Bio
Experience
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Instructor
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Jan 1999 - Present
Instructor for the following classes: Payroll Tax Accounting, Fundmentals of Accounting,Using Microcomputers in Financial Accounting, Using Micro Computers in ManagerialAccounting, Ten-Key Calculations and Peachtree Accounting.
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Manager
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Jan 1988 - Present
*Provide accounting, financial, payroll (utilizing ADP for clients with significant employees) and tax services to business varying from small to medium size, including non-profit organizations. --Analyze entire financial status. --Prepare monthly financial statements. *Provide accounting, financial, payroll (utilizing ADP for clients with significant employees) and tax services to business varying from small to medium size, including non-profit organizations. --Prepare quarterly and annual payroll reports. --Prepare related tax return & annual tax planning. --Prepare budgets & Develop financial strategies for clients. --Evaluate accounts receivable.
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Accountant
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Jan 1995 - Aug 2007
Prepare Tax Returns - Individuals, Partnerships, Corporations, S-Corporations, Trust. Prepare tax planning; prepare various schedules for audits and review and tax returns. Prepare quarterly and annual payroll reports for clients. Discuss with clients nature of transactions. Assist clients with IRS and FTB inquiries and respond.
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Accounting Manager
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Nov 1997 - Jul 1998
Perform accounting tasks associated with maintenance of the City's financial record keeping (which includes payroll system), reporting and control system. Review biweekly payroll and the related payroll taxes. Prepare State Controller's report and financial statements. Prepare journal entries necessary for year-end adjustments. Coordinate with outside CPA in preparation of the annual audit report (CAFRA) and the RDA report and other reports as required. Prepare cash reconciliation for general fund, RDA funds and various other funds. Prepare reports for other departments as required.
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Financial Advisor (Manager)
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Jan 1982 - Jan 1988
*Coordinate and supervise activities of analysts.*Provide financial and management reports for Corporate.*Analyze and prepare data for corporate tax package.*Review and analyze major sub contractor cost and project Cost estimate at completion for the B-1B program.*Review payroll & the related payroll taxes*Audit and review progress payments and contract close-outs.*Design and implement computer programs for various corporate reports - Backlogs, waivers, sales and major sub contractor costs
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Accounting Manager PORTFOLIO MANAGEMENT
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Jan 1977 - Jan 1982
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Accountant
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Jan 1976 - Jan 1977
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Education
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1984 - 1990Golden Gate University
Master of Science Degree, Business Taxation -
1973 - 1976West Coast University
Bachelor of Science Degree, Accounting -
1958 - 1969Marist High School
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