Experience

Account On Me

• Accounting

• Accountant

  • May 2015 - Present

  Accountant/Owner providing accounting services to over 50 small businesses. Accountant/Owner providing accounting services to over 50 small businesses.



Clear Vista Management

• Accounting Director

  • Dec 2015 - Present

   QuickBooks • Maintained QuickBooks files for 75 limited liability companies and 2 S Corporations. Industries ranged from commercial rental properties and land development to multiple medium sized business entities to high growth funds. • Posted all transactions for all 75 entities in QuickBooks Enterprise  Banking • Responsible for account balances in 50 checking accounts • Completed all wires to internal/external • Set Up Bank Accounts • Maintained banking relationships with multiple different banks  Payroll • Ran Intuit Payroll for 5 companies bi weekly • Completed all Workers’ Compensation audits • Handled all HR for 20 employees • Applied for all applicable state IDs for payroll processing, including California, Arizona, Texas, and Ohio  Accounts payable • Responsible for all accounts payable across 75 different entities • Responsible for paying all expenses for 10 commercial rental properties • Maintained over 100 vendor relationships  Accounts receivable • Responsible for receiving/collecting income for multiple companies, with monthly revenue averaging $100K per entity  Accounting/Tax Items • Oversaw the filing of over 100 tax returns • Oversaw the filing and preparation of over 500 K-1s annually • Maintained all proper audit documents for 75 entities • Oversaw commercial real estate restructuring tax issues • Oversaw Tenant In Common restructuring • Completed annual tax returns and LLC compliance across multiple states • Completed over 500 1099 Filings annually for 75 entities Show less