Mengxia (Cathy) Wang Email & Phone Number

Lexington, Ma, Us

Somerville, Massachusetts, Us

•Enter invoices from 10+ vendors in NetSuite on a weekly basis. Review and approve expense reports in OpenAir on a weekly basis. Be familiar with accounts payable process and improve the process by managers’ approval.•Identify and reconcile credit card transactions and scan documents on a monthly basis. Review monthly balance of specific accounts. Check open account statements and contact vendors if necessary.•Audit purchase of fixed assets over $1000 and compare net income reported in 10-K with other competitors.

•Bookmark 200+ pages of tax documents that received from outsourced CPA firms on a daily basis.•Prepare 5+ individual tax returns and limit mistakes by less than 1%. Learn how to use the workflow software to deal with uploaded tax documents and to communicate with outsourced CPA firms in an effective manner .•Strengthen multi-task skill by collecting information and communicating with supervisors on a timely basis.

Boston, Ma, Us

•Answered and referred inquiries from entrepreneurs of small businesses, including individual and small business tax preparation. Provided professional advice of selecting best form of corporations to clients. •Prepared client books by collecting, analyzing, and summarizing bank account statements. •Recorded more than business transactions on a daily basis. Prepared reports and summaries for managers and clients using QuickBooks.•Prepared monthly sales and payroll taxes for small businesses. Strengthened tax-related skills by using CCH.

Waltham, Massachusetts, Us

•Assisted eligible taxpayers who make $50,000 or less in satisfying their tax responsibilities by preparing their own federal and state income tax returns. Interviewed taxpayers using relative information (W-2, Form 1099) provided. •Prepared individual tax returns by running TaxWise Online system. Proficient in dealing with .multiple tax issues to meet the needs of every individual taxpayer client. •Enhanced communication skills with individual taxpayers from diverse backgrounds.

•Reconciled journal entries and prepared monthly financial report before deadline. •Practiced using Kindee professional accounting software to deal with daily transactions. Familiar with business processes of the corporation, including the order entry/sales process. •Analyzed revenue account by meeting the goal of increasing sales revenue of the company.

Master Of Science (Ms), Accountancy

Bachelor Of Science, Accounting