FAQs
- What education and/or training do you have that relates to your work?
In my line of work continuing education is important. Each year I must earn continuing education credits in Tax preparation to stay up to date on current and future tax changes. Secondly, I continuously update my QuickBooks certification as new versions are released.
- How did you get started doing this type of work?
As a teenager I was always good in Math. I always loved to analyse things. As I found myself working in purchasing, inventory and logistics it became clear that accounting was the next step. As a result of working in all those prior areas, I was able to see the accounting area for all areas behind the scene which makes me unique in this field. With these experiences, I am not just able to handle the books but assist with setting up the company processes as well.
- What types of customers have you worked with?
The most common types of jobs I do for clients is completing a write up. A customer comes to me at year end with a years bank statements in order to prepare for tax filing. I would take the information and put it into workable financials in which I would file the return or prepare it for there accountant to file the return. Another common type of job is setting up and training in the use of QuickBooks, Most clients set up quickbooks but without accounting background find the reports are not accurate. I provide clean up of the current set up and train companies on best practices of using quickbooks. Other common jobs include sales tax filing and payroll services.