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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000




Full Charge Bookkeeping ~ Payroll ~ Income Tax


Qualifications Profile


Ø  Offer numerous years of franchise/business ownership and employment background in accounting, ranging from bookkeeping, payroll and financial reporting to corporate and individual tax preparation

Ø  Advanced and Basic Income Tax Instructor for a decade; additional experience conducting small business workshops through Small Business Administration as well as Internal Revenue Service

Ø  Proficient in diverse income tax and accounting software/applications

Ø  Actively participate in annual income tax workshops to maintain current knowledge

Ø  Strong management background in staffing, training and supervision, P&L, A/R, A/P, budgeting, business development, customer service, and administrative operations


Career Track


Franchise Owner/Operator - Liberty Tax Service-Greenup, KY                                     2000-Present

  Successfully manage a franchise operation providing quality tax services; have applied sharp business acumen toward building business to service approximately 1.5K clients and employ as many as 20 team members during tax season

  Effectively recruit, hire, train, coordinate, and direct staff, with strong focus on delivering exceptional client services and optimizing operational efficiencies; monitor staff for quality control

  Proficiently prepare annual budgets and P&Ls, oversee tax compliance and manage A/P and A/R

Owner/Operator C Self-Employed/Bookkeeping Service                                                   1994-Present

  Concurrent with franchise ownership, have operated a broad-range accounting business spanning bookkeeping, payroll and related reporting, check writing, financial reporting, and both corporate and individual income tax preparation services; service diverse industries including retail, medical practice and construction, among others


Prior Background:


Tax Preparer/Payroll & Bookkeeping Associate, Marty s Tax Service-Ashland, KY

Income Tax Preparer, H&R Block-Ironton, OH


Academic Credentials & Professional Development


Enrolled Agent, licensed to practice before Internal Revenue Service

Continuing Undergraduate Studies toward Bachelor Degree, Morehead State University

Associate Degree in Accounting, Ashland Community College-KY



Board Member & Treasurer, Helping Hands Inc.-Greenup, KY

Volunteer Bookkeeper, North East Kentucky Chapter of the American Red Cross-Greenup, KY

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