Terri James, Cpp Email & Phone Number

Greenville, Sc

Greenville, Sc

Maintaining a long-standing relationship, currently manage weekly payrolls and returns in QuickBooks and oversee HR, employment verification, and new hire reporting for two restaurants / 100 employees. This includes assisting in opening a new additional restaurant in 2016. From 1997 - 2007 managed all accounting in QuickBooks & processed 2 weekly payrolls for 100 restaurant employees using ADP. Prepared Financial Statements, Sales & Hospitality Tax, A/R, A/P, bank reconciliations, & workers compensation. Implemented Section 125 plan, administered health insurance, and established HR procedures.Expertise with tipped employees.Software: QuickBooks, ADP, Microsoft Office, MICROS

Greenville, South Carolina

Duncan, Sc

Manage in-house payroll processing for 1000 employees across 34 states.Off-cycle & bonus payrolls.Multistate PR Taxes and Returns, W2s.GL reconciliations, Treasury transfers, Intercompany transactions.Registrations with state and local agencies.Initiated Pay Cards.Workers comp in monopolistic states.Revised and documented policies, procedures and controls based on best practices and educated staff.Software: Deltek Costpoint, Ceridian Tax, Deltek Time Collection, Kronos Time and Attendance, Microsoft Office, Lotus Notes

Greenville, Sc

Liaison between CPA/Tax Department and Payroll/Business Services Dept of accounting firm.Managed staff of 6 and personally served a unique set of clients.Set up GL's and payrolls for sophisticated clients.Registered employers in multiple states.Prepared Quarterly and Annual Payroll Returns, submitted electronic tax payments, reconciled payroll bank accounts.Prepared and submitted monthly Sales, Use and Hospitality Tax Returns.Researched and educated staff and clients on relevant issues and potential employment-related audit risks.Implemented E-Verify procedures and trained staff.Handled year-end verifications and uploads of W2s and 1099s for all business services clients.Software: Creative Solutions Accounting (CSA), QuickBooks, Microsoft Office, Accuwage

Greenville, Sc

Personally serviced 300 business clients in fast-paced rapidly growing payroll service bureau.Managed implementation, training, paperless processing, timekeeping and ESS portal.Maximized productivity by building time-off accrual plans, insurance and 401K deduction plans, customized payroll reports, and designing specialized journal entry imports into various accounting software products.Trained clients in house, off-site, and remotely.Software: Evolution (with thin-client technology), Microsoft Office, Swipeclock Timekeeping, GoToMyPC, GoToMeeting

Greenville, Sc

Retained to organize, safeguard, and direct financial affairs in the final years of Mr. Furman's life.Managed personal accounting, banking and payroll using QuickBooks.Routinely interacted with CPA and wealth manager and administrated substantial charitable gifting.Managed staff of 17 household and care-giving employees.

Greenville, Sc

Assisted President of innovative cycling equipment design firm by submitting SC filings to relocate business to SC from another state.Established and maintained accounting and payroll in QuickBooks.Prepared financial statements for sale of business to Trek Bicycle Corporation.

Columbia, Sc

Managed accounting for professional services corp using ACCI software.Responsible for monthly closings, financial statements, billing and A/R, A.P, cash flow forecasting, year-end reporting, payroll and returns, personnel administration, employee benefits, profit sharing plan.Heavily involved with CPA in tax planning.Maintained AIA contracts and corporate records, managed cash and investments, negotiated annual professional liability insurance and workers compensation insurance audits.Advised architectural project managers in budgeting and contract administration.Negotiated major equipment purchases, installed PC network and acted as system administrator, and tested and implemented data conversion from prior system.