Heather Klaus Email & Phone Number

Lincoln, Il, Us

Lincoln, Il, Us

At Diversified Financial Solutions, we offer a wide array of bookkeeping services tailored to meet the diverse needs of our clients. Our solutions are designed to ensure your financial records are meticulous, compliant, and strategically aligned with your business goals. We specialize in individual tax preparation tailored to your unique financial needs. Our expert team is dedicated to simplifying your tax filing process, ensuring you maximize your refund and remain compliant with the latest tax laws. We offer personalized service, addressing every aspect of your tax situation with precision and care. Trust us to make your tax experience efficient and stress-free, giving you peace of mind and optimal financial benefits. With today’s ever-changing tax landscape, navigating the intricacies of tax laws while striving to maximize your business’s financial health can seem daunting. We specialize in transforming this complexity into strategic advantage. Our tax preparation services are not just about compliance; they’re about leveraging opportunities for your business’s growth and stability. With our personalized approach, we ensure that every tax strategy is tailored to fit the unique needs of your business, providing clarity and confidence in your financial decisions. When you enlist our help, our services include:• Acquiring Financial Data & Maintaining Accounting Records• Processing & Coding Accounts Payable & Accounts Receivable for Various Expenses• Performing Calculating, Posting, & Verifying Duties to Obtain Financial Data to Maintain Records• Providing Quarterly, Semi-Annual, & Annual Reports• Providing Scheduled Expense Reports as Needed• Handling Payroll Services• Setting up & Training Your Business in QuickBooks, Zoho, Xero and other accounting software• Tracking Income & Expenses Year-Round• Filing Federal Tax Returns• Filing State Tax Returns (all 50 states)

w: www.heatherrklaus.nete: heather@heatherrklaus.netbiz card: www.heatherklaus.net

w: www.heatherrklaus.pinke: heather@heatherrklaus.pinkf: www.facebook.com/heatherwithmk/biz card: www.heatherklaus.net• Growing my business through relationship marketing via online, email marketing, and vendor showcase marketing.• Owned and managed my own business• Recruited, trained, and supervised other Mary Kay representatives• Marketed products via online, mass mail and e-mail, and vendor showcase marketing• Calculated Inventory and expenses for my business

Winona, Mn, Us

I collected $500,000 of a $900,000 Accounts Receivable debt for the largest company in my district. Made Accounts Receivable debt for my district area from 90 days past due to 30 days past due. Interviewed customers and others in person or by telephone to answer inquiries and complaints pertaining to bills and customer accounts. Answering multiple phone lines required me to handle many responsibilities at once Helping the customer, taking down urgent messages to transferring callers to another department. Efficiently handled all administrative and clerical duties pertinent to the establishment. Send and receive USPS, UPS and FedEx packages

• Prepared individual and small business Federal and State income taxes using standardize forms• Licensed through Internal Revenue Services. • Maintain continuing education classes for tax preparation.• Performed bookkeeping and tax preparation responsibilities for multiple small business year-around.

• Drafted Requests for various vendors• Ran and presented to management numerous production and inventory reports using the SAP program• Entered Daily Inventory Adjustments for back orders• Ran Daily Kronos Report for payroll• Processed and Coded Accounts Payable invoices• Balanced the Company checkbook• Ran end of the month reports and distributed to management• Processed Miscellaneous Shipping Orders with a Journal Entry using the SAP program• Prepared payroll checks, provided customer service, scheduled interviews, assisted with banking services and provided other administrative assistant responsibilities

• Used the following databases, systems, and software: Oracle, PeopleSoft, Rumba, Java,Mainframe, Windows: NT/2000/XP/Vista/7, Microsoft Office, Outlook, Lotus Notes, QuickBooks, Adobe Acrobat, and NetMeeting.• Processed and coded accounts payable and accounts receivable for various expenses.• Audited others’ accounting practices for quality assurance.• Analyzed issues and offered viable process and procedure improvements.• Expedited communication between upper level management and general personnel.• Researched mail processes and recommended cost and timesaving process improvements.• Presented training on NetMeeting to other employees.• Performed calculating, posting, and verifying duties to obtain financial data for use in maintaining accounting records.• Typed vouchers, invoices, account statements, reports and other records, using a computer.• Constantly sought new ways to improve customer service.• Consistently exceeded customer service goals working with both external and internal customers.• Trained others on Technology applications such as: Lotus Notes, Excel, Word, Outlook, Communicator, and NetMeeting.• Handled incoming and outbound customer service calls in high-volume call centers.• Computed, typed, and mailed monthly statements to customers.• Assisted subordinates and supervisors in identifying and resolving problems.• Provided information regarding activities and location of departments, offices, and employees within the organization.

• Maintained and updated all medical and accounting records.• Created and published a database for medical billing.• Compiled reports to show statistics, such as cash receipts and expenditures, accounts payable and receivable, profit and loss and other items pertinent to the operation of business.• Verified details of business transactions, such as funds received, disbursed, and accounts payable and recieveable payments, and overpayments to customer accounts.• Investigated incorrect billings due to charges or credits on customer accounts and prepared written instructions for correction.• Interviewed customers and others in person or by telephone to answer inquiries and complaints pertaining to bills and customer accounts.• Efficiently handled all administrative and clerical duties pertinent to the establishment.• Executed daily operations of a doctor’s office including the maintenance of the appointment schedule.• Compiled, sorted, and verified the accuracy of data to be entered.• Typed memos, correspondences, reports, and other documents.• Demonstrated proficiency in taking patient medical histories and vital signs.

Columbus, Ohio, Us

• Performed Accounting and Bookkeeping tasks.• Conducted purchases, refund transactions, and reconciled and balanced financial accounts including cash register sales.• Compiled, analyzed, and presented data and financial records to management.• Escalated and transferred corporate calls appropriately.• Kept records of items in layaway, received and posted customer payments, and prepared and forwarded delinquent notices.• Received calls, determined nature of the business, and directed callers to them proper department

Associates Degree In Accounting, Accounting

Diploma, General Studies