Haley Swolsky
Personal Assistant at R.M. White & Associates
Based in Newport Beach, United States
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Seniority
Staff
Department
General Business & Management
Location
Newport Beach
Industry
Accounting
Company size
4
Contact information
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h•••••••@rmwcpa.com
Phone
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Background
About Haley Swolsky
Experienced Bookkeeper with a demonstrated history of working in the accounting industry. Strong accounting professional with a Bachelor of Business Administration - BBA focused in Marketing from Brandman University, Part of the Chapman University System. Current Duties Include: Maintaining records of financial transactions by establishing accounts; posting transactions; ensure legal requirements compliance. Developing system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures. Maintains subsidiary accounts by verifying, allocating, and posting transactions. Balancing subsidiary accounts by reconciling entries. Maintaining historical records by filing documents. Prepares financial reports by collecting, analyzing, and summarizing account information and trends. Compliance with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions. Contributes to team effort by accomplishing related results as needed.
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