Jonathon Agee
Business Accountant at The Bookkeeping Specialists, LLC
- Role
- Small Business Accountant at The Bookkeeping Specialists
- Location
- Santa Ana, CA, US
- LinkedIn followers
- 500 followers
About Jonathon Agee
My primary focus is to help small businesses who are uncertain of the results their…
Experience
Small Business Accountant
Jan 2018 — Present
We work with the CPAs, EAs, and the CTECs of our clients to reduce the stress during tax time and coordinate tax planning throughout the year.We focus on creating customizable bookkeeping reports that measure what others won\'t. Cost accounting methods for department costing, job costing, and specialized projects.While we have a background in taxes, we choose to specialize in bookkeeping and to use our tax knowledge to help our clients coordinate with their tax professional.Because of our focus on customizable results, we don\'t limit our clients to any single industry but have helped business owners in the Manufacturing, Quick Service Food, Construction, and Medical industries.
Education
University of La Verne
Bachelor of Business Administration (B.B.A.), Management & International Business
2012 — 2014
Skills
- Microsoft Office
- Strategic Financial Planning
- Computer Proficiency
- Quickbooks Online
- Training
- Team Building
- Management
- Web Content
- Management Consulting
- Public Speaking
- Communication Skills
- Financial Analysis
- Accountability
- Strategic Planning
- Tax Preparation
- Accounting
- Marketing Strategy
- Leadership
- Team Management
- Data Analysis
- Customer Service
- Communication
- Microsoft Excel
- Quickbooks Pro
- Microsoft Word
- Bookkeeping
- Event Management
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