Hi, I’m Patricia, a bookkeeper with over 30 years of experience in the field. My expertise includes account reconciliation, payroll, and tax preparation, and I am proficient in software programs like QuickBooks, Peachtree, and Accountants Relief.
I have a reputation for delivering high-quality work and pride myself on my attention to detail and ability to work efficiently and accurately. I am also a team player and enjoy collaborating with others to achieve success.
While passionate about staying current in the industry, I’m always seeking opportunities to learn and grow. If you’re in need of professional bookkeeping services, I would be happy to help. Contact me to learn more about how I can assist with your bookkeeping needs.
My professional experience
- Handled financial compilations using QuickBooks Accounting Software
- Provided 60+ small business clients with sound accounting service to assist in streamlining operations with bookkeeping services
- Bank statement reconciliation/check register posting
- General ledger and journal entries
- Financial statement preperations thru G/L
- Workers Compensation audits, sales tax audits
- Payroll processing, payroll tax remittances
- W-2 and 1099 preperations
- Expense reports and credit card reconciliations
- Investigation and research
- Depreciation schedules
- Tax agency correspondences, POAs
- Monthly, quarterly, and annual write-ups
- Review data and ensure accuracy of information provided by client
- Prepared routine entries and posted financial documents
- A/P, A/R, and cash flow aging reports
- Sales tax reporting and filings (monthly and quarterly), highway use tax
- Manage accounting distribution and payroll processing effectively. Familiar with Paychecks, ADP, PCS, and Advantage Payroll Systems, as well as, Merchant Services Payroll. Have maintained in house payroll. Exercises a high level of confidentiality in maintaining employee files reflecting any personal information, including salary increases, deductions, garnishments, and benefits
- Assist clients with QuickBooks initial set ups, and follow thru monthly
- Personal tax returns
Affiliations
- Notary Public – Suffolk County
- Women of the Moose
- 2010-2013
- Volunteer – Board Member – Secretary Treasurer
- 2010-2013
- American Legion Auxilary
- 2010-Present
- Volunteer – Board Member – Treasurer
- 2010-Present