Lashonda Lee
Transformational Trainer | Instructional Designer | Corporate & Government Learning Consultant | Critical Thinking Advocate | L&D Strategist | Speaker
- Role
- Client Account Specialist at Five Star Tax & Business Solutions
- Location
- Riverside, MO, US
- LinkedIn followers
- 500 followers
About Lashonda Lee
I’m a results-driven Learning & Development Consultant and Certified Corporate Trainer…
Experience
Client Account Specialist
Five Star Tax & Business Solutions
Feb 2023 — Present · Kansas City, MO, US
Maintain client financial records using QuickBooks, including monthly reconciliation, transaction classification, and general ledger updates.Generate client reports such as Profit & Loss (P&L), Balance Sheet, and Month-to-Date/Year-to-Date summaries.Assist in tax preparation processes, including data verification and entry using TaxAct software.Make sales tax and business license payments on behalf of clients and assist in filing documentation.Provide ongoing client communication via email and phone regarding deadlines, documentation needs, and financial accuracy.
Education
Grantham University
Business Administration and Management, General
2009 — 2011
Springfield College
Bachelor of Applied Science - BASc
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