Juliet Graeter Email & Phone Number

Orlando, Fl, Us

Invoicing & Collections experience in Great Plains & Sales Force. Cash Receipts experience.

Miami, Florida, Us

Bookkeeping & Corporate & Personal Taxes for 35+ clients

Reston, Virginia, Us

Accounts Receivable Specialist for government contractors utilizing back office support of Neosystems Corporation. position utilizes Costpoint 7 for processing Cash Receipts.

Analyze and adjust account balances utilizing the SAP Accounting Information System. Educate taxpayers with the State of Florida State Tax system using statute guidelines. Determine penalty waivers using department guidelines and consideration of taxpayer issues. Created Excel application to auto-calculate tax, penalties interest and fees. Created Word flowchart to show Re-Employment and Corporate tax treatments for accounting entities

Valuated company inventory to determine future business direction.Determined profitability of bi-monthly jewelry shows utilizing Excel and QuickBooks Managed payroll with multiple employee commission and payment rates; Encouraged company growth by evaluating company financial reports weekly.Created database for QuickBooks Point of Sale System for multi-store sales efforts.

Significantly reduced accounts receivable by 24% to date by pursuing collection issues.Post liability general ledger entries to bring business profitability data current.Perform accounts payable, accounts receivable and bank reconciliations.Bring tax filings current and administrate W-9 and 1099 tax compliance forms.QuickBooks is the primary accounting software used.

Provide advice to clients on IRS matters to successfully maximize refunds and minimize audit risk.Educate clients on bank products to facilitate payment tax preparation fees.Promote services to potential clients by telephone and personal contact.Successfully contributed to 15% sales increase due to outstanding customer service.

Menlo Park, Ca, Us

QuickBooks consultant and special accounting needs for Jenks Metals, Orlando Predators, Orlando Theatrical Inc., Orlando Repertory Theatre, AAA Auto

Posted General Ledger month-end entries and analyzed financial statements for client write-ups; Administered IRS election forms for S-Corporation, partnership and corporate entity formation.Improved operational effectiveness by updating client information and expanding record classificationsImproved and implemented in-house storage filing system, utilizing Excel Spreadsheets.

Kansas City, Mo, Us

Maximizing tax refunds while minimizing audit risk for Federal Tax Return clients.Determination of client eligibility to receive tax creditsPresentation and sales of bank products to potential clientsUtilized H & R Block software to process all relative documentation both for company and clientParticipated in off-season training in order stay current with tax issues.

Bookkeeping responsibilities included payroll for various commission structures and accessories sold. Accounts payable management for 4 'Nextel' stores in the Orlando Area. Created sales productivity data and charts for each store in order to show profitability of company overall to bank lender. Audited Financial Statements for submission to bank lender.Created cost spreadsheet to facilitate closing of company sale.

Master Of Business Administration (M.B.A.), Accounting

Business Administration, Accounting

Music, Music Engineering

High School Diploma