George Warugongo

Accountant and QuickBooks Certified Expert with over 10 years of experience in full-cycle accounting, financial reporting, and tax compliance for diverse clients. Proven ability to streamline processes, resolve complex accounting challenges, and deliver accurate financial insights. Adept at managing multiple client engagements and enhancing team performance through training and quality control.

Accountant - Taxoff - Charlotte, NC

(2020-01)

Delivers bookkeeping and financial reporting services, ensuring compliance and accuracy for various clients.

• Preparers and analyzes financial statements (income statements, balance sheets, cash flow statements).
• Set up and trains clients on accounting software (QuickBooks, Intacct, Xero).
• Preparers and files federal and state tax returns for individuals, corporations, and partnerships.

Sr. QuickBooks Expert - Intuit - Remote

(2021-01 - 2026-06)

Managed full-cycle accounting for a portfolio of 15+ clients across healthcare, e-commerce, construction, and non-profit sectors.

• Executed comprehensive bank, credit card, and loan reconciliations, ensuring 100% accuracy for month-end close.
• Prepared and posted adjusting journal entries, maintained the fixed asset register, and adjusts the trial balance to finalize financial statements.
• Diagnosed and resolved critical issues, including financial statement errors, chart of accounts cleanup, and sales tax compliance.
• Served as the primary client contact, resolving complex inquiries and maintained a 95%+ satisfaction rate.
• Trained and reviewed of the work of 5+ new hires, ensuring quality control and adherence to deadlines.

Financial Analyst - Radian Generation - Charlotte, NC

(2019-01 - 2019-12)

Supported financial management for solar project portfolios and investment vehicles.

• Developed financial forecasts and models; prepared GAAP-compliant reports and analyzed variances.
• Monitored bank accounts, prepared draw requests, and ensured financing compliance.
• Supported project audits and acted as liaison with external firms.

Accountant - Straivant/Allen Mark/Daniel, Ratliff & Co CPA - Charlotte, NC

(2016-08 - 2018-12)

Managed GL integrity and month-end close for multiple clients, including journal entries and reconciliations.

• Prepared complex federal and state tax returns for individuals, trusts, and partnerships.
• Developed tax strategies in accordance with current tax codes.

Staff Accountant - Newton Associates CPA (Through Robert Half) - Charlotte, NC

(2016-01 - 2016-07)

• Prepared income tax returns for individuals and businesses.
• Assisted in month-end close, fixed asset accounting, and account reconciliations.
• Supported budget and forecast development for clients.

Tax Advisor - H&R Block - Charlotte, NC

(2014-01 - 2016-12)

• Prepared tax returns, interviewed clients, and researched tax regulations.

Bachelor of Science - Accounting - University of North Carolina, Charlotte