Administrative and IT Position at F.X.Cassidy and Associates
F.X.Cassidy and Associates is a public accounting and tax preparations firm founded in 1984 in the Bala Cynwyd area. F.X.Cassidy and Associates works with doctor offices, dental offices, as well as individuals.
My position was administrative and IT intern, which made my role and tasks flexible. My tasks ranged from speaking individually with clients to repairing computers as well as administrative tasks. Mostly I was given projects that would last several days such as sorting which clients have paid this year in the system. I worked with Excel and LaCerte the most on Windows 7 PCs connected to an in-house server.
I learned many new things while I worked there. The first experience was having to learn a new program, LaCerte, for keeping tax information on clients. Most of the IT was outsourced to a third-party that had set everything up and that cost a monthly fee. When thing had to be done in the office, they were a phone call away to communicate the issue with. Most issues were solved by simple research. I also learned ways to automate tasks that other coworkers had been doing by hand for a long while.