Experience

Cassady Schiller CPAs & Advisors

• United States
• Accounting
• 1 - 100 Employee

• Senior Tax Accountant

  • Nov 2022 - Present



ATLAS Navigators LLC

• United States
• Accounting
• 1 - 100 Employee

• Tax/Accounting/Payroll - Manager

  • Jan 2022 - Oct 2022



Sheldon Reder CPAs

• United States
• Accounting
• 1 - 100 Employee

• Accountant

  • Nov 2017 - Dec 2021



Vernon H. Huber, CPA's

• Senior Tax Accountant & Manager

  • Jan 2010 - Oct 2017

  I prepare personal, corporate, and non-profit income tax returns for the general public. I am a small business consultant. I prepare live and after-the-fact payrolls. I support clients with QuickBooks online and desktop versions. I am a certified QuickBooks ProAdvisor.• Prepare Corporate and Individual Federal, State and City Income Tax returns• Make recommendations on the return that you or others have prepared and make recommendations to how you may be able to lower your tax liability for for Proprietors, LLCs, S-Corporations and Corporations. • Reconciliation of monthly, quarterly, or annually cash, receivables, payables, depreciation with a general ledger and issue completed timely financials. • Produce payroll checks and payroll journal, Federal, State, and City depositary transfers, workmen's compensation reports, and all quarterly reports and W-2s. • Consultation service for those performing their own bookkeeping. Compliance advisory, accounting, tax issues and financial report advice and support.• Additional services include financial statement analysis, graph presentations and cash flow statementsI am capable of working with any new Accounting Software package. I install and manage the general ledger, Microsoft office, payroll, and billing software concurrently. I am no IT expert, but I know my way around a computer. I reduce IT bills and solve computer errors for the staff on a daily basis. It is an added perk to accounting experience.I have software experience with the following:• Lacerte Professional Tax Preparation Software• QuickBooks Accounting/Payroll Software Desktop & Online versions• Accounting CS & Creative Solutions Accounting• Advanced Microsoft Office skills: *Excel, Word, PowerPoint, Outlook, OneNote (*able to work with MACROS, complex LOOKUP and IF functions, and pivot tables)• Practice CS• Sage (Peachtree) Accounting Software• CCH ProSystem fx Engagement Audit Software• Total Office Manager



Franz CPA's, Inc.

• Staff Accountant, Audit Manager’s Assistant

  • Mar 2008 - Aug 2009

  Worked directly with Audit Manager and Senior Managing CPA to complete non-profit community associations’ audit and income tax engagements; compliant with Generally Accepted Accounting Principles and AICPA standards. Responsibilities included, but were not limited to:• Conversion of cash to accrual basis financial statements• Aged Accounts Receivable report review, tracking, and adjusting journal entries• Accounts Payable general ledger expense line item review, tracking, and accruals• Perform testing of operating bank account and review of client’s reconciliations• Review reserve bank accounts for interest income accruals and enter reconciliation adjustments as necessary• Certificate of Deposit financial institution year-end balance inquiries and complex interest income accruals• Evaluation of client internal controls and recommendations to managing senior CPA for discussion with client• Trial balance initial setup and data entry into firm’s audit software• Asset and depreciation adjustments as necessary• Notes Payable lender inquiries and accruals as necessary• Prepare comprehensive worksheets for tax accountants to complete corporate Form 1120-H Federal Income Tax Returns, as well as, Kentucky state and local income tax returns• Database maintenance including, but not limited to: client engagement details, financial institution contacts, audit and tax preparation checklists for 150± clients, and an address list for all clients (former and potential)• Increased the effectiveness of accounts payable & expense testing procedures by developing a sound strategy to test over 1,500 invoices at a single client’s office; resulting in a significant improvement in efficiency and accuracy.• Enhancements to all Microsoft Excel and Word auditing work papers. Improvements include correction of Excel template formulas and producing an overall consistent, professional look.