Business accounting, payroll, and tax (income, payroll, sales, property) preparation services (transportation, trucking, restaurant, automotive repair, auction industries). Individual income tax preparation services. Not for Profit accounting, payroll, and tax preparation services. Estate income tax preparation services. Trust income tax preparation services.

Transitioned corporation to new Liability, Casualty and Workers' Compensation Third-party administrator. Processed needed paperwork for renewal of Liability, Casualty, and/or Workers' Compensation coverage. Developed preliminary in-house Loss Prevention survey program. Reviewed, analyzed, and authorized payment of past and current invoices from previous third party administrator. Financial reports as requested.

Discovered an ongoing employee theft in first month of employment; company recovered over $100K. Responsible for all accounting functions, including accounts receivable, accounts payable, payroll, and general journal entries. Responsible for all financial reporting, including month end and year end close, bank reporting, and custom reports. Responsible for all monthly, quarterly, and annual payroll and sales tax filings. Responsible for set-up and maintenance of inventory items, including bills of material, in financial/inventory system as well as organizing and overseeing annual physical inventory. Responsible for all financial planning, including preparation of annual budget, weekly cash flow projection, and other projections as requested. Enter all orders and send to production and shipping scheduling personnel. Prepare all shipping documents. Special projects and research as needed.

Responsible for all human resources functions. Some supervision of production personnel.

Performed financial reporting and general oversight of accounting functions. Responsible for researching sales tax laws, instructing auction staff on applicability and calculation and preparing sales tax returns. Responsible for sale results audits.

PART TIME - Close sales with purchasers and sellers at auctions, including review of terms of sale, obtaining signatures on all necessary paperwork, receipt of purchaser funds, disbursement of seller funds, and completion of necessary title work.

Responsible for income statement analysis, monitoring related balance sheet accounts, preparation of annual budget and quarterly for all general and administrative expenses for the household moving division. Prepared portions of Sarbanes-Oxley documentation. Monitor fixed assets and prepare documentation, including title release request and approval, when equipment is disposed. Responsible for all accounting, reporting, analysis, annual budget, and quarterly forecasts for the agent equipment sales and financing program. Prepare reports for and answer inquires of the external auditors.

Updated more than 75 percent of vendors to ensure proper 1099 reporting. Responsible for all tax issues. Responsible for all aspects of accounts receivable. Responsible for payroll, accounts payable and accounts receivable month-end closing processes and reporting and daily supervision. Participate in monthly physical inventory. Responsible for bill of materials maintenance. Assist with all other areas of month-end close. Responsible for fixed asset tracking.

Responsible for general ledger maintenance, fixed asset management and reporting, capital expenditure request processing and tracking of related costs, salaried and bonus payrolls, all payroll tax deposits and returns, and intercompany activity tracking and reporting. Supervisory responsibility for accounts payable, accounts receivable, hourly payroll, petty cash, and expense report processing. Actively involved in month-end and quarter-end closing and reporting and annual budget preparation.

Prepare monthly reports for third-party client insurance companies regarding investments. Responsible for posting of all cash receipts and securities transactions.

Prepared reviews, compilations, and related financial statements for client companies. Extensive experience in preparation of corporate, individual, trust, estate, and not-for-profit tax returns, including confirmation of trial balance information.ORGANIZATIONS AND ACTIVITIES