Allison Boyd, Cpa Email & Phone Number

Moberly, MO, US

Columbia, Missouri, United States

• Planned, performed work, and prepared reports for client audits.
• Managed staff on audit teams to ensure fieldwork and reports were completed accurately and timely.
• Participated in mentor/mentee program. Consolidated and discussed performance and feedback with mentee on a monthly basis.
• Interacted with clients to gather audit information, address report findings, and ensure needs were met.
• Specialized in mortgage company, not for profit, government, and student financial aid audits.
• Participated in continuing education in accounting, auditing, and specialized areas.

Columbia, Missouri Area

Lees Summit, Missouri

• Prepare annual individual, partnership, and corporation tax returns.
• Prepare monthly and quarterly client compilations.
• File and pay monthly and quarterly client sales, use, and payroll tax returns.
• Interact with clients to address problems and ensure needs are met.
• Participate in continuing professional education in a variety of topics, including auditing and taxation.
• Participate in continuing education courses to stay up to date with changes in the accounting industry.

Columbia, Missouri Area

• Prepare annual individual, partnership, and corporation tax returns.
• Prepare monthly and quarterly client compilations.
• File and pay monthly and quarterly client sales, use, and payroll tax returns.
• Engage in planning and fieldwork for not-for-profit and 401(k) audits.
• Interact with clients to address problems and ensure needs are met.
• Participate in continuing professional education in a variety of topics, including auditing and taxation.

Jefferson City, Missouri

• Work in Lacerte to prepare form 3115 and returns for individual clients.
• Prepare trust returns and assemble for filing.
• Prepare engagement letters for business returns.
• Assemble 3115s for paper filing and full returns for client copies.
• Answer phone and assist customers with tax return pick-up.
• Enter information into Lacerte to have return information ready for client meetings.

• Intern in the Purchasing Department.
• Assisted with the daily business activities of the purchasing department including mail, packages, filing, and filling orders from zoo employees.
• Researched products and ordered them from purchase orders.
• Interacted with the public through the call center and around the zoo.
• Assisted with cash vault and revenue collection activities throughout the zoo.

Master Of Health Administration

Master Of Business Administration (M.B.A.), Entrepreneurial Leadership, 4.0

Bachelor'S Degree, Accounting, Business Management, Equestrian General Studies, 3.86

Activities and Societies: Chi Omega Sorority, Woods Around the World, The National Society of Leadership and Success, S.T.A.T., Collegiate.