Detail-oriented accounting professional with experience in managing client records and preparing financial statements. Known for effective communication and problem-solving skills, aiming to enhance financial processes and contribute to accurate reporting.
Overview
1
1
year of professional experience
Work History
Accountant's Assistant
Personalized Accounting & Tax Solutions Inc
Fremont
02.2025 - Current
Assisted in preparing financial statements and reports for clients.
Managed client records and ensured accurate data entry in accounting software.
Supported tax preparation by gathering necessary documentation from clients.
Processed invoices and payments, maintaining organized financial files.
Communicated with clients to clarify account inquiries and resolve issues.
Collaborated with team members to streamline accounting processes and workflows.
Maintained confidentiality of sensitive financial information and client data.
Prepared month-end closing entries for detailed reporting and recordkeeping.
Reviewed general ledger entries for accuracy and completeness.
Processed payroll entries and reports for employees.