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Work Background
Intuit Expert
Intuit AccountantsIntuit Expert
Oct. 2021RemoteResponsible for performing comprehensive monthly bookkeeping tasks for 15 clients during each monthly closing cycle. This involves preparing and meticulously reviewing Balance Sheets, Profit and Loss Statements, and other financial reports to identify and rectify any discrepancies, ultimately creating a comprehensive financial management package. Engaging in effective communication with both clients and team members to succinctly summarize the month-end closing process, ensuring that all financial records are accurately completed within the set deadlines. Thorough documentation of client files is maintained to ensure consistent service delivery. Assisting clients in the establishment or updating of their chart of accounts to align with their specific business entities. Conducting regulatory research to provide informed guidance and support.
Accountant
Taxoff Accountant
Jan. 2020RemoteResponsible for providing bookkeeping services, which involves recording financial transactions, maintaining accurate records, and ensuring financial data is organized. Prepare and generate financial reports, which may include income statements, balance sheets, and cash flow statements. These reports provide insights into the financial health of clients' businesses. Help clients clean up and organize their financial records, ensuring accuracy and compliance with accounting standards. Offer ongoing monthly accounting services, suggesting that you provide continuous support to clients in managing their finances. Set up and provide training on various accounting software programs such as QuickBooks, Intacct and Zero Examine and review accounting records and financial statements to verify accuracy and identify any discrepancies or irregularities. Prepare and file taxes for various types of entities, including individuals, sole proprietorships, corporations, partnerships, trusts, estates, and not-for-profit organizations. This includes researching and staying updated on tax regulations.
Financial Analyst
Radian GenerationFinancial Analyst
Jan. 2019 - Dec. 2019Charlotte, North Carolina AreaJob Responsibilities Processing of Inter company transactions (in compliance with GAAP), including inter company receipts allocation and also ensuring outstanding inter company receivables are collected within the period prescribed in the Inter company policy and ensure proper reporting of balances between Entities. Responsibilities includes: • Lead financial management systems for both solar projects and investment vehicles (partnerships, funds, leases, etc.). • Work with the asset managers to create and develop forecasts. • Prepare financial reports for projects that detail revenue, expenses; investigate variances from budget. • Fulfill GAAP Accounting for project companies, including compile and analyze financial reports including balance sheets, income statements and cash flows. • Monitor bank accounts and depositary agreements and prepare the monthly draw requests. • Support compliance with financing documents, including debt service payments and equity distributions. • Support project company audits and tax preparation, liaising with professional firms on behalf of owner. • Ensure accurate and appropriate recording and analysis of revenues and expenses; Resolve accounting discrepancies and irregularities. • Analyze financial data for accurate journal entries and document transactions;
Accountant
Daniel, Ratliff & Co CPA Accountant
Aug. 2016 - Dec. 2018Charlotte, North Carolina AreaMaintained and controlled the General Ledger accounts and business transactions of the client’s organizations, apply the Generally Accepted Accounting Principles (GAAP) that includes analytical work and thorough review of financial records. Key Responsibilities: • Ensured accurate and appropriate recording of revenue and expenses by use of GAAP knowledge as well as understanding of business operations to determine appropriateness of transactions. • Reconciled Fixed Asset GL accounts including asset accounts, accumulated depreciation accounts and depreciation accounts. • Verified the SOX (Sarbanes Oxley) assessment of internal control over financial reporting is performed in accordance with respective client control assessment approach • Summarized current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports. • Prepared tax plans with the reference to the current tax code. • Prepare Federal, state and local income tax returns for individuals, trusts, partnerships and corporations, estimated payments and extensions • Reconciled bank statements, researched and resolved discrepancies.
Staff Accountant
Newton Associates CPAStaff Accountant
Jan. 2016 - Jul. 2016Charlotte, North Carolina AreaAssisted businesses and individuals in financial documents preparations like tax returns in order to comply with legal requirements and performing tasks required to effectively close the books. Key Responsibilities: • Prepared income tax return forms for individuals, small businesses and corporates • Ensured that all general ledger accounts are reconciled to subsidiary records on a monthly basis. • Run depreciation for fixed assets • Reconcile the balance in fixed asset subsidiary ledger to the general ledger • Reviewed reconciliations to ensure that they are prepared properly and follow-up on any unusual items. • Reconciled bank and investment accounts, and prepared related journal entries.
Staff Accountant
Kenwan Tax & Accounting llcStaff Accountant
May. 2012 - Dec. 2014Charlotte ncMaintained and controlled the General Ledger accounts and business transactions of the organization, apply the Generally Accepted Accounting Principles (GAAP) that includes analytical work and thorough review of financial records. Key Responsibilities: • Post transactions to journals, ledgers and other records • Prepare individual State and Federal Income Tax Returns • Reconcile accounts records and ensure compliance with Sarbanes-Oxley control requirements • Reconciles bank statements and researches and resolves discrepancies. • Prepares financial reports by collecting, analyzing, and summarizing account information and trends. Key Accomplishments: • Accelerated the month-end closing process to the fifth calendar day of every month. Provide timely and accurate financial reports on operating entries. • Accurately reviewed and resolved exception reports as well as researched, analyzed and resolved invoice payments’ transaction related matters • Led conversion from manual to computerized accounting systems which improved processes and doubled efficiencies. • Analyzed and successfully reprogrammed software to meet customer requirements. • Researched and corrected problems to assure effective operation of newly computerized systems • Appreciated at work for proficiency in using QuickBooks and the company’s comparative finance information system.
Accountant
Specialized Hardwares LtdAccountant
Apr. 2001 - Dec. 2006Observed clients’ operations to ascertain accounting needs and to recommend, develop, or maintain solutions to business and financial issues. Reconciled accounts. Prepared forms and manuals for accounting and bookkeeping personnel. Calculated and implemented depreciation/amortization schedules. Provided reports to management regarding company finances. Key Responsibilities: • Formulated monthly and year-end financial statements and generates various payroll records • Computed taxes owed and prepared tax returns, ensuring compliance with payment, reporting or other tax requirements • Processed debit memos to invoice or re-invoice for any adjustment Key Accomplishments: • Developed a new collecting system that reduced bad debt rate from 0.42% to 0.35% and reduced credit period from 60 to 30 days over one year • Led conversion from manual to computerized accounting systems which improved processes and doubled efficiencies. • Analyzed and successfully reprogrammed software to meet customer requirements. • Researched and corrected problems to assure effective operation of newly computerized systems
Tax Advisor
H&R BlockTax Advisor
Dec. 2014 - Dec. 2015Charlotte, North Carolina AreaResponsible for preparing complete and accurate tax and providing exceptional customer service utilizing tax and document management software, phone and email. PRIMARY RESPONSIBILITIES • Prepare and file tax returns and assist in other tax compliance matters • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses. • Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government. • Uncover potential deductions and credits. • Advise against potential tax liabilities. • Plan ahead to help clients understand their financial futures • Review financial records such as income statements and documentation of expenditures. • Interview clients to get a thorough picture of financial situation. • Verify totals on past forms for accuracy. • Researching and analysing tax legislation on a frequent basis • Resolve customer complaints. • Recommend additional products and services. • Prepare tax returns using electronic filing software.

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