Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lisa Curcio

Roseville,CA

Summary

Detail-oriented and reliable Staff Accountant with 8 years of accounting experience and a strong background in the medical field. Skilled in account reconciliation, data entry, billing, tax preparation, and financial reporting. Adept at collaborating with auditors and senior accounting staff to ensure accuracy and compliance. Seeking to contribute expertise to a professional organization’s accounting team.

Overview

9
9
years of professional experience

Work History

Tax Preparer / Staff Accountant

Riolo and Associates
09.2021 - Current
  • Prepared 200-300 individual and business tax returns in compliance with federal and state regulations every year.
  • Managed client accounts, ensuring accurate bookkeeping and financial statement preparation.
  • Reconciled general ledger accounts and resolved discrepancies efficiently, monthly.
  • Assisted with audits and provided documentation to external auditors and consultants.
  • Supported payroll processing and collaborated closely with senior accountants and the controller.

Bookkeeper

Bookkeeping & More
01.2018 - 11.2020
  • Provided bookkeeping services to 20-30 small business clients, managing accounts payable/receivable and payroll.
  • Maintained accurate financial records, prepared monthly financial statements, and ensured compliance with tax regulations.
  • Developed strong client relationships through responsive communication and reliable service.

Front Desk & Insurance Authorizations

Nevada Pain & Spine Specialists
06.2016 - 01.2018
  • Performed administrative duties, including patient check-in, scheduling, and insurance verification.
  • Assisted with billing and insurance authorizations, improving claims accuracy and reducing delays.
  • Supported communication between patients, medical staff, and insurance providers.

Education

High School Diploma -

Antioch High School
Antioch, CA
06-2007

Skills

  • Organization skills
  • Document preparation
  • Income tax preparation
  • Local, state, and federal tax returns

Timeline

Tax Preparer / Staff Accountant

Riolo and Associates
09.2021 - Current

Bookkeeper

Bookkeeping & More
01.2018 - 11.2020

Front Desk & Insurance Authorizations

Nevada Pain & Spine Specialists
06.2016 - 01.2018

High School Diploma -

Antioch High School
Lisa Curcio