Heather Stumpf Email & Phone Number

North Liberty, Iowa

~In charge of all assurance services within the organization.~Conduct assurance services for both not-for-profit entities and private companies.~Work directly with clients in planning and performance of audit engagements.~Perform risk assessments and identify internal control weaknesses with an organization.~Manage multiple audits simultaneously.~Lead engagement teams of 1-3 people per engagement.~Research application of auditing… Show more ~In charge of all assurance services within the organization.~Conduct assurance services for both not-for-profit entities and private companies.~Work directly with clients in planning and performance of audit engagements.~Perform risk assessments and identify internal control weaknesses with an organization.~Manage multiple audits simultaneously.~Lead engagement teams of 1-3 people per engagement.~Research application of auditing standards.~Generate financial statements for clients in various industries on a monthly, quarterly, and annual basis.~Train staff on accounting updates and best practices within the assurance department.~Perform quality control reviews on new and existing assurance engagements of all levels (compilation, review and audit). Show less

~Generated financial statements for clients in various industries on a monthly, quarterly, and annual basis.~Prepared weekly, monthly, quarterly and annual payroll and payroll reports for clients ranging in size of 1 employee to 50 plus employees.~Prepared individual and corporate tax returns using Lacerte tax preparation software.~Posted monthly cash activity using QuickBooks and Mas90 Software for multiple clients.~Assist clients with monthly closing entries… Show more ~Generated financial statements for clients in various industries on a monthly, quarterly, and annual basis.~Prepared weekly, monthly, quarterly and annual payroll and payroll reports for clients ranging in size of 1 employee to 50 plus employees.~Prepared individual and corporate tax returns using Lacerte tax preparation software.~Posted monthly cash activity using QuickBooks and Mas90 Software for multiple clients.~Assist clients with monthly closing entries and bank reconciliations.~Served on the firm internal peer review team that annually reviews financial statements prepared by the firm.~Delegated work assignments to keep workflow consistent with all team members.~Developed and presented QuickBooks seminars for users of the QuickBooks 2007, 2009, 2011 and 2012 programs. ~Worked closely with the firms’ Inuit (QuickBooks and Lacerte Tax) representative for troubleshooting both firm and client issues within the various Inuit software.~Assisted with the technology integration of an additional firm location, by configuring workstations to proper network settings, test program functionality, and train users on software applications and firm file structure.~Assisted firm users with computer and network related problems. Show less