Ms. Beza has twenty-three years of experience in customer service and eight years of experience as an insurance agent. She has handled bookkeeping needs and studied at a California Regional Occupational Program. Ms. Beza is an expert at identifying customer needs, communicating effectively, and providing diligent customer service. Maintain independence as to our relationship with our clients and discuss any of these issues or questions with the owner of the firm. Supervise and assist the bookkeeper with your monthly clients. Review monthly financial statements for your section before giving them to the owner for final review. Handle new-client installations and backwork. Provide your clients with the proper consulting and tax planning as their needs dictate. Manage tax preparations for the businesses and personals in your section as well as for any year-end only clients that are assigned to you. Maintain organized income tax files. Give prompt attention to any additional projects/taxes delegated to you. Provide computer support to clients when needed. Offer training to client employees when needed. Take a leading role in expanding additional firm services to our clients. Help make the office a smooth-running and positive place to work.
August is upon us once again. The collective “UGH!” is heard nationwide as families trudge toward the school supplies aisle in preparation for the upcoming academic year. Sadly, the “days-gone-by” supplies such as a box of crayons, spiral-ring notebooks and a pack of #2 pencils have evolved into a much longer list. But never fear, we’ve put together these useful tips to help you do “back to school” on the cheap.
So popular was the topic of our last post, that we created Part II to create our eating-healthy-this-summer-themed blog series. Enjoy these added nutritional and time-saving tips for summer meal planning.
If you are like most, summer is prime time for family and friend vacations. It’s a time to unwind and recharge…to see new places and try new things. For many, “new things” often means food. And if you are trying to maintain or lose weight, that can be a problem. So, for all you travelers trying to stay healthy this summer, here are 5 great tips to help you stay on a healthy eating plan and still enjoy your vacation!