I provide accounting and financial consulting services for small business clients. I also offer tax advice and provide individual and business tax return preparation. I tailor my services to my client's needs. Contact me today for a free consultation.

My responsibilities:Manage new accounting engagements including setup of chart of accounts and financial reporting process, set up of payroll processing. Assist in tax compliance and consulting preparation including preparation of individual and business tax returns, research of tax issues, initial review and preparation of tax audit inquiries and support for position taken in defense of clients. Attend to client needs including meeting with clients in the office, at client site or over the phone and email. Meet with partner to assist with developing strategies of the firm in areas such as improving client service, leveraging current technology, and managing firm staff.

My responsibilities included:Management of all accounting and treasury functions: property accounting, corporate accounting, cash management, banking and payroll. Leadership of accounting team of six employees: Accounting Manager, 2 Senior Accountants, A/R Specialist, 2 A/P Specialists. Policies & Procedures: Established & carried out departmental policies and procedures. GAAP compliance: Ensured compliance with GAAP in reporting.Corporate Accounting: Maintained corporate books, prepared monthly reporting package.Process Improvement: Constantly assessed internal processes and implemented changes for greater efficiency and accuracy.Payroll: Recorded bi-weekly payroll for 50+ employees.Audit: Provided all necessary information to external and internal auditors for annual financial statement audit and SOX audit.Tax: Provided tax preparers with financial statements and records for preparation of annual income tax returns.

Managed Property Accounting: Oversight over books for multifamily and commercial real estate investments. Development and Rehab Accounting: Set up books and managed accounting and treasury/cash management processes for real multifamily development and rehab projects.Investor Distributions: Calculated and disbursed quarterly investor distributions. Transitioned disbursement process from checks to ACH transfers.

Property Accounting: Maintain books and prepared financials for commercial real estate investments and development projects.

Income Tax Preparation: Prepared individual, corporate, partnership, and trust tax returns for filing with IRS and state taxing authorities.