Roma Parmar, MBA

Experience

• 

  Stafford & Peasall, CPAs, LLC

  Feb 2019 - Apr 2019

  Front Desk Receptionist

  - Greeted incoming guests and directed individuals to correct meeting spaces- Answered numerous calls per day using multi-line system and directed calls to appropriate recipients- Coordinated master calendar, including scheduling appointments, meetings and events for staff- Filed forms, records, reports and correspondence in appropriate file systems - Supported office operations by handling administrative needs such as copying, tax return organization and front desk management.

• 

  Chuck E. Cheese

  Oct 2019 - Aug 2020

  Cashier

  - Balanced cash drawer at beginning and end of each shift- Kept balance sheets with amounts and number of transactions- Maintained accurate register totals by carefully counting and securing cash- Recaptured sales from dissatisfied customers using conflict mediation skills

• 

  Portillo's

  Oct 2020 - Dec 2020

  Cashier

  - Accepted cash and credit card payments, issued receipts and provided change.- Trained new team members in cash register operation, stock procedures and customer services.- Boosted customer satisfaction by quickly addressing and resolving complaints with food or service.- Completed opening, closing and shift change tasks by following company guidelines.

• 

  Stafford & Peasall, CPAs, LLC

  Jan 2023 - Oct 2024

  Staff Accountant

  - Manage financial operations, month-end reporting, financial schedules and reconciliations.- Help businesses keep finances in order by managing accounting ledgers and recording journal entries.- Prepare annual individual, corporate, trust, estate, and partnership tax returns.- Analyze books for mistakes and inaccuracies.- Prepare quarterly payroll tax returns.

• 

  ACTS CPAs & ADVISORS PLLC (fka Appelt & Associates, CPAs)

  Nov 2024 - now

  Staff Accountant

  - Prepare and review tax returns for individuals, corporations, partnerships, and trusts.- Provide comprehensive accounting services to clients, including bookkeeping and financial reporting.- Utilize QuickBooks for managing and maintaining client financial records.- Develop and maintain strong relationships with clients, ensuring their needs are met with high-quality service.- Collaborate with team members to provide integrated and innovative solutions for our clients.- Participate in firm initiatives to improve processes and client service. Show less