Summary
Overview
Work History
Skills
References
Timeline
Generic

Lauren Cowick

Palatine

Summary

Client-focused and results-driven accounting professional with experience in tax preparation, financial reporting, and small business consulting. Skilled in analyzing financial data, setting up accounting systems, and managing client relationships. Known for integrity, efficiency, and strong communication and problem-solving abilities. Committed to delivering accurate, compliant financial solutions that support client success and business growth.

Overview

9
9
years of professional experience

Work History

Accountant

Eric J. Fernandez (Acquired Rizzo & Co)
West Dundee
01.2021 - Current
  • Prepare 500 tax returns (individuals, businesses, and trusts).
  • Onboard and manage payroll for 20+ clients, including weekly, biweekly, and monthly payroll.
  • File and make quarterly and annual payroll returns.
  • Perform bookkeeping back work, clean up monthly closing journal entries for clients, which includes reconciling bank accounts and credit cards
  • File and make monthly, quarterly, and annual sales tax returns.
  • Assist with year-end tax planning and estimated tax payments (including PTET payments)
  • Prepare film tax credit

Accounting Associate

Rizzo & Company
Palatine
01.2019 - 01.2021
  • Prepared individual tax returns.
  • Reconciled bank accounts and credit cards.
  • Processing of established payroll accounts.
  • Prepared adjusting general entries.
  • Assist senior staff to maximize office productivity.
  • Complete annual workers' comp audits.

Office Administrator

Hart 4 Heart
Palatine
06.2016 - 12.2018
  • Organized personal and professional calendars to streamline office communication, scheduling, and efficiency
  • Filed and make monthly sales tax
  • Tracked and managed inventory, including establishing relationship with new vendors
  • Prepared and sent invoices to clients
  • Improved policy and procedure compliance

Skills

  • Experience in Thomas Reuters' UltraTax, Accounting CS, Fixed Assets, File Cabinet, etc
  • Strong understanding of Quickbooks Desktop and Quickbooks Online
  • Proficient in Microsoft Word, Excel, and Outlook
  • Ability to multitask effectively
  • Detail-oriented in completing projects

References

References available upon request.

Timeline

Accountant

Eric J. Fernandez (Acquired Rizzo & Co)
01.2021 - Current

Accounting Associate

Rizzo & Company
01.2019 - 01.2021

Office Administrator

Hart 4 Heart
06.2016 - 12.2018
Lauren Cowick