Talent Profile

I’m a graduate of Brown University with a dual concentration in Economics and Political Science. I’m also a graduate of Intuit’s Client Advisory Services Foundations Program and hold certifications as a Bookkeeper and as a QuickBooks Online ProAdvisor. I have extensive full-charge bookkeeping, staff accounting, financial accounting, and managerial accounting experience. I've established, managed, and developed double-entry, cash-basis, modified cash-basis, and accrual-basis accounting systems on behalf of multi-sector, small, mid, and large-cap businesses. I've serviced sole proprietorships, general business partnerships, limited liability companies, s-corporations, c-corporations, professional service corporations, and not-for-profit corporations. I have a strong affinity for the payment resolution space and leverage the applied data analytics skills that I've developed in accountancy to find actionable insights, solve real-world business problems, and drive better business decisions. I'd love an opportunity to help guide your strategy. To discuss the specific contributions that I'd make as your hire, schedule a 30 minute phone meeting at https://www.calendly.com/bsg-info. I'd love an opportunity to discuss the value that I’d add and help your business retain. Thank you in advance for giving me the opportunity to earn your business.

Key Responsibilities: - Kept client records current, accurate, retrievable, and verifiable. - Made journal entries consistent with generally accepted accounting principles (GAAP) and posted entries to cash basis and accrual basis general ledgers (G/L). - Managed accounts receivable (A/R), accounts payable (A/P), and payroll administration divisions of accounting departments. - Establish internal controls for the process of managing A/R, A/P, and payroll cycles. - Prepared and delivered wage and tax statements (W2s) and non-employee compensation statements (NEC-1099s) to company employees and company contractors, respectively. - Prepared and submitted corresponding transmittal forms (W3s and 1096s) to pertinent government agencies (SSA and IRS) when applicable. - Assisted companies in the preparation of replies to audit inquiries and account adjustment notices. - Produced fully reconciled tax ready trial balance worksheets, transaction detail by account reports, general ledgers, profit & loss statements, balance sheets, and cash flow statements for both analysis and compliance purposes. - Ran liquidity, solvency, efficiency, and profitability ratios to help business owners interpret financial reports. - Performed vertical and horizontal percentage analysis to reveal compositions and trends that reduced profits. - Created budget vs. actual reports, identified variances, and communicated adjustment proposals to owners.

Brown University