In a one CPA office, I managed all clients (appts, phones, files, etc.). Mr. Nicholson prepared files remotely from his out-of-state home office. I reviewed his work prior to assembling; managed client files; exclusively managed a winery client; managed all tax return filings; prepared payroll entries; prepared general ledger entries; managed files on the server; did bank rec's and payroll for 10 clients; managed federal and California payroll reports, sales tax returns & workers comp audits. Made sure all clients who hadn't filed a tax return went on extension. To make the office "paperless-friendly", I scanned two years worth of files; then continued the process going forward. Kept up to date on payroll reporting requirements for federal and California.
08/2000 to 11/2011
Accounting AssistantGardeners' Guild, Inc. － Richmond, CAPerformed all routine accounts payable/accounts receivable functions with extreme attention to detail. Prepared all invoices for clients. Completed ad hoc assignments, data entry, filing for the Leadership team and Account Managers. Chaired the Employee Communications team for our ESOP. Managed the application process for the Waste Reduction Award Program (WRAP).
Education and Training
High School Diploma: General Ed - AccountingSanta Rosa Junior College － Santa Rosa, CA, United States
ExcelCollege of Marin Kentfield － Kentfield, CA, United States