A customer-service driven provider of an umbrella of nonattest professional services including eldercare accounting services, consultation & advisory services, tax return preparation & general accounting services to business & consumer clients. Eldercare Accounting Services:• Provide elder clients with assistance for their daily financial affairs, business & related duties• Assist in getting the financial house in order during the care of the elder client• Organize… Show more A customer-service driven provider of an umbrella of nonattest professional services including eldercare accounting services, consultation & advisory services, tax return preparation & general accounting services to business & consumer clients. Eldercare Accounting Services:• Provide elder clients with assistance for their daily financial affairs, business & related duties• Assist in getting the financial house in order during the care of the elder client• Organize financial records to identify all assets, liabilities, revenue sources & expense commitments• Set up a process to establish necessary internal controls over a client's financials• Review & payment of household bills, budgeting, record keeping & balancing of bank accounts• Monitor & track total financial portfolio including cash receipts, investments & real estate• Preparation & filing of income, trust, gift & estate tax returns & related planning• Provide accounting services to the estate to wrap up financial matters after a parent's death Consultation & Advisory Services:• Business Consultation• Personal Finance Coordination• Strategic Planning & Analysis• Oversee Project Management• Financial Process Coordination, Troubleshooting, Problem Solver• Analytical Consultation to Organize• Assist Clients to Develop Measures of Internal ControlTax Preparation Services:• Federal & State Individual Tax Returns• Business Tax Returns• Estimated Tax Analysis & Planning• Non For Profit Reporting• Gift & Estate Tax Returns• Quarterly & Year-End Payroll & Sales Tax Returns• 1099, W-2 & Information Returns• E-Payment of Taxes via EFTPS & StatesGeneral Accounting Services:• Bookkeeping Services• Bank & Financial Reconciliations• Payroll Reporting & Filings• General Ledger / Journal• Internal Management Financial Reporting & Analysis• Administer Estate & Trusts• Executor of Estate, Trust, Power of Attorney• Financial Record Organization• Notary Public Show less

Provided accounting control & solutions services related to all phases of management reporting:• Solutions Lead Analyst• Global Reporting Hierarchy Coordinator• Financial Process Coordinator• Financial Analyst• MIS Production ManagerResponsible for coordination & development of global business management reporting hierarchies, financial analysis & budgeting, development of the monthly reporting process, coordination of the yearly division budget process… Show more Provided accounting control & solutions services related to all phases of management reporting:• Solutions Lead Analyst• Global Reporting Hierarchy Coordinator• Financial Process Coordinator• Financial Analyst• MIS Production ManagerResponsible for coordination & development of global business management reporting hierarchies, financial analysis & budgeting, development of the monthly reporting process, coordination of the yearly division budget process, production of the monthly reporting packages & key performance indicators, implementation of internal control standards, strategic planning, communications liaison, and served as financial advisory to global & regional controllers. Show less