Tax Preparation Preparing personal and/or business taxes for clients according to corresponding federal, state and local tax law. Inputting data from financial records into tax return software or databases. Collecting relevant financial records, including pay stubs and income statements. Building customer relationships to promote and expand the business. Accounts Payable and Bookkeeping Collecting and processing payments and invoices for clients. Managing weekly, bi-weekly, semi-monthly & monthly payroll for over 15 companies. Assisting in data entry and bookkeeping for business clients. Identifying discrepancies in accounts for personal/business clients and finding solutions. Business Consulting Assisting in business start-up and registration with the city and state. Acting as a representative for clients with applicable agencies as required, including IRS and other government entities. Administrative Support Updating and creating new systems for keeping data/files in order and secure for future use or client needs. Creating designs and developing promotional and marketing materials for the company. Managing the business website. Developing and training employees while providing continuous support on new and existing systems. Within two years of working in the company, establishing process improvement that directly impacted the company's success. The company’s Google rating increased from 2.0 star rating up to a 4.2 rating. Including winning an Intuit Top 500 Award and Top 200 Award.

Overseeing all aspects of media and assisting in creative coordination. Managing scheduling of team members and strategic planning of tasks Purchasing and maintaining all videography and media equipment. Administrative Assistant Data entry and filing systems. Coordinating and planning team-building events. Communicating with partners and stakeholders to ensure event success. Assist in all other areas as needed.

Informing clients on the tax preparation process while answering questions and concerns as needed. File taxes for clients according to corresponding federal, state, and local tax law and ensure compliance with government regulations. Answering all phone and electronic communication. Gather relevant information to assess the client’s needs and incoming requests. Process payments and transactions.