Cedar E. Email & Phone Number

Austin, Texas Metropolitan Area

Austin, Texas Area

Austin, Texas Metropolitan Area

• Working remotely with customers (by email and phone) to improve customer satisfaction and manage customer bookkeeping.• Full Charge Bookkeeping activities for a large group of clients using Quickbooks Desktop and Quickbooks Online, data entry, reconciliations, sales taxes, payroll taxes, running payrolls, creating chart of account, entering journal entries, data investigations, payroll liabilities tracking, Rippling.

Austin, Texas Area

• Coded and managed a collections Access database which reduced the time required to manage those activities by more than half• Created a metrics system that analyzed the financial history of the company and used it to pinpoint if receivables and income goals were being met for the year• Spearheaded the transition from paper invoices into Actsoft, the new electronic system, then worked with Actsoft representatives to improve and update that system as needed• Created and updated accounting reports in Microsoft Access and Microsoft Excel, including sales tax reports, marketing reports, both detailed and summarized monthly income reports, AR reports, and other specialized reports as needed• Reconciled, coded invoices for entry into accounting systems, created accounting journal entry adjustments• Worked remotely with customers (by email and phone) to improve customer satisfaction, manage customer invoices, and collect on invoices• Coordinated with IT to correct server issues as needed and reduced company downtime

Austin, Texas Area

• Reorganized the office filing system to improve office efficiency• Routed incoming emergency calls to various departments as necessary• Designed PowerPoint presentation on lift safety

South Lamar, Austin Texas

• Coached office Team to reach objectives, designed office competitions to help increase employee participation in marketing campaigns, and coordinated office work schedule• Regularly met with regional office managers to coordinate goals and marketing • Designed and implemented new season’s marketing plan and increased returns prepared• Coordinated office client calls to schedule appointments for the tax season • Interviewed clients to best understand their individual needs and carefully and confidentially prepared and filed their taxes

Austin, Texas Area

• Collaborated both remotely and at regular, in person, creative and organizational meetings to build the groundwork for new startup company• Spearheaded the creation of a budget, and helped design a new mission statement, vision statement, logo and mailing list

Austin, Texas Area

Leadership Team• Provided team with metrics reports and business analytics and integrated input from the team to help improve and expand the business through the development of sales plans, budgets, and internal business processes• Coded Access, SQL database, and Excel reports and systems to analyze the business operations, trends, costs, client data, revenues, financial commitments and obligations; used these to create projections of future revenues and expenses to use in marketing pushes and help in other Leadership team decision-makingAccounting Manager• Managed the QuickBooks bookkeeping system for three company files, both cash and accrual basis, profit and nonprofit companies, set goals and deadlines, reconciled and prepared operational reports monthly, quarterly and annually across a multi-department, multi-location company with large numbers of staff and contractors• Managed the multi-departmental forecast, budget and cashflow for all three companies• Administered accounting office: prepared forms and manuals, hired and managed personnel, trained staff, and provided customer service to other departments, managers, and students• Prepared monthly contractor and biweekly employee payrolls and sent out annual 1099s • Managed office administrative paperwork: Sales tax returns, loans, liability insurance renewal, HR and HR records, and the inventory of real property and equipment, etc• Completed State of Texas license and license renewal• Designed and managed the yoga school’s class scheduling and student tracking system• Designed Access and Excel system to compile a comprehensive current list of students with balance owed and filed list annually with Texas Workforce CommissionIT Support• Coordinated IT support services; installed software and updates, set up computer workstations and managed network user accounts, trained users• Conducted computer diagnostics to investigate and resolve problems, worked with offsite IT support technicians

Austin, Texas Area

* Stocked and organized bookshelves and display tables. * Computed charges for merchandise and received payments from patrons. * Greeted customers. * Recommended and provided advice on what books to buy and where to find them, and helped patrons to find the books and other products they were looking for. * Helped team to perform the inventory.

Elgin, Tx

• Interviewed clients and reviewed financial records and receipts to obtain all information on taxable income and potential deductible expenses and allowances in order to best prepare both individuals and small business tax returns • Assisted tax preparers, double-checked forms for errors in entry or procedure, consulted tax law handbooks and bulletins and worked with the IRS to determine procedures for preparation of atypical returns• Performed crisis management as needed and helped stressed clients to be more comfortable with their tax returns • Attended regional H&R Block franchise meetings and conventions and communicated regularly with the regional manager and the local franchise owner, prepared and reviewed operational reports to ensure accuracy and set goals and deadlines for the office• Taught, supervised, hired and trained new employees, learned and taught the new tax program and the tax class to the employees, trained employees to use computer systems• Managed the cash drawer, made regular bank deposits, set up workstations and managed the electronic filing system

La Grange, Tx

• Managed the electronic systems, including workstation setup and the electronic filing system.• Taught the new tax program and the tax class to the employees. Trained employees to use the computer systems. • Supervised and assisted the tax preparers to best help their clients by preparing optimal returns, and by helping to calm stressed clients. • Prepared and assisted in preparing simple to complex tax returns for individuals and small businesses following tax form instructions and tax tables and using all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum. • Interviewed clients in depth and reviewed financial records and receipts to obtain all information on taxable income and potential deductible expenses and allowances in order to best prepare their tax return forms with careful attention to detail. Provided assistance to other tax preparers to answer tax law questions, and to help with client tax returns. • Communicated with the IRS about various client issues.• Checked data input on forms prepared by others to detect errors in procedure or entry.• Created competition statistic charts in Excel.

* Checked out and collected books, periodicals, videotapes, and other materials at the circulation desk. * Assisted patrons with requests and research, and located library materials for patrons, including books, periodicals, and special collections (antique) items. Referred complicated inquiries and special collections requests to the head librarian, supervised special collections use. * Instructed and helped patrons on how to use reference sources and automated information systems. * Processed and secured arrivals of new material, including new and donated books, magazines, and other reference materials. * Sorted books, publications, and other items using the Library of Congress system and returned them to shelves, files, and other designated storage areas. * Provided assistance to the librarians in the maintenance of collections of books, periodicals, and magazines. * Enthusiastically reorganized and updated the magazine room. * Re-created the book display cabinet. * Helped to deal quietly with disruptive patrons.

* Organized and maintained the book, magazine, and microfiche collection. * Carefully helped to dry and repair books that were water damaged to reduce the danger of developing mold problems. * Helped and directed patrons with requests referred complicated inquiries to the librarian. * Checked out and collected books, periodicals, and microfiche at circulation desks. * Processed new materials including books, audiovisual materials, and microfilm. * Sorted books, publications, and other items using the Library of Congress system and returned them to shelves, files, and other designated storage areas. * Provided assistance to librarians in the maintenance of collections of books, periodicals, magazines, and microfiche.