Whitman Financial Services, INC.
January 2011 — January 2013
* 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.