Emily Matson Email & Phone Number

- Assisted in transitioning of clients from Gregory L Zinselmeier CPA to Capital Advisory Group, Inc- Continued role as senior accountant with same job responsibilites as listed below

- Prepare federal and state tax returns for C Corporations, S Corporations, Partnerships, Trusts and Individuals- Prepare federal and state payroll tax returns and year end forms and filings.- Provide accounting and tax services to the sole proprietor and small business taxpayer- Analyze clients month to month transactions and review and prepare journal entries to assist in quarter and year end reporting- Conduct tax research / review of current tax law for favorable tax treatment- Review work of other associates and provide general support

• Analyze, evaluate, and monitor the Salary and Fringe, Communication, and HQ Other account ranges to ascertain that controls are operating effectively and activity is complete and accurate.• Manage and coordinate relationships with other areas of the department, firm, and external vendors to aid in analysis of assigned account ranges.• Provide a thorough and timely review at month-end of assigned accounts to ensure balances are accurate on the balance sheet and income statement. Ascertain all month end work is complete within two business days following close.• Conducted quantitative analysis of financial data to forecast expense, identify future trends, and assess risk

• Provided auditing and assurance services to privately-held companies.• Served a variety of clients in multiple industries, including non-profit, construction and manufacturing.• Planned and executed day-to-day activities of audit and attest engagements.• Supervised the work of audit associates assigned to engagements, including performance reviews and training on policies and procedures.• Participated in recruiting, mentoring, and community service activities.• Prepared individual and corporate tax returns.

Master'S Degree, Accounting

Bachelor'S Degree, Accounting