Bio
Credentials
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Certified Public Accountant
Texas State Board of Public AccountancyFeb, 2020- Apr, 2026
Experience
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Internal Controller
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Sep 2022 - Present
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Internal Controller
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Sep 2022 - Present
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Assistant Controller
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Feb 2022 - Oct 2022
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Paula Field CPA
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Allen, Texas, United States
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Operations Manager
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Feb 2018 - Jan 2022
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Allen, Texas, United States
Setup, implementation, and maintenance of multiple new softwares to increase efficiency and productivity. Creation, customization, and implementation of workflows and processes across the entire firm (accounting, tax, onboarding, sales, special projects) using Karbon. Train new employees in our firm-specific procedures and softwares. Sales meetings with new prospects. Onboard new bookkeeping clients and setup on our systems. Manage entire operations of firm - accounting, tax, sales, onboarding, special projects, and more. Prepare tax returns in Lacerte - 1040, 1065, 1120s, 1120. Maintain positive client relationships through kind and professional communication.
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CLR National Title and Appraisal
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Dallas/Fort Worth Area
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Public Relations
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Jun 2017 - Oct 2017
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Dallas/Fort Worth Area
Whether you are a real estate agent, homeowner, or future homeowner, we are here to help make your experience as smooth and easy as possible. Access your documents remotely, wherever you are, 24/7! Check out our website, and please let me know if there is anything we can do for you!!
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Realtor
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Apr 2014 - Oct 2015
Will be assisting home buyers and sellers through their entire process, guiding them along while using my many personal experiences in the home buying, building and selling process to help make their experience as seamless and stress-free as possible.
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CFO
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Jan 2013 - Mar 2014
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Trust Operations Manager
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May 2003 - Jan 2011
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Education
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1999 - 2003Texas Tech University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Suggested Services
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Industry Focus. “Accounting and Auditing”
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