Drake Friesen

Lead financial reporting and tracking Responsible for Accounts Receivable and Accounts Payable Create financial reports and analytics for leadership team Manage General Ledger on Quickbo...

Help customers who are working on their tax return with tax advice, including return preparation and signature when required product/software inquiries tax calculations

Serving on the G/L team entering a variety of manual journal entries Performing month end reconciliations for several different entities Analyzing expenses to discover trends and to ensur...

I love working with small businesses and entrepreneurs to make accounting and tax as simple as possible. Shoot me a message to discuss any needs you might have.

Understanding clients' needs and expectations, their business and industry, accounting and control systems, employees, company values and industry-related GAAP and GAAS issues Assessing ri...

Recorded sales, inventory, and expenses into an accounting system Performed invoicing and collections process by communicating directly with customers Oversaw cash disbursements to payrol...

Developed an understanding of the audit approach, methodology, and tools Established working relationship with client personnel Performed analytic research of audit documents Reviewed cl...

Restructured and organized filing system to make it more accessible and efficient Reported and analyzed accounts payable and receivables Communicated with co-workers to construct budget f...

Assisted students to sharpen their knowledge and proficiency in finance - Developed peers to be more confident, effective, and efficient in their study skills

Tracked and reported accounts payable and receivable. Utilized marketing and analytic skills to compile sales statistics and product trends. Executed and developed efficient and effective...

Completed federal and state tax forms for low income individuals and families Navigated the tax system to claim the maximum amount of tax benefits for each client

Prepared documentation and assembled financial plans for client meetings Wrote monthly newsletter for clients summarizing the trends of the market Gained analytical thinking and problem s...