• Perform payroll and bookkeeping services for clients using QuickBooks. Ensuring accurate recording and filing of transactions.• Filing and preparing corporate and individual tax returns. Experience with forms 1040, 1120S.• Responsible for accurately filing payroll and sales taxes using forms 941, 940, NYS-45, ST-809 and ST-810 • Assist with preparation and filing of partnership taxes using form 1065.• Ensuring accurate corporate set up and applications for PPP, EIN and unemployment insurance for corporations. • Primary contact at small busy CPA firm with over 1000 clients. Ensuring client satisfaction by developing rapport, and loyalty.

• Efficiently managed accounts payable processes including invoicing, coding transactions, and other data entry. • Investigated and resolved several financial reporting discrepancies during tenure. Never incurred any data entry errors while managing client accounts. • Built strong relationships with key leaders in every department to ensure accurate management of accounts payable.

• Primary customer interface ensuring satisfaction and loyalty in every interaction. • Safeguarded business profitability through attention to detail when performing all financial reporting related to cash, checks, deposits and troubleshooting discrepancies. • Consistently maintained a safe balance and preparation of bank deposits.

• Ensured accuracy and consistency while collecting, and processing transactions. • Ensuring branch compliance to audit and other regulatory requirements. • Successfully maintaining an acceptable daily drawer balance with the ability to identify counterfeit currency.

Effectively performing financial reporting and managing insurance policy processes that included resolving discrepancies, policy payments and data entry.