Serena Shoup, Cpa Email and Phone Number
🧐 Most bookkeepers: will categorize your transactions, maybe have a couple questions, and then send you an email that says “your bookkeeping is done!” 🤩 My team and I: put together key financial reports and snazzy overview video with visuals each month, pointing out key changes and numbers you need to pay attention to, so you can actually make decisions and understand what’s happening in your business! Of Course Financial is an accounting firm for online entrepreneurs and course creators who are passionate about making an impact. We believe that when entrepreneurs understand their numbers, they can grow their numbers and have massive impact. We set you up with easy to use tools and automation through apps like Xero, Hubdoc, Google Drive and Gusto. We guide you so you can see your finances more clearly in real time anywhere--and understand what it all means. I’m also passionate about helping others in my field. On the Ambitious Bookkeeper® podcast I share insights and tools that have helped me grow my business, so other bookkeepers and accountants can make the move to a virtual bookkeeping side hustle or business, too!
Ambitious Bookkeeper
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FounderAmbitious Bookkeeper Oct 2019 - PresentPrescott, Az, UsDedicated to elevating the Bookkeeping profession through mentoring, education, and inspiration. Listen to The Ambitious Bookkeeper Podcast for weekly free content. -
OwnerOf Course Bookkeeping Jan 2017 - PresentWe serve online experts and course creators
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ControllerProgenity, Inc. Mar 2015 - Jun 2016Progenity is a CLIA-licensed laboratory and is accredited by the College of American Pathologists (CAP). We operate throughout the US. We provide highly complex molecular and specialized testing services to physicians and their patients.While at Progenity, I played a crucial role in building the accounting team and streamlining processes in a fast paced growing company, also adhering to GAAP standards. Some responsibilities include:-managed the hiring, mentoring, goal setting and annual review process of accounting team: AP, GL, Payroll-developed procedures for and oversaw Accounts Payable Function-developed month end close process and provided oversight, management and review of the GL team-managed communication with outside audit and tax firm and delegation of tasks associated with both-assisted with integration of multiple acquisitions, providing daily support to the acquired company's accounting team
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Senior Accountant - Accounting ManagerProgenity, Inc. Jun 2013 - Mar 2015
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Staff AccountantHenry Schein - Dental Specialties & Emergency Compliance Products Groups Dec 2011 - May 2013Melville, Ny, UsFor Dental Specialties Group:• Month-end close process• Balance sheet account reconciliations• SOX• Footnotes• Sales tax compliance for multiple states • Complex reserve calculations• Various other projects and support for accounting managers• Compiled Policies & Procedures for the Staff Accountant roleFor six months I oversaw this role while providing interim finance and accounting support to the Emergency Compliance Products Group as the team transitioned to a new Controller:• Reviewed balance sheet reconciliations• Made internal control recommendations• Process oversight and improvement - related to A/P, A/R and General Ledger integrity, month-end close• Provided team management, cohesiveness, and direction -
Staff AccountantCalvert & Ivester, Pllc Dec 2010 - Nov 2011• Prepared Income Tax Basis Financial Compilations and related bookkeeping for monthly, quarterly and annual engagements in accordance with standards of reporting for OCBOA• Performed monthly bank reconciliations at client locations• Prepared monthly sales tax and quarterly and annual payroll and other (1099s) reports for clients• Prepared tax returns for Individuals (including Schedule C), Partnerships, S-Corporations, and C-Corporations
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Finance ManagerSilver City Food Co-Op Jul 2007 - May 2010• Maintained all accounting records and payroll files, oversaw the cash receipts, cash disbursements, and payroll process, and implemented appropriate internal controls• Maintained sufficient audit trail, reconciled all bank accounts, monitored cash flow, and performed fixed assets tracking• Prepared and filed all monthly, quarterly and annual state and federal payroll and sales tax reports• Coordinated, calculated and reconciled quarterly physical inventories• Monitored all employee benefits (including SIMPLE IRAs, Medical Reimbursement, and Paid Vacation)• Maintained all personnel files, ensuring that they were complete, accurate, and secure at all times• Assisted independent auditing firm during annual audits
Serena Shoup, Cpa Skills
Serena Shoup, Cpa Education Details
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Western New Mexico UniversityBusiness Administration
Frequently Asked Questions about Serena Shoup, Cpa
What company does Serena Shoup, Cpa work for?
Serena Shoup, Cpa works for Ambitious Bookkeeper
What is Serena Shoup, Cpa's role at the current company?
Serena Shoup, Cpa's current role is 🧮 Accountant for Course Creators |🎙 Host of The Ambitious Bookkeeper® Podcast | Mentor for Bookkeepers.
What schools did Serena Shoup, Cpa attend?
Serena Shoup, Cpa attended Western New Mexico University.
What skills is Serena Shoup, Cpa known for?
Serena Shoup, Cpa has skills like Xero, Accounting, Cash Flow, Sales Tax, Journal Entries, Tax, Cch Prosystem Fx, Taxjar, Bank Reconciliation, Account Reconciliation, Microsoft Office, Sarbanes Oxley.
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