An ambitious and motivated professional with expertise in tax preparation, questions, and resolution. combined accounting and personal financial planning experience. My personal financial planning background and experience has enabled me to organize a Stewardship Committee to provide consulting, resources, and education to others. My excellent interpersonal and communication skills allow me to work effectively with clients as well as co-workers. To utilize my tax knowledge and experience as a Tax Researcher at National Association of Tax Professionals for a long term opportunity.
Dependable, disciplined, energetic, hard-working, and a quick learner that is efficient, organized, and productive.
Detailed knowledge of accounting principles and standards, personal finance and budgeting, and current tax law of Federal and State of Wisconsin.
Produce quality work with high degree of professionalism, attention to details, and outstanding analytical and problem-solving skills.
Computer program experience in various accounting systems such as QuickBooks, Peachtree, Nextsoft, SAP, and Microsoft Office; Type 60wpm.
Tax Practitioner; Certified Acceptance Agent01/2013 to CurrentIntegrity in Tax & Accounting LLCAppleton, WI
Provide tax preparation, planning, and resolution services to individuals, small business owners, and small businesses.
Prepare tax returns for individuals and small businesses including Form 1040 & additional Schedules and Forms, Form 1065 for Partnerships, and Form 1120 for Corporations, along with the Schedule K-1 for each member of the Partnership and/or Corporation.
Accounting and Human Resource Manager01/2012 to 01/2014Edgewater FRP Door LLCNeenah, WI
Responsible for all financial activities for two entities: Edgewater FRP Door and Edgewater Real Estate.
Maintain accounting records for both entities using QuickBooks Enterprise Solutions, complete monthly reconciliations, analysis, and review, and coordinate quarterly review with CPA firm and bank.
Decreased outstanding accounts receivable by 23% and accounts payable by 36% by end of year 2012 resulting in cash being available for operations and good standing with vendors.
Review purchases of raw materials used in production and identified purchases to be tax exempt; Determined 50% of plant square footage is tax exempt for electricity resulting in refund; Educated employees regarding purchases that are tax exempt.
Process weekly payroll, submit proper withholdings, and prepare quarterly and annual reports in 2013; Investigated 2012 WT-6 & WT-7 not matching resulting in a refund of over $3,000.
Verify new employee paperwork is completed, update employer required postings, manage employee benefits, and stay informed on the Affordable Care Act through weekly webinars.
Accountant/ Payroll Specialist01/2009 to 01/2012Progressive ConvertingAppleton, WI
Responsible for processing accounts payable invoices for six locations and twelve divisions, maintain the accounts payable system records, and audit employee expense reimbursements to increase profits; Perform weekly check run.
Process biweekly payroll for approximately 300 employees, review employee time punches for accuracy, and maintain employee benefits; Backup for Human Resources.
Perform monthly account and bank reconciliations, as well as month-end close process, and prepare financial statements for timely review by President.
Investigate and analyze actual data vs. budget; Update and analyze annual budget and forecasts.
Senior Accountant01/2005 to 01/2009ACES Xavier Educational SystemAppleton, WI
Responsible for daily cash flow of general operations and capital campaign, monitor general ledger accounts for accuracy, and perform financial analysis of the organization.
Prepare, analyze, and present monthly financial statements of four elementary schools, one middle school, and one high school to the Finance Committee for review
Prepare and coordinate the annual budget with principals and department managers and present to the Finance Committee for approval.
anage scrip fundraising program and decreased on-hand inventory by 50% allowing cash to be available for general operations.
Prepare annual audit schedules and be available while auditors are on-site to answer questions, provide documentation, and oversee audit process.
nterim Manager for the Business Services Department (Oct 2005 - Feb 2006)
Financial Director/ Consultant01/2003 to 01/2005Integrity Christian CentreAppleton, WI
Responsible for daily accounting tasks of processing accounts payable, preparing cash deposit, processing payroll, performing month-end reconciliations, and preparation of financial statements.
Establish and improve the financial department by implementing policies and procedures that follow GAAP and install new accounting software (ACS) to provide monthly financial statements and analysis to Board of Directors for review.
Develop and implement annual budget process, present to Board of Directors for approval, and oversee and communicate finances of activities.
Organized Stewardship Committee to provide education, resources, and consulting to the community in financial stress or seeking to improve their financial situation.
Coordinate the Benevolence program of the food pantry, financial assistance applications, review, and approval, and meet with those in financial need. INTERNSHIP:
Accountant/ Receptionist01/2000 to 01/2003Schenck Business SolutionsManitowoc, WI
Record daily transactions for small business clients using Peachtree and QuickBooks.
Update and maintain fixed asset records, perform monthly reconciliations of general ledger accounts, and assist in financial statement preparation of clients.
Reception duties of answer phone calls, arrange appointments, client contact when drop-off or pick-up documents, type memos, and various office duties upon request.
Bachelor of Arts: Accounting2002Lakeland CollegeSheboygan, WI, USBachelor of Arts in Accounting, Lakeland College, Sheboygan, WI, 2002
Ambassador for Fox Cities Chamber of Commerce
Produce quality work with high degree of professionalism, attention to details, and outstanding analytical and problem-solving skills
Decreased outstanding accounts receivable by 23% and accounts payable by 36% by end of year 2012 resulting in cash being available for operations and good standing with vendors