TargetedAchievement Based Résumé

Bank Vault, FL (777) 777-7777(h)

BUSINESS & PERSONAL TAX ◊ aP & AR MANAGEMENT ◊ OFFICE MANAGEMENT

“Increasing bottom line accuracy through sound accounting practices”

General Ledger ♦ Payroll Management ♦ Records & Reports ♦ Office Administration

Computer Expertise ♦ Commercial Accounts ♦ Business Startup Accounting

Vendor Management ♦ Office Budgets ♦ Quality Control

Your requirements My qualifications

Minimum five years’ experience with Over 15 years’ experience with individual

generaloffice and business accounting. and corporate business accounts.

Working knowledge of Florida personalCreated tax structures and helped businesses

and corporate Tax Codes. Business tax thru start-up accounting codes. Revenues

experience a plus.rangedfrom $500k to over $4 million.

General office management experience,Managed an office of 8 accountants and a staff

To include operating budgetsof 3; handled budgets and outside vendors.

PROFESSIONAL EXPERIENCE

Allen & Mays Tax Tampa, FL 2001-2011

Accounting / Tax Preparer: Worked with business clients in various stages of organization, from initial financial

start-up to seasoned businesses’ monthly accounting reconciliations, and all other related accounting functions.

Assisted and advised on IRS matters and correspondence.

Office Support / Bookkeeping: As full charge bookkeeper, oversaw all General Ledger transactions, including account analysis, schedules of asset and & liability account, and journal preparation. Managed all aspects of preparation of bank reconciliations for five accounts, handled daily deposits and cash balance analysis, payroll and payroll taxes, Time & Billing / AR reconciliation, A/P and vendor relations. Prepared all internal tangible personal property and sales tax returns, handled all business and employee insurance audits, renewals, and mid-term changes. Maintained a schedule of employee compensation / vacation hours.

Business Consulting: Developed and assisted with the implementation of sound financial structure for various small businesses and new corporate ventures, to include Corporate and Business Taxes and Payroll. As their financial planning confidant, I provided documented advice on the best approach for structuring general office bookkeeping functions such as payroll, A/P, A/R, Daily Journal set-up & maintenance, and various banking tools.

As businesses become financially operational, I performed monthly accounting services for clients, to include sales tax records and monitoring, Workers’ Compensation audits, and general payroll functions. In some cases, General Ledger (A/P & A/R) services were performed until the business was self-managing.

Tax Preparation: Worked with small business owners and individuals regarding tax preparation issues, and encouraged professional preparation of returns. As contracted, prepared tax returns and advised on any ensuing IRS communications.

Emery CPA Associates, P.A. Tampa, FL 1996-2001

Office Manager: In a dual capacity, I oversaw general office accounting, and provided professional support of our

clients’ accounting services needs for an office with annual revenues exceeding $3,000,000. As full charge bookkeeper,

I handled General Ledger, daily deposits, Payroll, and other associated activities. Professional client services included

Client write-up, recurring bookkeeping, tax reports, and business tax preparation.

Internal Bookkeeping: As Senior Bookkeeper, oversaw all General Ledger transactions, including account

analysis, schedules of asset and & liability account, and journal preparation. Handled all internal office property

and sales tax returns, prepared business and employee insurance audits, renewals, and interim changes. Managed

bank reconciliations for five internal accounts, handled daily deposits and cash balance analysis, payroll and payroll

taxes, Time & Billing / AR reconciliation, A/P and vendor relations.

TargetedRésumé page two of two

Emery CPA Associates, P.A. (continued)

Client Accounting Services: Prepared comprehensive client write-ups for a variety of clients, working closely

with business owners to ensure that records were accurately prepared and maintained in accordance with Florida

and Federal statutes. Prepared business and individual state and local tax returns, to include complete records of

supporting documentation, using Lacerte and Laser Librarian Software; Individual Form 1040 as well as Florida

Intangible returns.

I enjoyed an excellent record of accuracy and client satisfaction, and was able to develop a loyal client base for

individual quarterly SUTA tax reports, as well as annual returns. Over the last two years of employment, the

annual revenue of my customer tax accounts grew from $17,000,000 to $24,000,000.

EDUCATION AND CERTIFICATIONS

Associate of Arts ~ Accounting ShorelineCommunity College, Seattle, WA 1984

Active Enrolled AgentMember, Florida Society of Enrolled Agents

Member, Florida Society of Accountants

COMPUTER EXPERTISE

Accounting Realworld, Datapro, Armor, FAS for Windows, FAMAS (E. F. Haskell), Lacerte,

Payroll ADP, Ultra Tax, Saxtax, PC Write Up

GeneralMS Windows, Word, Excel Spreadsheet