Wen (Wendy) Xu, Cpa Email and Phone Number
Wen (Wendy) Xu, Cpa work email
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Wen (Wendy) Xu, Cpa personal email
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Detailed-oriented accounting & tax specialist with experience in helping small businesses with general ledger, payroll, financial reporting and analysis and maximizing revenue and profit.- Introduced a new Quickbooks payroll system and successfully managed payroll process for over150 employees with different payment schedules, resolving questions with insurance- Successfully help clients get a business loan by leading a team to restructure all previous error transactions from 2013 to 2015 by obtaining all support documents in two weeks- Five years experience in managing daily financial for a garment business in midtown Manhattan NY, including balance sheet monthly reconciliation, A/P, A/R and payroll, monthly closing, annual financial statement and budgeting - Provided client cost savings of $20K+ by tracking the missing vendors invoices and instituting cross-checking for payment- CPA with Master’s Degree in Accounting- Fluent in English, Mandarin, and Cantonese.
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Senior AccountantWorld Marketing Inc Feb 2017 - PresentManage business day-to-day financial operation and maintain strong communication between firm owners, sales team, factors and clientsWHAT MAKES ME DIFFERENT: - Achieved reduction 3% on cost of products by negotiating purchase contracts with oversea factories- Oversaw all aspects of Accounting Process including AP, AR, Payroll, Inventory, Account Reconciliation, Bank Reconciliation, General ledger, monthly/yearly end closing - Worked closely with bank factor on the AR collection process of 30 clients, instituted aggressive collection action, accelerating the collection by 20%- Investigated AR chargeback from factor and collected average $2,000 back per month from the customers.SPECIALITIES: Financial Reporting | Financial Analysis | Internal Control | Business Negotiation
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AccountantProgreso Tax Accountants & Advisors Feb 2016 - Feb 2017Jackson Heights, Ny, UsHelp clients with daily operation as well as achieving their long-term goal, such as analyzing sales and expenditures trends, completing monthly-closing and yearly financial statements. Tax preparation and individually tailored tax planning for self-employee and real property owners. WHAT MAKES ME DIFFERENT: - Successfully managed healthy workflow of 150 employees to ensure accurate processing and recording of weekly, biweekly and monthly payroll through setting up standard payroll processing standards and procedures-Restructured all previous error transactions between 2013 and 2015 for 12 bank accounts for five construction companies by analyzing supporting documents from prior bills/invoices for adjusting entries, assessing client's current and projected cash flow so the client can pinpoint the amount of money they can afford to borrow.SPECIALITIES: QuickBooks | Tax Preparation | Financial planning | Client Service | Financial Analysis -
Junior AccountantGrandavenue Cpa Feb 2015 - Jan 2016Accurately prepared hundreds of federal and state return during 2014 for individuals and small business owners. Worked closely with First Eastern Management company for the daily financial management of two 20-units rental property and reversed the long-term operating deficit using my strong analysis skill.WHAT MAKES ME DIFFERENT: - Collaborated closely with senior accountant and property board to successfully reduce the operating deficit of 2 properties by 20% through comprehensive cash flow analysis, budget variances and p&L sheet analysis - Fully took in charge of business incorporation consulting, business licenses/permits, periodical tax compliance and dissolution in 6 months- Accomplished 100% accuracy over 120+ Form 1040, 1040NR, CT-201, NJ-1040/workpapers and supplement schedule A, B, C, D, H, EIC and 8812SPECIALITES: Financial Analysis | Federal & State Tax Preparation | Details Oriented | Organizational Skill | Inventory Mangement I Vendor Relationship
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Accounting InternStevens & Tate Marketing Jan 2014 - Apr 2014Lombard, Il, UsPerformed bookkeeping, AP, AR, and GL reconciliation; managed relationship with clients regarding open invoices. Resolved any reconciliations, invoices, and receivable anomalies.WHAT MAKES ME DIFFERENT: - Familiarized accounting software in one week and complete bookkeeping and other projects within tight agenda as a newcomer- Created and designed Excel spreadsheets to streamline weekly bank reconciliations and replace a formerly manual, time consuming, and inefficient process - Streamlined the collection of outstanding A/R by researching the reasons for the fast due- Processed 50 invoices daily and solved the client concern regarding the process invoicing and rate changes by collaborating with project teamSPECIALITES: Account Reconciliation | Invoicing | Time management | Accounting Software I Bank Reconciliation
Wen (Wendy) Xu, Cpa Skills
Wen (Wendy) Xu, Cpa Education Details
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Depaul Driehaus College Of BusinessAccounting -
Nanjing Normal UniversityAccounting
Frequently Asked Questions about Wen (Wendy) Xu, Cpa
What company does Wen (Wendy) Xu, Cpa work for?
Wen (Wendy) Xu, Cpa works for World Marketing Inc
What is Wen (Wendy) Xu, Cpa's role at the current company?
Wen (Wendy) Xu, Cpa's current role is Senior Accountant at World Marketing Inc.
What is Wen (Wendy) Xu, Cpa's email address?
Wen (Wendy) Xu, Cpa's email address is we****@****tor.net
What is Wen (Wendy) Xu, Cpa's direct phone number?
Wen (Wendy) Xu, Cpa's direct phone number is +121256*****
What schools did Wen (Wendy) Xu, Cpa attend?
Wen (Wendy) Xu, Cpa attended Depaul Driehaus College Of Business, Nanjing Normal University.
What are some of Wen (Wendy) Xu, Cpa's interests?
Wen (Wendy) Xu, Cpa has interest in Social Services, Economic Empowerment, Yoga, Traveling, Art History.
What skills is Wen (Wendy) Xu, Cpa known for?
Wen (Wendy) Xu, Cpa has skills like Accounting, Microsoft Excel, Microsoft Office, Financial Accounting, Account Reconciliation, Financial Reporting, Accounts Payable, Financial Analysis, Financial Statements, Quickbooks, General Ledger, Outlook.
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