Dana Joseph

Dana Joseph Email and Phone Number

Full cycle bookkeeping, including GL, A/P and A/R; Payroll and Benefits Administration; Sales Tax reporting in multiple states; Multiple bank and credit card reconciliation; Month-end close/Financial statements @ Juster Properties
Fort Myers, FL, US
Dana Joseph's Location
Fort Myers, Florida, United States, United States
Dana Joseph's Contact Details

Dana Joseph work email

Dana Joseph personal email

n/a
About Dana Joseph

Dana Joseph is a Full cycle bookkeeping, including GL, A/P and A/R; Payroll and Benefits Administration; Sales Tax reporting in multiple states; Multiple bank and credit card reconciliation; Month-end close/Financial statements at Juster Properties.

Dana Joseph's Current Company Details
Juster Properties

Juster Properties

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Full cycle bookkeeping, including GL, A/P and A/R; Payroll and Benefits Administration; Sales Tax reporting in multiple states; Multiple bank and credit card reconciliation; Month-end close/Financial statements
Fort Myers, FL, US
Employees:
5
Dana Joseph Work Experience Details
  • Juster Properties
    Juster Properties
    Fort Myers, Fl, Us
  • Juster Properties
    Accounting Bookkeeper
    Juster Properties Aug 2001 - Present
    Eastern regional commercial real estate developer with large multiple property holdings• Contract analysis and negotiations with vendors, tenants, including dispute resolutions.• All accounting and reporting, including preparation of income statements for multiple locations, partnership distributions, tenant billing, tax allocations, and lease agreement administration,• Administration and reconciliation of multiple financial service institution accounts, including commercial mortgage covenants, analysis, and negotiations for discrepancy resolutions.• Set up a manual payroll system using QB for processing and filing, including all federal and multi-state filings.• Manage employee payroll services.
  • Reach Out To Horses Llc
    Full Charge Bookkeeper
    Reach Out To Horses Llc Jul 2018 - Present
    Us
    International Equine Specialist• Extensive and detailed recordkeeping for Equine clinics and classes specializing in rescue and educational work both internationally and nationally.• Preparation and filing of all payroll quarterly reports, year-end filings of W-2’s and 1099’s.• Reconcile multiple bank accounts and expenditure accounts.• Sales Tax preparation and quarterly filing. • Maintain accounting inventory of extensive amount of specialty products sold
  • Hudson Valley Moca
    Accounting Services Manager
    Hudson Valley Moca Oct 2007 - Present
    Peekskill, New York, Us
    A museum and education organization owned by Dr. Marc and Livia Straus• Accounting and reporting, including presentations to board members of financial data. This includes cash flow statements, income statements and balance sheets. Provide analysis and ideas for reducing expenses.• Extensive record keeping for international grants related to special exhibitions and artists in residence.• Provide accounting to management for community outreach projects and events in order to track the region’s renewal.• Keep track of and reconcile the Museum’s cash and credit card transactions through online payment systems.• Manage all Accounts Payable.• Organize and record all In-Kind Donations.
  • Prime Accounting Solutions, Llc
    Bookkeeper
    Prime Accounting Solutions, Llc Oct 2020 - Apr 2023
    Culver City, California, Us
    Boutique Accounting Firm-Remote Work• Account bookkeeper and manager responsible for 17 small business accounts.• Handle daily operations for AP, AR, Payroll, Sales Tax, Local and State reporting of taxes.• Produce monthly and quarterly financial Management Reports and offer insights on financials.• Created processes for payroll onboarding and dismissals, benefit set-up and maintenance, used by other employees for a more efficient workflow.• Created a workflow and SOP for filing of annual 1099 forms, City and State business tax filings used by the team.• Suggested and implemented SOPs for all clients and jobs, resulting in a more organized firm.• Daily and weekly check-in meetings with clients and other team members.• Facilitate collaboration with team members on special projects.
  • Terra Verde Boutique
    Bookkeeper
    Terra Verde Boutique Apr 2018 - Jul 2020
    • All accounting and reporting, including all accounts payable, daily and monthly reconciliations, filing of local and State Sales Taxes.• Payroll processing for 20+ employees, reporting and filing all federal and state requirements, including annual W-2 and 1099 preparation.• Benefits Administrator for Health Insurance Programs and accounting for 401K plan.• Reconciliation of multiple financial accounts in order to provide detailed monthly financial statements to owners.• Maintain secure filing and organization for all employee records, all vendor records and all sensitive business documents.
  • Marc Straus
    Bookkeeper
    Marc Straus Jul 2007 - Sep 2017
    Private investor, author, and philanthropist• Accounting and administration for multiple domestic and international bank and investment accounts.• Extensive preparation, scheduling, and reporting of complex business expenses.
  • Marc Straus Gallery
    Bookkeeper
    Marc Straus Gallery Mar 2011 - Jan 2016
    World Renowned Contemporary Art Gallery• Established accounting system and implemented procedures for a start up Art Gallery.• Communications/Interactions with both clients and artists regarding sales.• Maintained inventory of sizeable art collection and purchases for re-sale.• All bank reconciliations, sales tax reporting.• Extensive maintenance of financial records for multi regional and international transactions relating to sales and expenses.

Frequently Asked Questions about Dana Joseph

What company does Dana Joseph work for?

Dana Joseph works for Juster Properties

What is Dana Joseph's role at the current company?

Dana Joseph's current role is Full cycle bookkeeping, including GL, A/P and A/R; Payroll and Benefits Administration; Sales Tax reporting in multiple states; Multiple bank and credit card reconciliation; Month-end close/Financial statements.

What is Dana Joseph's email address?

Dana Joseph's email address is da****@****ies.com

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