* Plan, supervise and review staff during field work and audit completion* Prepare financial statements for governmental entities and privately held companies* Develop existing client relationships and worked to develop new relationships for the firm* Provide status updates to partners for audits, reviews and compilations of governmental entities and privately held companies.* Supervise and performed Employee Benefit Plan audits* Assist in completing IT general control audit of a government agency* Assist in completing IT audits of a public company three years in a row* Assist in completing an internal SOX IT compliance audit for a company in the banking industry* Perform corporate and individual tax returns* Assist in the training of interns and new staff through the firm's training program* Participate in the Information Technology Audit Task Force* Participate in the Document Management Champions Team* Represent the firm as a officer of the Young CPA's chapter in Birmingham

* Assisted in auditing insurance companies throughout Alabama* Performed IT control audits of numerous insurance companies

* Attained NASD Series 7, Series 65, Series 63, and Series 31 Licenses* Helped clients invest their money wisely* Contacted potential clients to discuss available financial services