• Perform audits, reviews and compilations for medium companies in the construction, real estate, manufacturing and distribution industries• Take lead on audits and perform audit work independently• Perform EBP audits• Prepare entity tax returns• Prepare individual tax returns

• Consult with business owners to discuss overall financials concerns and strategies to set the accounting up to address them• Connect business owners with resources to support the accounting function – i.e. payroll companies, financial advisors, bank financing, employee benefits, applications for expense reports, time tracking and maintaining accounts receivable and payables• Develop accounting procedures and finance policies for clients to maximize the functionality and usefulness of financial reports• Guide clients in budgeting, analyzing cash flow, building cushions and decreasing unnecessary costs to obtain financial health• Review financial statements with business owners to show what areas need monitoring and set up reports to display necessary info• Perform complete bookkeeping overhaul and clean up to new clients for more accurate and fruitful books• Train clients on the use of QuickBooks Online and QuickBooks desktop with regular consulting sessions• Represent non-profit clients in annual audit and reviews• Administer payroll with ADP, Paychex and benefits administration for national and international clients• Supervise the Abbott & Company (A&C) provided payroll processing, filing and customer relationship management• Oversee data entry and bookkeeping to ensure accuracy, completeness and optimized utilization of financials• Lead A&C analysis and implementation of improved processes for better CRM, operations and accounts receivable

• Prepare individual, sole proprietor, corporate and S-corporation tax returns • Maintain general ledgers, manage accounts payable/receivable and account for proper revenue recognition for clients• Collaborate with business owners and financial advisors to maximize financial position and functionality of client companies• Administer payroll cycle for companies including set up, payroll processing, 940/941 filings, state unemployment, W-2s, and reconciliation of payroll register• Analyze monthly and annual financial reports for misstatements or irregularities and share findings with clients • Administer payments of quarterly and monthly payments of sales tax, income tax, unemployment insurance, etc.• Reconcile bank and credit card statements for clients• Monitor cash flow for clients bank accounts on a daily, weekly or monthly basis• File annual reports and other required state or federal • Research marketing strategies for A&C to maximize revenue potential• Train and mentor A&C employees to execute tasks efficiently. Delegate office responsibilities.• Organize A&C files to enhance office efficiency

• Audited daily account maintenance for validity, completeness and accuracy to ensure proper information update• Maintained accounts for customer information change requests by updating approximately 20 a day• Administered required document retrieval for new in-branch accounts to ensure Patriot Act compliancy• Introduced, improved and initiated new document retrieval procedures via e-mail for online accounts for efficiency• Improved documents retrieval by approximately 10 documents per day • Assisted approximately five to ten online account customers a day with concerns and questions of account information• Inspected existing operational procedures for efficiency improvements and successfully improved three processes• Analyzed exception item transactions for proper management approval by checking treasurer’s checks against signature cards• Scanned 50 to 100 signature cards a day for project to digitize paperwork