Shawn Schaeffer Email & Phone Number

Houston, Tx, Us

Houston, Tx, Us

Houston, Texas, United States

Tax and Financial Planning Analysis

Houston, Texas, United States

● Prepare Individual, Corporate, Partnership, and Trust tax returns as well as Texas Franchise returns● Completion of year and month end close of financial statements for client businesses● Complete the entry of monthly journal entries and reconcile bank accounts for client businesses● Complete adjusted journal entries based on tax standards● Research and assist with tax reporting and planning● Effectively summarize large amounts of quantitative information to draw accurate conclusions● Reviewing data input while identifying and resolving technical issues● Support multiple projects on different teams through successful planning and time management● Manage business relationships with clients over the phone, through email and in person● Prepare 1099's and W-2 Payroll forms and file Texas Workforce commission Quarterly/Annual reports

Houston, Texas

Compute, classify and calculate fundamental aspects of a financial recordkeeping for multiple entities, including:Manage financial transactions and record keeping with strict attention to detailAnalysis, recording and balancing of sales schedules, payroll entries and credit/debit memos for 4 different entitiesReconcile and analyze all accounts using bank statementsDetermine transactions and Journal Entries to post to general ledgerDemonstrate and acquire professional and subject matter expertise through handling multiple tasks and engagements simultaneously, accurately and efficiently while meeting deadlines

Administered the Accounts Payable full cycleResponded to all vendor’s inquiries and ensured good vendor relations. Over 300 total vendorsScheduled payment to be made to vendors at Net 60Managed organized physical records of over 500 unpaid invoicesGenerated 80 checks per week and match to corresponding invoicesSubmitted printed checks to be approved and signed then mail out to vendorsPaid all online invoices for 4 different locations (Utilities, rentals, etc.)Entered over 200 invoices totaling up to $1 Million per week

Houston, Texas Area

- Ran a time and motion study on 10 specific precision engineered products and gathered data- created a model that is now used by their sales team to accurately, effectively and more quickly quote each of these products- maximized their profit margins while more efficiently meeting their customers needs