Sentences with phrase «preparing personal financial statements»

An accounts receivable job post requires a person to be administrative, dedicative and skilful to perform accounting procedures such as accurate payments of accounts, preparing personal financial statements, receiving and delivering payments, cheques and bills, maintain accounts receivable files etc..

Not exact matches

Since lenders are also interested in the personal finances of a small business owner, personal financial statements should be prepared as well.

Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs.

You should be prepared to provide personal financial statements for yourself and anyone within a position of ownership in the company.

Since lenders are also interested in the personal finances of a small business owner, personal financial statements should be prepared as well.

Career Objective: A personal accountant with strong accounting background, capable of preparing and formatting financial records and accounting reports looking forward to work as a personal statement accountant.

Created quarterly reports for clients that required: balanced general ledgers, reconciled commissions due, reconciled credit cards, reconciled road cash, created personal spending reports and financial projections for upcoming quarters, ensured balance sheets and income statements were accurately prepared and created tour budgets for clients

PROFESSIONAL EXPERIENCE TOWNSHIP PUBLIC SCHOOLS, Grand Bay, AL (6/2010 to Present) School Administrator • Act as a first point of contact by welcoming new student, parents and visitors • Provide information regarding the school system, curriculum and enrollment requirements • Assist in developing academic programs and creating instructional resources for teachers to use in class • Train, encourage and mentor staff members and teachers and oversee their progress • Supervise teachers to ensure delivery of instruction in accordance to school curriculum • Confer with parents to provide them with feedback on their child's academic, personal, physical and emotional wellbeing • Prepare budgets on an annual basis and ensure that they are adhered to during each financial year • Coordinate efforts with vendors and suppliers to ensure that school supplies and equipment are purchased / procured in a timely manner • Formulate mission statements and ensure that all staff members work according to them • Establish performance goals and objectives and mentor staff members to work towards achieving them • Direct school maintenance services to ensure a consistently safe and clean school environment

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks

Hours spent toward reviewing financial statements, preparing analysis for personal use, and monitoring the activity in a non-managerial capacity do not count.