Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kimberly Sulser

Falls Church,Virginia

Summary

Detail-oriented Bookkeeper and Tax Preparer Assistant at Patton & Braucht, PC, Finance professional with significant expertise in managing comprehensive bookkeeping responsibilities, including accounts payable and receivable. Recognized for reliability in maintaining accurate financial records and collaborating seamlessly with team members to meet organizational goals. Known for adaptability in dynamic environments and strong analytical skills. Tax professional with robust background in providing tax preparation assistance. Known for delivering precise support in tax document preparation and ensuring compliance with regulations. Highly collaborative with focus on achieving results, adaptable to changing needs, and reliable in team-focused environments.

Overview

17
17
years of professional experience

Work History

Bookkeeper/Tax Preparer Assistant

Patton & Braucht, PC
01.2008 - Current
  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
  • Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
  • Improved tax preparation efficiency, organized and reviewed all relevant financial documents.
  • Improved financial accuracy by meticulously recording all transactions in accounting software.
  • Assisted senior tax preparers in completing complex returns, ensuring compliance with all regulations.
  • Supported clients in gathering relevant financial information, enabling accurate tax return filings.
  • Maintained a high level of confidentiality when handling sensitive financial information for clients.
  • Organized files both electronically and physically for ease of access and retrieval improving overall workflow.
  • Managed approximately 90% of drafting for all individual clients.

Education

High School Diploma -

Wakefield High School
Arlington, VA
06.1999

Skills

  • Bookkeeping
  • Accounts receivable
  • Accounting and bookkeeping
  • Quickbooks
  • Bank statement reconciliation
  • Attention to detail
  • Deadline oriented
  • Client confidentiality
  • Local, state, and federal tax returns
  • Data inputting
  • Tax return preparation

Timeline

Bookkeeper/Tax Preparer Assistant

Patton & Braucht, PC
01.2008 - Current

High School Diploma -

Wakefield High School

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Kimberly Sulser