lucy mwaura

Assisted clients with IRS and state tax resolution, preparing documentation and negotiating settlements, installment agreements, and penalty abatements while coordinating with attorneys and enrolled agents to resolve audits, liens, and levies.

Managed medical billing, insurance claims and coding, accounts payable/receivable and payroll, and reconciled payment channels while providing customer service to resolve patient billing issues and improve billing accuracy.

Conducted comprehensive books clean-up and reconciliations for 2023–2024, reconciled VAT and payroll taxes, prepared audit-ready reports, and implemented processes that reduced reporting time by 30% and ensured tax compliance.

Maintained property financial records, managed rent collection, reconciliations, payroll and 1099 filings, developed dashboards and custom QuickBooks reports to improve property-level financial visibility and compliance.

Managed accounting functions including AP/AR, payroll, reconciliations and financial reporting, led books clean-up for 2022–2023 and coordinated audits, achieving accurate 1099 filings and streamlined QuickBooks Online usage.

Managed grant financials including budgeting, disbursements, monitoring, bank reconciliations and donor reporting, ensured GAAP and grant compliance, assisted with Form 990 preparation and streamlined reporting via QuickBooks Online.

Designed financial policies and reporting systems, introduced VAT and withholding tax processes, implemented internal controls and credit risk measures, and prepared monthly financial closures to improve compliance and cash management.

Introduced project accounting and project cost controls, implemented process and system changes to track margins and improve sales follow-up, and trained staff on tax implications and financial documentation.

Led audit preparation, bank reconciliations and system rebuilds to capture accruals/prepaids, restructured finance processes to reduce costs by 15% and increase profitability by 30%, and implemented withholding tax procedures for suppliers.

Completed courses including Elderly Care and Caring for the Disabled; Spanish language studies listed as ongoing.

Completed Teaching English as a Foreign Language (TEFL) training for classroom and online instruction.

Completed a U.S. Federation Tax Specialization program focused on U.S. tax principles and preparer practices.

Completed Hubdoc software certification for document capture and bookkeeping automation.

Completed Certified QuickBooks ProAdvisor training and certification for QuickBooks Online and related products.

Bachelor of Business Administration awarded by Presbyterian University; focused on core business and financial management subjects.

Awarded a Certified Public Accountant credential from Kabete Tech with focus on accounting and auditing principles.