Services offered
Bookkeeping & AccountingAdvanced
Tax & ComplianceProficient
Skills
Manage full-cycle bookkeeping for a diverse portfolio of clients using QuickBooks Online (QBO), QuickBooks Desktop, Xero, and Wave, ensuring accurate ledger maintenance and timely bank reconciliations, and pulling the underlying data used to prepare each return. ● Manage accounts receivable for multiple clients, including invoicing, tracking outstanding balances, applying customer payments, and following up on overdue accounts to improve cash collection. ● Oversee accounts payable processes, including vendor bill entry, payment scheduling, and vendor statement reconciliations, ensuring accurate payables records and timely payments. ● Independently prepared and filed US Individual (1040), S-Corporation (1120-S), and Partnership (1065) tax returns across multiple tax seasons, delivering accurate, review-ready filings. ● Prepared and e-filed Federal and multi-state returns end to end, including extensions, using ProConnect and Drake Tax. ● Read and responded to IRS and state notices directly, resolving client tax issues and liaising with authorities on outstanding matters. ● Prepare and review Personal (T1) and Corporate (T2) tax returns in accordance with Canadian tax regulations and filing deadlines. ● File GST/HST returns and act as a client liaison, resolving queries related to tax liabilities and financial reportingAdvanced