-provide freelance full-cycle accounting services to interior design firm

-Set up accounting system in QuickBooks and develop processes for full cycle accounting -Bring the firm's bookkeeping current by entering all 2018 transactions into QuickBooks -Prepare financial statements for and correspond with CPA about income tax preparation -Register and form new LLC-Actively reduce monthly overhead-Prepare and review quarterly budgets with Owner/Creative Director-Prepare and file 1099s

• Maintain financial records in QuickBooks by posting transactions in the general ledger. Conduct monthly bank account reconciliation to ensure its accuracy • Track production and postproduction expenses by job number. Analyze and present Profit and Loss statements by job number to CEO/Producer• Manage accounts receivable and accounts payable to ensure invoices and bills are paid promptly• Prepare and file annual Form 1099s

• Discovered and retrieved over $10,000 in unpaid shared utilities due to Colourmovie from the shared office space cotenant company• Identified over $6,000 of useless monthly overhead expenditures and actively reduced monthly overhead to about $1,500

-Brought current and maintained the firm's accounts payable during a transitionary period -Utilized project management software, Design Smart, to send purchase order data to QuickBooks-Updated vendor information in Design Smart

• Manage the full accounting cycle in Appfolio and QuickBooks for over 70 bank accounts, about 50 of which are for properties under management and about 20 properties under development• Work alongside the Partners and Controller to track construction budgets for all properties under construction on a weekly basis• Enter about 1,000 bills into QuickBooks and Appfolio and process corresponding payments on a monthly basis• Prepare monthly financial statements for investors and review them with the firm’s Partner and Property Manager

- Prepare journal entries and general ledger account reconciliations in Quickbooks for the firm and 10 clients- Process employee expense reports weekly on cash and corporate credit cards with high accuracy - Actively manage AR/AP processes and perform monthly/quarterly reconciliations for the Temo Arjani LLP and 5 clients- Process payroll for permanent employees through Paychex - respond to payroll-related inquiries- Build Excel reports from pulled data as needed- Assist in preparation and analysis of monthly and quarterly financial statements in a timely manner- Prepare and file over 300 Form 1099s annually- Prepare tax schedules for and file quarterly sales tax, annual property tax, and quarterly payroll taxes for the firm and 5 clients- Extract, manipulate, and sort about 1000 rows of investment data in Excel to reconcile 40 annual charitable gift annuity accounts for reporting purposes

• Conducted research and consulted for startup companies in the designer fashion and food supplement industries. Devised business plan to be presented in front of investors• Recommended sales and marketing strategies around the stages of the product life cycle and industry trends• Created a three-year forward-looking demographic, industry, and competitor analysis. Developed a SWOT analysis and plan of current marketing efforts. Devised distribution strategies to include in the business plan• Built a financial model in Excel with 5-year income projection. Completed a financial analysis to drive recommendations for sustainability and implementation plans of moving into expos, trade shows, farmer’s markets, and product placement in new consumer markets and retailers

• Manage Robert Half International (RHI), a global professional staffing company with $209.9mn in revenue for 2013, stock as part of Westminster College’s $50,000 investment fund• Manage individual investment portfolio of $100,000 virtual cash through Investopedia.com • Prepare portfolio investment reports to present in front of all portfolio managers. Research provided is used for further investment decisions

• Lead team of associates at an $18.2mn venture fund to perform due diligence and deal screens on potential investments in emerging industries, including the credit reporting and monitoring industry and the outdoor-recreation, wave simulator pool market• Conduct value-add consulting projects for start-up companies in Internet technology, healthcare and medical devices, and consumer products sectors. Recent projects include a $71.5mn market sizing and competition analysis on a credit reporting startup, Creditera, for a local seed fund with 22 companies under management, Kickstart Seed Fund. It has since invested in Creditera• Compile investment memorandums, including market sizing as well as industry and competition analysis. Recently sized the $17.2bn SaaS market for Blue Nose Analytics, a customer and product analytics company that will present the research to investors

• Worked in a team representing Westminster College to research and analyze Extra Space Storage (EXR), a Salt Lake City-based self storage REIT with a $4.8bn market cap, for the purpose of pitching an analyst's opinion to Certified Financial Analysts.• Initiated a "Hold" position on EXR with a 10% upside potential driven by the potential of increasing interest rates, the company's plans to decrease its acquisition growth, and decreasing property valuation from increasing cap rates. • Applied a net asset value (NAV) calculation and funds from operations (FFO) valuation as a technical analysis approach to supporting the team's recommendation.

• Participated in a highly competitive leadership program with an esteemed national public accounting firm• Exposed to the interactions and processes that a national accounting firm endures on a daily basis • Participated in a fraud-related case study. Walked through situational problems related to the company’s management in question

• Conducted cost analyses by applying prospective clients’ past foreign transaction exchange rates to Bloomberg. Discovered savings ranging from $250-$1,500 per transaction• Negotiated margins of spot-transaction rates versus interbank rates by applying competitive basis point rates• Contacted prospective clients, including treasurers, controllers, and chief financial officers to ask questions about companies’ foreign transactions and wires• Extrapolated the company’s foreign exchange inefficiencies in order to explain how GPS can apply cost-saving strategies

• Post in the general ledger• Prepare check vouches and check runs • Input vendor information into Datatel

Buy and ship toys. Add inventory. Occasional Excel work.