Ashley Krach, Cpp Email & Phone Number

Ann Arbor, Michigan, United States

Ann Arbor, Michigan, United States

• Review other Onboarding Specialist’s account setups.• Provide guidance to Sales and Onboarding Specialists on system capabilities.• Document and maintain procedures across multiple departments.• Create training schedule and documentation and lead training for new Onboarding Specialists.• Established a quality assurance review process for multiple departments.• Created and presented customer service training for multiple departments.• Create additional needed pay items or deductions in accordance with federal and state laws.• Research any out of balance issues on quarterly and annual tax returns.• Maintain confidentiality of all client and employee documentation.

Managed onboarding of new clients.Collaborated with other departments to research and resolve any tax issues or variances.Prioritized clients’ needs while ensuring every client was setup on time for their first check date.Performed conversions for clients transitioning from Creative Solutions Accounting to myPay Solutions.Founded a multi-department peer group which has so far resulted in:o Updated process and documentation for setting up clients on automatic processingo Coordinating efforts to create one database which will include resources for how to setup, process and file returns in all 50 states.

Processed and maintained payroll for 120 – 140 clients.Maintained and updated check layouts for myPay Solutions.Setup and maintained State Payroll Tax Reference on myPay website for 2013 and 2014.Assisted with system conversions from two different payroll systems.Helped train new hires and review training laptop.

Provided support for tax and accounting products (1040, 1065, payroll compliance).Helped launch new hires on the phones.