Current Employment Status:
Hired Part Time on Sep 1, 2022
Looking for an expert in QUICKBOOKS ONLINE and can do US TAX PREPARATION? LOOK NO MORE! I am here to deliver the outputs give clarity and the focus of providing financial clarity to you and by going above and beyond for your business!
With my 10 years of work experience, let me be your partner to ease your burden with your bookkeeping and accounting needs. Let me help you simplify your accounting transactions and translate it to useful financial information and tax ready..
Highlights of Experience:
1. Team management - oversee the work of accountants ensuring that tasks are completed accurately and on time specially month-end closings; participate in hiring process and onboarding and training new employees;
2. Workflow and process management - streamline workflows to increase efficiency; allocate tasks and projects to staff, ensuring balanced workloads and meeting client deadlines
3. Client relationship management - oversee the onboarding process for new clients, ensuring a smooth transition and clear understanding of the services offered
4. Tax preparation and review - prepare US tax returns (Forms 1040, 1120-S) using Drake tax software and tax working paper and analysis; review the data entry of tea
5. Financial management - oversee the preparation of internal financial reports, ensuirng they reflect the firm's financial position accurately
6. Strategic planning - contribute to the development of the firm's strategic goals and translate them into operational plans
7. General bookkeeping and accounting - including bank reconciliation, CLEAN-UP and catch-up
8. Softwares: - Quickbooks (Online and Desktop) - BuilderTrends (Construction Accounting) - Xero - Receipt Bank / Dext - WHMCS - QB Payroll, Gusto -
LET'S CONNECT ^_^
Experience: Less than 6 months
Experience: 2 - 5 years
US Tax Preparation through Drake Software
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