At W3 Financial Group, I support business clients by managing a wide range of back-office accounting functions. My responsibilities include processing payroll, reporting payroll taxes on a monthly, quarterly, and annual basis, and handling Commercial Activity Tax (CAT) filings. I also maintain general ledgers, perform bank reconciliations, manage loan schedules and fixed assets, and process payments and deposits on behalf of our clients.
In addition, I prepare and review compiled financial statements—monthly, quarterly, or annually—on the appropriate reporting basis, whether GAAP or income tax. I also assist with various tax payments, including BWC, ODJFS, and those made through the Ohio Business Gateway. I work closely with team members to ensure these tasks are completed efficiently and accurately.
I understand how overwhelming it can be to manage every aspect of running a business, which is why I find fulfillment in stepping in to support our clients behind the scenes. I have a heart for helping people and take pride in being a reliable partner in their growth and success.
Outside of work, I enjoy trying new restaurants and staying active through basketball, volleyball, and kickball—whether I’m playing or cheering from the sidelines.
