Dane Baxter Email & Phone Number

Phoenix, Arizona, Us

• Assist in preparing the AFR on annual basis• Department oversight of Accounting, Grants, Medicaid, Fixed Assets, Etc.• Make adjusting journal entries in Visions as needed• Assist in the preparation of the proposed, adopted and revised budget reports for submission to the Board.• Ensure compliance the District’s compliance with the USFR, Arizona Revised Statutes and GASB requirements.• Prepare budget reports for school sites.• Ensure internal controls working effectively.• Attend Arizona Association of School Board Officials Meetings on a monthly basis.• Manage the annual external audit from start to finish.• Prepare and file 1099s on annual basis.• Prepare cash reconciliations on a monthly basis.• Facilitate account code changes in Visions.• Assist staff and clients with questions in an efficient and effective manner.• Ensure all staff members are providing excellent customer service.• Provide training to student club and PTSO sponsors.• Present quarterly financial reports to the Board.• Provide reports and data from the InTouch Cash Receipting Software• Provide training to administrative assistants with Visions training• Complete rollover of fund balances in Visions.• Attend Board Meetings as necessary

New York, New York, Us

•Advise clients on which tax classification they should make, sole proprietorship, partnership, S-Corp or C-Corp.•Run payroll for clients on a weekly or biweekly basis, prepare 941 quarterly filing as well as quarterly state filings.•Create business plans for the clients as needed. Talk with the client about marketing, their product/service and who are their competitors in the market.•Prepare tax returns for clients, 1040s, 1065, 1120Ss, 1120s and 990s.•Advise client on allowable tax deductions for their specific business.•Prepare bookkeeping for client on a monthly basis. I will categorize all revenues and expense and ensure that all accounts have been reconciled.•Advise clients on their sales tax liability and how to collect/remit sales tax to their state.•Prepare 1023 applications for non-profits and assist them in receiving their 501©3 status.

Gilbert, Az, Us

• Assist in preparing the AFR on annual basis• Make adjusting journal entries in Visions as needed• Assist in the preparation of the proposed, adopted and revised budget reports for submission to the Board.• Ensure compliance the District’s compliance with the USFR, Arizona Revised Statutes and GASB requirements.• Prepare budget reports for school sites.• Ensure internal controls working effectively.• Attend Arizona Association of School Board Officials Meetings on a monthly basis.• Manage the annual external audit from start to finish.• Prepare and file 1099s on annual basis.• Prepare cash reconciliations on a monthly basis.

• Assist in preparing the AFR on annual basis• Department oversight of Accounting, Grants, Medicaid, Fixed Assets, Etc.• Make adjusting journal entries in Visions as needed• Assist in the preparation of the proposed, adopted and revised budget reports for submission to the Board.• Ensure compliance the District’s compliance with the USFR, Arizona Revised Statutes and GASB requirements.• Prepare budget reports for school sites.• Ensure internal controls working effectively.• Attend Arizona Association of School Board Officials Meetings on a monthly basis.• Manage the annual external audit from start to finish.• Prepare and file 1099s on annual basis.• Prepare cash reconciliations on a monthly basis.• Facilitate account code changes in Visions.• Assist staff and clients with questions in an efficient and effective manner.• Ensure all staff members are providing excellent customer service.• Provide training to student club and PTSO sponsors.• Present quarterly financial reports to the Board.• Provide reports and data from the InTouch Cash Receipting Software• Provide training to administrative assistants with Visions training• Complete rollover of fund balances in Visions.• Attend Board Meetings as necessary

Us

• As a senior associate my responsibilities include planning the audit, delegating work and effectively managing, training and developing staff. • Prepare and audit comprehensive annual financial statements of the client. • Areas of audit include accounts payable, payroll, purchasing, grants, property tax, bond issuances revenues and USFR compliance.• Review internal controls of the organizations and make recommendations to management and governance where weaknesses have been identified.• Ensure the organizations are in compliance with state laws and compliance requirements.• Conduct research, analyze findings and prepare accurate financial reports.• Communicate effectively and establish working relationships with staff, management, partners and the client.• Show up to work on time with a positive attitude, ready to take on any challenge.

• Performed over 50 governmental audits, examples include the Arizona Department of Transportation, Arizona State Retirement System, several charter schools and over 30 districts throughout the state of Arizona to include large and small K-12 districts.• Provided consulting services to municipalities, counties and school districts in the area of business management functions and on-site employee training.• Prepared and compiled multiple reports such as CAFR’s, Non-CAFR’s, and Reports on Internal Control for governmental entities and non-for-profits• Performed Federal Compliance Single Audits (OMB Circular A-133) for many governmental entities, specifically program audits including Title I, Special Education, Child Nutrition, etc.• Prepared and compiled Uniform System of Financial Records (USFR) compliance reports, which represent the state of Arizona’s requirements for school districts.• Perform reviews of Comprehensive Annual Financial Reports (CAFR’s) for the Association of School Business Official’s Certificate of Excellence Program.• Determine School District compliance with proposed, adopted and revised budgets.• Served as a project lead on multiple audits. This involved scheduling staff, managing workflow, and evaluating the effectiveness of the individual employees during the project.• Present complicated school finance related topics in a transparent, community friendly manner to the Governing Board and Superintendent.

Riverwoods, Il, Us

Maintain and process defect free expense reports and invoices for the center; data entry; filing; research and analyze problems and investigate disputed charges.Maintain an active roll in the tracking and distribution of center-wide prizes while ensuring compliance with the contest and awards policies.Complete an audit of the safe on a quarterly basis.Assist customers and peers by aiding in resolving problems, questions, and back-up support of work functions.

Bachelor'S Degree, Accounting

Master Of Business Administration (Mba), Accounting And Business/Management

Bachelor'S Degree, Accounting

Accounting