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Work Background
Accountng Gurus IncChief Executive Officer
May. 2025Tampa, Florida, United States
Robert HalfAccounting Consultant
Jan. 2025Tampa, Florida, United StatesProject 1: Federal business tax preparation. Project 2: Bookkeeping consultation Quickbooks Desktop Enterprise.
Project 3: Personal and federal business tax preparation and QuickBooks Online (QBO) bookkeeping to prepare a client file for tax preparation.
Grace Dougan ConsultingFull Charge Bookkeeper
Jun. 2024 - Dec. 2024California, United StatesMy experience includes managing bookkeeping for various clients using QuickBooks, accurately recording financial transactions, processing payroll, and preparing financial statements. Various special projects utilizing Excel, including PivotTables and V-Lookup.
Energy Conference NetworkFull Charge Bookkeeper
Jan. 2024 - Jul. 2024United StatesMy experience includes full-cycle bookkeeping, encompassing accounts payable and receivable management, as well as bi-monthly payroll processing. I am proficient in using accounting software, such as QuickBooks Online (QBO) and Xero. I reconciled event budgets by comparing budgeted revenue and expenses with actual revenue and expenses and then reported the results to the CEO. Working closely with the CEO, I prepared and managed the company's overall budget.
Baldwin Risk PartnersStaff Accountant
Aug. 2022 - Jan. 2024Tampa, FloridaMy experience includes managing financial reporting processes, handling month-end journal entries and closing activities, and ensuring accurate financial reporting. I supervised four direct bill colleagues and the generation of weekly reports. I was also involved in the implementation of the Workday management system. I participated in cleaning up unapplied direct bill commission balances and was able to reduce the balance to $.5 million from $1 million.
Reliance Consulting LLCStaff Accountant
Jun. 2021 - Sep. 2022Tampa, Florida, United StatesMy experience includes managing bookkeeping, processing payroll, and preparing and filing sales tax for 25 assigned clients. Including accurately recording financial transactions and preparing financial statements using QuickBooks (Both Online and Desktop). I have also filed state and federal forms, including sales tax, tangible tax, and 1099 forms. For my assigned clients, using Ultra Tax, I prepared both business and personal tax returns.
Axiom Business Consulting - CPA FirmAccountant
Aug. 2018 - Sep. 2020Tampa, Florida, United StatesMy experience includes managing bookkeeping, payroll, and sales tax for various clients using QuickBooks, accurately recording financial transactions, and preparing financial statements. I prepared federal and state tax returns using Ultra Tax for multiple clients. I have also filed state and federal forms, including payroll tax, sales tax, tangible tax, and 1099 forms.
In this role, I managed a large franchise client with $17 million in Gross Revenue, 75 stores, five districts, and the general headquarters. This required producing financial statements for each entity on a monthly basis and consolidating them quarterly for top management.
University of South FloridaTeaching Assistant
Aug. 2008 - Jun. 2012Tampa/St. Petersburg, Florida Area• Created procedures, and completed grading for 13 weekly peer led sessions (650 calculus students)
• In the classroom, I facilitated planned activities for 50 minute peer led sessions
• Answered e-mails from students regarding grades and completed make-up peer led sessions for students who needed to be away from class
• Assisted with the training and managing of undergraduate peer leaders. Peer Leader:
• Assisted the professor and graduate student that were working on the STEP Grant at USF
• Helped with creating the curriculum for various activities for Calculus I students. • Gained in-class experience, by facilitating the planned activities in the classroom.
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