Grace Callahan, Mba Email & Phone Number

Dallas, TX, US

• Banking
• Billing and AR
• Contract Administration
• Financial Reporting
• Insurance
• Operations

• 1040; 1041; 1120; 1065 preparation
• 1040 preparation includes Schedules A, B, C, D, EIC, K-1, H, SE, etc.; Miscellaneous Forms; AMT; Depreciation, Amortization & Distribution; Sale of Property, Rental Properties, Foreign-Based Transactions & Credits
• Partnership, Trust, Estate tax planning, preparation, and presentation
• Small business tax returns, including LLP’s, LLC’s, S & C Corps
• Multi-state Sales/Use/VAT tax preparation
• Unity-Hunt – Interim accounting role for 35 Unity-Hunt umbrella companies (Interco transactions, AP, AR, JEs, Funding), cleanup and implementation of procedures for desk

San Jose, California, US

• Directing the organization's accounting functions
• Establishing and maintaining the organization's accounting principles, practices, procedures, and initiatives
• Preparation of financial reports and presenting findings and recommendations to executive staff
• Preparation of budgets, forecasts and cash flows
• Financial modeling and analysis
• Cash management and treasury suites

Dallas, Texas, US

• Specialized work in the dental healthcare field.
• 1040; 1041; 1120; 1065 preparation includes Schedules A, B, C, D, EIC, K-1, H, SE, etc.; Miscellaneous Forms; AMT; Depreciation, Amortization & Distribution; Sale of Property, Rental Properties, Foreign-Based.
• Partnership, Trust, Estate tax planning, preparation, and presentation
• Small business tax returns, including LLP’s, LLC’s, S & C Corps
• Multi-state Sales/Use tax preparation
• Establishment of client corporations

Plano, TX, US

• Specialized work in the health-care field, specifically with multi-physician and MSO organizations
• Sales reporting and revenue-cycle billing utilizing Athena Healthcare software
• Development of accounting strategies and procedures for multiple organizations
• Classing of all revenue and expense to specific physicians with no general “overhead” month-end/year-end allocations
• Maintenance, preparation and review of daily, weekly and monthly internal and external financial statements and management reports
• Reconciliations of bank statements/general ledger accounts

• 1040; 1041; 1120; 1065 preparation
• 1040 preparation includes Schedules A, B, C, D, EIC, K-1, H, SE, etc.; Miscellaneous Forms; AMT; Depreciation, Amortization & Distribution; Sale of Property, Rental Properties, Foreign-Based Transactions & Credits
• Partnership, Trust, Estate tax planning, preparation, and presentation
• Small business tax returns, including LLP’s, LLC’s, S & C Corps
• Multi-state Sales/Use/VAT tax preparation
• Establishment of client corporations

• Supervision of Accounts Payable staff of 2
• Weekly commissions; bi-monthly payroll; payroll taxes, deposits, quarterly and yearly payroll tax reports; preparation and distribution of W-2's and 1099's
• Preparation of 2000 and 2001 income tax statements
• Maintain employee files, insurance and 401K
• Daily reporting of 20 bank accounts for three companies
• Preparation and distribution of investor revenue distribution statements; deposits, transfers, wires, work with checking and escrow departments of bank reconciliations

• Reconciliations; construction loans, financial statement preparation and review
• Job costing (individual homes and subdivisions)
• Lien release, cash accounts, special projects, set-up and maintenance of pre-audit and audit functions, set-up and maintenance of accounting office
• Assist Controller in ensuring an accurate and timely financial reporting system, month-end/year-end closing, and interaction with interim lenders

• Full accounting books for approximately 20 clients, each with appx 30 entities to be accounted for separately
• Implementation and monitoring of Accounts Payable, Accounts Receivable, General Ledger, month-end/year-end closing, payroll, monthly cash-flow reports, weekly cash balance reports, deposits, reconciliation and analysis.
• Training and management of clients’ in-house bookkeepers for functions of Accounts Payable, Accounts Receivable, payroll, etc.
• Research for clients, heavy client relations, multi-state sales and payroll taxes, year-end tax preparation/write-up, investments, and project management
• Internal Audits performed on each clients’ respective entities
• Perform General Ledger account review, reconciliation and analysis for business units through E&Y

• Chapman, Bird & Gray – Client Accountant for a business management group
• Price Waterhouse, LLP -Auditor for a tax evasion lawsuit
• Lee & Associates - Office Manager for commercial real estate firm
• Advanced Media – Assistant Controller for computer media firm

Masters, Accounting/Finance

Bachelor’S Degree, Accounting And Finance