Kelly Larsson
Owner at Well Business Consulting LLC- Claim this Profile
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Spanish Elementary proficiency
Topline Score
Bio
Credentials
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Certified Public Accountant
NASBA
Experience
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Well Business Consulting LLC
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United States
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Accounting
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1 - 100 Employee
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Owner
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Nov 2016 - Present
Well Business Consulting is a boutique CPA firm that specializes in sustainable and scalable business growth through comprehensive bookkeeping, Outsourced CFO advisory programs, business coaching, and tax returns with proactive planning. Well Business Consulting is a boutique CPA firm that specializes in sustainable and scalable business growth through comprehensive bookkeeping, Outsourced CFO advisory programs, business coaching, and tax returns with proactive planning.
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PricewaterhouseCoopers
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1 - 100 Employee
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Senior Tax Assoicate
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Jul 2016 - Oct 2016
Reviewed and prepared federal, state, and international tax returns and related workpapers including: C-corp consolidated returns, S-Corp, partnership or limited liability returns, high net worth individual returns, ASC 740 tax provision calculations, estimated payments, extension calculations, amended returns, income tax provision estimates, analysis and journal entries, and account reconciliations • Researched tax topics and prepared reports to provide consulting services regarding… Show more Reviewed and prepared federal, state, and international tax returns and related workpapers including: C-corp consolidated returns, S-Corp, partnership or limited liability returns, high net worth individual returns, ASC 740 tax provision calculations, estimated payments, extension calculations, amended returns, income tax provision estimates, analysis and journal entries, and account reconciliations • Researched tax topics and prepared reports to provide consulting services regarding prospective mergers and acquisitions, various taxing authority notices as well as potential tax savings plans. Worked with Fixed Asset Tracking Systems to provide technical expertise on depreciation computations for book and tax basis records, interpretation and application of tax law with regard to Fixed Asset classifications, and correct calculation of gain/loss on retirement of Fixed Assets. Represented client in IRS and State Department of Revenue dealings regarding notices and uncertain tax positions. Developed a thorough understanding of client expectations through daily communication with the client CFOs, Tax Directors, or VPs of Tax in order to provide highest level of client satisfaction. Managed engagement budgets ranging from $10,000 to $500,000 for companies with revenues of $20M to $5.5B by maximizing team member scheduling, and minimizing all costs of performance. Successfully recruited 15 interns and entry-level associates through various networking events. Supervised and trained 10 new employees, ensuring that they maintain meticulous attention to detail.
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Tax Associate
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Jul 2014 - Oct 2016
Analyzed client data to prepare federal, state, and international tax returns. Provided clients with consulting services for various international, federal, state and local tax matters.
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SMU Cox School of Business
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United States
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Higher Education
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100 - 200 Employee
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Teaching Assistant
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Jan 2012 - Dec 2012
Assisted Business Law Professor with grading, filing, and maintaining confidential student information and records. Researched and created reports over current case rulings and precedence relating to business law. Assisted Business Law Professor with grading, filing, and maintaining confidential student information and records. Researched and created reports over current case rulings and precedence relating to business law.
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U.S. Federal District Court
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United States
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Government Administration
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1 - 100 Employee
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Internship
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Jul 2012 - Aug 2012
Compiled statistics to determine actual monetary damages owed to plaintiffs in civil cases. Researched and compiled pre-sentence reports for all of the Judge’s sentencing hearings. Attended all civil and criminal trials, supervised release hearings, sentencing hearings, and pretrial conferences Compiled statistics to determine actual monetary damages owed to plaintiffs in civil cases. Researched and compiled pre-sentence reports for all of the Judge’s sentencing hearings. Attended all civil and criminal trials, supervised release hearings, sentencing hearings, and pretrial conferences
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Internship
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Apr 2009 - May 2009
Printed receipts/invoices and tracked finances involving check deposits. Participated in client meetings, furniture installations, and evaluated future merchandise. Printed receipts/invoices and tracked finances involving check deposits. Participated in client meetings, furniture installations, and evaluated future merchandise.
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Education
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2013 - 2014
Southern Methodist University - Cox School of Business
Master of Science, Accounting -
2009 - 2013
Southern Methodist University - Cox School of Business
Bachelor of Business Administration, Accounting
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