Manage the company's payroll and financials along with researching and advising both internally and externally. Oversee and manage an assigned group of clients' through bookkeeping, payroll processing, sales tax filing, financial review, tax projection, tax planning, and tax preparations. Train and review processors' bookkeeping and payroll work. Communicate findings and forecasts with clients and provide client-training.

Process and review clients' bookkeeping, payroll, and financial statements along with preparation of corporate and personal taxes. Assisted, trained, and shared personal knowledge and experiences with colleagues to efficiently achieve goals and complete tasks.

Responsible for compiling monthly data of over 70 clients to analyze for errors and missing information, prepare spreadsheets, assign general ledger codes, making journal entries, enter after-the-fact payroll, and reconcile bank and credit card accounts and balance check registers. File and pay sales tax, and state and federal withholdings monthly. State and federal unemployment taxes are filed and paid quarterly, and annual reconciliation of payroll taxes and prepare W-2s and 1099s annually. Communicate with senior accounts and clients to obtain substantial information to complete monthly financial statements, general ledger, and payroll. Prepare individual and business taxes. Train bookkeepers.

Evaluate, determine, and verify the invoice information and coding, daily data entry to process (300+) invoices to meet a Service Level Agreement deadline with business-lines and vendors, customer service on invoices in progress, contact business-lines and vendors for addition information needed.

Made calls to affiliated customers to either promote or sell products to benefit or profit a customer's need, make cross-sells from a courtesy call, servicing the customers' questions.