Whitney Chevis Email and Phone Number
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Whitney Chevis personal email
My career as a Freelance Bookkeeper/Owner has been dedicated to refining financial operations for small businesses. Specializing in QuickBooks, I provide comprehensive services including payroll and tax preparation, ensuring my clients can channel their focus into their business growth. My tenure has fostered a deep understanding of client-specific needs, leading to the development of bespoke bookkeeping processes that business owners can rely on.At Go Green Texas EV, my role as Finance and Operations Manager leveraged this expertise, as I orchestrated the transition to advanced software tools like QuickBooks and Knowify. This move streamlined project management and financial operations, enabling better stakeholder engagement and project delivery. My proficiency in planning and coordinating green energy projects stands as a testament to my commitment to both operational excellence and sustainability.
Accountaholics - Bookkeeping, Tax, And Consulting
View- Website:
- accountaholicstx.com
- Employees:
- 3
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Freelance Bookkeeper And OwnerAccountaholics - Bookkeeping, Tax, And ConsultingHouston, Tx, Us
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Freelance Bookkeeper/OwnerAccountaholics - Bookkeeping, Tax, And Consulting Apr 2016 - PresentHumble, Texas, UsAssisting multiple clients with full service bookkeeping, payroll, tax preparation, and consulting. Specializing in top small business software. My goal is to create a bookkeeping process that's less hands on for business owners. So that business owners can focus more running their business. I take delight in providing a customized service that they can trust and caters to their specific needs.
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Finance And Operations ManagerGo Green Texas Ev Jul 2023 - Jul 2024Handled company’s bookkeeping through Quickbooks onlinePrepared payroll and managed the HR Prepared invoicing (traditional, progress, and AIA pay applications)Setup and Managed the company’s accounts payable processesPlanned and coordinated green energy installation projectsCreated project plans with milestones and budgetsSetup Knowify and managed the company’s project management softwareMigrated all company data from Zoho and Freshbooks to MS Office and Quickbooks. Migrated the company from BuilderTrend to MS Projects/Planner then to KnowifyAssisted with customer relationship management and project planning/updates with stakeholdersSetup the company’s internal softwares and processesHandled vendor and contractor managementAssisted CEO and CBO with operations managementHandled any escalation with stakeholders and clients -
BookkeeperTri-Fold Investments Jul 2013 - Sep 2023Streamlined bookkeeping & office procedures using QuickBooks Pro. Processed A/P, A/R, & payroll. Make adjusting journal entries as necessary. Reconciled company bank & credit card accounts monthly. Produced and filed quarterly state sales tax reports. Prepared monthly financial statements & budget reports for owner.
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Office & Finance ManagerWallero Inc Mar 2022 - Nov 2022Bellevue, Washington, UsFinance Tasks:Maintaining company financialsBookkeeping the transactionsInvoicing clients and follow-ups on the receivablesForecasting the financials for the yearReporting the financials monthlyOptimizing the expenses and gaining clarity on per head cost of a resource for the companyCalculate commissions for the salespeople based on their commission model and run the paymentsOptimize the expenses for other office locations beyond the United StatesFile taxes for the companyOffice Management Tasks:Onboarding new hires, taking care of the paperwork activities, and sending emails remainder on the timesheets for running the payroll.Helping with account setups in various states for running the payroll -
Tax And Bookkeeping ManagerEmpire Tax Firms, Llc Jul 2022 - Oct 2022-Managing tax advisory services, tax compliance, and tax provision.-Helping to develop, build and manage client relationships.-Participating in the proposal process for prospective clients.-Assisting with managing, developing, and coaching professional tax staff-Maintain and monitor financial records/reports and check for inaccuracies.-Be able to correctly read and interpret financial reports.-Tax preparation, strategy and filing for individuals and companies.-Experienced with dealing with IRS-Make suggestions regarding budgets and other financial decisions-Ensure complete compliance with all state and federal regulations for corporate and individual (1120s, 1120c, 1065, 1040).
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Staff AccountantTbh Tax Llc Feb 2020 - Sep 2020Virtual staff accountant for a Wealthy planning and Tax firm.Average worked with about 15 clients on average a month.Provided exquisite, informative, innovative, and organized full-cycle bookkeeping for the firm’s clientele.Helped streamline and upgrade the firm’s processes and tool
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BookkeeperBotkeeper Sep 2017 - Feb 2018Boston, Ma, Us• Executed the day to day accounting entries that ranged from posting journal entries, general bookkeeping, reconciliation of bank accounts, preparation of financial statements, payroll taxes, and sales tax return preparation for various start-ups.• Acted as a professional liaison between client and the support staff -
Staff BookkeeperProledge Bookkeeping Services Jan 2016 - Aug 2016Austin, Tx, Us• Updated client financial records for multiple business using QuickBooks. Including data entry, account reconciliations, journal entries, and the preparation of monthly financial statements. • Mediated between Proledge and the client • Completed sales tax or use tax reports each month and file with the appropriate state agency. • Assisted in firm operations to ensure all client obligations are met. -
BookkeeperCns Construction, Llc May 2015 - Feb 2016• Responsible for all bookkeeping, payroll and general accounting for the company, including month-end adjustments, journal entries, and reconciliations.• Prepared Financial Statements as well as month-end and year-end closings.• Processed vendor invoices and expense reports, as well as accounts payable check runs set-up vendor accounts and new customers/jobs. • Handled construction permits and attend bid meetings as needed. Prepare and file quarterly state sales tax reports -
Executive Assistant/Office Manager/Executive Search AssociateCulbertson Resources Inc. Oct 2012 - Apr 2013Houston, Tx, Us -
Bookkeeper/Office Manager (Contract)Riverside Equity Group May 2012 - Oct 2012
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Office Manager/DispatcherPrecision 1St Transportation, Llc Feb 2011 - Mar 2012
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Accounting Administrative AssistantThe Heston Group Oct 2008 - Oct 2009New Orleans, La, Us
Whitney Chevis Skills
Frequently Asked Questions about Whitney Chevis
What company does Whitney Chevis work for?
Whitney Chevis works for Accountaholics - Bookkeeping, Tax, And Consulting
What is Whitney Chevis's role at the current company?
Whitney Chevis's current role is Freelance Bookkeeper and Owner.
What is Whitney Chevis's email address?
Whitney Chevis's email address is wh****@****dge.com
What are some of Whitney Chevis's interests?
Whitney Chevis has interest in Children, Civil Rights And Social Action, Environment, Education, Science And Technology, Animal Welfare, Arts And Culture.
What skills is Whitney Chevis known for?
Whitney Chevis has skills like Payroll, Quickbooks, Account Reconciliation, Accounts Payable, Customer Service, Microsoft Excel, General Ledger, Peoplesoft, Invoicing, Financial Analysis, Administrative Assistants, Financial Accounting.
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