Detroit Metropolitan Area
Prepare monthly financial statements and reports, weekly income statement projection reporting, monthly close journal entries, Ad-hoc analysis, training new employees
Prepared monthly financial reporting, financial forecasting and analysis, monthly close journal entries, Ad-hoc reporting and analysis.
Designed a new automated payroll tax reporting process, collaborated with over 75 municipalities to develop a standard report for payment, researched compliance issue for state, federal, and international standards, audited selected vendor invoices to minimize sales and use tax, reconciled entity data to financial statements and prepared business return
Prepared tax returns for estates and trusts, individuals, businesses, and corporate personal property, organized and reconciled trial balance for input of financial statements into business returns, communicated tax planning to clients and managed client expectations throughout the engagement process
Researched & assessed commercial insurance business risks, processed Workers Compensation policy audits, analyzed and determined appropriate exposure category to set up Workers Compensation insurance claims