Candace Joseph

Create Custom Strategic Plans for Start-ups and Non-Profit Organizations.

•Ensured that all sales and use tax returns are filed timely and accurately. •Prepared financial statements, profit and loss accounts, balance-sheets and schedules. •Converted office into a computerized and efficient accounting operation by establishing specific policies and procedures. •Created the accounting system and financial control procedures for the corporation. •Accountant and tax return preparer for various corporations and partnerships. •Calculated and made journal entries, prepared financial statements, income statements, balance sheets, inventory control, and variance audits. •Prepared quarterly payroll reports and year-end W-2 forms. •Reconciled accrual, cash, fixed asset, and prepaid ledger accounts. •Completed all bookkeeping and year-end closing adjustments to ensure accurate financial statement information, and prepared all required tax returns for individuals, partnerships, and corporations. •Generated property tax, sales tax, and business tax returns. •Performed journal entries, bank statements reconciliation, income and balance sheet preparation, and problem solving.

•Performed daily cash management to various accounts. •Verified cash and credit card deposit to accounts. •Assisted with Payroll processing. •Responsible for reconciling and filing all payroll tax reports, including 941s and SUTA. •Reconciled all health and dental monthly statements to employee payroll records. •Responsible for reporting payroll contributions to employee retirement system. •Performed line item reconciliation to the general ledger, making adjustments with journal entries. •Coordinated with the Grant Accountant to ensure accuracy of all grant related fixed assets records. •Performed quarterly and yearly fixed asset inventory checks, reducing the number of obsolete items in departments. •Assisted manager with depreciation schedules. •Reconciled bank balances and general ledger entries. •Provided preparation procedures for tax return audits and responded to notices from tax authorities.

•Worked as a temporary employee in various industries in the role accounting clerk, tax preparer and assistant accountant. •Assisted with audit preparation for both operational and financial audits. •Responded to notices from tax authorities

•Provided instruction to students, 6-8 grades, to improve success in school through instruction in the areas of speech communication, peer mediation, and ethics, which resulted in a boost in self-confidence and self-esteem. •Implemented a positive discipline plan, which promote student responsibility, problem solving, and student accountability resulting in decreased office referrals. •Responsible for school budget for department, which includes petty cash, account reconciliation, expense tracking, and fundraising activities. •Acted as the Department Chairperson for Electives Department, responsible for assisting eight teachers with developing engaging activities for students. •Developed instruction for students in the areas of budgeting, personal finance, and career planning. •Created and implemented a mock job interviews to prepare students for career planning. •Assumed responsibility of the school's cultural programs, providing enrichment for all students. •Assistant Coach of middle school girl's basketball team resulting in a winning season. •Director of dance and cheerleading programs, which accomplished winning competitions and more media exposure to the school.

•Full charge processing of all accounts receivables and payables resulting reduced aging days. •Managed all petty cash and office supply expense accounts. •Reconciled bank balances and record general ledger entries. •Established overhead budgeting system using Microsoft Excel to improve expense tracking. •Processed automated payroll and filed quarterly tax reports. •Developed monthly and end-of-year financial statements •Assisted in payroll functions using accounting software, such as Peachtree Accounting, and ADP Payroll Program.

•Conducted complete tax interviews for clients so that they pay the least possible tax resulting in increased refund amounts. •Thoroughly explain recent changes to tax laws to clients so they are well informed of how these changes affect their taxes. •Verify that each return is acceptable and in transmittable form for electronic transmission. •Accurately determine the fees for tax preparation services provided to client. •Troubleshoot and resolved problems resulting in satisfied clients. •Counsel clients on a variety of tax issues resulting in informed clients. •Research tax questions, offer suggestions for tax planning, and study potential tax savings for individual clients.

•Assisted in accounts payable, accounts receivable, and payroll functions using accounting software, such as Peachtree Accounting, and ADP Payroll Program.

•Assisted executive director with managing a staff of 15 employees resulting in effective and efficient scheduling. •Developed effective tactics to increase student population, which increase profitability. •As a management team member, participate in strategic planning, including expense forecasting, tax planning, and cash management. •Improved relations with management and staff by creating staff outings resulting in higher employee morale.