Experience

Sac Valley CPA

• United States
• Accounting
• 1 - 100 Employee

• CPA - Owner

  • Aug 2021 - Present

  Willows, California, United States



Walden Academy

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• CFO & Board Member (Contract - Part-Time)

  • Apr 2011 - Present

  CFO and founding Board Member for California Charter School. Oversaw financial position of the school. Obtained loans and grants to support the educational purposes. Established employee benefits packages.



Monroeville Water District

• District Manager

  • Jul 2021 - Present

  Glenn County, California, United States



Colusa Basin Drainage District

• District Manager

  • May 2022 - Present

  Sacramento Valley, California



MORRISON

• New Zealand
• Investment Management
• 1 - 100 Employee

• Consultant

  • Dec 2020 - Jun 2021

  Chico, California, United States At Morrison & Company, we provide a combination of consulting services that you will be hard pressed to find anywhere else. Our lines of service include business planning, feasibility studies, interim Controller/CFO engagements, competitive grant writing, cash flow analysis, budgeting, business valuations, and executive recruiting among others. Morrison serves as an advisor to companies in processing, distribution, food, agribusiness, alternative energy, manufacturing, and other… Show more At Morrison & Company, we provide a combination of consulting services that you will be hard pressed to find anywhere else. Our lines of service include business planning, feasibility studies, interim Controller/CFO engagements, competitive grant writing, cash flow analysis, budgeting, business valuations, and executive recruiting among others. Morrison serves as an advisor to companies in processing, distribution, food, agribusiness, alternative energy, manufacturing, and other industries, but are looking to branch out into other industries whenever possible. Show less



Garner & Associates

• United States
• Design Services
• 1 - 100 Employee

• Accounting & Tax Manager

  • May 2014 - Dec 2020

  Willows, CA Prepare a variety of business, individual and fiduciary tax returns with a focus on agricultural. Resolve issues with the IRS and FTB. Process payroll for clients including calculating paychecks, making payroll tax deposits and filing quarterly and annual reports. Special projects included: • Federal and State Grants, including the Paycheck Protection Program and the California Clean Energy Jobs Act grant, • California special district formation, and • QuickBooks implementation… Show more Prepare a variety of business, individual and fiduciary tax returns with a focus on agricultural. Resolve issues with the IRS and FTB. Process payroll for clients including calculating paychecks, making payroll tax deposits and filing quarterly and annual reports. Special projects included: • Federal and State Grants, including the Paycheck Protection Program and the California Clean Energy Jobs Act grant, • California special district formation, and • QuickBooks implementation and training. Show less



Treehouse

• United States
• Education Administration Programs
• 100 - 200 Employee

• Director of Administration and Database Project Manager

  • Mar 2002 - Jan 2006

  Greater Seattle Area Maintained the organization’s financial records accurately and in accordance with generally accepted accounting principles (GAAP) for non-profits. Recorded all general ledger entries. Prepared monthly financial statements for organization’s management, Finance Committee and Board of Directors. Coordinated annual financial audit. Coordinated annual operations planning process and prepared annual budget of $3.3 million dollars. Presented budget to Finance Committee for approval.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Consultant

  • Jul 2001 - Mar 2002

  Performed royalty compliance audits to quantify potential underpayment and to identify control weaknesses and risks. Obtained thorough understanding of related business processes and divisions. Reconciled sales and shipping data. Resolved data discrepancies. Developed conclusion on compliance with royalty reporting agreements. Performed internal audits for clients to assess the effectiveness of their internal controls and processes, and to recommend improvements.



Dixon Hughes Goodman LLP

• United States
• Accounting
• 500 - 600 Employee

• Consultant & Associate

  • Aug 1999 - May 2001

  Norfolk, Virginia Area Documentation, analysis and evaluation of business processes, the flow of information, and duties performed by staff and management. Analysis and recommendations included core business functions and IT systems. Performed internal control reviews, profit improvement surveys, compensation surveys, economic impact study and documentation of policies and procedures. Developed and implemented new business procedures to improve internal controls and increase efficiency… Show more Documentation, analysis and evaluation of business processes, the flow of information, and duties performed by staff and management. Analysis and recommendations included core business functions and IT systems. Performed internal control reviews, profit improvement surveys, compensation surveys, economic impact study and documentation of policies and procedures. Developed and implemented new business procedures to improve internal controls and increase efficiency. ASSOCIATE Performed compilations, reviews, and audits and prepared tax returns for a variety of small and medium sized companies, and non-profit organizations. Developed and presented a Microsoft Access database to automate the preparation of Management Letters. Identified over $50,000 in transportation cost savings for a client. Show less

• Systems Analyst

  • Aug 1998 - Jul 1999

  Greater Seattle Area Established and implemented a project tracking system for a multi-million dollar project with over 220 users. Designed and developed Microsoft Access 97 databases for client and office use, including a warehouse tag tool, a systems implementation management database, and a project management database.