Albuquerque, New Mexico, United States
Managed all accounting functions for the firm. Duties included month-end close, accounts receivable management, collections, accounts payable management, payroll processing, income tax filing, sales tax filing, and financial statement compilation and preparation. Duties performed on a part-time basis due to size of the firm.
Managed accounts receivable and accounts payable. Worked with an external accounting firm to prepare financial statements. Assisted in preparing commercial appraisal reports including managing database of market indicators for different geographic regions of the State of NM as well as comparable sales.
Client manager of over 25 clients. Responsible for all elements of compliance and advisory workflows. External projects include income tax preperation, financial statement preperation, monthly accounting close and adjustment work, sales tax filing, tax planning, financial statement assurance, bugeting and forcasting, payroll processing and more. Managed internal firm workflows and reviewed work of junior staff. -In-charge accountant of the firm’s largest financial statement review and preparation engagements. Responsible for all review procedures, specialization in medium-to-large construction contractors. -Preparer and reviewer of income tax returns including forms 1120S, 1120, 1065, and 1040. -Helped develop firm’s updated tax planning and estimate tax workflows. Developed payment procedures for clients and personally transmitted all client estimate payments. -Overhauled and instituted a new tech stack for firm internal processes. Made improvements to workflow management system, payment processing and collections, engagement management, client portal, and tax planning and preparation software.
General ledger accountant for over 20 clients. Providing services for clients ranging from payroll, to account reconciliation, to financial statement preparation and analysis, to business operations, and more. Tax preparation work, including the preparation of forms 1040, 1120, 1120S, and 1065. Additionally, the preparation and adjustment of financial statements for purpose of tax reporting. Assisted in compilation and review work for various entities in accordance with AICPA standards.
Accounts payable specialist, assisted management in perperation of finacial statements as well as reconciling all retail sales for all locations