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S.R. (Woodbridge, VA)

  • 15+ years experience in bookkeeping, financial preparation and review, payroll, and budgeting. 10+ years experience in business and personal tax preparation.

  • Managerial Accountant at CPA firm (2011-2023) and Independent Consultant to small businesses (2019-2024).

  • As Managerial Accountant manage 30+ client projects ranging from bookkeeping assistance to tax preparation and resolving tax notice issues. Process payroll for 15 clients with 20+ employees and complete quarterly/annual reporting. Register for state tax payroll accounts. Resolve accounting and payroll issues. Provide training and guidance to ensure efficient processes. Preparation of 100+ business and personal tax returns annually.
  • As Independent Consultant provide full-cycle accounting services to 10+ clients. Develop budgets and maintain accounting records. Perform financial reviews for tax planning and provide tax guidance.

  • Proficient in Google Suite, MS Office Suite, including Intermediate Excel; advanced level Quickbooks Desktop & Online , Xero, ; ADP, Gusto, and Paychex Payroll; CS Professional Suite (UltraTax, Practice, NetClient); Slack.

  • B.S., Acquisition & Contract Administration with a minor in Accounting, Strayer University.

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