Serve as the outsourced Controller/CFO for multiple non-profit clients.Transforming nonprofit client financial departments to help them meet their mission! Financial reporting for management and Board decision making and presentations. Recommending and implementing improvements to accounting, operations, internal controls, and compliance policies and procedures, supporting client strategy and best practices.Transactional activities including accounts payable, accounts receivable (revenue recognition and billing), and payroll, general accounting, reconciliations, month-end close, and maintaining workpapers.Analysis and data visualization, budgeting and forecasting.Grant management, allocations, and funder reporting.Prepare for and manage annual audit. Client staff training.

Transportation Tax Consulting is a nationwide consulting & compliance firm reducing indirect or operating taxes for the Transportation Industry.We offer a range of consulting and tax services including mergers and acquisitions, tax planning, appeals and compliance, business license compliance and nexus, tax mitigation & consulting for transportation business owners, executives, and independent professionals.

www.AFCI.usResponsible for the preparation of the financial statements including daily accounting on QuickBooks (accounts payable, payroll, international wire transfers, journal entries, etc.). Converted the old accounting system (Solomon/Razor's Edge) to Quickbooks beginning 2010 which resulted in increased efficiency and more effective management reporting. Also provided the ability to process direct deposit payroll, online banking, and document scanning.Management of staff including oversight of accounts receivable, donor relations, and communications.Create and present weekly management reports to the National Director and quarterly reports to the Board of Directors using QuickBooks and Excel.Responsible for implementation of internal policies and procedures. Also responsible for compliance with governmental agencies and other oversight groups including audit firm and the Evangelical Council for Financial Accountability (ECFA). www.afci.us

Client Assistance Services Group working on financial statements preparation, compilations, trust accounting, non-profit accounting, Quickbooks assistance and various projects. Co-led and taught CNAP (Certified Non-Profit Accounting Professional) courses offered by Windham Brannon.

Worked part-time as a contracter for small businesses performing accounting functions such as review and preparation of financial statements using Quickbooks.

• Performed all daily accounting operations and financial reporting using Quickbooks.• Prepared annual and quarterly financial statements and reviewed with Board of Directors and Executive Director.• Managed audit with external audit firm.

Kingdom Advisors is a professional association that offers in-depth training and a tight-knit community to Christian financial professionals who want to integrate their faith with their practice.• Planned, coordinated and communicated all logistics for conferences (regional and national) ranging up to 900+ attendees and 30+ speakers and held in strategic USA cities; Logistics included coordination of speaker travel, banquet details, room block management, staff coordination, budget oversight, etc.• Provided oversight and review for conference budgets.

Oversaw all accounting functions for the church which included daily accounting on ACS software for accounts payable, accounts receivable, payroll, journal entries, etc..Created management reports for the Executive Minister and Board of Trustees.

Prepared investment analyses and financial models to support marketing and sales strategies.Prepared the Manufacturing Operations group's 1997 business plan and presented financials to senior management.Reviewed business plans for 138 Coca-Cola bottlers and made recommendations for improvements.Created two policies and procedures manuals for field and headquarters associates and Coca-Cola bottlers. Facilitated, co-developed and presented account policies and procedures training for field and headquarters finance associates.

Coordinated and analyzed the business plans for Ireland, Puerto Rico, France, and Swaziland concentrate plants.Coordinated the monthly estimated and actual results submissions and reported results to senior management. Worked with cross-functional groups to identify cost saving opportunities. Developed a hedging program with the Coca-Cola Treasury Department to reduce exchange rate risk from foreign currency ingredient purchases. Worked on a team at the Ireland plant for one month to prepare the 1995 business plan. Presented economic-value-added (EVA) concepts to world-wide plant managers. Presented "Finance for Non-Finance Managers" training courses to Headquarters groups, Technical Division management, and plant management in Ireland and France.

Responsible for the monthly forecasting, reporting, accounting, and analysis of foreign exchange and hedging transactions.Prepared the monthly financial statements for the Coca-Cola Netherlands finance subsidiary. Prepared the quarterly Statement of Cash Flows for The Coca-Cola Export Corporation.Prepared the "Off-Balance Sheet Financial Risk" footnote in the 1992 Annual Report.

Managed first and second year staff tax accountants. Prepared and reviewed individual, partnership, and gift tax returns.Financial planning: Individual income tax projections, stock option analyses, estate and gift planning, and personal financial planning using Execplan software.