Kerrina O'Connor, Msf

Kerrina O'Connor, Msf Email and Phone Number

Helping millennial business owners with $20k+ tax debt go from Tax Mess to Tax Less, by creating an engaging tax journey. @ KAKE Financial
Kerrina O'Connor, Msf's Location
Miami-Fort Lauderdale Area, United States, United States
Kerrina O'Connor, Msf's Contact Details

Kerrina O'Connor, Msf personal email

n/a

Kerrina O'Connor, Msf phone numbers

About Kerrina O'Connor, Msf

I am currently an Enrolled Agent (EA) Candidate. I help individuals and business owners with tax debt achieve peace of mind. I also currently provide Tax Preparation and Bookkeeping Services to individuals and businesses.

Kerrina O'Connor, Msf's Current Company Details
KAKE Financial

Kake Financial

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Helping millennial business owners with $20k+ tax debt go from Tax Mess to Tax Less, by creating an engaging tax journey.
Kerrina O'Connor, Msf Work Experience Details
  • Kake Financial
    Tax Specialist
    Kake Financial Feb 2021 - Present
    -Research tax laws and provide best option for clients-Prepare federal and state income tax for individuals and business-Bookkeeping for small businesses-Penalty Abatements
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  • I Heart Accounting
    Tax Preparer
    I Heart Accounting Jan 2022 - Present
    Coral Springs, Florida, Us
    • Organize financial records for individuals and small businesses• Prepare Individual Federal and State, Corporate, Partnership, Non Profit Tax Returns• Prepare and Review Financial Statements (Income Statements and Balance Sheet)• Create Adjusting Entries on QuickBooks Online (QBO) and Desktop and performing bank reconciliations
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  • Adt
    Business Analyst It, It Governance
    Adt Mar 2017 - Dec 2020
    Boca Raton, Florida, Us
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  • Adt
    Junior Financial Analyst/Project Coordinator
    Adt Nov 2016 - Mar 2017
    Boca Raton, Florida, Us
    Manage Financial spreadsheets for multiple projects on a monthly basis, monitoring resource expenses and budgets, while adhering to deadlines (Collective budget of over $3 million).Reconcile forecasts and actual expenses, using Pivot tables and VLOOKUP’s to make note of variances, in order to provide a more accurate forecast next month.Compare General Ledger to Spreadsheet Capital Expenditures, documenting and investigating variances. Identify and Correct inaccurate capital expenditure tasks to operating expenditure tasks, as it affects the budgets for the projects.Consolidation of quarterly data, to provide quicker access and legibility, into a new financial spreadsheet.Conduct meetings to make sure tasks and assets are properly allocated to each project.Auditing the locations of Tollgate/Milestone Documents, in order to aid in the approval of the next phase in a Project.
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  • Florida International University- Financial Aid Office
    Management Analysis Student Associate
    Florida International University- Financial Aid Office Aug 2015 - Nov 2016
    Miami, Fl, Us
    Uphold Family Education Rights and Privacy Act (FERPA), when dealing with sensitive information.Award and/or cancel student’s awards as necessary (due to change in budget or other inconsistencies).Assist with Private Loans, Return to Title IV funds (R2T4) ,and Private Scholarship reconciliation. Monitor scholarship and private loan revenues and expenses; Forecast Bright Future’s Fund Budget. Research student records, check and wire logs for deposit and expense discrepancies. Contribute to the preparation of the financial aid fund budget.Request funds for Federal and State Funds (Loans, Pell grant, etc.); run query to determine the amount of federal aid disbursed on a daily basis (over $300 million in funds last year).Aided with inputting received amounts of Loans and Pell grant, from the Department of Education’s Common Origination and Disbursement (COD) website.R2T4: Calculate the amount of aid the student owes to government, based on student’s attendance. Answering over 500 emails dealing with Return to Title IV (R2T4) funds: inputting large amounts of data on excelComply with government time frame and deadline to return fund .Take care of over 100 Stale date checks; call student regarding the checks and suggest signing up for direct deposit. Deposit multiple scholarship checks: Awarding scholarship amounts, scanning checks and documents, adding data of sponsors, students, and amount of check to spreadsheet.Implementing Data Validation Conditional Drop Down Menu.
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  • Florida International University- Financial Aid Office
    Customer Service Representative
    Florida International University- Financial Aid Office May 2014 - Aug 2015
    Miami, Fl, Us
    Investigated possible fraudulent figures on students’/parent’s Tax Return Transcript.Suggested corrections as it pertains to the FAFSA application.Assisted students with their financial aid package on the phones, in person, and via chat. Attended to over 50 online chat services daily, with at least four chats from students at a time.Handled over 100 phone calls daily; Saw over 100 Front Interaction with students daily.Adapted to changing legislation pertaining to Financial Aid, explained the changes to students.Explained how financial aid works and a daily basis.Analyzed figures to be in accordance to Expected Family Contribution, student's budget, and Federal regulations.Calculated percentages such as origination fees, and/or scholarship tuition percentages.
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Kerrina O'Connor, Msf Skills

Leadership Powerpoint Social Media Banking Income Tax Public Speaking Sales Data Entry Microsoft Powerpoint Drake Tax Software Data Analysis Small Business Tax Team Leadership Finance Corporate Tax Microsoft Office Microsoft Word Microsoft Excel Training Time Management Community Outreach Customer Service Tax Preparation Teamwork Management Research Taxslayer Analysis Retail Sales

Kerrina O'Connor, Msf Education Details

  • Florida International University
    Florida International University
    General
  • Florida International University
    Florida International University
    General

Frequently Asked Questions about Kerrina O'Connor, Msf

What company does Kerrina O'Connor, Msf work for?

Kerrina O'Connor, Msf works for Kake Financial

What is Kerrina O'Connor, Msf's role at the current company?

Kerrina O'Connor, Msf's current role is Helping millennial business owners with $20k+ tax debt go from Tax Mess to Tax Less, by creating an engaging tax journey..

What is Kerrina O'Connor, Msf's email address?

Kerrina O'Connor, Msf's email address is ko****@****adt.com

What is Kerrina O'Connor, Msf's direct phone number?

Kerrina O'Connor, Msf's direct phone number is (561) 988*****

What schools did Kerrina O'Connor, Msf attend?

Kerrina O'Connor, Msf attended Florida International University, Florida International University.

What are some of Kerrina O'Connor, Msf's interests?

Kerrina O'Connor, Msf has interest in Children, Economic Empowerment, Civil Rights And Social Action, Environment, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Arts And Culture, Health.

What skills is Kerrina O'Connor, Msf known for?

Kerrina O'Connor, Msf has skills like Leadership, Powerpoint, Social Media, Banking, Income Tax, Public Speaking, Sales, Data Entry, Microsoft Powerpoint, Drake Tax Software, Data Analysis, Small Business Tax.

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