Industries we have worked with:+ Business Coaching+ Nonprofit+ Restaurants+ Law Firms+ Real Estate Investments+ Commercial CleaningAs a detail-oriented accountant with extensive experience in financial review and tax return preparation, I aim to provide exceptional service that empowers my clients. I thrive on collaboration and enjoy working with professionals to help them navigate their financial landscape.I focus on organizing and clarifying financial information, enabling clients to make informed decisions that are tax-ready while saving both time and money. My expertise extends beyond bookkeeping; I am dedicated to helping business owners truly understand their finances.**My Commitment:**I believe in fostering genuine partnerships with my clients rather than offering mere transactional support. I consider myself part of your team, providing you with the financial insights necessary for making impactful business decisions. It's essential for me to not only handle your bookkeeping but also to build a strong relationship that addresses your unique needs.I have successfully collaborated with clients, their bookkeeping teams, and account managers on tax strategies that align with their business goals. I’m passionate about partnering with innovative and motivated professionals who aspire to scale their businesses while achieving a healthy work-life balance.**What I Offer:**- QuickBooks Online Setup and Cleanup- Monthly Bookkeeping Services- Identification of the right apps to streamline your processes- Process Improvement Strategies- Payroll- Project Profitability Analysis- Business Tax Return PreparationI leverage my technical skills in QuickBooks Online and the Microsoft Suite to deliver solutions tailored to your specific needs. My goal is to ensure that you have the tools and insights necessary to succeed.Let’s connect! I look forward to the opportunity to learn more about your needs and to support you on your journey to success!

- Prepared comprehensive financial analyses and reports to support decision-making and strategic planning.- Developed and monitored budgets to ensure financial accountability and operational efficiency.- Maintained and reconciled balance sheets and general ledgers to uphold accurate financial records.- Assisted in audit preparation, providing necessary documentation and insights for a smooth audit process.- Prepared individual and business tax returns, ensuring compliance with federal, state, and local regulations.- Investigated and resolved audit findings and account discrepancies to maintain financial integrity.- Developed and amended accounting systems, programs, and procedures to enhance efficiency and effectiveness.- Provided bookkeeping and accounting services, applying accounting theory to practical situations.- Conducted tax projections to guide clients in effective tax planning.- Generated formal IRS correspondence for clients requiring representation.- Performed bank, credit card, and loan reconciliations to ensure accurate financial reporting.- Reviewed, reported, and classified transactions as assets, liabilities, equity, income, or expenses.- Produced and reviewed journal entries, ensuring accuracy and compliance with accounting principles.- Closed monthly books and generated financial statements for internal and external stakeholders.- Created custom reports tailored to clients’ specific needs, enhancing financial insights.- Managed invoicing processes to ensure timely billing and collections.- Maintained fixed assets and depreciation schedules, ensuring accurate asset tracking and reporting.

Tax Preparation: Prepare and file federal and state tax returns for individuals and small businesses, ensuring compliance with tax laws and regulations.Client Consultation: Meet with clients to gather financial information, assess their tax situations, and provide advice on tax planning and strategies.Tax Research: Stay updated on the latest tax laws and regulations to provide accurate and timely information to clients.Review of Tax Documents: Review clients’ financial documents, including W-2s, 1099s, and other relevant tax forms, to ensure accuracy in tax filings.Audit Support: Assist clients in the event of an audit, providing necessary documentation and support throughout the process.Client Education: Educate clients on tax-related topics, including deductions, credits, and other tax-saving strategies.Record Keeping: Maintain organized records of client interactions, tax filings, and relevant documentation to ensure compliance and facilitate future tax preparation.Timely Filing: Ensure all tax returns are filed accurately and on time, adhering to deadlines set by federal, state, and local tax authorities.Team Collaboration: Collaborate with other tax professionals and support staff to ensure efficient workflow and exceptional client service.Sales and Marketing Support: Promote H&R Block services to potential clients and assist in achieving branch sales goals through referrals and client retention.

responsible for managing financial transactions, maintaining accurate financial records, and ensuring compliance with accounting policies and regulations. This role involves collaborating with various departments to support financial reporting and analysis.Accounts Payable and Receivable: Process invoices, payments, and receipts, ensuring accuracy and timely processing of financial transactions.Financial Record Maintenance: Maintain and update financial records, including ledgers and journals, to ensure accurate reporting.Reporting: Prepare financial reports, summaries, and analyses for management review, including budget tracking and variance analysis.Data Entry: Accurately input financial data into accounting software and maintain organized records for easy retrieval.Problem Solving: Identify and resolve accounting discrepancies, providing solutions to improve processes and efficiency.Communication: Effectively communicate financial information to team members and management, fostering collaboration and transparency.Continuous Improvement: Stay updated on industry trends and best practices in accounting, recommending process improvements as necessary.

Team Leadership: Assisting the manager in leading and motivating team members to achieve sales goals and maintain high customer service standards.Customer Service: Providing excellent customer service, addressing customer inquiries, and resolving any issues that may arise.Operational Support: Helping with the day-to-day operations of the branch, including managing transactions, overseeing cash handling, and ensuring compliance with company policies.Training and Development: Assisting in training new employees and providing ongoing support and development for existing staff.Sales Support: Supporting sales initiatives by promoting products and services, and helping to achieve sales targets.Reporting and Documentation: Assisting in maintaining accurate records, preparing reports, and analyzing sales data to track performance.Problem Solving: Addressing operational challenges and finding effective solutions to improve efficiency and service delivery.Compliance: Ensuring that all operations adhere to legal regulations and company policies.Communication: Acting as a liaison between staff and management, facilitating effective communication within the team.