Bio
Credentials
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Certified Public Accountant
Idaho State Board of AccountancyJul, 2014- Apr, 2026
Experience
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Jack Trent & Co CPA
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Boise, Idaho Area
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CPA
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Nov 2016 - Present
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Boise, Idaho Area
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U S Trust Construction, LLC
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Boise, Idaho
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CFO
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Dec 2014 - Oct 2016
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Boise, Idaho
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Gordon Paving Company, Inc
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Twin Falls, Idaho
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Controller
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Nov 2011 - Oct 2013
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Twin Falls, Idaho
• Create accurate and timely progress billings with information provided by project managers.• Manage human resources, including personnel files, health insurance and 401K benefits, multi-state payroll, Davis-Bacon payroll, and workers compensation insurance.• Work with banks to resolve issues and to establish a good working relationship.• Implemented an approval process for all vendor invoices to reduce vendor billing errors.• Maintain accurate and complete financial statements.• Complete monthly and yearly close out.• Manage cash flow.• Prepare job cost and WIP reports.• Coordinate work performed by our outside CPA firm.• Oversee accounts payable and accounts receivable operations.• Coordinated with broker regarding property and liability insurance.• Have responsibility for all accounting operational functions.
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Crandall, Swenson, Gleason, & Wadsworth
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Boise, Idaho Area
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Staff Accountant
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Jan 2010 - Nov 2011
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Boise, Idaho Area
• Responsible for monthly financial compilations for various corporate clients.• Created personal financial statements and compilations for individual clients.• Performed financial reviews on multiple corporate clients.• Worked with the partners on 401K audits. • Met with clients and completed tax returns for individuals, partnerships, and corporations.• Extensive experience with Quickbooks, Lacerte, and Microsoft Office.
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CPA Firm - Intern
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Oct 2008 - Apr 2009
Performed various accounting tasks based upon the needs of the clients. Some of these tasks were general ledger upkeep, payroll processing, inventory management set up, and tax preparation.
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CFO
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Jan 2007 - Jun 2008
Developed, with Chairman, CEO, and VP of Operations, strategic direction of company.Maintained and built relationships with banks allowing us to resolve domestic and international issues quickly and timely.Maximized the use of cash through tight controls on accounts payable, accounts receivable, and negotiating terms and prices with suppliers.Controlled employee benefit costs through development of benefit plans that were competitive while minimizing costs.Managed human resources to optimize retention and morale.
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President
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Apr 2004 - Dec 2006
As President, I had bottom line responsibility for all aspects of the business, including finance, human resources, production, accounting, sales and marketing, and engineering departments. Responsible for P&L.Negotiated manufacturing agreements and moved operations from Mexico and USA to China thus reducing manufacturing costs by 66%.Directly managed key customer accounts that accounted for 40% of sales.Traveled to China and negotiated an exclusive license agreement with a Chinese company for all ConectL products.
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Production Manager and Controller
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Jan 1998 - Jan 2004
In 1998, Exact Research took over the inventory, production and shipping responsibilities for Softspikes Inc. I transferred from Softspikes to Exact Research and maintained my responsibilities.In 2000, I became Controller of Exact Research but still maintained oversight of the Production Manager. Towards the end of 2000 the Production Manager was released and I took over full responsibility of his duties while maintaining the duties of the Controller.Negotiated freight contracts to maximize benefits from the freight companies while maintaining low shipping costs.Maximized the use of cash through tight controls on accounts payable, accounts receivable, and negotiating terms and pricing with suppliers.Moved and consolidated operations from two facilities to one facility thus reducing costs and improving efficiencies.
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Laborer and Production Manager
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Jan 1994 - Jan 1998
Managed up to 20 people in production, shipping, and inventory departments. Continuously reviewed processes and implemented changes in order to increase efficiency.Implemented inventory controls that reduced waste and lowered inventory stock requirements thus reducing cash requirements. Developed just in time delivery on large volume materials and shipping components.
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Education
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1995 - 2000Boise State University
BBA, Business Management & Marketing -
2008 - 2009Boise State University
BBA, Accountancy
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