Oversaw bookkeeping, payroll, and project management for over 100 employees and 20 foremen. Lead process implementation from paper-based to iPad-based to get information to decision makers virtually instantaneously.

Responsibilities included preparation of compilations and reviews as well as the preparation of tax returns for individuals, partnerships and corporations. Additional responsibilities included payroll processing and QuickBooks consulting.

Main responsibilities include preparation of individual, partnership, and corporation tax returns, financial statements, business consulting, and QuickBooks ProAdvising. Secondary duties include the implementation of the Creative Solutions Suite (including File Cabinet, Practice, UltraTax, Fixed Asset, and Accounting CS), staff training, and continuous improvement.

Developed strong skills using lookups, pivot tables, and other advanced Microsoft Excel features. Other duties included data population, variance analysis, and report generation.