Maria White Email & Phone Number

Dallas, Tx, Us

-Completes and oversees advanced level accounting transactions in preparation of client financial statement packages. Creates and posts journal entries. Ensures that all expenses, receipts, owner's distributions, funding requests and other transactions for the accounting period have been accurately posted.-Generates and reviews financial packages for accuracy and comprehensive reporting. Prepares packages on a schedule to ensure timely delivery to the client and other management teams.-Reviews and audits funding and payment requests for accuracy, documentation and authorization in accordance with established operating procedures.-Creates or reviews complex property budgets and forecasting for assigned property portfolios. Participates in new property and client transitions, and client audit

Waconia, Mn, Us

•Increasing followers and driving engagements (likes, comments, and shares). Since October '21, Parley Lake Winery's followers have increased by 320 followers between all social media platforms.•Attending current events to create and maintain my media library•Strategizing content to boost the company social media presence. This includes creating ‘Wine of the Week’ to prompt wine sales and interesting facts about the company and their interests on why they started as a business. This supports local small business and our overall revenue. •Analyzing Data - spending time gathering data to draw conclusions about the company's consistence performance. (Talking to Customers, Feedback with employees, and monitoring discussions on companies social media platforms.)

•Assisted in the monthly write-up services for your book of business (small business clients) including bank reconciliations, journal entries and preparation of compiled financial statements. •Prepared annual tax filings (1040, 1120S, 1120, 1065, other) •Contacted clients as needed concerning additional information required for the accurate preparation of returns. •Assisted staff in reviewing prepared returns prior to production of the final returns to be presented to clients. • Worked with staff to keep the workload moving efficiently through the office

•Assist in the preparation of corporate, partnership and individual tax returns, keeping clients or employers in compliance with Internal Revenue Service regulations. •They seek to keep clients' tax liability to a minimum through the use of appropriate adjustments and deductions.•I work closely with small and large companies to prepare their income tax statements and construct tax strategies that are beneficial to the business. •I keep up to date with current tax procedures and developments. This involves reviewing financial and operating procedures to ensure that businesses follow to corporate procedures. I also analyze each company's structure and determine a budget accordingly.

I started out in the position of accounting manager for the first year and then moved up to associate. Under the office manager position:• I assembled all sorts of tax return filings (1040, 1120S, 709, 1065, other). Once assembled I would go over the return and other documents with clients. • Built relationships and interact with clients to provide excellent service• Overseed and supported all administrative duties in the office and ensure the office operated smoothly.• Provide the necessary administrative support to our team of tax preparers.• Organize appointments and meetings• Prepare and distribute minutes of meetings and correspondence.

• Assist Accounting Manager with month end duties and prepare for fiscal end • AP- Completes payments and controls expenses by receiving, processing, verifying, and reconciling invoices• Responsible for providing financial, administrative, and accounting services in order to ensure effective and accurate business operations• AR- Ensure cash accounts in company’s ledgers agree with bank balances

Victoria, Mn, Us

• Evaluate and create business processes for effectiveness and efficiency and provided recommendations for improvement• Verification of Accounts Receivable by contacting and overseeing accounts with customers and create affordable plans of payment• Manage accounting activities: monitor, prepare, and submit reports of financial activity: including expenses, invoices and billing issues • Routinely reviewed and updated companies’ insurance to cover speakers, employees, as well as the owner of the company

Minneapolis, Mn, Us

I worked at Caribou Coffee as a Supervisor/Team member by completing the following duties:•Create a total experience that makes the day better for guests and Team Members •Ensure the delivery of friendly service, quality products and a clean, safe environment •Manage your team to deliver all aspects of operational excellence •Perform all roles and duties of a Team Member •Model and uphold Caribou Coffee's policies, practices and standards

Us

• Processed and calculated small business and personal tax returns for half million dollar CPA firm • Worked with individual clients to analyze tax documents, determine deductions, and prepare both Federal and State tax returns• Continued researched on up to date tax information to improve knowledge and better service to customers• Communicate with Manager and Owner to establish a plan and organized client’s records

Minneapolis, Mn, Us

• Inputted various payroll rates as applied to each employee • Worked with a team of 20 members in assisting them with Web design projects • Knowledgeable of the software “Client and Profits” system used by Peggy Lauritsen Design group • Effectively organized clients data and companies reports; sort through all financial documents with full cycles of financial reports

Minneapolis, Mn, Us

• Manage team schedules and checkout traffic. Maintain a clean, great-looking store • Cross train and work in other areas of store as needed as well as extensive knowledge of Target policies• Meet and greet customers, ring up purchases, handle returns and refunds, and answer questions about products, services, and merchandise.• The ability to deal with conflicts with customers by making sure that our guests leave happy and wanting to come back to our store. I also help assist with any questions or problems the cashiers might have while working.

• Organized MW Design by creating its own business profile and marketing plan • Calculated a 25% commission base to local shops that market my products • Built and formatted reports in Excel from important income reports and other financial data • Sold product in local shops as well as meet with clients to advise on product design orders

• Maintain account documentation to share in meetings with manager to discuss projects updates and any modifications needed• Entered weekly sales and customer count sheets • Kept strong integrity with all employees’ and contractors information• Gathered information required for tax return preparation

Fargo, Nd, Us

Specialized as an individual tutor by simplifying math concepts while coaching students to think critically to solve problems.Conducted review sessions which contributed to an increase their grades and overall knowledge of the subject

Bachelor Of Science (Bs), Accounting

Bachelor'S Degree, Accounting

Bachelor'S Degree, International Business