Stephanie Wolfe Email & Phone Number

Colfax, Wa

Primary job responsibilities include:• Income Tax Preparation for all kinds of entities, i.e. individuals, partnerships, corporations & fiduciaries• Bookkeeping: monthly bookkeeping and cleaning up messy books for year-end tax preparation• Reconciliation of bank accounts for accuracy and completeness• Payroll accounting• Preparing and filing State and Federal quarterly and annual payroll reports• State sales tax report compilation and submission• Client meetings to discuss business taxes, tax preparation, tax planning, tax implications• Business license renewals• Responsible for training 5 new accountants during my time working here

Colfax, Washington

• Worked mainly with Accounts Payable department coding and indexing invoices using KwigTags system, updating W-9s, compiling check batches, processing checks, balancing Company diesel and mileage reports for over thirty branches spread over three states for state tax purposes, using Access database to enter and balance diesel and mileage for each month and quarter, and assisting with State pesticide and fertilizer license renewals for each branch• Substituted numerous and extended periods of time for receptionist, which included running the Company’s main phone switchboard, operating & processing the Company's mail through system, and manning the front desk while assisting with other projects • Performed various administrative tasks, including organizing, scanning, and filing various forms of paperwork, such as claims and insurance documents; organized storage closets; put together training manual binders

Valencia, California

• Entered employee formal warnings into the Company’s personnel database• Sorted through I-9s to remove outdated documents• Made numerous phone calls & sent emails to notify & follow up with employees regarding required completion of various employee training programs• Logged employee cruise reservations into Company database• Assisted with various office tasks to support efficiency, such as filing, scanning, copying, sorting, and organizing various kinds of paperwork

Colfax, Washington

• Worked in numerous administrative capacities, including archiving, accounting, organizational, logistical and analytical responsibilities: substituted for receptionist, helped with many “clean up” and “catch up” projects for various departments, created numerous Excel spreadsheets for logistical use based on notes provided, analyzed five bank RFPs and created excel document identifying differences for the CFO

Valencia, California

• Entered & processed purchase orders• Constructed and completed recurring payment forms for copier lease contracts• Sorted through and reviewed invoices to correctly document payments and confirm accuracy• Created Excel documents to track purchase order information• Filed and scanned various kinds of paperwork