Brian Bok Email and Phone Number

Managing Director at Bok & Associates, which is a full service tax and accounting firm offering accounting services and tax preparation.

* Manage Contracts Department Negotiate and manage client staffing contracts On-going management of over 2,000 hospital contracts Account profitability and requirements analysis* Executive team member providing advice and direction to CEO and CFO on critical projects* Review and analyze weekly production reports* Manage monthly internal operations audits* Manage 401(k) plan* Opened and managed operations of Atlanta office* Prepared profit & loss analysis specs for proprietary software* Supervised accounting department including payroll and billing operations* Prepared monthly financial statements and related analysis for Directors* Established company's 401(k) plan* Evaluated, selected and installed Great Plains accounting software* Directed software conversion from QuickBooks to Great Plains* Directed software conversion from Paychex to ADP

* Reviewed all daily work in accordance with department's review checklist and worked with staff to ensure the timely and accurate release of NAV, tax and distribution information* Ensured that all daily work was performed within policy and procedural guidelines* Assisted supervisor with staff and workflow planning to ensure proper coverage of daily work within fund accounting group

* Monitored and recorded security transactions and corporate actions using the Templeton database (TIS) and analyzed various reports from the database in order to calculate daily NAV* Reconciled the General Ledger System (CODA) to the Templeton Portfolio Management System (GlobalMax) for all principal and income cash, as well as perform weekly reconciliations of portfolio cost and currency forwards to CODA* Maintained Excel spreadsheets for calculation of income and expense accruals

* Managed accounting department* Prepared and filed monthly, quarterly, and annual tax returns

Monitored and recorded daily transactions for over 150 restaurants

Audited various client operations and assisted in the preparation of client financial statements and related notes.