Provides bookkeeping and payroll services for local small businesses. Uses QuickBooks to maintain the chart of accounts, customers, vendors, employees, items, classes, payroll items, etc. Records daily sales and costs of goods sold. Generates sales invoices and applies payments to customer accounts. Reviews and enters bank deposits. Enters bills, invoices, credit memos, credit card charges, and debt installments. Issues vendor payments electronically or by paper check. Processes payroll, remits payroll liabilities and employee contributions, files payroll returns, and prepares Forms W-2. Remits sales tax liabilities to state entities. Reconciles bank and credit card accounts monthly. Generates monthly reporting. Performs additional duties as requested by clients.

Seasonal position utilizing tax preparation software to generate federal and state income tax returns as part of the Volunteer Income Tax Assistance (VITA) program, an anti-poverty initiative of the IRS. Sets up tax software at the start of each season, assists the preparers as needed, oversees all tax returns at the site, and acts as a point of contact for tax clients. Exercises due diligence during tax interviews, advises clients of their rights and responsibilities as taxpayers, and resolves client concerns. Prepared over 880 individual income tax returns, as well as quality reviewing thousands more.

Responsible for providing adult students with the knowledge and skills necessary for proficiency and employment in their fields. Taught 96 sections from a variety of accounting, business, technology, and mathematics courses, including Accounting Principles I, II, & III, Intermediate Accounting I & II, Computerized Accounting, Payroll Accounting, Tax Accounting, Introduction to Computers, Practical Computer Applications, Document Processing I, Word Processing, Spreadsheet Skills, Advanced Spreadsheets, Mathematics Foundations, College Mathematics, and Success and Professional Growth.

Developed and maintained the chart of accounts. Recorded financial information by entering transactions into QuickBooks Online. Verified bank deposits and performed monthly reconciliations. Processed weekly payroll, remitted payroll tax liabilities, prepared payroll tax returns, and issued Forms W-2. Calculated and remitted sales tax liability. Entered annual budget data into QuickBooks. Applied for and received property tax exemption. Performed financial research for the Executive Committee.

Performed accounting work and bank reconciliations for multiple clients using QuickBooks Enterprise Solutions. Processed payrolls, remitted payroll liabilities, and prepared quarterly tax returns for multiple clients. Prepared and reviewed personal income tax returns using Lacerte Tax and discussed returns with clients at time of pickup. Reviewed clients’ financial records for errors, omissions, or indications of fraud, researched tax laws and regulations, and performed other duties as requested by firm partners.

Full-time temporary staffing position providing support to the managers, financial analysts, and system analysts of GHS Financial Planning during the budget process. Coordinated emails to gather data from and send figures to the financial liaisons throughout the System. Manipulated and analyzed worksheets in Microsoft Excel using imported data, columns to text, sorting, filtering, grouping and subtotals, conditional formatting, formula tracing, and various formulas including nested IF statements and VLOOKUP.

National service volunteer position through AmeriCorps VISTA coordinating the Volunteer Income Tax Assistance (VITA) program, supervising 17 volunteers across 21 sites in Columbia, Montour, and Northumberland Counties, generating approximately $980,000 for the community by way of income tax refunds, eliminated tax preparation fees, and property tax/rent rebates. Had prepared 368 income tax returns and 223 property tax/rent rebates, generating over $455,000 for the community.

Reconciled all store funds daily, including tills, gas station funds, change drawers, change in safe, lottery tickets, postage stamps, amusement park tickets, money orders, Western Union receipts and paid-outs, refund slips, petty cash slips, Coinstar vouchers, coupons, and deposits in safe. Entered reconciliation data into the computer, issued short/over reports, encoded and batched checks, ordered change, replenished cash drawers, and generated reports and cash sheets. Prepared large sums of cash, checks, and other media for deposit both daily and weekly. Entered vendor bills in the computer.

Managed the store’s front end, gas station, and parking lot, supervising 10-12 cashiers and associates at any given time. Ensured excellent customer service, helping cashiers as needed and assisting customers and resolving their complaints. Assisted in training, loss prevention, and store operations as needed. Performed voids, overrides, sales tax exemptions, and manual check and EBT authorizations. Made change and gave loans as needed; deposited cash, checks, and other media in the drop safe; and audited drawers.