Danielle Morris Email & Phone Number

Process payroll for multiple employees within multiple entities, including benefits administrationManage all aspects of the general ledger, including journal entries, month-end closings, and account reconciliations. Reconcile bank and credit card accounts monthly for multiple entities, meeting specific deadlines per client.Prepare monthly sales and meal tax reportsOversee accounts payable and accounts receivable functions, ensuring timely and accurate processing of invoices and… Show more Process payroll for multiple employees within multiple entities, including benefits administrationManage all aspects of the general ledger, including journal entries, month-end closings, and account reconciliations. Reconcile bank and credit card accounts monthly for multiple entities, meeting specific deadlines per client.Prepare monthly sales and meal tax reportsOversee accounts payable and accounts receivable functions, ensuring timely and accurate processing of invoices and payments for multiple entities.Prepare monthly, quarterly, and annual financial statements and reports for management review.Monitor clients’ cash flow to maintain adequate liquidity.Assist in budgeting and forecasting activities to support financial planning and decision-making.Coordinated with external auditors and tax accountants during year-end processes and provided the necessary financial documentation.Implement and maintain accounting policies, procedures, and internal controls to safeguard company assets.Conduct financial analysis to identify trends and fluctuations in revenue and expenses, aiding clients in informed financial decision-making.Utilized Bill.com, Hubdoc, and other accounting software to efficiently record transactions, manage accounts payable, and maintain accurate books.Supported the implementation of accounting software and provided training to staff and my clients on its use. This included training in QuickBooks Desktop and Online, Bill.com, Hubdoc, sales/meals tax filing, etc. Show less

N Chesterfield, Va

Oversee company’s financial data by maintaining accurate books in multiple company accounts by ensuring accurate and timely processing of accounting data/ transactions Perform accounts receivable and accounts payable functions, balance cash, and post sales invoices. Reconcile multiple bank accounts/ statements monthly and analyze account transactions to identify and resolve any discrepancies in order to ensure accurately posted transactions. Interact closely with clients throughout… Show more Oversee company’s financial data by maintaining accurate books in multiple company accounts by ensuring accurate and timely processing of accounting data/ transactions Perform accounts receivable and accounts payable functions, balance cash, and post sales invoices. Reconcile multiple bank accounts/ statements monthly and analyze account transactions to identify and resolve any discrepancies in order to ensure accurately posted transactions. Interact closely with clients throughout all phases of transition, inclusive of billing and collections.Generate and prepare company's profit/ loss analysis and other reports in order to organize office operations and procedures. Creating and maintaining the company's costs analysis sheets were used as justification and impact statements which showcased formulated company data and maintained fund control records. This was used for forecasting financial obligations of the business and advising the CEO and other senior leaders of the budget.Monitored the operating budget in order to ensure funds were properly allocated in order to avoid overspending and as well were used to meet company needs and obligations.Manage payroll and new hire onboarding. Served as a central point for employee inquiries/ problems and payroll remedy actions. Responsible for staff scheduling and PTO tracking Maintain CEO’s calendar and appointments Perform data analysis and advising the CEO in financial business decisions based on the company’s budget (analysis of profit/ loss, receivables and expenses).Examined purchase orders, invoices, receiving reports, and requests for payments, ensuring accuracy and that expenses were paid on time.Maintain the company's social media profile, website and email marketing Manage mailing and shipping for the business Responsible for inventory and catering/restaurant equipment ordering Manage electronic filing system for the business documentation Interact with customers and resolve issues & complaints Show less

Served as a central point for customer inquiries/ problems, as well as providing them with assistance and guidance.Supported executives, as well as on-site physician, and handled extra projects as needed- flexibility Maintained and managed all inventory and recorded office spending and purchases Generated reports and logs in order to keep track of clients and client information. Obtained patients' medical history, updating when necessary. Managed receptionist area, which… Show more Served as a central point for customer inquiries/ problems, as well as providing them with assistance and guidance.Supported executives, as well as on-site physician, and handled extra projects as needed- flexibility Maintained and managed all inventory and recorded office spending and purchases Generated reports and logs in order to keep track of clients and client information. Obtained patients' medical history, updating when necessary. Managed receptionist area, which included greeting visitors and responding to telephone and in-person requests for information, as well as keeping the front desk and lobby area neat and organized fashion.Dispersed incoming mail to the appropriate recipients throughout the office. Made copies, sent faxes, and handled all outgoing correspondences in a timely manner. Ensured compliance with HIPAA. Efficiently scheduled patients for smoothness of the office and daily routines, allowing physicians and health coaches to focus on the health concerns of the patients. Hosted events for the company as a form of marketing and bringing in new patients/ clients.Handled marketing by updating company social media and maintaining email marketing through MailChimp. Show less

Accounting And Finance

Currently Pursuing Certified Public Bookkeeping License and Quickbooks Certification

Education record