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Skills

  • Data Management
  • Process Design
  • QuickBooks
  • Tax Services
  • Tax Software

Services

  • Tax Prep & Technology

    $50/hr Starting at $500 Ongoing

    Dedicated Resource

    Preparing tax returns using various tax software 1120,1065, 5471, 1118, 8858, 1040 ASC740  Data Optimization Process Automation Corptax Smartforms Thomson Reuters Longview Power Query Power BI Power Pivot...

    Data ManagementProcess DesignQuickBooksTax ServicesTax Software

About

Optimizing Processes to allow business owners to spend more time growing the business

8 years within the technology architecture space with a focus on automation, data management, and tax software implementation. Mindful project manager who has driven a myriad of projects to completion, saving time and energy of tax departments nationwide.

Software Implementation Experience:
*Corptax - Certified Professional
*Thomson Reuters - OIT, OTP, GoSystems

Integration/Reporting/Automation:
*Power Query, Pivot, BI
*Alteryx
*Tableau
*UI Path

Project Management:
*MS Outlook, Excel, Powerpoint
*Google Sheets, Mail, Docs
*Smartsheets
*Coda
*MS Project
*MS Teams
*Slack