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Gene Hallner, CPA, is a seasoned accounting professional with 17+ years of experience in financial reporting, forecasting, auditing, and financial analysis. He has worked with various companies, including Stone Brewing Co., HDOS Enterprises, and Arthur Andersen, implementing accounting systems, training staff, and providing financial reporting and tax planning services. With a Master of Science in Accounting and a Bachelor's degree in Agricultural Economics and Business Management, Gene has developed a strong foundation in financial accounting, budgeting, and internal controls. He is proficient in accounting software such as QuickBooks, MAS90, and Dynamics GP.

Experience

  • Stone Brewing Co.
    • Escondido, CA
    • Manager Financial Analysis
      • Jan 2015 - Jun 2017
      • Escondido, CA

      Accounting professional , special projects. Responsible for numerous "out-of-the-box" needs, including preparing audit workpapers/interface with outside auditors, consolidating/intercompany issues with Berlin subsidiary for subsidiary in Berlin ,primary responsibility for construction accounting (CIP), provide required reports for banking relationships.

    • CFO/Controller
      • 2004 - 2013
      • Carlsbad, CA

      CFO/Controller for company with over 100 company-owned quick service restaurants and several franchisees in 15 states and 5 countries. Implemented new accounting system, Dynamics GP (Great Plains). Streamlined all aspects of the finance function to provide strong controls and meaningful, timely reporting while reducing department head count from 7 to 2 1/2. Provided full support for the company's audit. Managed compliance and planning for the company's ESOP plan.

    • Sole Practitioner
      • 2002 - 2004

      Part-time accountant/controller, tax planning and preparation for several businesses. Implemented systems and supervised training of accounting and non-accounting personnel to provide superior reporting at a reasonable cost. Prepared corporate, partnership and individual tax returns. Prepared payroll, information and sales tax returns and support for sales tax audits.

    • Sole Practitioner
      • 1987 - 2002

      Part-time CFO/Controller for numerous clients.Implemented accounting software and trained numerous non-accounting personnel to provide superior reporting at a reasonable cost. Extensive experience with QuickBooks, MAS90, Solomon, Platinum and BusinessWorks accounting software. Prepared numerous corporate, partnership and individual income tax returns. Prepared payroll, sales and property tax returns.

    • Audit staff/audit senior/tax manager
      • 1980 - 1987
      • San Diego, CA

      Over 7 years of varied experience for this major international accounting firm. Oversaw the audits, tax compliance and tax planning of numerous small to medium size companies. Lead person on the initial use of personal computers in the San Diego office.

Education

  • San Diego State University-California State University
    Master of Science (MS), Accounting
  • University of California, Davis
    Bachelor's degree, Agricultural Economics and Business Management

Suggested Services

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Industry Focus. “Food and Beverage Services”

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