Griselda B.

Griselda B. Email and Phone Number

Enrolled Agent, Finance Manager @
Griselda B.'s Location
Walnut, California, United States, United States
About Griselda B.

Stanford University graduate, current Finance Manager, and former business owner with experience in finance management, accounting, payroll, and customer service. As an Enrolled Agent, I want to transition into full-time tax preparation, tax planning, and representation before the IRS. I enjoy finding creative solutions to challenging problems and learning more about the tax code. As a former business owner, I understand how difficult it is to find talented, dependable individuals. It's important to me that my work reflects my passion, and I hope I can help create value in your business.

Griselda B.'s Current Company Details
Lou's Income Tax and Bookkeeping

Lou'S Income Tax And Bookkeeping

Enrolled Agent, Finance Manager
Griselda B. Work Experience Details
  • Lou'S Income Tax And Bookkeeping
    Enrolled Agent
    Lou'S Income Tax And Bookkeeping Nov 2022 - Present
    Covina, California, United States
  • Efree Church Of Diamond Bar
    Finance Manager
    Efree Church Of Diamond Bar Mar 2018 - Dec 2022
    Diamond Bar, California, United States
    + Accurate monthly and yearly Financial Reports delivered to the Board of Directors.+ Manage employee payroll and payroll taxes, including quarterly 941s and DE 9s/DE 9Cs and annual W-2s and 1099s fillings.+ Participated in an external audit by unearthing archived financial data going back 12 years.+ Investigated & resolved uncleared checks and journal entries dating back as far as 2007. + Administer cash, check and online donations, issue year-end tax donations letters, and issue all payables. Cash and bank reconciliations are 100% accurate. + Collaborate with Board Members, ministry leaders & Head Pastor to formulate yearly budgets and work with ministry leaders throughout the year to help them stay on budget.+ Brought the church back into good standing with the Franchise Tax Board after discovering that the church had lost its exempt and corporate status back in 2015.+ Integrated donor database with members database to decrease workload. Instead of having to make two entries, now only one entry is necessary. + Created processes for the church to receive donations of securities and used cars.+ I have received glowing comments and year-end reviews every year.
  • Door & Window Plus
    Small Business Owner / Accounting Manager
    Door & Window Plus Oct 2004 - Feb 2020
    South El Monte, California, United States
    + Oversaw company finances with 4.3 million in annual revenue.+ Orchestrated all financial operations, including cash flow analysis and management, payroll, AR/AP, sales tax returns, annual projections and bank reconciliations. + Bookkeeping using Quickbooks Enterprise, then Xero. Was able to successfully migrate data from one accounting software to another. + Post-sale customer service and client satisfaction initiatives such as surveying and review gathering. The company profited from a 30% referral business. + Directed all special order purchasing, including transitioning to cloud-based ordering to increase accuracy and facilitate record-keeping.+ Initiated and administered employer health and retirement plans (401(k) and SIMPLE IRA).+ Researched, wrote & revised business policies such as Employee Handbook, Paid Time-Off and Sick Days Policy, Mileage Reimbursement Policy, and Commission Agreement.+ Multi-tasked on a daily basis handling operations, accounting, and customer service.

Griselda B. Education Details

Frequently Asked Questions about Griselda B.

What company does Griselda B. work for?

Griselda B. works for Lou's Income Tax And Bookkeeping

What is Griselda B.'s role at the current company?

Griselda B.'s current role is Enrolled Agent, Finance Manager.

What schools did Griselda B. attend?

Griselda B. attended Stanford University.

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