Wendy Albrecht Email & Phone Number

Des Moines, Iowa

Downtown Des Moines, IA

Process daily sales and billings for multiple client businesses managed by Orchestrate. Apply cash to open invoices and prepare deposits. Code, process and pay expenses for multiple companies. Track prepaid expenses and process period end write offs, bank reconciliations, and payroll integrations.

Prepare accurate and timely tax returns for clients, new and returned. Provide actionable advice tailored to individual clients, for their tax and financial futures.

Received, sorted, coded, posted, obtained approvals (daily), and paid vendor invoices (weekly), for five subsidiary companies under the corporate umbrella. Maintained and updated prepaid expenses and accrued expenses in Great Plains and Excel. Compiled, printed, and mailed yearly forms 1099 and appropriate forms 1042 to vendors. Reviewed, corrected, and.

Received, sorted, coded, posted, obtained approvals (daily), and paid vendor invoices (weekly), for five subsidiary companies under the corporate umbrella. Maintained and updated prepaid expenses and accrued expenses in Great Plains and Excel. Compiled, printed, and mailed yearly forms 1099 and appropriate forms 1042 to vendors. Reviewed, corrected, and.

Received, sorted, coded, posted, obtained approvals (daily), and paid vendor invoices (weekly), for five subsidiary companies under the corporate umbrella. Maintained and updated prepaid expenses and accrued expenses in Great Plains and Excel. Compiled, printed, and mailed yearly forms 1099 and appropriate forms 1042 to vendors. Reviewed, corrected, and.

Reconciled daily shipping charges and billed customers for shipped orders. Posted and paid vendor invoices. Maintained vendor, customer, and inventory databases.

Reconciled daily shipping charges and billed customers for shipped orders. Posted and paid vendor invoices. Maintained vendor, customer, and inventory databases.

Reconciled daily shipping charges and billed customers for shipped orders. Posted and paid vendor invoices. Maintained vendor, customer, and inventory databases.

Applied customer payments, updated customer orders, and processed refunds. Trained seasonal temporary help and maintained and updated procedures manuals. Posted and paid vendor invoices. General journal entries made to reconcile sales program to accounting program. Created and maintained job costing numbers for events.

Data entry of new hires, retirement contributions, loan repayments, disbursements, and terminated employees from customer retirement plans. Processed rollovers, as well.

Bachelor’S Degrees, Accounting And Business Administration-Finance And Human Resources, Cumulative Gpa To Date 3.899/4.000

Associate’S Degree, Accounting, 3.80/4.00

Activities and Societies: ASOC - Adult Students on Campus

Pre-Nursing Studies

High School, Regular/General High School/Secondary Diploma Program, 3.85/4.00

Activities and Societies: NHS - National Honor Society Co-Editor of Yearbook