Bio
Credentials
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Certificate of Achievement - FINANCIAL STATEMENTS
AccountingCoachDec, 2020- Jun, 2026 -
Certificate of Achievement – ADJUSTING ENTRIES
AccountingCoachDec, 2020- Jun, 2026 -
Certificate of Achievement – BALANCE SHEET
AccountingCoachDec, 2020- Jun, 2026 -
Certificate of Achievement – BANK RECONCILIATION
AccountingCoachDec, 2020- Jun, 2026 -
Certificate of Achievement – CASH FLOW STATEMENT
AccountingCoachDec, 2020- Jun, 2026 -
Certificate of Achievement – DEBITS & CREDITS
AccountingCoachDec, 2020- Jun, 2026 -
Certificate of Achievement – INCOME STATEMENT
AccountingCoachDec, 2020- Jun, 2026 -
Certificate of Achievement – PAYROLL ACCOUNTING
AccountingCoachDec, 2020- Jun, 2026 -
Certificate of Achievement – WORKING CAPITAL & LIQUIDITY
AccountingCoachDec, 2020- Jun, 2026 -
American Institute of Professional Bookkeeprs
MemberMay, 2012- Jun, 2026 -
Enrolled Agent (EA)
Internal Revenue ServiceMay, 2015- Jun, 2026
Experience
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Controller
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Apr 2021 - Present
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Controller
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Apr 2021 - Present
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UHY ADVISORS MI, INC. Tax & Business Consul...
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Ann Arbor, Michigan, United States
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Client Accounting Senior
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Feb 2021 - Apr 2021
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Ann Arbor, Michigan, United States
Financial statement preparation and advisory servicesAccounts payable and accounts receivable servicesReconciliations (e.g. Bank, Credit Card)Sales tax filing and managementUHY Advisors, Inc. is one of the leading professional services firms in the US.UHY LLP, certified public accountants, and UH...
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PCG Business Services, LLC
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Jackson, Michigan, United States
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Accountant/Bookkeeper
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Nov 2020 - Feb 2021
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Jackson, Michigan, United States
General accounting & bookkeeping; financial statements preparation & analysis (balance sheets, income statements, cash flow statements), journal entries (general & adjusting), GL, AR, AP, payroll, cost, & collections.
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Jackson Flexible Products Inc
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Jackson, Michigan, United States
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Accountant
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Jan 2019 - Nov 2020
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Jackson, Michigan, United States
Reported to COO. Invoicing, AR, AP, payroll, cost accounting, journal entries, collections, assisted on financial statement preparation. Tracked, analyzed, and reported firm’s Key Performance Indicators. On-boarded new employees. 401(k) & benefit administration.• Assumed 100% responsibility f...
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ADADO AUTO SALES & SERVICE
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Mason, Michigan, United States
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Accounting Specialist
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Oct 2017 - Jan 2019
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Mason, Michigan, United States
Reported to Owner. AR, AP, payroll, sales receipts, bank deposits, journal entries,• Recommended and secured approval for new phone service provider• Recommend and secured approval for new credit card processor• Increased automatic credit card payments on vehicle loans and storage by 25%• Upon re...
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Padgett Business Services of Jackson / Ann Arbor
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Chelsea, MI
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Small Business Owner
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Dec 2014 - Dec 2017
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Chelsea, MI
Tax, accounting, payroll, and business advisory services for owner operated retail, service, and manufacturing businesses with 20 employees or less. Financial statement & tax return preparation.• Started business from scratch• Attained Enrolled Agent (EA) designation from US Treasury admittin...
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Midbrook, Inc.
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Jackson, MI
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Payroll Administrator
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Jul 2012 - Dec 2014
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Jackson, MI
Worked independently to produce weekly multi-state, multi-employer payrolls. Analyzed and recorded direct and indirect labor costs in job-costing system. On-boarded new employees and produced a variety of standard and ad-hoc payroll, H.R. and labor reports. Supported closings, prepared monthly p...
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St. Mary Orthodox Church
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Goshen, IN
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Bookkeeper
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Jan 2005 - Apr 2012
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Goshen, IN
Processed all deposits and disbursements. Prepared and analyzed monthly and annual financialstatements. Prepared and analyzed monthly and annual income and expense budgets. Handled payroll and payroll tax reporting. Prepared special reports for Archdiocese and primary creditor.• Accomplished 100...
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VP, Administration
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Nov 1989 - Apr 2012
Reported to President. Executive committee member. Staff – 23 (4 direct). Responsibilities included human resources (originally hired as VPHR), information technology, payroll, safety & environmental affairs, business process re-engineering, and a variety of services including desktop publ...
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COVIA Partnership (United Airlines)
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Rosemont, IL
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Manager of Employee Relations
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Nov 1987 - Nov 1989
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Rosemont, IL
Reported to Corp. HR Director. Company-wide employee relations, employment, policy development & implementation, union avoidance and EE0 with compensation projects.• Created & implemented service agent compensation system• Reduced service agent turnover by 25% • Achieved recruiting goals...
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ITW Signode (formerly Signode Corp.)
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Glenview, IL
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Manager, Compensation & Human Resource Planning
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Apr 1978 - Apr 1987
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Glenview, IL
Manager, Compensation & Human Resource Planning (1985-1987). Area Manager, Employee Relations (1983-1985). Manager, Employee Relations (1979-1983). Employee Relations Representative (1978-1979). Corporate Recruiter (1978)• Promoted four times in seven years• Youngest corporate human resou...
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Education
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1969 - 1973The College of William and Mary
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2011 - 2012Ivy Tech Community College-Northcentral
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1985 - 1987Loyola University of Chicago
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1967 - 1969Hamilton High School West
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