Rosie Lamme

Accountant / Bookkeeper @on Target Bookkeeping

Data EntryAccountantFinanceBusiness Owner

Rosie Lamme is a seasoned Accountant and Bookkeeper at On Target Bookkeeping, where she has been streamlining financial operations for over six years. With a keen eye for detail and a passion for numbers, Rosie has successfully managed the accounts of numerous small to mid-sized businesses, ensuring accuracy and compliance. Her innovative approach to financial problem-solving has led to a 20% increase in client satisfaction and retention. Outside of work, Rosie is an avid supporter of financial literacy programs, volunteering her expertise to educate young entrepreneurs in her community.

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Work Background

Senior Tax Associate

Pittsford Samuels, PLLCSenior Tax Associate

Jul. 2024Houston, Texas, United StatesOversees interns in public CPA firm with Accounting and tax preparation. Reviews 1040s, 1065s, 1120-S, and prepares all types of income tax, sales tax, and tax preparation services. Provides clients consultation and training in QBO and works closely with CPAs to perform intricate tax returns.

Staff Accountant

Pittsford Samuels, PLLCStaff Accountant

Nov. 2022 - Jun. 2024Houston, Texas, United StatesAccomplishes engagements across the three main service lines consisting of tax, audit and assurance, and accounting assistance. Focuses on Accounting and tax preparation for trusts and mid-sized companies. Also assists with audits for public companies and non-profits. Maintains books for some clients via Xero, QuickBooks Online and QuickBooks Desktop.

Specialized Tax Services (R&D Tax Credit)

MBO PartnersSpecialized Tax Services (R&D Tax Credit)

Feb. 2022 - Oct. 2022RemotePart of a large team of 50-60 specialists who worked together and collaborated on various projects for mid-sized to large-sized companies seeking Qualified Research Expenses (QRE's) as a Contractor for the PwC Specialized Tax Services department. I prepared narratives, executive memos, and reviewed contacts for large companies pursuing R&D tax credit. Collaborated on multiple teams and supported the team to deliver QREs to various clients, saving them millions of dollars in taxes.

Bilingual Staff Accountant

John F. Coggin CPA PLLCBilingual Staff Accountant

Mar. 2020 - Feb. 2022Pearland, Texas, United StatesBilingual Staff Accountant working with bookkeeping, payroll, sales tax, IFTA, and income taxes.

Accountant

Ten Forty Plus Quality Tax Preparation & Bookkeeping servicesAccountant

Feb. 2019 - Mar. 2020Houston, Texas AreaBookkeeping, tax preparation, payroll, and reviewing Jr. Accountant's work. Quickbooks and Excel used daily.

Interpreter

Language Line ServicesInterpreter

Feb. 2014 - Dec. 2016HerediaTelecommuting and over the phone interpreter in Costa Rica. Fluent in Spanish and English.

Requests

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Experienced Bookkeeper Seeking New Opportunities

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Seeking Skilled Bookkeeper Role

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