Jeannie Townsend Email and Phone Number

Work with a diverse range of clients, agency contacts and staff; establishing and maintaining a professional, trustworthy and friendly rapport.Work closely with CEO and CFO developing a system to determine valuation of projects.Management of six small business accounts, including multiple locations and LLC’s, some generating over $1.2 million + dollars of annual net worth.Analyzed clients business types and needs to determine what account management strategies best suit their business. Familiar with Sole Proprietorship's, Corporations, S-Corporations and Limited Liability Company differences and requirements.Act as primary contact for clients; successfully resolve any disruptions in a timely manner while maintaining client satisfaction.Supervise and train new staff.Created registration guides for employees to assist with new business registrations.Regularly interact with numerous city, county, state and federal regulatory agencies on behalf of clients including but not limited to; The IRS, BOE, EDD and SOS.Effectively manage time to be able to work on multiple projects concurrently and meet established deadlines.

Implemented and maintained electronic bookkeeping organization from ground up. Accounts Receivable; charging and tracking of all Business Development accounts. Execute with accuracy Client’s quarterly and annual Profit and Loss Statements and generated various reports as requested.Prepared clients for audits; correcting or revising data to reflect appropriate deductions adherent to Federal and State Income tax regulations.Preparation of Quarterly and Monthly Pre-pay, CA Board of Equalization Sales Tax filings.Knowledge of GAAP.Tracking clients accounts with the double-entry bookkeeping system used in QuickBooks Pro. Created guides for new employees; assisting with the streamlining office procedures.