Founder / Certified Public Accountant

• Aug 2020 - Present

Certified Public Accountant

• Nov 2018 - Aug 2020

• Research tax law changes and communicate changes to partners and staff, initiate tax planning initiatives and prepare supporting documentation for all types of returns in multiple states (1120s,1065,1041,1040,990,709,5500,5227)• Provide responses to federal and state notices on behalf of clients to applicable revenue agency.• Responsible for new business client on-boarding, reviewing all given accounting data, financial reports and supplemental detail to identify any errors or omissions and refer recommendations to engagement partners.• Gather state apportionment data, and file applicable composite and/or withholding returns.• Assist in preparation of tax account reconciliations/accruals (ASC 740)• Responsible for training staff on preparation of returns in CCH Prosystems FX Tax, FX Fixed Assets.

Staff Accountant II / Financial Analyst

• Nov 2016 - Nov 2018

•Oversee two-person patient deposit reconciliation team’s daily logging process of $100K-$1M+ in transactions and instruct proper adjustments in EPIC as needed in order to compile the monthly bank reconciliations for the Controller.•Responsible for responding to financial inquiries from 16 Clinic Managers, 6 Operations Directors, and the Vice President of Finance.•Prepare monthly and ad-hoc trend data presentations for MercyCare, analyze, identify and communicate changes to the Vice President of Finance.•Assist Operations Directors during the yearly budgeting process for 30+ primary and specialty care providers and maintain oversight of the $1M+/YR capital budget for the Vice President of Finance.•Conducted process improvement project meetings with Directors, Managers and Lab Consultants from the clinics and hospital. Guided my team through the DMAIC process, to understand why lab department supply expense as a % of net revenue increased ~20% over 2 years. Solution was implemented in four months resulting in current savings of ~150K/year.• Recognized for being the first individual at Mercy to lead a Green Belt Certification Project to completion in under a year (6-months).•Directed process improvement project meetings with the Vice President of Finance, Controller, Human Resources and Operations Directors on converging travel reimbursement policies between Clinics and Hospital •Assist MercyCare and Mercy Medical Center management in the six-month implementation of a new SaaS General Ledger (Premier ERP) to replace the current client/server software (Meditech) that had been with the organization for 30 years.•Organized a team of individuals working on fixed assets to have discussions with our software vendor during a 3-month fixed asset management software implementation for clinic and hospital assets. Meetings ensured accurate data migration, fixed asset reporting, and proper expense routing to the general ledger.

Staff Accountant

• Jul 2015 - Nov 2016

• Maintain accounting records in accordance with GAAP for three corporations (MPS/MPA/MCMI)• Responsible for importing EPIC patient account transaction activity into Meditech General Ledger, and reconciling any fluctuations or variances coming from EPIC activity.• Utilize previous Information Systems background to discover incorrect EPIC posting processes, causing balance sheet misstatements.• Assist co-workers in utilizing software to improve work processes.• Record monthly journal entries• Ensure all entries are booked within the 1st week of the month for books to be closed within 7-10 business days of the 1st.• Review monthly accounting income statements for assigned providers/clinics and alert clinic managers or directors of any discrepancies• Reconcile payroll withholding,401k, and cash accounts.• Reconcile bi-annual property taxes for 16 clinic locations, across 3 counties.

Chief Technology Officer / Accounting Consultant

• Feb 2014 - Feb 2016

• Collaborated closely with CEO/Co-founder to develop Launch Services’ business model utilizing SaaS accounting systems.• Responsible for creating and maintaining website and social media internet presence.• Managed Implementations of SaaS systems for clients to increase company efficiencies.• Consulted with over 15 clients regarding accounting software solutions, and composed recommendations based on efficiency evaluations and managerial accounting techniques• Trained new hires and clients to use Xero/QuickBooks Online for bookkeeping.• Analyzed client business models and software systems to deliver recommendations that minimize risk and increase bottom line.• Forecasted income and cash flow statements for startups and local businesses to accommodate their funding initiatives.• Tutored companies on setting prices for their services by utilizing managerial accounting techniques• Aided companies in the LLC business formation process by devising and delivering adequate Articles of Organization to the Secretary of State• Carried out and oversaw management of accounting/payroll duties for 3 clients in the corridor area and 1 client located in California• Reconciled and prepare year-end financial statements for clients and their tax preparers• Filed quarterly unemployment and sales tax for clients• Aided Launch Services in closing out clients FY15 tax year income statements following departure to new job

Owner Operator

• Mar 2012 - Jul 2015

• Carry out daily internet operations by handling customer questions, complaints, shipping orders and problem solving• Responsible for collecting/remitting sales tax to the state of Iowa• Predict item profitability and oversee purchase of inventory to refurbish• Generate sales through the use of search engine optimization and eBay listing techniques• Overhaul Windows and Apple computer systems for resale • Carry out daily internet operations by handling customer questions, complaints, shipping orders and problem solving• Responsible for collecting/remitting sales tax to the state of Iowa• Predict item profitability and oversee purchase of inventory to refurbish• Generate sales through the use of search engine optimization and eBay listing techniques• Overhaul Windows and Apple computer systems for resale

General Sales Manager

• Oct 2009 - Jun 2011

• Monitored and processed sales for two locations in the Cedar Rapids, IA area• Bolstered the in-house financing program, handled monthly payment transactions, screened and analyzed applicants• Generated sales and maintained customer satisfaction by utilizing problem solving skills to address their concerns• Supervised lot attendants to maintain appropriate cleanliness and arrangement of vehicles• Trained new salesmen to utilize the full functionality of our lot software• Recognized for expanding internet presence and sales through expansion of website and classified ads

Patient Care Technician

• Jul 2010 - May 2011

• Aided the supervising nurse in gathering and monitoring vitals of 20-30 patients 2-3 times a day, directly responsible for entry of vitals and blood glucose results into the tracking system• Assisted nurses with patient daily living and hygiene care of 20- 30 patients • Aided the supervising nurse in gathering and monitoring vitals of 20-30 patients 2-3 times a day, directly responsible for entry of vitals and blood glucose results into the tracking system• Assisted nurses with patient daily living and hygiene care of 20- 30 patients

EMT-B / Medic

• Jun 2010 - Sep 2010

• Assessed patient condition and modified care around patient assessment while collaborating with hospitals about changes in condition• Carried out basic trauma, life and advanced life support decisions and functions• Conducted detailed run reports on the support carried out after each call • Assessed patient condition and modified care around patient assessment while collaborating with hospitals about changes in condition• Carried out basic trauma, life and advanced life support decisions and functions• Conducted detailed run reports on the support carried out after each call