Joni C.
Retired at Quadcap Wealth Management, Llc
Based in Plano, United States
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Seniority
Other
Department
Other
Location
Plano
Industry
Financial Services
Company size
24
Contact information
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j•••••••@quadcapwm.com
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Background
About Joni C.
Dedicated Accounting Paraprofessional with 25 years of experience in Accounting and 13 years of experience in Tax Preparation. Solid client interaction skills. ACCOUNTING PARAPROFESSIONAL 08/2005 to 08/2018 Terri Moss Hornberger CPA | Dallas, TX • All Accounting functions, including A/P, A/R, Payroll and Bank Reconciliations. • Monthly and Quarterly Bookkeeping for numerous clients in QUICKBOOKS. • Preparation of Client’s Quarterly & Year End Payroll reports. • Tax Return Preparation for individuals on LACERTE Tax Software. • Organizing and retaining documents in DMS software. • Administrative duties include Telephone calls with clients, Filing, Maintaining office supplies, Maintaining Postage Meter, Banking. OFFICE MANAGER/BOOKKEEPER 01/2005 TO 12/2015 Sandra J. Haram, Ph.D. P.C | Richardson, TX • All Accounting functions, including A/P, A/R, Payroll, Payroll Tax Reporting, Banking, Bank Reconciliations and Client Invoicing. OFFICE MANAGER/BOOKKEEPER 08/1997 to 07/2004 Nacol, Wortham and Associates P.C.| Richardson, TX • All Accounting functions, including A/P, A/R, Payroll, Payroll Tax Reporting, Banking, Bank Reconciliations. • Daily deposits and Banking activities. • Processing all Attorney and Paralegal billable time and expenses with TIMESLIPS Software. • Invoicing Clients and Process payments. • Manage Personnel, Tenants, Office Supplies and Vendors.
Decision-makers
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- AMManager
Alex Monroe
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- BKDirector
Bob Knode
Partner Senior Wealth Manager · Finance & Accounting
- RAC-Team
Robert Alston
Senior Fixed-income Portfolio Strategist Chief Compliance Officer · Other
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