Anna Amis

Detail-oriented and client-focused bookkeeping professional with over 14 years of experience in financial services, operations, and regulatory compliance.

Certified Intuit

Bookkeeping, QBO ProAdvisor, and TurboTax Expert with a deep background in complex transaction cleanup, bank reconciliations, and high-volume team leadership within FINRA-regulated environments. Known for a calm, solutions-focused approach to financial challenges and maintaining absolute data integrity.

Principal Bookkeeper & Consultant - Amis Bookkeeping Services - Saratoga Springs, Utah

(2025-01)

• Orchestrate comprehensive 'cleanup' projects for small business clients, restoring financial accuracy and reconciling historical data.
• Design and implement custom QBO ecosystems, including tailored Chart of Accounts (COA) and automated reporting packages.
• Serve as a Technical Consultant for other bookkeeping professionals, providing expert guidance on complex cleanup strategies.
• Deliver 1-on-1 coaching sessions, empowering business owners to manage daily financial tasks and 'homework' while maintaining data integrity.
• Developed company digital infrastructure including professional website deployment via Wix and domain management through GoDaddy.

TurboTax & QBO Expert - Intuit (via Highspring) - California

(2025-01)

• Provide expert-level consultation for QuickBooks Online users, resolving complex technical issues related to bank feeds and reconciliations.
• Deliver tax support and guidance as a TurboTax Expert, assisting customers with accurate tax preparation and compliance.
• Ensure financial integrity for diverse client profiles by applying deep knowledge of accounting principles and digital workflows.

Bookkeeper - Southern Belle Riding - Highland, UT

(2020-01)

• Maintain accurate financial records and invoicing for a specialized equine facility using QuickBooks.
• Track accounts receivable, reconcile transactions, and manage specialized client billing cycles.

Section Manager – National New Accounts - Morgan Stanley - South Jordan, UT

(2021-09 - 2025-03)

• Directed a high-performing service team in a regulatory-driven environment, ensuring adherence to strict accuracy benchmarks.
• Utilized QA data, case reviews, and red flag reports to identify process gaps and drive team performance improvements.
• Managed complex escalations, team coaching, and cross-functional initiatives to streamline account servicing.

Operations Specialist – Control & Validation - E*TRADE Financial - South Jordan, UT

(2020-05 - 2021-05)

• Reconciled trade activity across asset classes, including fixed income and options, to ensure data integrity.
• Produced essential tax and compliance documentation within a high-volume brokerage environment.

Senior Operations Associate - Morgan Stanley - South Jordan, UT

(2014-11 - 2018-11)

• Processed sensitive financial data while ensuring strict regulatory compliance and supporting fraud investigations.

Bachelor of Science - Equine Studies: Business Management - Post University (2026-10)