Morgan Potts Email & Phone Number

Orange County, California, United States

Newport Beach, California, United States

Bellflower, California, United States

· Reconcile and categorize all credit card accounts· Assist CPA with information for cost reports and taxes· Help maintain and balance all client Trust Accounts· Make deposits and record all receivables in Quickbooks· Prepare weekly detailed bill reports for CEO

Central, Sc

· Manage payroll and payroll taxes weekly· Create and collaborate on weekly, quarterly and yearly financial reports· Maintain and balance three accounts on Quickbooks· Monitor and update payroll, cost per yard, past dues and more spreadsheets on Excel to enhance the company’s understanding of financial positions

Clemson, South Carolina

• Prepare tax returns for client's with adjusted gross income under $60,000• Review tax returns to ensure quality and accuracy before e-filing through TaxSlayer Pro• Coordinate with Americorps members and volunteers to supervise site operations• Accredited with Foreign Student and Scholar, Basic, and Advanced level certifications

Clemson, Sc

• Create and present budgets for service leaders to utilize throughout the semester• Oversee effective use of Gamma Sigma Sigma's bank account• Align with members to provide funds for various charity organizations

Clemson, Sc

• Encourage women to volunteer and raise $8,000 for the American Cancer Society• Forecast finances for the year in order to create a budget• Examine accounts to change and create excel budget spreadsheets• Facilitate fundraisers and events with local vendors and organizations

United States

• Fulfilling customer’s requests and maintaining positive relationships with customers• Maintaining and operating machinery• Conducting successful cash audits at the end of each shift• Training new baristas with positive reinforcement and respectful, encouraging coaching

Clemson, Sc

• Communicate effectively and often with the Associate Director, Program Coordinator, Community Directors, and other staff• Assist groups with activities and scheduling• Oversee a group of 10 peers ensuring they were on task and working efficiently

Master Of Science - Ms, Accountancy

Bachelor'S Degree, Accounting