St. Petersburg, Florida, United States
Dedicated and detail-oriented accountant with 6 years of experience in financial management and reporting. Proven track record of delivering accurate and timely financial information to support strategic decision-making. Why Work With Me: I am passionate about leveraging my financial expertise to contribute to the success of businesses. My commitment to accuracy, efficiency, and continuous improvement sets me apart in the field of accounting. Let's connect and explore how my skills can benefit your organization.
Provide accounting and tax services to individuals and small-medium businesses. ● Provide bookkeeping services. ● File business and personal tax returns. ● Provide advisory services. Work with CPA firms on a contract basis to file tax at year end. ● James P. Sheets, CPA - St. Croix USVI ● SPC CPA - St. Petersburg FL
● Perform end of year bookkeeping in preparation for 2022 tax returns. ● Assist or complete client 2022 tax forms including 1120, 1120-S, 1065 and 1040 tax returns. ● Provide Q1 performance analysis used for quarterly client meetings. ● Collaborate on special projects as needed.
● Provide clients with weekly, monthly, and quarterly bookkeeping with advisory services to produce clean and accurate financials throughout the year.
● Produce journal entries, performance reports, and reconciliations on multiple books of various large businesses. ● Assist with all client books through monthly and quarterly closes and document issues and adjustments. ● Document client and relevant Enstar department approvals for control purposes. Key Accomplishments: ● Manage three books of business as the primary associate for Enstar client Coca Cola through Q4 and year end 2021.