Experience

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  Holly E Barrett, CPA

  • Knoxville, TN

  • Certified Public Accountant

    • 2009 - Present
    • Knoxville, TN

    • Consult on financial reporting for small businesses. Assist in setting up QuickBooks for the client to use with a focus on management’s needs while maintain accurate reporting for tax purposes. Prepare financial statements.• Full service payroll—prepare paychecks and all required filings.• Corporate, partnership, non-profit, and individual tax returns.• Sales and Use tax filings.

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  James T. McIntosh, CPA

  • Accountant

    • 2003 - Present

    Prepare GAAP-basis, tax-basis, and cash-basis financial statements; multi-state corporate, partnership, non-profit, and individual tax returns; annual reviews; multi-state payroll filings•Onsite business consulting performing the role of Controller in several small businesses•Routinely deal with IRS on payroll tax, income tax, and civil penalty issues•New business start-up

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  Garmisch American Chapel

  • Garmisch, Germany

  • Administrative Assistant

    • Jun 1999 - May 2000
    • Garmisch, Germany

    Organized parish functions; prepared monthly budget reports and weekly offering fund documents; monitored the counting of offerings; prepared purchase orders

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  University of Washington

  • Seattle, WA

  • Small Business Consultant

    • Aug 1997 - May 1998
    • Seattle, WA

    Volunteered while completing my MBA as consultant to small business owners and start-ups on their accounting systems and Business Plan documents; reviewed over 30 Business Plans for a venture capitalist firm creating summaries to be attached to the Business Plans before review by the venture capitalist

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  Microsoft

  • Business Consultant

    • 1997 - 1998

    Advised editors on the requirements of a Business Plan in the designing Microsoft Office 2000 Small Business Edition’s Business Planner (their first edition); created the sample financial statement; and rewrote the sample Business Plan

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  Brooks M Fiske, CPA

  • Salinas, CA

  • Accountant

    • Jan 1996 - Jun 1996
    • Salinas, CA

    Responsible for write-ups, compilations, and income and payroll tax return preparation for sole proprietorships, partnerships, and corporations; resolved clients’ various issues with the Internal Revenue Service•Installed Microsoft Excel and automated internal financial reports and worksheets•Improved efficiency of duties, reducing the time required by 25%

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  GTCO CalComp

  • Assistant Controller

    • 1991 - 1995

    Responsible for company’s cash position, cash forecasts, analysis of past expenditures, budget of $10 million in revenue; supervised the accounting department•Prepared the company’s first consolidated financial statements with majority-owned subsidiary•Prepared the Annual Report for Stockholders and assisted in preparing SEC Form 10-KSB•Managed the financial and information technology issues during GTCO Corporation’s acquisition of Science Accessories Corporation (SAC) including revitalizing cash flow, evaluating current staffing, coordinating a physical inventory, and transitioned the subsidiary to the parent’s financial/inventory control software•Spearheaded the transition to a new minicomputer and financial/inventory control software