Debra Clark Smith Email & Phone Number

Greensboro, North Carolina, United States

Proficiently enter data into Drake Tax Software, ensuring accuracy and completeness.Prepare tax returns for individuals and small businesses, handling a range of complexities, from simple to complex cases.Thoroughly review financial records and expenditure documentation to support accurate tax filing. Engage with clients to understand their unique financial situations and provide tailored tax solutions.Calculate and invoice preparation fees for tax services rendered.Maintain open lines of communication with clients, notifying them when their tax returns are completed.Update the scheduling system for client appointments, ensuring a well-organized workflow.Manage client data efficiently, including accessing prior year's programs, running reports, and reproducing tax forms such as W-2/W-3, 1099/1096, and 94x tax returns.Performed data backup and restoration, ensuring data security.Create, edit, and save client notes within the software.Utilize field validators to ensure all essential information required for e-filing and other tasks is accurately entered.Create and customize a chart of accounts to streamline financial tracking.Enter journal transactions manually and automatically, ensuring financial accuracy.Generate financial reports, aiding in financial analysis and decision-making.Enter and import bank reconciliation statements to maintain accurate financial records.Manage account names and balances efficiently.

Browns Summit, North Carolina, United States

Conducted collection calls, negotiated payment arrangements, and resolved invoice discrepancies.Monitored customer accounts for tax documentation compliance and changes.Compiled and processed credit card invoices, ensuring accuracy.Verified invoice status in the Synergy ERP system and updated information as needed. Assisted in credit card processing and authorized customer credit card transactions.Managed credit card transactions in Google Sheets and reconciled batch and monthly totals.Issued credit card receipts to customers via email or mail.Prepared credit memos and processed them in the Synergy ERP system.Contributed to month-end closure and audit procedures.Assisted with various tasks in colleagues' absence.Generated spreadsheets for special projects using Excel and Google Sheets.Compiled and submitted sales representatives' reports for commission payments.Assisted in filing and record retention.Scanned tax exemption certificates on customers' accounts in the Synergy ERP system.Participated in monthly and yearly cycle counts and physical inventory counts.

Greensboro, North Carolina, United States

Conducted collection calls, negotiated payment arrangements, and resolved invoice discrepancies. Monitored customer accounts for tax documentation compliance and changes.Compiled and processed credit card invoices.Verified invoice status and updated missing information.Assisted in credit card processing and authorized customer credit card transactions.Managed credit card transactions on spreadsheets.Verified batch and monthly credit card totals.Issued credit card receipts to customers via email or mail.Prepared credit memos and processed them as needed.Assisted with month-end closure.Created spreadsheets for special projects.

Greensboro, North Carolina, United States

Oversaw and trained new hires in collections and accounts receivable procedures.Evaluated and approved customers' credit applications.Processed sales tax returns and payments for multiple locations.Administered sales tax returns and vendor portal accounts.Reconciled bank statements for canceled checks.Set up and managed new customer and vendor accounts for ACH payments.Provided regular reports to the COO on account status.Ensured the accuracy of financial data entry and codes.Utilized AccountMate 10.3 and Excel for financial record-keeping.Advised customers on debt repayment strategies.Prepared customer aging reports for outstanding invoices.Achieved a reduction in over-60 and over-90 days past due balances.Increased cash flow by collecting payments based on terms.Processed credit card payments and checks to balance accounts receivable.Collected and filed tax exemption forms for exempt customers.Generated invoices and processed sales returns.Collaborated with salespersons and customers to reduce chargebacks.Posted invoices to the general ledger and processed bills and petty cash receipts.Ensured timely submission and processing of paperwork to the corporate office.Reconciled accrued received goods report for month-end.

High Point, North Carolina, United States

Processed and recorded financial and business transactions using analytical techniques.Assisted the CFO in preparing sensitive documents.Handled 300-400 direct deposits and W-4s daily.Resolved discrepancies in employees' accounts.Coordinated with the human resources department and pay groups.Processed paychecks, earnings, and deductions.Managed payroll data in Kronos Workforce Timekeeper and PeopleSoft. Performed accounts receivable and accounts payable transactions.Posted entries to ledger accounts and resolved discrepancies.

Master Of Science - Ms, Accounting With A Concentration In Forensic

Bachelors, Accounting

Activities and Societies: 2015 - Present -Strayer University Honors Program - The Society for Collegiate Leadership & Achievement- Golden.

Associate Of Arts And Sciences - Aas, Global Logistics Technology

Activities and Societies: 2011-Present Phi Theta Kappa International Honor Society