Stacey Lake

Senior Manager at Tyee Carr Advisory
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Location
Portland, Oregon, United States, US

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Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Senior Manager
      • Nov 2022 - Present

      TCA provides CFO Advisory and Outsourced Accounting services. We partner with Growth Leaders and Accountants to scale the finance function of growing enterprises. TCA provides CFO Advisory and Outsourced Accounting services. We partner with Growth Leaders and Accountants to scale the finance function of growing enterprises.

    • Business Consulting and Services
    • 700 & Above Employee
    • Global Mobility Tax Manager
      • Aug 2017 - Nov 2022

      Global Employer Services

    • Tax Senior
      • Oct 2011 - Jul 2017

      Business Tax Services / Global Employer Services

    • United States
    • Accounting
    • 1 - 100 Employee
    • Bookkeeper
      • Oct 2006 - Nov 2011

      Provide detailed bookkeeping services and financial reports as a tool for clients to better understand their business and monitor cash flows Conduct weekly/semi-monthly/quarterly bookkeeping maintenance Provide timely financial statements, check registers, aging A/P Record and track invoices, bill payments, write checks, monitor accounts receivable Reconcile bank accounts and work with clients to make sure monthly expenses are paid on time, simultaneously considering cash flow needs Setup books for new clients when needed: chart of accounts, invoicing system, organize pre-opening expenses, loans, owner equity etc. Show less

    • United States
    • Licensed Tax Preparer
      • Jan 2008 - Apr 2009

      2008 & 2009 Tax seasons Prepare personal income taxes during tax season using tax software to provide accurate returns for clients Experience with Form 1040, Schedule A, Schedule C, EITC Advise clients on better bookkeeping methods Educate clients on simple mechanics of Form 1040 to aid clients in having a better understanding and comfort with their tax returns 2008 & 2009 Tax seasons Prepare personal income taxes during tax season using tax software to provide accurate returns for clients Experience with Form 1040, Schedule A, Schedule C, EITC Advise clients on better bookkeeping methods Educate clients on simple mechanics of Form 1040 to aid clients in having a better understanding and comfort with their tax returns

    • Semiconductor Manufacturing
    • 100 - 200 Employee
    • Education Operations Assistant
      • Feb 2005 - Feb 2006

      Managed equipment purchasing for Higher Education grants and provided general support for team Responsible for reviewing, purchasing, and tracking all equipment for higher education grants ranging from $10K-$100K+ Utilized ePurchasing SAP tool to order, obtain equipment purchase orders and ensure financial approval Created a purchasing user manual for future personnel Managed equipment purchasing for Higher Education grants and provided general support for team Responsible for reviewing, purchasing, and tracking all equipment for higher education grants ranging from $10K-$100K+ Utilized ePurchasing SAP tool to order, obtain equipment purchase orders and ensure financial approval Created a purchasing user manual for future personnel

Education

  • Portland State University
    Bachelor of Science, Accounting
    2009 - 2011
  • University of Virginia
    Bachelor of Arts, Art History
    1999 - 2003

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