Nicole Smith, MBA

Founder & CEO at Scaled Strategies
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Contact Information
us****@****om
(386) 825-5501
Location
Aurora, Colorado, United States, US

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Credentials

  • QuickBooks ProAdvisor
    QuickBooks
    Oct, 2018
    - Sep, 2024
  • Xero Advisor Certified
    Xero
    Oct, 2018
    - Sep, 2024

Experience

  • Scaled Strategies
    • United States
    • Accounting
    • 1 - 100 Employee
    • Founder & CEO
      • May 2018 - Present

      Scaled Strategies is a boutique accounting and bookkeeping firm that specializes in service-based small businesses looking to maximize their use of cloud accounting in order to increase their effectiveness. We focus on service-based industries such as:o Lawyerso Real Estate Agentso Gymso Yoga Studioso Salons & Spaso FreelancersWe can help your business with the following functions:o QuickBooks Setup and/or Cleanupo Basic Bookkeepingo Financial Reportingo Budgeting Analysiso Management Reportingo Payrollo App Consultation

  • Front Range CPA
    • United States
    • Accounting
    • Contract Accountant
      • Apr 2016 - Apr 2018

      o Assist clients with accounts payable and receivable.o Process and transmit payroll.o Reconcile balance sheet accounts.o Consult with clients on proper accounting treatment and presentation.o Prepare financial statements to meet monthly close deadlines.o Maintain commission schedules and customer contracts to ensure proper revenuerecognition and employee compensation.o Prepare supporting documentation for auditors.o Prepare annual 1099-MISC forms.o Clients included a nonprofit, a technology startup, and a real estate development firm.

  • HCP Pacific Asset Management
    • Senior Fund Accountant
      • Jan 2014 - Jul 2014

      o Assist with preparation of audited Fund financial statements.o Prepare year-end audit packages for internal use and external auditors.o Prepare quarterly investor financial statements.o Identify and resolve account reconciling items.o Prepare wire and check requests related to property funding requirements and equity contributions.o Prepare and analyze monthly bank account reconciliations.o Analyze and appropriately allocate equity contribution and distribution amounts among 100+ funds.

  • Archstone
    • Real Estate
    • 300 - 400 Employee
    • Senior Accountant
      • Aug 2008 - Jun 2011

      o Prepare and review stand-alone venture financial statements and footnotes.o Prepare and review annual budgets.o Prepare financial information in accordance with regulatory, venture, or other requirements, as required to meet internal and/or external reporting needs.o Coordinate stand-alone venture audits and prepare PBCs.o Assist with integration of new ventures including establishing opening balance sheets, interpreting closing statements, and creating financial statement templates for both monthly reporting and annual audits.o Interpret and analyze financial results for reasonableness.o Monthly variance analysis with explanations provided to venture partners.o Prepare and record journal entries for non-routine accounting activity.o Participate and contribute to special projects and various ad hoc accounting assignments.o Maintain financial systems setups and report layouts including financial spreadsheet models.o Assist Director in identifying opportunities for process improvement.o Prepare reconciliations for complex accounting activity.o Research accounting discrepancies and determine appropriate corrections.o Directly supervise two staff accountants.

  • Grant Thornton LLP
    • Canada
    • Accounting
    • 1 - 100 Employee
    • Audit Associate
      • Sep 2007 - May 2008

      o Perform quarterly reviews and annual financial statement audits for SEC and private clients in the manufacturing and software industries.o Assist in preparation of financial statements including 10-Ks, 10-Qs, and private company annual reports. o Audit and review of financial statement components for compliance to existing laws and regulations.o Review internal controls under Section 404 of Sarbanes-Oxley.o Prioritize and balance multiple concurrent client responsibilities. o Perform quarterly reviews and annual financial statement audits for SEC and private clients in the manufacturing and software industries.o Assist in preparation of financial statements including 10-Ks, 10-Qs, and private company annual reports. o Audit and review of financial statement components for compliance to existing laws and regulations.o Review internal controls under Section 404 of Sarbanes-Oxley.o Prioritize and balance multiple concurrent client responsibilities.

  • KB Home
    • United States
    • Real Estate
    • 700 & Above Employee
    • Accountant
      • Dec 2004 - May 2007

      o Prepare monthly financial statements to be sent to Corporate and complete all balance sheet account reconciliations.o Assist Controller with month-end closing processes and analyses.o Conduct monthly fixed cost review and report budget variances to the Division.o Prepare monthly schedules amortizing indirect costs over individual projects.o Assist Controller with accurately managing the accounting for two Joint Ventures.o Analyze payroll entries and adjust incentive compensation accruals as necessary.o Calculate monthly accruals and process appropriate journal entries.o Compose numerous monthly memorandums summarizing Joint Venture and Balance Sheet activity.o Consolidate financial data on a yearly basis to assist Corporate Accounting with preparing the Form 10-K.

Education

  • Regis University
    Master of Business Administration (M.B.A.), Finance and Accounting
    2013 - 2014
  • Metropolitan State College of Denver
    BS, Accounting
    2004 - 2007

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