I have been in the accounting and administrative office for 11 years working in taxes, accounting, bookkeeping, A/P, management, etc. I also perform duties such as calling, scheduling, data entry, analysis, and more.
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I am detailed oriented, organized, profficient, analytical and personal. I have a bachelors in accounting, am a Quick Books 2008 certified proadvisor with the accounting edition, 10 key profficient as well as a member of the National Association of Certified Professional Bookkeepers, and National Association of Professional...
Simply Organized was created in 2007 to help small businesses get more organized. I have an accounting background and wanted to bring business consulting into the mix. I am a professional organizer (member of the National Association of Professional Organizers) as well as a member of the National Association of Certified Public Bookkeepers.
I am highly organized, solution focused as well as detailed oriented and flexible. I look at the whole picture and break it down into manageable steps to come up with quality work in a timely manner.
Virtual outsourcing/project mgr.
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Demers & Company, CPA
Tax Specialist, seasonal position
2009 - 2009
Seasonal Tax professional prepping, entering, and review process of 1040 tax returns including but not limited to: SCH A-E, Trust tax returns, Answering phones, greeting clients and answering tax...
2006 - 2007
24 sub companies in 12 different regions in South: Sales & Use Tax, Journal Entries, Bank Reconciliations, Cash reconciliations, credit card reconciliations, petty cash reconciliations, A/P, asset...
Bank Of America
Tax Specialist (seasonal work)
2006 - 2006
Seasonal tax professional handling 1040 preparation including Sch A-F on Pro-Fx. Handled and interpreted trust information and spoke with IRS, banks and clients on several occasions. 1040 work for...
Sheridan Family Dentistry
2002 - 2004
-Full charge processing of all accounts receivable and payable
-Manage all petty cash and office supply expense accounts
- Reconcile bank balances; record general ledger entries...
Accounts Payable Manager
2000 - 2002
-Handled over 40 accounts and spoke to vendors
-Organized a system for accounts payable and brought within 45 days
-Compared invoices to purchase and change orders
-Compared A/P to A/R...
Geoff Roberts, CPA
1999 - 2000
Prepared monthly financial statements, bank reconciliations, Sales & Use taxes, prepared individual tax returns, handled A/R and A/P
Tax Specialist (seasonal work for 5 tax seasons)
1998 - 2000
University of Phoenix
Bachelors of science in business accounting
2004 - 2007