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Work Background
ZLC Professional ServicesVice President
Nov. 2017As an Enrolled Agent, I specialize in preparing individual and business tax returns, ensuring that clients receive the maximum benefit from all available tax deductions. I engage in comprehensive discovery meetings to evaluate each client’s unique accounting needs, delivering customized solutions to fit their business. My responsibilities also include managing bank reconciliations on a monthly, quarterly, and annual basis, filing S corporation elections, handling state sales tax submissions, and overseeing payroll processing and accounting. I work closely with Federal, State, and Local agencies to resolve any tax issues, ensuring compliance and accurate representation. In addition, I am proactive in networking and marketing my business to grow the client base, particularly focusing on expanding services for small businesses.
Barchetti Financial ServicesStaff Accountant
Aug. 2015During my tenure as an Accountant at Barchetti Financial Services, I was responsible for managing data entry for multiple clients using QuickBooks Desktop and QuickBooks Online. I collaborated closely with the business owner to develop an efficient monthly billing system, significantly improving client service delivery. I took pride in building and maintaining strong relationships with clients, ensuring their financial needs were met consistently. Additionally, I worked with other team members to create a positive and collaborative office culture that fostered both professional development and client satisfaction.
Centennial ChevroletAccounting Clerk
Apr. 2012 - Jul. 2015Uniontown, PaAs the Accounting Clerk at Centennial Chevrolet I am responsible for many different accounting procedures. I am in charge of accounts payable and accounts receivable. I process payroll every week using ADP. Also, I make end-of-month adjustments to the accounts. I perform various office tasks as in, filing, phones, emailing, etc.
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