Comprehensive Financial Statement Preparation
Prepared complete financial statements for a client, including balance sheet, income statement, cash flow statement, statement of changes in equity, and notes.
Accountant
Bookkeeper
Account Manager
Microsoft Excel
Chart of Accounts · Bookkeeping · Financial Statement
Designed and implemented a bookkeeping system for the client, including chart of accounts, journal entries, general ledger, and financial statements.
Accountant
Bookkeeper
Account Manager
Microsoft Excel
Financial Report for Tax Purposes
Prepared a wealth statement and wealth reconciliation statement for tax purposes, gathering client information, reviewing data, and providing consultation.
Accountant
Bookkeeper
Account Manager
Microsoft Excel