Experience

Mueller Prost

• United States
• Accounting
• 1 - 100 Employee

• Senior Manager

  • Oct 2021 - Present



Wipfli

• United States
• Business Consulting and Services
• 700 & Above Employee

• Manager

  • Sep 2019 - Present

  * Oversee, train, and supervise staff * Implement initiatives for improving processes and procedures * Oversee audit, review, and compilation engagements from start to finish, ensuring quality completion by the due date * Oversee, train, and supervise staff * Implement initiatives for improving processes and procedures * Oversee audit, review, and compilation engagements from start to finish, ensuring quality completion by the due date



Swink Coplen & Company, P.C.

• United States
• Accounting
• 1 - 100 Employee

• Audit Manager

  • Nov 2017 - Aug 2019

  •Assess risk on various companies prior to performing assurance services •Oversee audit procedures and processes •Research reporting and disclosure requirements for new ASU's issued •Maintain contact and schedule audits and reviews for assurance services clients. •Maintained good rapport with clients via face-to-face meetings and invitations to events •Recruited new clients through various networking events •Assess risk on various companies prior to performing assurance services •Oversee audit procedures and processes •Research reporting and disclosure requirements for new ASU's issued •Maintain contact and schedule audits and reviews for assurance services clients. •Maintained good rapport with clients via face-to-face meetings and invitations to events •Recruited new clients through various networking events



Anders CPAs + Advisors

• Accounting
• 200 - 300 Employee

• External Auditor

  • Jan 2013 - Nov 2017

  •Prepared tax returns for individuals, non-profit organizations, corporations, and partnerships •Assessed risk on various companies prior to performing attestation procedures on auditing engagements •Researched and compiled information and schedules related to valuation reports for various industries for estate planning purposes •Trained two newly-hired employees •Created two training guides for the new hires, including Creative Solutions software and Fixed Assets software •Organized and prepared bookkeeping for various clients •Prepared quarterly payroll, sales tax, and use tax reports •Maintained significant contact with clients including phone conversations, e-mails, and face-to-face meetings •Projected future taxes and determined quarterly estimated tax payments necessary •Recruited new clients through various networking events



Huber, Ring, Helm & Co., P.C.

• External Auditor

  • Jan 2009 - Jan 2013

  •Prepared tax returns for individuals, non-profit organizations, corporations, and partnerships •Assessed risk on various companies prior to performing attestation procedures on auditing engagements •Researched and compiled information and schedules related to valuation reports for various industries for estate planning purposes •Trained two newly-hired employees •Created two training guides for the new hires, including Creative Solutions software and Fixed Assets software •Organized and prepared bookkeeping for various clients •Prepared quarterly payroll, sales tax, and use tax reports •Maintained significant contact with clients including phone conversations, e-mails, and face-to-face meetings •Projected future taxes and determined quarterly estimated tax payments necessary •Recruited new clients through various networking events



Great Southern Bank

• United States
• Banking
• 500 - 600 Employee

• Teller

  • Jun 2007 - Jun 2008

  •Ensured bank security by properly following bank procedures to open and close the bank •Maintained customer confidence by establishing customer confidentiality •Reestablished a strong customer base by practicing effective customer service tactics •Followed banking regulations as set by government officials •Solved ethical dilemmas to the best of my ability while performing bank duties •Ensured bank security by properly following bank procedures to open and close the bank •Maintained customer confidence by establishing customer confidentiality •Reestablished a strong customer base by practicing effective customer service tactics •Followed banking regulations as set by government officials •Solved ethical dilemmas to the best of my ability while performing bank duties



Jackson Hewitt Tax Service Inc.

• United States
• Financial Services
• 700 & Above Employee

• Tax Preparer

  • Dec 2005 - Apr 2007

  •Greeted customers and directed them to the proper place to begin their tax return •Advised clients on tax advantages and consequences of different alternatives •Quickly and accurately entered financial information into the Jackson Hewitt ProFiler database •Preserved the confidence of customers by explaining all procedures performed during their return •Greeted customers and directed them to the proper place to begin their tax return •Advised clients on tax advantages and consequences of different alternatives •Quickly and accurately entered financial information into the Jackson Hewitt ProFiler database •Preserved the confidence of customers by explaining all procedures performed during their return