients to generate repeat businessUtilize a customer relationship management (CRM) system to track leads, sales, and customer interactions.• Meet or exceed monthly and quarterly sales targets.• Stay up-to-date with industry trends, regulations, and best practices.• Provide exceptional customer service and ensure customer satisfaction.