Providing a modern and timely approach to client service in the accounting and tax industry.

- Manage tax department staff and responsibilities- Responsible for managing client relationships- Complex tax structure strategy & compliance (Partnerships, S-corps, C-corps, Trusts) - Optimize systems and process design

- Responsible for all SEC financial financial reporting (10-K, 10-Q, S-3, etc.)- Instrumental in the Company's uplist from OTC to Nasdaq over the course of several years- Streamline a number of key processes including AP and Procurement to serve a high-growth startup with cash-flow in excess of $50M/year- Managed relationships with external audit - Overhaul and document entirety of internal control environment, while leveraging software solutions- Prepare numerous complex technical memos supporting Company positions- Prepare and monitor Company's ongoing financial model- Manage financial deliverables for a number of capital raises- Facilitate and reconcile all equity events including employee stock ownership programs (RSU, ESPP, etc.)- Implement key equity software tracking all components of the Company's cap table

- Responsible for all Company income tax and payroll tax filings for a publicly-traded company.- Brought SEC financial reporting in-house (previously outsourced) during a first-year audit with a top-15 firm- Managed entirety of CPA firm quarterly reviews (10-Q) and annual audits (10-K) - publicly traded co.- Responsible for implementing tax strategy, including entity clean-up, R&D credits, cost-segregation, and others as the Company prepares for high growth complications- Key point of contact for external tax firm and boutique firm projects- Remedy several prior years' worth of payroll tax filings freeing NOL of $75M that were previously at-risk of forfeiture- Managed cap-table and related technical accounting/reporting

- Assist partnership with mentoring, management and training of a team of 20+ experienced tax staff- Manage complex engagements and client relationships in areas of partnership, corporate and individual taxation/compliance/planning/implementation- Prepare quarterly tax provisions for several large corporations- Plan and implement complex tax strategies- Manage high-net-worth relationships encompassing multiple entities and strategies- Volunteered on firm-wide blockchain service initiative

- Managed over 100 business and individual clients during a time at which TCJA was released (significant tax changes during first year)- Review tax returns, primarily corporate, partnership and high-net worth complex trust arrangements- Focused primarily in software, manufacturing, real estate, construction, gaming and logistics- Helped manage a growing team of 10-20 staff CPAs working to prepare thousands of tax deliverables- Mentor several staff as their career advisor as I bring a diverse accountin skillset from other non-CPA-firm experience

- Key technical accountant with successful $150M+ IPO - Provided key support during underwriting, preparation and review of S-1 and Prospectus - Head audit liaison during pre-IPO and post-IPO Big-4 audits w/ complex areas listed below- Instrumental in Company's first 10-Q and 10-K filings and SOX implementation- Prepared slide decks and provided key GAAP and non-GAAP narratives to executives- Multi-element 606 revenue recognition implementation - Implementation of CRM and overhaul order-to-cash process - including design of "Deal Desk"- Implementation of key employee equity software and brokerage communication- Implemented entire stock-based compensation accounting policies and procedures, including implementation of complex equity expense software- Instrumental in capitalized development expenses, including internally-developed software costs- Managed all deferred revenue and deferred commissions for the Company

- Extensive audit experience as an Experienced Senior- Staff-responsible for engagements in industries including gaming, government, manufacturing and construction- Much larger clients and more technical accounting exposure vs. the smaller firms in Reno, NV. - Provided me an opportunity to see more mature organizations function from an accounting perspective given the size of Grant Thornton clients vs. the smaller, local firms

- Introduction to public accounting after deciding on CPA route- Diverse financial audit experience in industries including gaming, restaurants, employee benefit plans, construction and manufacturing- Significant understanding of casino internal audit including extensive review of cash reconciliations, internal controls and monitoring, fraud prevention, and many other best-of-breed controls required in the gaming industry.- Tax experience working on high-net-worth individuals with small business and introduction to business taxation via forms 1040 (all forms), 1120, 1120-S, 1065, Sch. C, etc.

- Provided accounting and managerial finance support for the Washoe County School District Nutrition Services business unit which included 40+ individually run schools and a central manufacturing and distribution facility- Worked hand-in-hand with Director of Finance at the location to improve cost metrics throughout as a new initiative was taking place district-wide to replace legacy meals with more healthy options- Prepared monthly financial statements for Washoe County School District's Nutation Services program providing hundreds of thousands of meals to K-12 students in N. Nevada- Worked with regional Aramark finance leaders on budget and finance projections for upcoming operations. - Implemented district-wide inventory and revenue ERP - specific to food industry

- Gained exposure to a publicly traded Company w/ necessary accounting controls and procedures- Assisted Controller/CFO with a number of ad-hoc projects including initial "first-checks" of SEC-driven financial statements- Assisted Finance department with projections of revenue, by location- Assisted Accounting manager in areas such as cash, AP, AR, fixed assets and tax - Performed all cash reconciliations for the Company