Nindy Jarrell
Accountant and Tax Professional| 30+ Years Driving Fiscal Integrity, Strategic Planning & Performance-Focused Tax Solutions
Winston Salem
Summary
Detail-oriented accounting professional with expertise in tax consulting and financial reporting. Proven ability to enhance client engagement and streamline processes for accurate financial statements. Certified QuickBooks Advanced Pro-Advisor dedicated to building strong client relationships.
Overview
13
13
years of professional experience
3
3
Certifications
Work History
Accountant/Owner
Rise Above Accounting, LLC
Winston Salem
02.2020 - Current
- Preparation of corporate, partnership, individual and non-profit tax returns (1040, 1065, 1120, 1120S, 990)
- Executed month-end and year-end financial closing processes to ensure accurate financial reporting.
- Conducted profit-growth analysis for clients to identify opportunities for financial improvement.
- Tax Consulting and Year-end tax planning
- Generate financial statements based on GAAP accounting standards.
- Reconciliation of balance sheet accounts
- Completed sales and use tax filings for multiple states and e-commerce sales, including scrap tire and white disposal taxes.
- Educated clients on 1099 requirements, including contractor eligibility, reporting obligations, and penalties for non-compliance, while preparing and distributing 1099 filings.
- Streamlined client onboarding to enhance engagement and ensure smooth transition into services.
- Assisted in launching new businesses by providing essential guidance on legal and financial requirements.
- Managed 2 employees while fostering strong relationships with consultants to enhance service delivery.
- Implementation of Practice Management Program that implements a client portal to securely transmit documents and provides clients access to files through their client portal.
- QBO and QB Desktop: Set-up, clean-up, and train clients on recording transactions correctly
- Certified Quick Books Advanced Pro-Advisor (Online & Desktop)
- QBO teacher: Hold classes locally to teach local business owners, new owners, and business’s accounting employees the correct way to record transactions in QBO. Advanced classes I teach more advanced functions in QBO plus and industry specific.
Senior Accountant
Joe Wright CPA PLLC
Winston Salem
07.2019 - 02.2020
- Preparation of corporate, partnership, individual and non-profit tax returns (1040, 1065, 1120, 1120S, 990)
- Performed month-end and year-end closings to ensure accurate financial reporting.
- Record accrual journal entries for accrual-based accounting
- Reconciled balance sheet accounts to ensure accuracy and completeness of financial records.
- Reviewed and analyzed expense accounts for accuracy, identifying discrepancies and ensuring proper allocation.
- Generate financial statements based on GAAP accounting standards
- Payroll processing, filing timely tax payments, quarterly and year end reporting including multi-states (W2’s,940, 941, unemployment tax, state tax withholding)
- Sales and use tax filings according to regulations requirements for multi-states and e-commerce sales (includes scrap tire tax and white disposal tax)
- Achieved certification as a QuickBooks Advanced Pro-Advisor for both Online and Desktop versions.
Staff Accountant
Odom & Company CPA’s, PLLC
High Point
06.2018 - 02.2019
- Preparation of corporate, partnership, individual and non-profit tax returns (1040, 1065, 1120, 1120S, 990)
- Executed month-end and year-end closing processes to ensure timely and accurate financial reporting
- Generate financial statements based on GAAP accounting standards
- Reconciliation of balance sheet accounts
- Record accrual journal entries for accrual-based accounting
- Record adjustment journal entries for closing
- Reviewed and analyzed expense accounts to verify accuracy and ensure alignment with budgetary guidelines
- Payroll processing, filing timely tax payments, quarterly and year end reporting including multi-states (W2’s,940, 941, unemployment tax, state tax withholding)
- Accounting Firm
Controller
Method Sourcing Corp
Archdale
06.2017 - 03.2018
- Produce accurate and timely financial statements based on GAAP accounting
- Executed month-end closing and financial reporting, including account analysis and reconciliation.
- Oversaw accounts receivable and collections, improving cash flow for organization.
- Managed accounts payable processes, ensuring timely vendor payments.
- Manage operational data and ensuring data integrity and accuracy
- Collaborated on special projects to enhance operational efficiency.
- Close completed jobs and perform costing evaluation
- Calculated employee expenses and reimbursements.
- Handle multiple ecommerce accounts i.e. inventory at sites, recording revenue and fees
- Payroll and benefits administration
- Manufacturer/Wholesale Distributor
Staff Accountant
C.R. Williams & Company
Winston Salem
12.2015 - 05.2017
- Prepared financial statements for clients, facilitating informed decision-making.
- 1040, 1065, 1120S, 990 & 1120 tax returns
- General Ledger analysis and reconciliation
- Monthly, Quarterly, and Yearly Accounting
- Processed payroll for clients, ensuring accurate and timely compensation.
- Certified QuickBooks Pro Advisor
- Assisted clients with business functions, enhancing operational efficiency.
Accounting/Office Manager
Quality Refrigeration Concepts Inc.
Winston-Salem
08.2013 - 12.2015
- Processed payroll for all employees, per diems, reimbursable expenses, and ensured all hours were assigned to correct job for job costing purposes
- Processed all payroll tax payments and filed all payroll reports
- Handled HR functions, new hire reporting, garnishment payments, and required employee documentation
- Posted over 300 vendor bills monthly by job and expense accounts, ensuring accurate tracking and allocation of expenses
- Posted invoices to customer portals for approval and payment due to terms of agreement
- Tracked costs for specific jobs, enabling accurate budgeting and financial forecasting
- Bank and GL Reconciliations
- Calculated Sales and Use Tax monthly, reported and processed payments
- Progress Invoicing per contract and percentage of job completion
- Davis-Bacon DOL wage reporting
- Managed purchases, insurance, registration, property tax, employee assignment and location of all company vehicles
- Secured necessary certificates of insurance and distributed them
- Decision maker for renewal of general liability, worker’s comp, and auto policy insurance
- Set up licenses to perform work in multiple states
- Coordinated with service and installation managers to report job changes and uphold procedural standards
- Reviewed accuracy of local licenses obtained by administrative assistant for upcoming jobs
- Prepared budgets based on scheduled jobs and analysis of prior year revenues, supporting financial planning and resource allocation
- Designed and implemented office procedures for a smooth workflow.
Education
Bachelor of Science - Accounting
High Point University
High Point, NC05-2017
Associates degree - Business Administration
Forsyth Technical Community College
Winston Salem, NC01-2000
Skills
- Microsoft Office
- Solid client service skills
- Financial modeling
- Financial reporting
- Accounts payable and receivable
- Full-cycle accounting
- Management accounting
- Cash flow management
- Project accounting
- ERP accounting
- Accounting and bookkeeping
- Cloud accounting
- Internal controls
- Payroll processing
- Bookkeeping knowledge
- GAAP
- Accounts payable
- Nonprofit accounting
- Account reconciliation
- Account reconciliation
- Tax compliance
- QuickBooks expert
- Proposal review
- Fixed asset management
- Risk assessment
- Microsoft Office
- GAAP compliance
- Budget forecasting
- Tax return filing
- Funding management
- Account reconciliation expert
- Financial statements
- Accounting recordkeeping
- ERP systems proficiency
- Budget forecasting
- Intuit QuickBooks specialist
- Regulatory compliance
- General ledger management
- General ledger accounting
- Superior attention to detail
- Liability calculation
- Revenue recognition
- Financial management
- Financial planning
- Cash flow processes
- Business tax planning
- Forecasting techniques
Affiliations
- National Association of Tax Preparers
- Board Member of my community HOA
- NAACP Silver Member
- HUB Certified
- Assist several non-profit organizations focusing on educating minority business owners. Donate time speaking to future business owners on correct process of a business start-up and how to stay in compliance with rules and regulations.
Certification
• QuickBooks Advance ProAdvisor in Online and Desktop
Timeline
Accountant/Owner
Rise Above Accounting, LLC
02.2020 - Current
Senior Accountant
Joe Wright CPA PLLC
07.2019 - 02.2020
Staff Accountant
Odom & Company CPA’s, PLLC
06.2018 - 02.2019
Controller
Method Sourcing Corp
06.2017 - 03.2018
Staff Accountant
C.R. Williams & Company
12.2015 - 05.2017
Accounting/Office Manager
Quality Refrigeration Concepts Inc.
08.2013 - 12.2015
Bachelor of Science - Accounting
High Point University
Associates degree - Business Administration
Forsyth Technical Community College