Julia L. Email & Phone Number

Wyckoff, Nj, Us

Wyckoff, Nj, Us

New York, Ny, Us

New York

• Process invoices, purchase orders, and credit memos in QB• Prepare and verify payroll journal entries• Maintain the entire filing system for the accounting department• Generate aging reports for multiple projects• Research any discrepancies with payments received and batches posted• Keep frequent computer backups and vital documents in paper copies

New York, Ny, Us

• Maintain cash receipt for credit card chargeback disputes• Audit daily tip reports on an everyday basis• Assist with processing payroll for multiple locations• Prepare daily sales reports and maintain journal entries• Adapt to conflict priorities as well as establish deadlines based upon company demands

Process approximately 200 claims to insurance companies weekly• Investigate and resolve authorization denials and payment rejections on a timely basis• Perform account reconciliation• Update accounts receivable database with payments from vendors and patients• Ensure all patients remain informed of their outstanding debts and deadlines• Review patient charts and verify the patient’s diagnosis with medical codes to ensure accuracy in billing• Cut checks to vendors and process refunds to patients• Communicate with patients by phone, maintain patient statements and provide solutions for any relative billinginquiries

• Prepare and review individual federal and state income tax returns• Perform due diligence to identify the proper filing status• Ensure that proper credits, deductions, and tax liabilities apply to tax returns• Maintain correspondence with clients to collect necessary information for tax return completion and compliance• Record and update electronic database• Maintain A/P database using QuickBooks• Enter, classify, and verify financial record for correct journal entry and consistency

• Assist students and lower-income taxpayers in completing tax returns• Interview taxpayers to ensure complete information and consistency• Communicate with clients in a professional manner and make recommendations for their tax returns• Exercise due diligence during tax interviews

Bachelor'S Degree, Accounting

Continuing Education, Tax Preparation And Quickbooks

Bachelor'S Degree, Finance, General