Alicia Sperling

Experience

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  Pratesi, Salemi & Company (formerly Kosovsky, Pratesi, & Company, LLC)

  Feb 2003 - May 2003

  Office Assistant for Tax Season

  • Responsible for answering telephone and greeting clients • Assembled Tax Returns, Financial Statements, Valuation Reports and client correspondence

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  Pratesi, Salemi & Company, LLC

  Jun 2003 - Aug 2006

  Marketing Manager

  • Maintained consistent branding of all office and marketing materials• Research, writing, design and production of collateral materials and newsletters• Production and coordination of bulk mailings and email marketing campaigns • Wrote press releases to keep media apprised of newsworthy developments in the firm • Posted on Partners’ blogs and LinkedIn accounts • Coordinated and marketed client seminars, tradeshows and business expos • Oversaw development and maintenance of firm website • Researched Sponsorship/Advertising Opportunities Show less

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  UHY LLP, Certified Public Accountants

  Sept 2006 - May 2020

  Office Manager

  (acquired PRATESI, SALEMI & COMPANY, LLC November 2016)Encompassed a wide range of activities with involvement in all phases of administration and aspects of personnel, finances, facilities management and marketing. • Managed administrative staff of three to ensure maximum efficiency • Responsible for planning, organizing and directing day-to-day operations of the office• Tracked and monitored project workflow, deadlines and E-Filing• Regularly coordinated with UHY LLP offices throughout the country on National projects• Standardized and streamlined office procedures to improve operations• Maintained efficient electronic filing system for client, administrative & personnel files• Generated billing reports, client invoices and monthly client statements • Reviewed prospective Requests for Proposals and assisted in development of Proposals • Main liaison between contractors and vendors• Developed and directed new employee orientation program• Scheduled and participated in college recruiting events, organized firm social and teambuilding events• Scheduling, agenda and minutes of partner meetings and office wide meetings• Carried out administrative and marketing tasks related to four Mergers & Acquisitions• Coordinated three office relocations Show less

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  Hertz Herson CPA LLP

  Oct 2020 - now

  Administrative

  (merged in Nathan | Kaufman Accountants & Advisors February 2023)Encompassing a wide range of activities with involvement in all phases of administration and aspects of personnel, finances, facilities and management.