Gianna “Gigi” Rinehart
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Qualifications
15+ years of payroll, HR and accounting experience
Processes high volume payroll on a weekly, bi-weekly and monthly basis
Experience with garnishments, W2’s, general ledgers, 941 returns and employment taxes
Prepare and E-file personal and business tax returns
Possess PTIN and EFIN with the IRS
Experience
Gigi’s Tax Co 01/2010 - Present
Tax Preparer (Seasonal)
Fully managed accounting, payroll, financial analysis, audits, A/P and A/R
Consults with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation.
Reviews all supplied financial information for accuracy.
Uses the appropriate accounting software or system to prepare tax returns.
Calculates taxes owed or refunds due to client; consults tax law publications for guidance on unusual situations.
Presents approved returns to clients.
Files tax returns for clients.
A-List Bookkeeping 03/2003 - 06/2023
Office Manager
Fully managed accounting, payroll, financial analysis, audits, A/P and A/R for 75 different clients
In-housed payroll for 75 different clients which equated to processing payroll for over 800 employees
Processed garnishments, shift differentials, general ledgers and W2’s
Performed quarterly 941 returns
Builds and documents a comprehensive, client-focused, and scalable client onboarding process
Creates, owns, and manages onboarding for client onboarding and is responsible for client communication, engagement, and satisfaction
Attends prospect introduction calls and understands parameters of client engagements
Creates onboarding plan and monitors client timelines and internal SLAs, ensuring both are met or exceeded and proactively communicates any deviations or schedule updates to client
Manages and executes all new client accounting onboarding processes and tasks including:
Schedule and task calendar for each client
Payroll setup (moving payroll provider if needed)
GL mapping
Update accounting records and correct accounting practices of client, create efficiencies in client’s accounting file (bank rules, automatic report generation, etc.)
Produce first month of full-charge bookkeeping work
Ensure all adjusting entry schedules are correct
Assisted Clients with Duns & Bradstreet management
Certifications
QuickBooks Pro Advisor