I analyzed and compiled a database of peer financial statements to give insight on how to present disclosure notes. I researched accounting policies and procedures for disclosure notes. I created PowerPoints for internal CPE trainings. I created process maps to document internal processes. I also presented strategies to improve internal controls and corporate inefficiencies.

I prepared individual and corporate income tax returns. I performed data extraction for the preparing of individual and corporate income tax returns. I was expected to proactively research technical tax issues relating to consulting projects. I also utilized tax and accounting software’s to perform daily operations.

I performed consistent check-ins with patrons to ensure satisfaction and promptly addressed issues. I ensured the swift handling and processing of monetary transactions. I also built a rapport with customers to encourage repeat business.