Katherine Poulsen
Pleasant Hill
Summary
Dedicated to continuous professional and personal growth through innovative approaches. Skilled in establishing and optimizing processes to enhance daily operations. Shares expertise with colleagues through peer reviews and constructive feedback. Proven ability to excel independently, lead teams effectively, and creatively solve challenges while maximizing opportunities. Actively contributes as a member of the Stevens-Henager College Program Advisory Committee, recognized as a QuickBooks ProAdvisor by Intuit, and honored as a Listee in Marquis Who's Who 2023.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Tax Accountant
Meridian Tax & Accounting
01.2024 - Current
- Preparing business & individual tax returns.
- Monthly financial preparation and review.
- Extensive peer review notes.
QSR Tax Accountant
Mize CPA's Inc.
01.2023 - 01.2024
- Preparing tax returns for Quick Service Restaurants and their owners.
- Update annual fixed assets by adding new assets and disposing of old in Fixed Assets.
- Created training materials for QSR tax prep
CAS Accounting Manager - Sr
Adams Brown, LLC
01.2022 - 01.2023
- Onboard new clients and annual bookkeeping cleanup.
- Meet with clients to assist in month-end, quarterly and annual close.
- Monthly, quarterly, and annual financial statements for clients and tax department for tax prep.
- Monthly bank reconciliation using P21 and other various accounting software platforms.
- Perform preliminary 1099 setup and templates.
- Prepare quarterly payroll forms using Accounting CS.
- Mentoring colleagues.
- Completed in-house LEAD 1 training.
- Trained various colleagues on QuickBooks online.
- Obtained 'Honored Listee from Marquis Who's Who.
- Revamped reconciliation/month end close for more challenging clients.
Senior Accountant
Windler & Windler CPA's, PC
01.2020 - 01.2022
- Monthly write-up for fifty-seven clients using either QuickBooks or Accounting CS.
- Manage monthly bank reconciliations for those fifty-seven clients.
- File monthly, quarterly, and yearly payroll tax forms, including W2s and 1099s.
- File monthly, quarterly, and yearly sales tax forms.
- Prepare monthly, quarterly, and yearly financial statements.
- Prepare business and personal tax returns using UltraTax.
- Various assignments on as needed basis.
- Helped streamline payroll quarterly process using reports from ACS.
Senior Accountant
Eide Bailly LLP/Hawkins
01.2011 - 01.2020
- Record all accounting transactions in QuickBooks for several clients.
- File monthly, quarterly, and yearly payroll tax forms, including W2s and 1099s.
- Prepare monthly, quarterly, and yearly financial statements.
- Prepare business and personal tax returns.
- Reconcile balance sheet accounts for several clients.
- Set up and maintained bookkeeping records in QuickBooks for numerous clients.
- Obtained advanced QuickBooks ProAdvisor status.
- Completed Bookkeeping certification through NACPB.
- Manage process and procedures for 1099 preparation for 4 consecutive years.
- Created department process manual rough draft.
- Assisted in the creation using screenshots and detailed instructions on procedures.
- Created in-house client data sheet and Year-End client checklist.
- Mentored a team of two - biweekly coaching meetings - biannual career conversations.
Education
Bachelor's Degree - Accounting
Stevens Henager College
Provo, UTAssociates Degree - E-business and Accounting
Stevens Henager College
Provo, UTAssociates Degree - Information Processing Specialist
College of Eastern Utah
Price, UTSkills
- Federal and state tax returns
- Verbal and written communication
- Financial statements review
- Accounting software systems
- General ledger accounting
- Microsoft office
- General accounting
- Bookkeeping and reconciliation
- Attention to detail
- Tax credits and deductions
- Tax software proficiency
- Tax return preparation
Certification
- Bookkeeper Certification
Timeline
Tax Accountant
Meridian Tax & Accounting
01.2024 - Current
QSR Tax Accountant
Mize CPA's Inc.
01.2023 - 01.2024
CAS Accounting Manager - Sr
Adams Brown, LLC
01.2022 - 01.2023
Senior Accountant
Windler & Windler CPA's, PC
01.2020 - 01.2022
Senior Accountant
Eide Bailly LLP/Hawkins
01.2011 - 01.2020
Associates Degree - E-business and Accounting
Stevens Henager College
Associates Degree - Information Processing Specialist
College of Eastern Utah
Bachelor's Degree - Accounting
Stevens Henager College
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