Brenna Rogers, CPA, MS (Tax), Certified QuickBooks® ProAdvisor

President

 

December 2009 - Present: Providing clients with QuickBooks training and bookkeeping services, including the following:

· Billing & A/R

· A/P

· Account reconciliations and clean-up

· Internal Financial Statement Preparation

· State Business Taxes

 

3 years' experience working for large privately held companies (both the corporations and the shareholders separate business interests). Services included:

· Bookkeeping

· Reporting and tracking personal expenses in Quicken

· Bill payment

· Corporate tax planning and preparation

· Fixed asset tracking maintenance

 

4 years' public accounting at a local highly-regarded accounting firm. Services included:

· Tax preparation for businesses, individuals, trusts and estates

· Tax planning

· Fixed asset tracking and maintenance

· Preparation of financial statements (Reviews and Compilations)

 

Professional Designations:

· Certified Public Accountant (CPA)

· Certified QuickBooks® ProAdvisor (2008, 2009)

 

Education:

· Masters of Science in Taxation, Golden Gate University

· Bachelor of Arts, Business Administration (concentration in Accounting), Seattle University, Albers School of Business and Economics

 

 
 

Stacie Meyer, CPA, Certified QuickBooks® ProAdvisor

Account Manager / Notary Public

 

June 2011 - Present: Providing clients with QuickBooks training and bookkeeping services, including the following:

· Billing & A/R

· A/P

· Account reconciliations and clean-up

· Internal Financial Statement Preparation

· State Business Taxes

 

6 years' experience working for large privately held companies. Services included:

· Bookkeeping

· Bill payment

· Corporate tax planning and preparation

· Fixed asset tracking maintenance

 

2 years' public accounting at a local highly-regarded accounting firm. Services included:

· Annual financial audits

· Auditor in charge of Reviews and Compilations

· Improving internal controls

· Staff training and development

 

Professional Designations:

· Certified Public Accountant (CPA)

 

Education:

· Bachelor of Science, Accounting, Central Washington University

· Bachelor of Science, Zoology, University of Washington

 
 

 

Clarissa Lee, Certified QuickBooks® User

Office Manager / Staff Bookkeeper / Notary Public

 

October 2009 - Present: Providing bookkeeping services at Accounting Equation, Inc.:

· Accounts Receivables, posting, end of month reconciliation, collections

· Accounts Payable, posting, research resolution

· Daily cash reconciliations and bank deposits
· Payroll processing, including quarterly & annual payroll tax reporting
· Washington State B&O tax reporting  

 

3 years' Prior Accounting:

· Accounts Receivables, posting, end of month reconciliation, collections

· Accounts Payable, posting, research resolution

· Consumer credit application processing

· Daily cash reconciliations and bank deposits
· Payroll processing, including manual checks 

 

6 years' Office Administration:

· Maintaining online and hardcopy file databases

· Efficient in various software programs and office equipment

· Professional Designation:

· Certified 2009, Certified QuickBooks User

 

Education:

· Associates in Applied Science, Bellevue Community College

 
  

 

Alison Buren, Certified QuickBooks® User 

Staff Bookkeeper

 

February 2011 - Present: Providing bookkeeping services at Accounting Equation, Inc.:

· Month reconciliations

· Journal entries

· Accounts receivable

 

4 years' Accounting:

· Month reconciliations

· Journal entries

· Accounts payable

· Record cash receipts

 

6 years' Office Administration:

· Maintaining online and hardcopy file databases

· Efficient in various software programs and office equipment

· Managed blog and newsletter

· Fluent in Spanish

 

Education:

· Bachelor of Science, University of Washington

· Current Accounting student attending UW Bothell 

 
 

Matt Kim, Certified QuickBooks® User 

Staff Bookkeeper

 

February 2011 - Present: Providing bookkeeping services at Accounting Equation, Inc.:

· Month reconciliations

· Journal entries

· Accounts recievable
· Accounts payable 

 

5 years' Office Administration and Customer Service:

· Efficient in various software programs and office equipment

· Accurate tax data entry of details into software for CPA firm

· Provided excellent customer service in person and by telephone and email

 

Education:

· Current Accounting student attending Shoreline Community College