Orlando, Florida, United States
Currently accepting a limited number of bookkeeping and cleanup clients. daudwaziri.com Senior Accounting and Tax professional with 11+ years of experience providing fullcycle bookkeeping, accounting, and tax services for small and mid-sized businesses. Expertise spans monthly, quarterly, and annual close, QuickBooks Online optimization and integrations, client advisory, and end-to-end tax preparation and planning. Experienced leader with a track record of managing teams, improving processes, and delivering accurate, tax-ready financials in high-volume environments.
- Serving as a senior-level accounting expert providing real-time support across a wide range of client issues, including QBO Projects set-up, full-cycle bookkeeping setup, transaction cleanup, inventory tracking, undeposited funds, sales tax, bank feed connections, payroll, invoicing, fixed asset depreciation schedules, and tax readiness for small and mid-sized businesses. - Independently diagnosing and resolving complex, ad hoc accounting issues within strict performance metrics, consistently meeting a 33-minute Average Handle Time (AHT) while maintaining high accuracy and client satisfaction. - Maintaining exceptional client experience metrics, including approximately 90% Transactional Net Promoter Score (tNPS) and 97% Expert Satisfaction Score, supported by nearly 100 positive client survey responses highlighting clarity, professionalism, and problem resolution. - Guiding clients through adoption, optimization, and integration of the QuickBooks Online ecosystem, including QuickBooks Payroll, Payments, Bill Pay, Banking, and Sales Tax, as well as third-party platforms such as Gusto, Stripe, PayPal, Shopify, and Amazon, troubleshooting data sync issues, mapping accounts correctly, resolving duplicate or missing transactions, and ensuring accurate financial reporting across systems. - Mentoring and supporting new team members and participating in ongoing internal training to stay current on product updates, platform enhancements, and AI-driven tools, leveraging automation and AI features to resolve client issues more efficiently.
- Assisted hundreds of TurboTax clients across a high-volume environment with complex return questions, product escalations, and tax concepts. - Researched nuanced federal and state tax topics in real time to provide accurate and actionable solutions. - Collaborated with Tax and Product Leads to resolve emerging issues and maintain compliance with quality standards.
- Owned full-cycle bookkeeping for a portfolio of approximately 60 business clients, overseeing monthly, quarterly, and annual close processes including transaction categorization, reconciliations, undeposited funds, error resolution, and delivery of accurate financial reports. - Led client-facing financial reviews to explain results and address questions; when meetings were declined, recorded clear walkthrough videos to ensure client understanding and transparency. - Managed and reviewed work performed by offshore bookkeeping staff, delegating transaction-level tasks while maintaining full accountability for accuracy, consistency, and reporting quality. - Led and supervised a team of 10 accountants while continuing to oversee client accounts, ensuring timely closes, adherence to quality standards, and consistent client delivery. - Developed and documented standard operating procedures (SOPs) to improve efficiency, accuracy, and scalability across accounting workflows. - Researched and implemented improved processes and accounting tools to accelerate close timelines and reduce errors. - Facilitated regular team meetings to align expectations, resolve issues, and drive continuous improvement. - Partnered directly with the CEO and Head of Tax to coordinate year-end handoff from the accounting department to the tax department, ensuring clean, tax-ready books and seamless transitions for business tax filings. - Managed full-cycle bookkeeping and tax preparation for business clients, including preparation and review of Forms 1120-S, 1065, Schedule C, and 1040. - Delivered proactive tax planning using Tax Planner Pro, identifying tax-saving opportunities for S-Corps, partnerships, and LLCs. - Handled entity formations and elections (Form 2553), managed Powers of Attorney (POAs), prepared and filed 1099s, reviewed final returns, and resolved tax notices using TaxDome, maintaining full ownership of accounting integrity and tax outcomes.
- Coordinated full-cycle accounting for over 30 clients, including billing, receipts, deposits, expense tracking, bank and credit card reconciliations, transaction posting, and preparation of accurate financial records. - Supported management on ad hoc projects, including client onboarding, conversion of books from cash to accrual basis, and backup bookkeeping support. - Established and documented client-specific processes to support consistent monthly management report preparation. - Prepared agendas and supporting materials for Accounting Department production and management meetings. - Co-led Accounting Department internal meetings to strengthen operational infrastructure and resolve ongoing workflow and quality issues. - Prepared and filed monthly and quarterly Florida sales and use tax returns on behalf of clients. - Conducted client meetings to review management reports, refine bookkeeping processes, and highlight key performance indicators (KPIs). - Processed payroll and maintained payroll accounting using Gusto and OnPay.
- Assisted in full-cycle accounting including billing, receipts, deposits, miscellaneous expenditures, reconciliation of statements, posting, and preparation of financial records. - Managed travel accounts, purchasing, requisitions, invoicing, & bookkeeping. - Processed and monitored all accounting transactions, sub-accounts, and fiscal records associated with the operating budget. - Researched, tracked, and restored accounting or documentation problems and discrepancies. - Informed management, and compiled reports on activity areas. - Integrated QBO and Gusto for a non-profit company
- Assisted clients and provided adequate information and service. - Utilized financial reporting system software to enter and maintain accounting data sets. - Managed receipts for budget transfers and interdepartmental transfer adjustments. - Verified accuracy of billing invoices, inventory records, and purchase orders. - Supported accounting professional by completing 1040s through Lacerte. - Communicated with vendors and suppliers to ensure timely processing of purchase orders.