Cathy Root, Cpa Email & Phone Number

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 financial statements. Prepare consolidated balance sheet, income statement, and cash flow statements. Perform tax projection and… Show more  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 financial statements. Prepare consolidated balance sheet, income statement, and cash flow statements. Perform tax projection and planning for corporation, partnerships, and individuals. Set up accounting policies and procedures for clients. Supervise and mentor staff accountants. Perform accounting research and advise clients on accounting and tax issues. Show less

 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 accounts in multicurrency with parent company in New Zealand and between Australia, US and Canada subsidiaries.  Reconciled all… Show more  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 accounts in multicurrency with parent company in New Zealand and between Australia, US and Canada subsidiaries.  Reconciled all balance sheet accounts on a monthly basis. Monitored billing and invoicing to ensure accuracy and accrual purpose. Supervised weekly ACH and AP check run. Prepared and filed Canadian related sales tax (GST/HST), payroll tax, and Worker Comp. Responsible for monthly payroll. Maintained chart of accounts. Maintained fixed asset and depreciation schedules. Approved employees’ expenses reports and signed checks. Developed and implemented accounting policies and internal control procedures. Preparation of budget and forecast. Assisted with annual audit preparation. Show less

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.

Accounting

Accounting

Engineering, Chemistry