EVP of Finance & Learning

• Dec 2019 - Present

Accounting Controller

• Dec 2019 - Dec 2021

Owner

• May 2021 - Present

Owner

• May 2020 - Present

We offer a partnership with local small businesses to provide business support in the form of consulting, payroll, human resource solutions, full-charge bookkeeping, credit card processing solutions, and financial statement preparation. We offer a partnership with local small businesses to provide business support in the form of consulting, payroll, human resource solutions, full-charge bookkeeping, credit card processing solutions, and financial statement preparation.

Senior Accountant

• Jul 2019 - Nov 2019

Controller

• Feb 2016 - Jul 2019

Manage cash flow and budgeting, Supervise 3 in the accounting department, Perform all HR duties including weekly payroll, Reconcile all balance sheet accounts monthly for 2 entities, Calculate commission reports for all salesmen, Manage sales software, Negotiate service contracts, Work with CPA's on annual income tax returns, Calculate sales tax and prepare quarterly returns, Review sales reports and disseminate to management, Oversee A/P and A/R. Manage cash flow and budgeting, Supervise 3 in the accounting department, Perform all HR duties including weekly payroll, Reconcile all balance sheet accounts monthly for 2 entities, Calculate commission reports for all salesmen, Manage sales software, Negotiate service contracts, Work with CPA's on annual income tax returns, Calculate sales tax and prepare quarterly returns, Review sales reports and disseminate to management, Oversee A/P and A/R.

Controller

• Jun 2015 - Dec 2018

Manage cash flow and budgeting, Supervise 1 in the accounting department, Reconcile all balance sheet accounts monthly for 5 entities, Calculate commission reports for all salesmen, Work with CPA's on annual income tax returns, Calculate sales tax and prepare quarterly returns, Review sales reports and disseminate to management, Oversee A/P and A/R. Manage cash flow and budgeting, Supervise 1 in the accounting department, Reconcile all balance sheet accounts monthly for 5 entities, Calculate commission reports for all salesmen, Work with CPA's on annual income tax returns, Calculate sales tax and prepare quarterly returns, Review sales reports and disseminate to management, Oversee A/P and A/R.

Owner

• Jul 2015 - Oct 2018

Contract tax and accounting work Contract tax and accounting work

Senior

• Mar 2006 - Jun 2015

Individual, Partnership, & Corporate income tax projections and returns. Compilation, Review, & Audit of non-public companies. Business Management and consulting. Individual, Partnership, & Corporate income tax projections and returns. Compilation, Review, & Audit of non-public companies. Business Management and consulting.

Assistant Controller

• Jan 2000 - Mar 2006

Novacap is part of Dover Corporation. As the corporate assistant controller I performed the following duties: Month End close (including all journal entries prepared during analysis), Month End reporting to corporate, A/P, A/R collections, Weekly check runs, Prepared monthly Sales tax returns, Prepared general ledger reconciliations on a monthly basis, Fixed asset tracking, Review and record payroll, Calculate and prepare commission reports for distributors, Prepared reports and data for outside auditors, Assisted with return material approvals. Greatest achievement: Brought company into compliance with the Sarbanes Oxley Act by writing procedures and train personnel on new procedures. After the implementation of new procedures, I traveled to Norwich, England to audit Sarbanes Oxley compliance of our sister company, Syfer. Show less