Experience

Weinberg & Co. CPA's

• Supervisor

  - Manage a list of clients across a variety of industries - Review and approve tax returns for managers and partners - Supervise and train staff accountants for further development in their careers - Develop procedures and software training programs for future hires - Manage a list of clients across a variety of industries - Review and approve tax returns for managers and partners - Supervise and train staff accountants for further development in their careers - Develop procedures and software training programs for future hires

• Senior Accountant

  • Oct 2015 - Present

  • Financial reporting and analysis for compilation and review engagements • Financial projections for businesses trying to raise capital or take out debt obligations • Period closing adjustments and client general ledger correspondence • Financial projections & loan analysis for new business • Federal, state, and local tax returns for corporations, partnerships, and individuals • Federal and state tax returns for businesses on fiscal year ends • Build QuickBooks files for new… Show more • Financial reporting and analysis for compilation and review engagements • Financial projections for businesses trying to raise capital or take out debt obligations • Period closing adjustments and client general ledger correspondence • Financial projections & loan analysis for new business • Federal, state, and local tax returns for corporations, partnerships, and individuals • Federal and state tax returns for businesses on fiscal year ends • Build QuickBooks files for new clients or existing clients with poor accounting systems • Check existing and install new accounting controls for clients who needed improved controls • Train new employees with little to no accounting experience how to be a bookkeeper and use QuickBooks • Setup QuickBooks Online for a small business to perform payroll functions • Preparation of personal financial statements • Covenant compliance analysis • Create a training program for new hires encompassing the firm's software suite and firm protocols • Manage 20-30 substantial business clients year-round including correspondence for business and personal income taxes, management prepared financial statements, tax planning, and more. Show less • Financial reporting and analysis for compilation and review engagements • Financial projections for businesses trying to raise capital or take out debt obligations • Period closing adjustments and client general ledger correspondence • Financial projections & loan analysis for new business • Federal, state, and local tax returns for corporations, partnerships, and individuals • Federal and state tax returns for businesses on fiscal year ends • Build QuickBooks files for new… Show more • Financial reporting and analysis for compilation and review engagements • Financial projections for businesses trying to raise capital or take out debt obligations • Period closing adjustments and client general ledger correspondence • Financial projections & loan analysis for new business • Federal, state, and local tax returns for corporations, partnerships, and individuals • Federal and state tax returns for businesses on fiscal year ends • Build QuickBooks files for new clients or existing clients with poor accounting systems • Check existing and install new accounting controls for clients who needed improved controls • Train new employees with little to no accounting experience how to be a bookkeeper and use QuickBooks • Setup QuickBooks Online for a small business to perform payroll functions • Preparation of personal financial statements • Covenant compliance analysis • Create a training program for new hires encompassing the firm's software suite and firm protocols • Manage 20-30 substantial business clients year-round including correspondence for business and personal income taxes, management prepared financial statements, tax planning, and more. Show less



Avrach & Taylor PC

• Senior Accountant

  • Nov 2012 - Oct 2015

  • Financial reporting and analysis for compilation, review, and audit opinions • Audit planning, fieldwork, and statement preparation including footnote write up for clients in the franchise automobile sales, power equipment sales & rental, food manufacturing plant, and nursing home industries with revenues ranging $10-50M • Period closing adjustments and client general ledger correspondence • Financial projections & loan analysis for new business • Federal, state, and local tax… Show more • Financial reporting and analysis for compilation, review, and audit opinions • Audit planning, fieldwork, and statement preparation including footnote write up for clients in the franchise automobile sales, power equipment sales & rental, food manufacturing plant, and nursing home industries with revenues ranging $10-50M • Period closing adjustments and client general ledger correspondence • Financial projections & loan analysis for new business • Federal, state, and local tax returns for corporations, partnerships, and individuals • Federal and state tax returns for businesses on fiscal year ends • Build QuickBooks files for new clients or existing clients with poor accounting systems • Check existing and install new accounting controls for clients who needed improved controls • Train new employees with little to no accounting experience how to be a bookkeeper and use QuickBooks • Setup QuickBooks Online for a small business to perform payroll functions • Preparation of personal financial statements • Covenant compliance analysis Show less • Financial reporting and analysis for compilation, review, and audit opinions • Audit planning, fieldwork, and statement preparation including footnote write up for clients in the franchise automobile sales, power equipment sales & rental, food manufacturing plant, and nursing home industries with revenues ranging $10-50M • Period closing adjustments and client general ledger correspondence • Financial projections & loan analysis for new business • Federal, state, and local tax… Show more • Financial reporting and analysis for compilation, review, and audit opinions • Audit planning, fieldwork, and statement preparation including footnote write up for clients in the franchise automobile sales, power equipment sales & rental, food manufacturing plant, and nursing home industries with revenues ranging $10-50M • Period closing adjustments and client general ledger correspondence • Financial projections & loan analysis for new business • Federal, state, and local tax returns for corporations, partnerships, and individuals • Federal and state tax returns for businesses on fiscal year ends • Build QuickBooks files for new clients or existing clients with poor accounting systems • Check existing and install new accounting controls for clients who needed improved controls • Train new employees with little to no accounting experience how to be a bookkeeper and use QuickBooks • Setup QuickBooks Online for a small business to perform payroll functions • Preparation of personal financial statements • Covenant compliance analysis Show less



Hi Tech Accounting Inc

• United States
• Accounting

• Accountant

  • Aug 2009 - Nov 2012

  - Individual income tax preparation - Handle and prepare year-end analysis of general ledgers for multiple clients - Payroll service, including quarterly and yearly returns, for clients with over one hundred employees - Calculate and pay sales tax, payroll taxes, and other state and local taxes - Correspond with federal, state, and local governments - Prepare records and check calculations of worker’s comp, liability, and sales Audits - Prepare form 1096 for multiple clients… Show more - Individual income tax preparation - Handle and prepare year-end analysis of general ledgers for multiple clients - Payroll service, including quarterly and yearly returns, for clients with over one hundred employees - Calculate and pay sales tax, payroll taxes, and other state and local taxes - Correspond with federal, state, and local governments - Prepare records and check calculations of worker’s comp, liability, and sales Audits - Prepare form 1096 for multiple clients requiring up to 30 1099-misc’s - Assist CPA in preparing compilation reports by checking calculations and spelling - Prepare financial statements for internal use only - Prepare accruals and prepaid schedules for period closings and tax returns Show less - Individual income tax preparation - Handle and prepare year-end analysis of general ledgers for multiple clients - Payroll service, including quarterly and yearly returns, for clients with over one hundred employees - Calculate and pay sales tax, payroll taxes, and other state and local taxes - Correspond with federal, state, and local governments - Prepare records and check calculations of worker’s comp, liability, and sales Audits - Prepare form 1096 for multiple clients… Show more - Individual income tax preparation - Handle and prepare year-end analysis of general ledgers for multiple clients - Payroll service, including quarterly and yearly returns, for clients with over one hundred employees - Calculate and pay sales tax, payroll taxes, and other state and local taxes - Correspond with federal, state, and local governments - Prepare records and check calculations of worker’s comp, liability, and sales Audits - Prepare form 1096 for multiple clients requiring up to 30 1099-misc’s - Assist CPA in preparing compilation reports by checking calculations and spelling - Prepare financial statements for internal use only - Prepare accruals and prepaid schedules for period closings and tax returns Show less



Morgan Lewis

• Australia
• Law Practice
• 1 - 100 Employee

• Accounts Payable

  • Sep 2007 - Mar 2008

  -Data entry and analysis of expense reports and vendor invoices -Client billing for expenses -Data entry and analysis of expense reports and vendor invoices -Client billing for expenses



Apex Integrated Solutions

• United States
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Sep 2006 - Mar 2007

  - Handled general ledgers for multiple clients - Data entry of sales receipts and invoices for accounts payable and accounts receivable into ledger - Assisted accountants in closing reports and audits - Handled general ledgers for multiple clients - Data entry of sales receipts and invoices for accounts payable and accounts receivable into ledger - Assisted accountants in closing reports and audits