Debra
L. Hallstrom
139
Crimson King Drive
Canandaigua,
NY 14424
315-573-6827
PROFESSIONAL EXPERIENCE
Thomas Crawford CPA PC - USA TAX, Canandaguia, NY 01/2007-present
Office Manager / Full Charge Bookkeeper / Tax Preparer
Accounts Payable / Accounts Receivable (incl. delinquent accounts)
Billing and Invoicing, Monthly Bank Reconciliation, Monthly Financial Statements using QuickBooks
Daily, monthly, and quarterly reports using Excel spreadsheets
Payroll
Quarterly sales tax preparation
Year end Federal and State Tax Preparation - certified as "intermediate tax Preparer"
Managing all aspects of a small office, incl. recruiting, training and supervising part-time employees
Registered Financial Assistant
B-LUC Consulting, Fairport, NY 03/2003-present
Full Charge Bookkeeper
Accounts Payable / Accounts Receivable (incl. delinquent accounts)
Billing and Invoicing, Monthly Bank Reconciliation, Monthly Financial Statements
Quarterly sales tax review
Year end Federal and State Tax Preparation
DCW, Rochester, NY 07/2005-02/2006
Collections Manager / Lead group Mentor
Recruited, interviewed, hired and trained all new personnel.
Supervised staff, and assigned daily work and monthly goals.
Developed and maintained lender program that increased revenue from $37,000.00 monthly to $ 153,000.00 monthly with October 2005 as record month.
Reviewed credit reports and received financial statements on all defaulted customers to develop an acceptable payment arrangement for debt recovery.
Did daily, weekly and monthly revenue collected reports.
Searched all available resources to find and contact defaulted customers.
CONSERVE, Rochester, NY 05/2003-06/2005
Lead Group Mentor / ACA Certified Professional Collections Rep
EDUCATION
AAS, Paraprofessional Accounting - 1993
ACA Certified for Professional Collections - 2003
ACA Federally Certified for Privacy - 2005
Certified Intermediate Tax Preparer - 2007
EA Training (Certification Pending)
COMPUTER SKILLS
Proficient in Microsoft Office Suite (Word, Excel, Outlook)
Accounting Software (Quick Books Pro Accounting Edition and Remote Access)
Payroll using Pay Cycle & PayBooks
Lacerte Tax Software, Turbo Tax Software
On-Line Tax Loan Software (Republic Bank)
Ontario Systems FACS Collections Software, DAK's Collections Software