Experience

Walters & Associates CPAs

• United States
• Accounting
• 1 - 100 Employee

• Senior Auditor

  • Sep 2020 - Present



Shinn & Company

• United States
• Accounting
• 1 - 100 Employee

• Senior Accountant

  • Jul 2015 - Jun 2020

  Responsibilities include: coordinating the day-to-day duties of planning, fieldwork and preparing of financial statements with disclosures, applying most areas of GAAP as necessary and documenting, validating, testing and assessing various control systems. Additionally, acting as the client liason for basic questions and information and may be involved in reviews and agreed-upon procedure engagements. Responsibilities include: coordinating the day-to-day duties of planning, fieldwork and preparing of financial statements with disclosures, applying most areas of GAAP as necessary and documenting, validating, testing and assessing various control systems. Additionally, acting as the client liason for basic questions and information and may be involved in reviews and agreed-upon procedure engagements.



Drake Klein and Mesineo

• Auditor

  • Jan 2013 - Jul 2015

  Responsible to perform annual audits and quarterly reviews of Public Companies, in a paperless work environment utilizing advanced audit and accounting software including Engagement CS audit software, integrated with PPC’s Smart Practice Aids, and Thomson Reuters Checkpoint. Duties include: Supervision and training of staff members, engagement planning, client communication, research on technical matters, Audit procedures, documentation, and wrap-up of engagements. Responsible to perform annual audits and quarterly reviews of Public Companies, in a paperless work environment utilizing advanced audit and accounting software including Engagement CS audit software, integrated with PPC’s Smart Practice Aids, and Thomson Reuters Checkpoint. Duties include: Supervision and training of staff members, engagement planning, client communication, research on technical matters, Audit procedures, documentation, and wrap-up of engagements.



PM Certified Public Accountants

• Auditor

  • Aug 2010 - Dec 2012

  Staff auditor and accountant. Performed audit and review services for PCAOB registered clients under the supervision of proprietor. Staff auditor and accountant. Performed audit and review services for PCAOB registered clients under the supervision of proprietor.



Larson Allen

• Staff

  • Sep 2008 - May 2009

  Performed audit and attestation services including engagement planning, requests, and compilation of data, testing, inquiry of clients, observation, analytic procedures, and summation of findings. Auditing experience include the financial Statements for healthcare and commercial services, Employee Benefit and Assurance Services, and compliance testing for State and Federal Agencies. Performed audit and attestation services including engagement planning, requests, and compilation of data, testing, inquiry of clients, observation, analytic procedures, and summation of findings. Auditing experience include the financial Statements for healthcare and commercial services, Employee Benefit and Assurance Services, and compliance testing for State and Federal Agencies.