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Cathy Root, Cpa is listed as Tax Partner at Cathy Root CPA & Associates Inc, based in Oakland, California, United States. AeroLeads shows a matched LinkedIn profile for Cathy Root, Cpa.
Cathy Root, Cpa previously worked as Tax Principal & Senior Accountant at Grant & Smith, Llp and Sr. Accountant at Indenpendent Distillers North America. Cathy Root, Cpa holds Accounting from Capilano University.
CPA with more than 20 years experience in public/private mixed practice including tax planning and return preparation; audit, review, and compilation of financial statements; accounting system setting up, Specialties: Tax planning for small businesses, esp. health care groups and real estate investors, individuals with stock options, oversea investors,
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Oakland, CA
1. Oversee a small full service CPA firm. Handle clients relationship and business development.2. Perform tax planning and projection for small businesses and individuals.3. Prepare & review tax returns for corporations, LLCs, trusts, non-profits, and individuals
Oakland, CA
Prepare & review tax returns for corporations, partnerships, estates, trusts, non-profits, and individuals. Oversee month end & yearend closing, general ledger maintenance, payroll, budgeting, and account reconciliations for various clients in different industries from revenue range of 1 to 50 millions. Perform audit, review, and compilation of.
Responsible for the entire month-end close process for US and Canada subsidiaries including preparing various month end journal entries. Prepared financial statements for both US and Canada subsidiaries including balance sheet, income statement, cash flow statement, depletion report, and sales volume report in a monthly basis. Reconciled intercompany.
Set up internal control procedures for grants; monitor grant billing to ensure grant compliance; assist in reviewing all contracts and grants to ensure compliance.Prepare and file reports as required by certain private and governmental grants.Assist with audit and budget preparation.
Provided accounting services such as review, compliation, tax return, finanical statement, accounting system setup and monitoring, and full-cycle accounting.
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Cathy Root, Cpa works for Cathy Root CPA & Associates Inc.
Cathy Root, Cpa is listed as Tax Partner at Cathy Root CPA & Associates Inc.
Cathy Root, Cpa is based in Oakland, California, United States while working with Cathy Root CPA & Associates Inc.
Cathy Root, Cpa has worked for Cathy Root Cpa & Associates Inc, Grant & Smith, Llp, Indenpendent Distillers North America, Civicorps Schools, and Quantum Accounting Services Inc.
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Cathy Root, Cpa holds Accounting from Capilano University.
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