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JULIA GRAVES

JULIA GRAVES

Tucson, Arizona, 85704

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Whitman Financial Services, INC.

Bookkeeper/CFP Assistant

* Answering the phone, scheduling appointments, responding to emails on a daily basis.
* Managed monthly accounting for 20 out of state clients.
* Bank account and credit card reconciliations, accounts receivable and accounts payable.
* Payroll, payroll taxes, quarterly payroll reports, yearly W-2s.
* Client tax document organization during tax season.

Career medium 03
Career
Career medium 02

John F. Kelliher, Jr., P.C.

Accounts Administrator

* Open and close the office, answering the phone, scheduling appointments, responding to emails on a daily basis.
* Bank account and credit card reconciliation, accounts payable, accounts receivable, client billing, entry go billable time for attorney and legal staff.
* Payroll, payroll taxes, quarterly payroll tax reports, yearly W-2s.
* Legal writing such as pleadings, disclosure documents, letters, preparing documents for court filing.

Career

Aveda Institute Tucson

Certification, Esthetics

Barstow Baptist Academy

Diploma, General Studies