BY THE BOOK ACCOUNTING FIRM
Home
Link to Children's Book
BY THE BOOK ACCOUNTING FIRM
Home
Link to Children's Book
More
  • Home
  • Link to Children's Book
  • Home
  • Link to Children's Book

903.336.1868

methods. compliance. increase. excellence.

methods. compliance. increase. excellence. methods. compliance. increase. excellence. methods. compliance. increase. excellence.
I'M READY

Services & Packages

Tax Preparation


Individual

Business

Sales and Use Tax


Bookkeeping Services


Manage Income & Expenses, Profit & Loss Statement, Cash Flow Statement, Payroll Service, Monthly Finance Planning Call

Accounting Services


GAAP Compliance, General Ledger, Financial Statements, Budgets & Money Management, Tax Planning & Research 


Package #1: Groundbreaker


Bookkeeping Services + Tax Preparation



Package #2: Pathfinder


Accounting + Bookkeeping + Tax Prep

Package #3: Innovator


Accounting + Bookkeeping + Tax Prep + Sales & Use Tax

About the ceo

 Jasmine Phyllis is an Accounting Professional who has built a career of over 15 years in the accounting realm.  Her experience includes US & Canada Sales & use tax preparation, Individual & Business tax returns, System creation, Data analysis, Budget forecasting, and Revenue forecasting.


Here is a deeper look into her timeline:

At 16 years old Jasmine began volunteering to prepare Individual tax returns for low-income communities through Volunteer Income Tax Association (VITA). 


In 2013, she began gaining experience in Sales & Use Tax by filing for small businesses in Louisiana on the state and local level.


In 2014, her Bachelor's of Science degree was obtained from her HBCU Southern University and A&M College. Upon graduation she worked as a Lead Tax Professional where she deepened her skill sets in individual and business tax preparation.


In 2015, she was awarded an offer to work as an SAP Consultant in the Finance Department of IBM.  Here she gained comprehensive knowledge in Business Planning & Consolidation where she helped create systems that consolidated company's financial statements. She participated in project projection meetings and assisted with recommendations for corrective action plans when contracted to work at Align Technology.


In 2016, she gained experience as a Budget Accountant where she customized graphs and charts from the staff efficiency reports to budget cost and forecast revenue through MS Office systems.

She designed payroll and billing systems for bi-weekly processing, and she was able to slash administrative fees and overhead cost by 30% by recommending lower cost 

solution.


In 2017, she branched out to Dallas, Texas for larger opportunities and landed a contract position with Ernst & Young Accounting Firm.  This experience helped her become a specialist in Sales & Use Tax Compliance (SUT).  As a SUT Compliance Officer she was able to gain deeper knowledge in ERP systems, Vertex, and in multinational sales & use tax returns.  


In 2019, she began her journey to a master's degree in accounting with a concentration in taxation & entrepreneurship. While in school she was granted another opportunity for a Sales & Use Tax Compliance Officer with the oil and gas company NOV Inc. and relocated to Houston, Texas

 

Upon completion of the contract with NOV she received yet another opportunity as a SUT Compliance Officer with Caterpillar.  Then, in 2021 she graduated with her MBA degree from Colorado Technical University. 


 She now uses all of her experiences to help corporations create a sales & use tax system that will keep them compliant and sustain records for audit purposes. Saving them time and money. 


She aspires to help business owners build on methods, compliance, increase, and excellence. 


Book Now

Subscribe

Sign up to hear from us about financial news.

Contact Us

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

BY THE BOOK ACCOUNTING FIRM

Monday - Friday: By Appointment

Saturday: Closed

Sunday: By Appointment

FacebookLinkedIn
FacebookLinkedIn
FacebookLinkedIn
FacebookLinkedIn
FacebookLinkedIn
FacebookLinkedIn

Copyright © 2023 BY THE BOOK ACCOUNTING FIRM - All Rights Reserved.

Powered by GoDaddy

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept