Business & Tax ServicesTax Services:-Tax Return Preparation (Business & Individual) -Tax Planning-Tax Controversy & Resolution (Federal & State Notices, Payment Plans, OIC, Bookkeeping:-Monthly Bookkeeping-Catch Up Bookkeeping-Clean Up BookkeepingFinancial Statements -Preparation of monthly, quarterly and annual Financial StatementsPayroll Setup and ProcessingSales Tax ProcessingEntity formation and state registration. CFO Services-Implement accounting procedures and systems-Strategic planning-Cash flow management & forecasting -Banking Relationships-Loan & Capital assistance (Loans, Lines of Credit, PPP, EIDL)

I am responsible for managing the day-to-day office workflow at D'Andrea & Associates. I supervise a small team of CPAs, junior accountants, data entry clerk (P/T), administrative assistant, and a team of seasonal interns. I am responsible for the strategy, planning, and execution of the firm’s tactical objectives to grow our client-base and drive new sales.I regularly attend local events and conferences, meet with small business owners, and promote a range of D’Andrea services. Key Client Responsibilities Include:● Assessing client needs, managing their expectations, negotiating service agreements. ● Leading the new client enrollment, on-boarding process, and support during the transition process● Leveraging expert accounting skills to evaluate existing client books and records● Analyzing financial statements and report variances to determine proper tax planning for company and taxpayer. ● Preparing financial statements and schedules● Preparing and maintaining monthly bookkeeping, reconciliation, and AP/AR.►►► About D’Andrea & Associates | Business | Tax | Financial AdvisorsD'Andrea & Associates, Ltd is a full-service accounting firm serving clients throughout the Chicago, Illinois area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.