Payroll Clerk, Tax Preparer, Admin Assistant, Bookkeeper

Proficient in calculating and distributing accurate pay across various formats. Experienced in managing automated direct deposit schedules, issuing secure paper checks, and processing cash payments with strict logging and receipt tracking to maintain flawless financial records and compliance.

In my previous role, I utilized QuickBooks extensively to manage end-to-end accounting and financial operations. My responsibilities included reconciling bank statements, categorizing expenses, distributing accounts, and generating critical financial reports such as Profit and Loss statements. Additionally, I managed weekly payroll processing, monitoring monthly payroll tax payments alongside quarterly and yearly filings.

Executing daily transaction categorization, account reconciliations, and the generation of Profit and Loss statements.

Enhanced CRM integrity by directly logging high-level corporate meeting notes from the President into client Salesforce accounts, ensuring seamless data tracking.

Preparing annual personal and business income tax returns (Forms 1040, 1120, and 1120-S) utilizing Drake Tax software, ensuring strict compliance with current tax regulations.

Performing monthly bank and credit card reconciliations to ensure 100?curacy in financial records. Conducting regular bank reconciliations to identify discrepancies and maintain ledger integrity.