Meticulous and resourceful Accountant & Bookkeeper with 5 years’ experience in financial analysis, tax preparation, and customer service. Proficiency in tax auditing, data entry, and fraud prevention policies. Excel at account management, financial record keeping, and critical thinking.
Staff Accountant
Oct 2024 - Oct 2025
Schmidt & Associates
- Prepare and analyze financial reports such as profit and loss statements, ensuring accuracy and compliance with accounting principles.
- Assist in month-end and year-end close processes, including reconciliations and journal entries.
- Conduct regular financial analysis, maintain financial records, identify trends, and provide recommendations for improvement.
- Maintain accurate and up-to-date records of financial transactions.
- Prepare individual and corporate tax returns
- Prepare and file quarterly payroll tax returns.
- Perform tests and fieldwork for audits.
Accountant
Aug 2022 - Jul 2024
Sarah O Jewelry
- Perform all in house general ledger needs including: accounts payable, accounts receivable, payroll processing, credit card reconciliations, bank reconciliations, journal entries, month-end close.
- Prepare monthly financial statements and perform variance analysis on the financial statements.
- Oversee Sales Tax Compliance for national, state and local sales tax laws and guideline
- Audit and document all credit card expenses across the company
- Manage vendor accounts
- Traces and adjusts financial errors found during audit processes
- Audits accuracy of deposits
- Provide sales and performance reports to leadership
- Responsible for Anti-Money Laundering (AML) certification and company compliance
- Maintained, in accordance with established systems and regulatory requirements, a complete set of records to show financial transactions of the organization including customer contracts, invoices, etc.
Tax Associate
Feb 2021 - Jul 2022
AnderKobes CPA
- Prepare tax returns for individuals, the self-employed and entities.
- Perform bookkeeping tasks for various companies including credit card reconciliations, bank statement reconciliations, and month-end close cleanup.
- Perform tests during audit fieldwork
- Assist with data entry and other office tasks
Senior Tax Specialist
Dec 2019 - Feb 2021
H&R Block
- Assist clients in the filing their federal and state tax returns.
- Small Business Certified
- Provide tax advice to maximize refunds and minimize tax liability for clients.
Bachelor in Theology
Aug 2003 - May 2007
Benedictine College
Master in Theology
Jul 2008 - May 2012
Augustine Institute
Bachelor in Accounting
Mar 2020 - Feb 2022
University of Arizona