• Ensure that monthly bank reconciliation are completed for all outsourced client bank account (s)• Prepared journal entries for monthly, quarterly, and annual financial statements in compliance with US GAAP.• Maintained a system of controls over accounting transactions and the charts of accounts.• Prepared federal and state tax returns, extension, amended returns for individuals, partnerships and S-corporations• Organized and managed client portal, PBC request lists, encrypted transfer documents, and e-signature using cloud-based practice management & workflow software and audit software.• Performed financial statement audit substantive and analytical testing in area of cash, unrecorded liabilities, expenses and revenues. • Performed procedural reviews for compliance over grant requirements as required by OMB A-133• Performed test of compliance for State of Maryland Health Benefit Exchange in the areas of eligibility determinations• Performed test of details for Maryland State Workers’ Compensation Commission in areas of claim process, fair/accurate and timely payment of legitimate claims made by injured workers, reasonable and timely estimates of case reserves• Reviewed internal control process to identity any areas of weakness and reported findings to management

• Coordinated organizational and administrative tasks sets by performing basic office duties such as filing and copying• Recorded and categorized revenues, expenses, and payrolls for small businesses using QuickBooks accounting software• Acquired real world accounting experience by performing monthly bookkeeping data entry and conducting periodic reconciliations of all accounts to ensure their accuracy.• Worked closely with supervisor to compiled monthly financial reports & analysis for clients • Prepared individual and corporate income tax using Drake tax software and assisted with IRS cases

• Successfully passed VITA Exam and received a certificate from IRS• Prepared federal and state tax returns for people who make $53,000 or less by using TaxWise software• Demonstrated oral communication skills through interviewing taxpayers