Austin Galvez, Cpa, Abv Email & Phone Number

San Antonio, Tx, Us

San Antonio, Texas, United States

-Prepare and oversee expense and cash flow forecasting-Review of monthly financial performance-Coordinate with corporate executives weekly on strategy, expenses, staffing, revenue opportunities, and potential threats to operations-Manage or authorize all cash disbursements-Maintain compliance with all lease and debt obligations-Manage monthly payroll-Prepare all company tax returns and oversee tax planning and tax opportunities with other executives-Preparation of monthly financial statements -Authorize and review all revenue transfers from escrow accounts from Qualia (escrow software)

San Antonio, Texas, United States

Partnering with business owners to strategize on their taxes, improve their business operations, understand their finances, and maximize their potential. Offering the following services:Fractional CFOTax AdvisorLitigation SupportBusiness ValuationM&A SupportAccounting SupportTax CreditsTax Preparation

San Antonio, Texas Metropolitan Area

-Review of monthly KPIs, trends, and P&L to identify areas for improvement in various dental clinics -coordinate with operations on establishing financing policy and payment plans for orthodontic patients -Review and management of monthly cash flows, cash reserves, owner returns -Coordination with dental partners on tax and operations strategy-Oversight of monthly accounting, including transaction classification, payroll, debt and asset acquisitions, intracompany due to/due from accounts-Preparation of consolidated financial statements-Assist with management of revenue collections and production goals -Coordinate with operations leaders on goal setting, staffing, and supply management

San Antonio, Texas, United States

-Directly assisted in growth of office practice by $1.2 million of revenue-Managed the preparation and technical review of hundreds of individual tax returns-Assisted in running firm valuation practice-Managed the preparation, review and consulting of hundreds of 1065, 1120S, and 1120 returns-Reviewed and prepared non-profit tax returns-Managed CFO function for clients-Oversaw and planned various tax strategies for clients regarding entity structure, estate planning, and specific transactions-Analyzed sales tax nexus and prepared sales tax returns under new Wayfair standards-Performed business valuations across various industries -Assisted clients with ERC and PPP loans-Managed client billings-Assisted clients with IRS audits-Managed and acquired new client relationships in various industries-Experienced with assisting start-up small businesses with entity structuring, tax planning, accounting and systems set-up, and management-Prepared and presented firm-wide training to over 400 accountants and CPAs-Obtained understanding and applicability of new tax law for various industries-Managed firm R&D credit services-Provided litigation support services to clients in various industries-oversaw audit and review work for several clients

Salt Lake City, Ut

-Provided controller services on long-term basis to retail industry -Calculated damages, prepared reports for clients in numerous litigation cases-Performed basic business valuation services, applied SSVS1 to valuations-Provided forecasting and consulting services for construction and manufacturing industry clients-Managed numerous audit and review engagements-Supervised accounting staff of retail and manufacturing industry clients-Analyzed company performances in various industries and provided recommendations for improvements-Applied working knowledge of construction accounting to various consulting and accounting projects for construction contractors-Prepared numerous individual, corporate, and partnership tax returns-Applied ERISA and 401(k) requirements to numerous benefit plan audits-Provided accounting services to various clients in manufacturing industry

Provo, Utah Area

- Audited hundreds of large endowment accounts worth at least $50,000- Established an audit system for large university endowments - Collaborated with a CPA to improve weekly staff meetings, employee participation in meetings, and trainings- Prepared monthly financial statements of university donations- Reconciled important fund-raising accounts - Prepared statement of cash flows for key donor accounts worth at least $1 Million- Organized weekly staff meetings for six employees - Gave trainings on Microsoft Excel at staff meetings that improved six employees excel skills

Bachelor'S Degree, Accounting

Various accounting classes such as audit, individual and corporate taxation, accounting information systems, managerial accounting.

Macc-Tax, Accounting And Finance

Master of Accounting- Tax emphasis. Includes taxation classes such as tax procedures, tax law, taxation of pass through entities.

Bs- Accounting, Accounting And Finance