Contact



Juby Daniel
Tel 713.780.1425
Fax 713.780.2139

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Biography

Juby Daniel

Juby joined Duff Kitchel in 2013 and has experience within various industries including health care, legal and information technology. She assists Duff Kitchel clients with their financial reporting needs including accounting set up, monthly maintenance, taxable income analysis, bank reconciliation and special projects.

Representative Highlights

  • Preparation of financial, statistical and operational reports.
  • Facilitate and implement client chart of accounts, maintain monthly accounting records and provide accounting assistance to clients.
  • Preform forecasting cost review including the preparation of budgetary reports and invoice review.
  • Analyze balance sheets, cash flow and income statements on a monthly basis.
  • Analyze dividend calculation and capital contributions.
  • Handle all activities within accounts payable and account receivable.
  • Analyze and audit monthly transactional data and ensure accuracy.
  • Develop numerous excel spreadsheets to cross-references errors within the general ledger.
  • Reduce year-end adjustments through better financial control.
  • Analyze and execute new contracts with various vendors to reduce overhead expenditures.
  • Analyze client expenses and prepare required Form 1099 MISC at year end.
  • Coordinate payroll entry and track employee advancement/reimbursement and sick/vacation days.
  • Ensure compliance with federal laws concerning workplace safety and administer benefits including health care.

Education and Professional Background

  • University of South Florida, Bachelor of Business Administration in Accounting, 2008
  • Northern Parklife, Inc., Senior Accountant and Office Manager, 2006 – 2008
  • Goldstein & Lipski PLLC, Senior Accountant and Office Manager, 2009 – 2012
  • Altus Healthcare Management Services, Senior Accountant, 2012 – 2013
  • Duff Kitchel & Company, P.C., 2013 – present

Activities and Affiliations

  • Member, Florida Institute of Certified Public Accountant