Sherri Maughan
Mt Pleasant
Summary
Results-driven real estate agent and bookkeeper with expertise in document accuracy and financial compliance. Proven ability to manage transactions and enhance customer service, ensuring satisfaction and streamlined processes.
Overview
24
24
years of professional experience
Work History
Real Estate Agent
Berkshire Hathaway HomeServices
Greensburg
02.2022 - Current
- Conducted market analysis to establish competitive pricing strategies.
- Coordinated with mortgage brokers to optimize financing processes for buyers.
- Managed real estate transactions from initiation through closing, ensuring compliance and satisfaction.
- Maintained comprehensive knowledge of local real estate markets for informed decision-making.
Head Bookkeeper
Precise Tank Modifications
Ruffs Dale
01.2002 - Current
- Conducted regular bank account reconciliations to ensure accuracy of financial data.
- Created balance sheets, income statements, and tax reports to enhance financial clarity.
- Negotiated favorable terms with vendors to reduce procurement costs effectively.
- Implemented streamlined bookkeeping procedures to improve data integrity and workflow efficiency.
- Oversaw payroll processing to maintain compliance with financial regulations.
- Coordinated daily banking operations, including deposits and withdrawals.
- Maintained organized filing systems for all financial documentation.
- Monitored accounts receivable aging reports to address overdue accounts proactively.
Tax Expert
TurboTax
Mountain View
12.2024 - 04.2025
- Streamlined tax preparation process using TurboTax software for enhanced efficiency.
- Reviewed client documents for accuracy and completeness prior to submission.
- Prepared, reviewed, and filed individual tax returns to meet deadlines.
- Guided clients in understanding applicable tax deductions and credits.
- Maintained up-to-date knowledge of tax regulations through ongoing professional development.
- Collaborated with team members to elevate customer service practices.
- Assisted clients in navigating complex tax filing requirements.
Skills
- Document accuracy
- Attention to detail
- Effective communication
- Problem solving
- Time management
- Contract and transaction management
- Tax and financial reporting
- Customer service
Timeline
Tax Expert
TurboTax
12.2024 - 04.2025
Real Estate Agent
Berkshire Hathaway HomeServices
02.2022 - Current
Head Bookkeeper
Precise Tank Modifications
01.2002 - Current
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