Business ownership is a dream for many individuals and yet it is not for everyone. I assist my clients determine whether or not business ownership is right for them based on their goals, needs, and expectations. I guide clients along a path of discovery, leading them to a business that will meet their income, lifestyle, wealth and equity goals.

Reported directly to the President and Vice-President of Operations for this commercial web and digital press printer. Responsible for monthly financial and ad hoc reporting, budgeting, daily cash flow analysis and monthly commissions calculations. Also supervised staff of five including Accounts Receivable, Accounts Payable, Inventory Control, Invoicing and Financial Analyst. Worked in cooperation with other department managers to evaluate and control expenditures.

Ensure 10,000 employees' voluntary benefit deductions withheld from three different payrolls are accurately deducted and timely remitted to corresponding vendors. Responsible for establishing, maintaining, and remitting retiree, cobra and leave-without-pay monthly billing for insurance premiums.

Assisted on an "as needed" basis in the performance and review of financial statement audits for various clients in Alabama including 401(k) plans and local governmental units. Reviewed audit workpapers for compliance with auditing standards. Assisted with documentation of clients’ existing internal controls over financial reporting as well as prepared and communicated to management and governing bodies recommendations for improvements in controls. Updated and customized clients’ general ledger systems and financial reports.

Worked part-time with the CEO, CFO and Compliance Officer to perform the internal audit function for St. Mary’s Healthcare, a subsidiary of Catholic Health East in Athens, GA, while reporting directly to the hospital’s Board of Directors. Completed paperless audits of the pharmacy and emergency room registration functions including analysis of existing internal controls and recommendations for improvements. Also analyzed cash points for the hospital and completed follow-up procedures on outstanding audit findings and recommendations.

Worked 30 hour/week flex time out of the Atlanta, GA office. Responsible for managing teams through the financial statement and internal control over financial reporting audits of clients primarily in the insurance industry. Duties included planning, supervision, and review of audit work and issuance of audit opinion and related management letters. Also responsible for setting up engagements in the billing system, billing, monitoring costs as well as collecting audit fees. Communicated both verbally and in writing with upper management and board of directors. Assisted in on-campus recruiting and in-office interviewing of potential audit associates. In addition, responsible for ensuring adequate and appropriate timing of staffing for engagements.

Interviewed, hired, trained and supervised staff of twelve accountants to centralize accounting operations to Houston Corporate office from Regional offices in Denver, Colorado and Raleigh, North Carolina. Following successful centralization, responsible for one of three divisions corresponding to physician practice management operations in eight states. Responsibilities included month-end financial statement close, review of balance sheet reconciliations and analysis of earnings and expenses, quarterly discussion with upper management regarding division results and the related affects on Corporate consolidated financials. Assisted in the conversion to PeopleSoft fixed asset system.

Performed services for a variety of industries including: Government-contract, non-profit healthcare, residential and commercial development, residential construction, temporary staffing services, publishing, legal services, pensions plans, recreational equipment sales and installation. Services included:•Public Accounting. Assisted local Birmingham Public Accounting firm in financial statement and A-133 audits. In addition, analyzed and documented internal controls over financial reporting for the assistance of management in preparation for Sarbanes-Oxley compliance. •Controller. Fulfilled accounting duties including accounts payable, projects costing reports and analysis, payroll, financial statement preparation, workmen’s compensation audit compliance, sales tax returns, ect.•Placement Services. Worked with Birmingham companies to recruit and interview accountants to fill employment vacancies.

Worked in the Birmingham, AL office planning, supervising, and reviewing financial statement audits primarily in the insurance industry.

Worked in both the Birmingham, AL and Atlanta, GA offices. Responsible for the planning, supervision, and review of financial statement audits. Industries served included: insurance, banking, manufacturing, retail, hospitality, real estate and transportation