David Lambert Email & Phone Number

Tomball, Texas

Houston, Tx

I conducted multiple engagements consulting with small business on a variety of opportunities including entity structure, valuation, and compliance. Successfully executed multiple income tax engagements including tax planning, return preparation, tax research, and resolution options.

Demarle At Home is a national direct seller of kitchen utensils with annual revenues of $5M, 2K representatives active annually, with 75% of activity concentrated on the west coast. As Accounting Manager I was responsible for entire accounting function in accordance with GAAP:•Design, accuracy, and communication of all managerial and financial reports.•Forecasting Revenues, COGS, Inventory, and Expenses using Excel.•AP, AR, Fixed Assets, Accrual, and Bank Reconciliations•Maintenance and reporting sales tax in over 100 jurisdictions•Programming logic on highly customized database modifications (online ordering, online shopping cart, operations improvements)•Compliance with industry standards (Human Resources, CC processing, DSA code of ethics, Internal controls)•Tax planning for consolidated companies•Reduced shipping costs by 75% on target orders (10% of all shipping costs) while increasing compliance with potential legislation through database enhancements.