Stephanie Dunkel, EA

Procure, maintain & flourish client/account relationships. Travel to job sites to prepare assessment of work. Utilize Excel to produce work orders with calculations for labor and material. Follow up with contractors to ensure congruency. Prepare Quickbooks including monthly reconciliations for profit/loss statements. Formulate weekly bill outs and accounts receivables in Excel and Quickbooks to track invoices. Prepare payroll weekly to guarantee contractor and employee payment. Utilize Quickbooks, Excel, Nexus and Email to dispatch invoices for payment. Complete all tasks in a timely manor to ensure accuracy and completion.

Prepare, file and complete appropriate Federal and State tax returns for individuals operating Work Center. Utilize AMP, Inkling and Block Academy to gain knowledge to produce returns with the most accuracy. Build relationships and gain trust from clients to build a book of business. Meet client and business timelines by creating a fast and accurate work environment. Prepare correct due diligence notes to ensure all clients maintain their status and credits without issues.

Create weekly profit sheets by utilizing Excel and recording received checks from customers daily. Utilize run sheets to calculate contractor’s payroll for the job completed by collecting receipts, labor hours, and hourly rate. Compare checks received with invoices sent out to ensure accuracy. Record checks received in master log sheet along with the date received to guarantee precision. File invoices, check stubs, payments and run sheets to keep record to refer to for checks and balances. Communicate with contractors to ensure reliability and accuracy. Create and process bill outs for receivables.

Prepare, file, and pay state Personal Property Tax Returns using OneSource, Sales and Use Tax Returns monthly, and Income and Franchise tax Returns using Excel spreadsheets and Vertex Organize and prepare provision and final Federal work papers to file the 1120, extensions, and estimated payments Conduct research using BNA for knowledge of Rules and Regulations, state chart builders, and tax forms to ensure accuracy Complete and pay Business License forms within jurisdictions using VAX to reassure registration Prepare Excel spreadsheets to track carry forward amounts, losses, and lead sheets to prepare tax returns

Greet and meet customer's expectations by providing the best customer service resulting in customer loyalty Utilize the software to input drink and food orders to ensure effective flow throughout the store Complete phase work that includes restocking stations, refilling ice, and washing and rolling silverware to prevent servers from taking time away from customers Provide customer satisfaction by providing them with what they ask for in a timely manner

Organized and filed Accounts Receivable, Accounts Payable, and Payroll documents daily to ensure organization Assigned different carriers to loads by using PowerSuite to help the dispatcher's customer flow Input driver's logs using RapidLog to record their mileage, time, and violations Utilized Platinum to enter Accounts Payable to send out checks for the amount owed Separated incoming driver damage reports for each carrier from the Accounts Receivable paperwork resulting in quicker flow throughout the office Created Excel spreadsheets to record the time and type of loads assigned to drivers, and to record escrow balances for each driver

Meet customer service expectations by providing a structured environment that results in customer flow throughout the store Meet customer's personal needs within the store by helping customers find the location of the merchandise Provide bra fittings to help the customer find the perfect fit and ensure satisfaction Promote new merchandise and sell it to every customer resulting in passing information to existing customers, who in turn, relay it to new customers Meet sales goals of $500 to over $1,000 within a zone including selling enough or more than expected within each two hour segment

Scheduled customer court times and matches in person and on the phone resulting in great customer service Utilized computer programs to enter customer and store data, consisting of new customer data, food and beverage purchases, and court fees Reconciled and balanced transactions from customer's purchases throughout the shift Managed and handled money transactions worth hundreds to thousands of dollars