Chief Financial Officer

• Dec 2020 - Present

Controller

• Aug 2016 - Dec 2020

Owner

• Dec 2015 - Present

I provide a variety of services including: 1. Individual Tax Services - 1040 preparation, tax notice answering, tax planning services 2. Fiduciary Taxes - Trust & Estate 1041 preparation 3. Business Advising - Financial, internal controls, loss prevention and other areas 4. Bookkeeping Services - I provide a variety of services including: 1. Individual Tax Services - 1040 preparation, tax notice answering, tax planning services 2. Fiduciary Taxes - Trust & Estate 1041 preparation 3. Business Advising - Financial, internal controls, loss prevention and other areas 4. Bookkeeping Services -

Adjunct Professor

• Aug 2017 - Dec 2020

Introduction to Managerial Accounting Introduction to Managerial Accounting

Senior Accountant

• Apr 2014 - Aug 2016

Reconcile balance sheet accounts on a monthly basis and prepare/post required month and year end journal entries. Responsible for facilitating the month and year end closes and preparation of GAAP basis financial statements. Maintain Fixed Asset System, including processing additions, disposals & transfers and reconciling to rental system. Serve as primary liaison with outside auditors and coordinate with various sources to provide required audit information. Oversee accounts payable and accounts receivable staff and provide additional support and guidance when necessary. Work with operations and senior management to provide additional business analysis to improve operating efficiencies. Travel to branches on regular basis to assesses internal controls and to identify ways accounting can assist local management. Assist in providing supervision and support to branches during inventory process and “trouble shooting” abnormal variances. Major accomplishments - cutting closing time by 50%, implementing positive pay, converting AR/AP to electronic storage.

Staff Accountant

• Oct 2011 - Apr 2014

Industries served include real estate, manufacturing, closely held businesses, partnerships, employee benefit plans and trusts. Responsible for the preparation of GAAP and other reporting basis financial statements including all required notes. Prepared required planning and fieldwork documentation for audits, reviews and compilations. Assisted clients in the preparation of year end documentation and provide additional business analysis requested. Performed work on client specific projects including reviewing of internal controls and fixed asset management. During tax seasons prepared income tax returns for corporations, partnerships, individuals and trusts. “I routinely volunteered to work in areas outside my department to develop professionally and to better serve clients”

Staff Accountant - General

• Jan 2010 - Oct 2011

Industries served included professionals, sole proprietors, small businesses, and trusts. Prepared income, gift, sales and employment tax returns for a variety of individual and business clients. Managed in house payroll services and maintained ongoing relationships with business clients. Responded to IRS, state, workers’ compensation and other types of regulatory notices. Preformed client specific tax research to assist partners in consultations. “I successfully implemented new cloud-based payroll software for firm’s clients”

Loss Prevention Manager

• Jun 2006 - Aug 2008

Trained sales associates in loss prevention awareness and store policies in order to reduce internal shortage. Investigated and documented shoplifting, employee theft, credit fraud and safety incidents. Worked with various law enforcement agencies to successfully prosecute cases while following store policies. Conducted associate exit interviews and shoplifting interrogations to establish and expand admissions of fraudulent conduct. Trained sales associates in loss prevention awareness and store policies in order to reduce internal shortage. Investigated and documented shoplifting, employee theft, credit fraud and safety incidents. Worked with various law enforcement agencies to successfully prosecute cases while following store policies. Conducted associate exit interviews and shoplifting interrogations to establish and expand admissions of fraudulent conduct.

Loss Prevention Auditor/ Cash Control Supervisor

• May 2004 - Jun 2006

Developed and implemented procedural and financial audits to provide management with strategic business information. Trained Loss Prevention staff with accounting policies/procedures and assisted in internal fraud investigations. Identified suspicious financial transactions, conducted shortage interviews and exit interviews. Managed a crew of 7 to 8 in counting, reconciling and reporting daily revenue and preformed other treasury duties. Developed and implemented procedural and financial audits to provide management with strategic business information. Trained Loss Prevention staff with accounting policies/procedures and assisted in internal fraud investigations. Identified suspicious financial transactions, conducted shortage interviews and exit interviews. Managed a crew of 7 to 8 in counting, reconciling and reporting daily revenue and preformed other treasury duties.