CFO

• Sep 2014 - Present

Overview of functions Accountable for the admin, financial, human resources and risk management operations of the company. Planning • Assist in formulating the company’s future direction and supporting tactical initiatives. • Monitor and direct the implementation of strategic business plan. • Develop financial and tax strategies. • Manage the capital request and budgeting process. • Develop performance measures that support the company’s strategic direction. Operation • Participate in key decisions as a member of the executive management team. • Maintain in-depth relations with all members of the management team. • Manage the accounting, human resources, legal, and tax departments. • Oversee the financial operations of subsidiaries or affiliates. • Manage third parties to which functions have been outsourced. • Oversee the company’s transactions processing. • Implement operational best practices. • Oversee employee benefit plans, with particular emphasis on maximizing a cost-effective benefits package. • Supervise acquisition due diligence and assist in negation process. Financial Information • Oversee the process of financial information. • Report financial results to the owner. Risk Management • Understand and mitigate key elements of the company’s risk profile. • Monitor all open legal issues involving the company, and legal issues affecting the industry. • Maintain appropriate insurance coverage. • Ensure that the company complies with all legal and regulatory requirements. • Ensure that record keeping meets the requirements of auditors and government agencies. • Report risk issues to the owner. • Maintain relations with external auditors and investigate their findings and recommendations. Funding • Monitor cash balances and cash forecasts. • Oversee retirement program. Third Parties • Maintain banking relations. • Maintain insurance relations. • Maintain legal and tax/accounting relations. • Develop and maintain client and vendor relations.

Owner

• Jan 2010 - Present

A complete tax service company for individuals, companies, trusts, and charities. Preparing 1040, 1065, 1120, 1120S, 1041 and 990 tax returns with different levels of complexity. A complete tax service company for individuals, companies, trusts, and charities. Preparing 1040, 1065, 1120, 1120S, 1041 and 990 tax returns with different levels of complexity.

Owner

• Apr 2008 - Present

Provide a variety of services depending upon the client’s needs, (some clients use all, others just a few) • Financial Reporting • Monthly reporting to Board of Directors, owner(s), partnership group • Banking relations, cash management, bank reconciliations • Review of internal financial statements • Equipment lease, rent negotiations • Fixed asset management • Sales and use tax reporting • A/P, A/R and G/L maintenance • Payroll processing and tax reporting, W-2’s • Process 1099’s Client Industries are: Advertising/marketing, consulting services, restaurant, medical services, music/entertainment, hair/beauty salon, highway/street maintenance/repair and resurfacing, cleaning services, transportation, home inspections, auto body repair, used car lot, foreign adoption services, non-profit, realty, apartment complex, home development/construction, property management/rental housing, farming, courier/delivery service, telecommunications hosting services.

Director of Accounting & Operations

• Oct 2001 - May 2009

Top accounting/finance executive with responsibilities including: Accounting Financial reporting, general ledger, liaison to outside auditors/CPA firm, banking relations/cash management/bank reconciliations, fixed asset management, budgeting, sales and use tax, federal/state tax return review, A/P & A/R process, mergers and acquisitions/selling division, business insurance. HR Review resumes for possible candidates and arrange interview, new employee orientation, employee insurance and benefit programs, employee relations, exit interviews. IT Network and email administration, computer maintenance/upgrades, software upgrades, budget for new computers, softwares, printers and other accessories, PC and MAC environment. Operations Administrative staff management, office equipment lease negotiations, furniture/fixtures upgrades, rent/lease contract negotiations, liaison with property management for repairs, upgrades and major remodeling, multi-city office operations management.

Accounting Manager

• 1999 - 2001

Accounting Manager

• 1990 - 1999