Verified recordFinancial Services

Joni C.

Retired at Quadcap Wealth Management, Llc

Based in Plano, United States

View on LinkedIn

7-day free trial · no credit card

Seniority

Other

Department

Other

Location

Plano

Industry

Financial Services

Company size

24

Contact information

Reveal Joni's email and phone

Direct contact data is gated. Sign up and reveal. You only pay for verified records.

Email

1 credit

j•••••••@quadcapwm.com

Phone

5 credits

+1 ••• •••• ••••

You only pay for valid records. Bounced emails and disconnected numbers cost nothing.

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

Other people at Quadcap Wealth Management, Llc

Browse the Quadcap Wealth Management, Llc team →

Build a list of verified contacts at Quadcap Wealth Management, Llc

Free for 7 days · 50 credits · no card · only pay for verified records.

Start free

Reach more buyers like Joni

250M+ professionals with verified email and phone. You only pay for records that actually verify.

7-day trial · no credit card · cancel anytime

Joni C. Email & Phone Number @ Quadcap Wealth Management, Llc | Kipplo Discover