Beth Roe Email & Phone Number

Austin, Tx, Us

Austin, Texas Area

Consultant able to provide financial and accounting services to small & medium business - specializing in forensic accounting to help your business get back on track. AP, AR, General Ledger, Payroll, HR, Internal Controls, Financials, Budgeting, Variance reports, streamline and establish systems, policies & procedures in accordance with GAAP & FASB. While advancing my career from accounting clerk to Controller & Exec Director of Finance, I have served in all capacities along the way. My professional accomplishments and fortitude are revealed through my attention to detail and commitment to organization, which is key when establishing internal controls systems. I have performed in the corporate environment, non-profits, LLC's, and across many industries, including highly regulated government and banking industries. I can work independently to achieve goals, but enjoy functioning as an integral team-member for project work and meeting deadlines when applicable. In addition, I’m a successful self-taught, long-term real estate investor and Landlord; am accustomed to wearing many hats, and rolling up my sleeves. Once established, I can assist in hiring and training for your Accounting Dept. - whether a full-time employee, a Controller, or part-time accounting maintenance professional. Personally, I’m a fun loving individual and an intense professional. I look forward to connecting and exploring how I can help streamline the accounting functions in your organization.

Austin, Tx

Consult to restore complex accounting systems. Commercial property management; utilize and refine existing accounting software. Liaison with Exec's to restore properties' accounting info to date, produce accurate overdue financials for property owners, produce accurate information to CPA's for overdue tax returns, refine General Ledger and Assets systems, streamline Data Entry, Recovery Billing and Internal Controls for proper AR & AP, produce Budgets and educate on Variance Report usage. Temporarily maintain record keeping while assisting to identify full-time accounting director and staff.

Austin, Tx

Director of Finance for healthcare medical group - locations in six states. Responsible for hands-on management of Finance/Acctg Dept and assist HR Dept with benefits & 401k administrative functions. • Lead/mentor Acctg Dept and clerical staff.• Manage team of 5 direct reports including A/R, A/P, staff accountant, billing specialist, funding specialist; streamline & optimize operational accounting processes with many indirect reports.• Member of exec mgmt team; leadership role in long-term planning, development & growth, budgets.• G/L month end close; prepare consolidated financial statements; compliance with GAAP; actual to budget variance, and prior year variance analysis.• Perform monthly reconciliations; intercompany accounts.• Cash flow monitoring & projections.• Responsible for various tax compliance & reporting.

Sarasota, Fl

Experienced accounting consultant for various small business & non-profit organizations. Provide financial analysis. Develop and implement solutions establishing and improving existing accounting processes. Liaison for client/IRS liability negotiations.• Recommend, implement & train personnel on appropriate software products, ie: QuickBooks.• Develop programs & procedures to manage business information.• Set up GL and sub-ledgers; establish month end close processes.• Establish HR controls over payroll and other sensitive data.• Develop reporting tools per client requests.• Train office personnel for adherence to newly established controls ensuring improved, efficient workflows and accurate systematic reporting techniques.

Sarasota, Fl

Financial Controller for professional services firm utilizing Timeslips software• Maintain the integrity of the financial accounting & reporting system according to industry standards, with adherence to GAAP.• Establish annual budgets and break-even analysis.• Manage gross profit analysis; review ratios.• Month end close; reconciliations; produce P&L’s.• Examine, analyze and make recommendations concerning all legal/contractual documents.• Manage insurance portfolio to ensure appropriate company asset coverage with limited exposure.• Participate in all audit processes.• Conduct feasibility studies for potential new projects; ad-hoc duties and pro forma reporting.

Sarasota, Florida Area

Savvy & proficient long-term investor / self-mgmt real estate properties / Property Management: single family residential / condominium units.Annual rental contracts; seasonal vacation rentals; long-term vacant land investments. • Manage acquisitions, improvements, marketing, website, and asset disposal.• Manage processing tenants, background checks, credit & criminal.• Establish and maintain all financial accounting recording & reporting. • Hire/ fire contractors. Establish team of trades. • Routinely inspect properties and make contact with tenants.• Attend Landlord Assoc group meetings for networking. Attend City Commission meetings to influence neighborhoods’ future growth decisions affecting change. • Appointed Condo Board President to affect change.• Submit packages to CPA's for annual tax reporting.

Bs, Business, Accounting

Aa, Finance

Activities and Societies: Phi Theta Kappa Honor SocietyMagna Cum Laude

Certified Quality Improvement Associate