Melissa Ferguson Email & Phone Number

Bigfork, Montana, United States

Bigfork, Montana

Kalispell And Missoula, Mt

Provide bookkeeping services to clients including financial statement preparation, payroll services, inventory system set up and other bookkeeping related services. Set up Corporations, S-Corporations, and LLCs for new and existing businesses. Setup and maintain corporate books for clients.

I work for business owners as a liason between them and their CPA. I will help set up a new business or re-organize an existing one. I will set up bookkeeping and payroll, create new corporations, and assist with financial statement preparation. I create a budgets and assist in preparing business plans.

Manage all financial transactions, posting debits and credits, producing financial statements, and recording all transactions. Prepare management reports and financial summaries using Microsoft Excel detailing company'sfinancial status. Generate bank deposits, verify and balance receipts. Create invoices and track overdue accounts.Manage payroll and prepare payroll tax returns. Research and resolve billing and collections disputes.Assisted President with presentation and negotiation of the sale of medical device patent.Successfully applied for patent improvements on existing patents.Prepared and delivered to owner, bank, and CPA accurate monthly and annual financial statements.Assisted CPA in tax planning and reducing company's income tax debt.Performed all administrative duties for patent maintenance, health insurance and pension plans.Attended trade shows introducing medical devices to medical doctors, physical therapists, and chiropractors.Helped President of company obtain Medicare coverage for medical device manufactured by company.Performed cost analysis to help reduce costs and increase profit margins.Oversaw all day to day operations of business and headed projects within company to assist in the accomplishment of company's goals and objectives.

Oversaw all bookkeeping and administrative functions of company. Set business up as an S-Corporation and insuredbusiness operated under the guidelines associated with it. Organized business to become successful and functional.Key Contributions: Set up all functions of corporation, including accounting system, office organization, and processes for invoicing and bidding. Audited financial transactions to make sure bookkeeping entries were accurate. Prepared all annual financial statements for CPA to prepare income tax returns.

Managed financial transactions and record keeping for several clients with strict attention to detail. Verified andposted transactions to general ledger. Assisted CPA during tax season by setting up client files, making requests foradditional information, preparing various tax forms, and all other duties requested by CPA to complete income taxreturns for several clients. Communicated with customers to address inquiries and resolve issues. Input taxinformation into Lacerte Tax Program for CPA to review. Excelled within a fast-paced environment, continually taking on increased levels of responsibility. Was responsible for 26 clients bookkeeping, tax preparation, financial statement preparation, and payroll administration. Set up multiple businesses as corporations and maintained corporate books and state records. Performed audits on several clients businesses to correct previous bookkeeping errors and discovered embezzlement of money within a particular business for a

Master'S Degree, Accounting

Bachelor Of Applied Science (B.A.Sc.), Accounting

Associate'S Degree, Accounting

Education record