Jackie Wagner Email & Phone Number

Appleton, Wi, Us

CAAS (Client Accounting & Advisory Services) Formerly named BizOps- Performs bookkeeping functions for multiple clients on a weekly, monthly, & quarterly basis- Organizes & enters invoices for Accounts Payable functions and prints checks for clients- Assists in preparing 1099 tax documents - Preps monthly WI sales tax returns- Preps quarterly payroll returns- Ran bi-weekly payroll through QuickBooks Online for small clients - Collaborates with team members to ensure timely completion of work- Completes other necessary duties as assigned

Appleton, Wisconsin, United States

- Performed bookkeeping functions for multiple clients on a weekly, monthly, & quarterly basis- Organized and entered invoices for Accounts Payable functions- Assisted in preparing 1099 tax documents - Collaborated with team members to ensure timely completion of work- Completed other necessary duties as assigned

Appleton, Wisconsin, United States

- Reviewed and organized client incoming tax documents- Ensured all client documents are being tracked and kept current- Organized, scan and processed client tax documents- General operational support and other responsibilities as assigned - Collaborated with team members to ensure timely completion of work