Experience

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  Self-Employed

  • Consultant

    • Jan 2019 - Present

    • Hired to continue CEO and CFO roles following merger between Penn State Hershey Medical and Tristan Radiology Specialists to alleviate transition

  • Tax Consultant

    • Jan 1986 - Present

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  Tristan Radiology Specialists PC

  • CEO

    • Jan 2017 - Dec 2018

    • Control financial processes, including budgets and treasury functions, in addition to human resources management• Fiduciary responsibility for pension and profit sharing plans• Direct administrative staff, including bi-weekly payroll, maintaining employee records, and preparing personnel evaluations• Prepare monthly close-out and financial presentations for board meetings • Set financial company goals and periodically review progress• Coordinate with external organizations to perform audits, obtain legal advice, and evaluate assets for insurance purposes• Prepare federal and state income tax returns for Tristan Radiology Specialists and Professional Medical Consulting Services Inc• Maintain CFO responsibilities listed below

  • CFO

    • Oct 2005 - Jan 2017

    • Created annual budgets and cash flows• Prepare all month end closing, reconciliations and sales tax returns• Manage accounts payable, general ledger maintenance, company transactions, and payroll• Administer daily cash management and financing requirements• Converted old GAAP accounting system to MAS 90• Coordinate the IRS audit, PA state sales tax audit, and year-end audit with outside accountants• Prepare monthly financial reports for Titan Construction including construction milestones

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  Herr Foods Inc.

  • Nottingham, PA

  • Tax Manager and Accounting Supervisor

    • Aug 1983 - Oct 2005
    • Nottingham, PA

    • Prepared and filed consolidated federal tax return, consolidated state tax return, and location-specific mercantile tax returns• Prepared and filed all quarterly payroll tax returns and monthly PA sales tax returns• Supervised payroll department for over 1,000 employees• Supervised accounts pay...

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  BERTZ AND COMPANY, CPAS

  • Lancaster, PA

  • Auditor and Staff Accountant

    • May 1980 - Aug 1983
    • Lancaster, PA

    • Prepared and reviewed tax returns for corporations, partnerships, and individuals• Performed two levels of financial statement preparation, compilations and reviews• Prepared trial balances and year-end journal entries for various engagements