Experience

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  Self-employed

  • Business Owner

    • Feb 1988 - Present

  • Accountant, bookkeeper, internal auditor, and tax preparer

    • Jan 1987 - Present

    I am an independent accountant, bookkeeper, and internal auditor specializing in small businesses and governmental areas. I also do federal and state income tax preparation. I am knowledgeable in Quickbooks and Enhanced Business Systems accounting software.

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  ProNexus, LLC

  • Senior Accountant

    • Sep 2014 - Present

    I am employed as a consultant to do accounting work at ProNexus clients. Primarily I am a fixer. I work with the clients to get their financial house in order. I do things like ensuring that the accounting records are accurate, recommending ways to correct inaccurate records, and ways to improve ...

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  J.A.G Associates

  • owner

    • Jan 1988 - Present

    Locate, purchase, and sell mortgages held on residential and commercial property.

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  none

  • Self-employed

    • Feb 2008 - Present

    I perform services for retail operations to analyze their customer service, employee adherence to procedures and policies, store appearance, and overall operation of the business.

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  City School District Albany

  • Albany, New York Area

  • Internal Claims Auditor

    • Jan 2018 - Mar 2020
    • Albany, New York Area

    Audit the claims (requests/accounts payable) for payment by vendors and employees before they are paid. And review the checks printed for these claims to verify the payees, their addresses, and the amounts. This is a part-time position.

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  Town of Day

  • Day, NY

  • Bookkeeper

    • Oct 2014 - May 2018
    • Day, NY

    I enter the revenues and expenditures including payroll in the Town's accounting system. I enter and pay the monthly vouchers including printing the checks. I reconcile the bank statements to the accounting system. I prepare and submit the monthly New York State Retirement System report. I as...

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  Town of Providence, NY

  • Town of Providence, NY

  • Bookkeeper

    • Jan 2014 - Dec 2017
    • Town of Providence, NY

    I enter the revenues and expenditures including payroll in the Town's accounting system. I enter and pay the monthly vouchers including printing the checks. I reconcile the bank statements to the accounting system. I prepare and submit the monthly New York State Retirement System report. I as...

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  Jim Fischer for Assembly

  • Treasurer

    • Jul 2016 - Oct 2016

    Working with Jim Fischer in his run for the NYS Assembly district #112. Responsibilities include paying expenditures, making deposits, recording all transactions, and filing required reports with the BOE.

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  nolan engineering

  • 333 Kingsley Rd, Burnt Hills, NY

  • Accountant/Office Mgr.

    • Feb 2014 - Mar 2016
    • 333 Kingsley Rd, Burnt Hills, NY

    P-T. Do all the accounting work in Quickbooks. Assist the owner with marketing.Temporarily furloughed due lack of revenue in the business.

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  New York State

  • Candidate for New York State Comptroller

    • Apr 2010 - Nov 2010

    I am the designated candidate of the Libertarian Party NY for the Office of the State Comptroller for New York State.

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  NYS OFFICE OF MENTAL RETARDATION AND DEVELOPMEN...

  • Associate Auditor/Associate Internal Auditor

    • Jun 2001 - Feb 2008

    Performed audits called limited fiscal reviews of non-profit organizations who provided services to the clients that the agency serviced through a "licensing" agreement. The audits focused on compliance with government laws, rules, and regulations which included Medicaid billings made b...

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  NYS DOT

  • Senior Accountant

    • Jan 1991 - Jun 2001

    Maintained the accounting system for the Department including running twice weekly billings to the Federal Highway Administration, processing journal entries, and closing the books monthly and annually. Reconciled the Department's accounting records to the records of the State Comptroller which included clearing up a multi-year backlog to get it current and then doing it monthly. Supervised up to 15 people. Supervised a unit that processed payments to contractors and consultants. Reviewed payment requests. Created and modified policies and procedures. Prepared journal entries and journal vouchers. Worked closely with other offices including the Department's Budget, Construction, Engineering, Business Administration, Planning, Highway Safety, and Highway Maintenance offices as well as the NYS Comptroller's Office. Participated in a payment processing automation project including writing code for the system. Participated in a Time and Attendance automation project primarily doing testing and providing feedback to the developers. Lastly, was the computer equipment and software liaison with the Technology office.

  • Senior Internal Auditor

    • Jan 1987 - Jan 1991

    Performed internal audits of the NYS DOT. This included preliminary audit planning, risk assessments, developing an audit program for each audit, writing working papers, testing, reporting findings and results orally and in writing, preparing letters and memos, and writing reports.While I started out assisting the lead auditor by the end of my tenure I was doing audits as the lead auditor and training junior members of the staff.

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  NYS Dep't of Labor

  • Insurance Tax Auditor

    • Jan 1983 - Jan 1987

    Performed audits of employers to verify that they had paid the proper amount of unemployment insurance. Also, if an employer was late in filing reports or paying unemployment insurance taxes, obtained those late reports and taxes often by actually preparing the reports using the employer's in...

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  PERFECTION OIL CO., INC

  • Bookkeeper

    • Jan 1982 - Jan 1983

    Recorded the daily sales of the company's six gas stations. This included processing credit card purchases, cash and checks received. Making up bank deposits. Checking product inventory such as cigarettes, gum, snacks, as well as gas and oil. And I assisted the general manager of the gas stat...