Serena Shoup, Cpa

Serena Shoup, Cpa Email and Phone Number

🧮 Accountant for Course Creators |🎙 Host of The Ambitious Bookkeeper® Podcast | Mentor for Bookkeepers @ Ambitious Bookkeeper
Serena Shoup, Cpa's Location
Prescott, Arizona, United States, United States
About Serena Shoup, Cpa

🧐 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!

Serena Shoup, Cpa's Current Company Details
Ambitious Bookkeeper

Ambitious Bookkeeper

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🧮 Accountant for Course Creators |🎙 Host of The Ambitious Bookkeeper® Podcast | Mentor for Bookkeepers
Serena Shoup, Cpa Work Experience Details
  • Ambitious Bookkeeper
    Founder
    Ambitious Bookkeeper Oct 2019 - Present
    Prescott, Az, Us
    Dedicated to elevating the Bookkeeping profession through mentoring, education, and inspiration. Listen to The Ambitious Bookkeeper Podcast for weekly free content.
  • Of Course Bookkeeping
    Owner
    Of Course Bookkeeping Jan 2017 - Present
    We serve online experts and course creators
  • Progenity, Inc.
    Controller
    Progenity, Inc. Mar 2015 - Jun 2016
    Progenity 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
  • Progenity, Inc.
    Senior Accountant - Accounting Manager
    Progenity, Inc. Jun 2013 - Mar 2015
  • Henry Schein - Dental Specialties & Emergency Compliance Products Groups
    Staff Accountant
    Henry Schein - Dental Specialties & Emergency Compliance Products Groups Dec 2011 - May 2013
    Melville, Ny, Us
    For 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
  • Calvert & Ivester, Pllc
    Staff Accountant
    Calvert & 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
  • Silver City Food Co-Op
    Finance Manager
    Silver 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

Xero Accounting Cash Flow Sales Tax Journal Entries Tax Cch Prosystem Fx Taxjar Bank Reconciliation Account Reconciliation Microsoft Office Sarbanes Oxley Microsoft Excel Internal Controls Revenue Recognition Bookkeeping Great Plains Software Quickbooks Tax Preparation Sarbanes Oxley Act Management Financial Reporting Fixed Assets Peachtree General Ledger Accounts Payable Accounts Receivable

Serena Shoup, Cpa Education Details

  • Western New Mexico University
    Western New Mexico University
    Business 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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