Financial Analysis & Strategic Planning:●Provide CFO-level support to client's staff, ranging from bookkeepers to controllers, and owners.●Expertise in cash planning, complex accounting entries, accounting software and analytical review.●Experience handling client's sudden-change events in accounting, like key-employee turnover, ensuring minimal operational impact to their company.●Proficient in Excel pivot tables and advanced formulas; adept at enhancing spreadsheet efficiency… Show more Financial Analysis & Strategic Planning:●Provide CFO-level support to client's staff, ranging from bookkeepers to controllers, and owners.●Expertise in cash planning, complex accounting entries, accounting software and analytical review.●Experience handling client's sudden-change events in accounting, like key-employee turnover, ensuring minimal operational impact to their company.●Proficient in Excel pivot tables and advanced formulas; adept at enhancing spreadsheet efficiency and clarity.●Utilize QuickBooks Advanced Pro Advisor status for software conversions and financial reporting improvements.Risk Management & Process Evaluation - SOC Reporting:●Manage SOC engagements (SOC 1, SOC 2 & SOC 3), including client relationship management, billing, CPA report attestation, and staff training.●Completed 70+ engagements across various industries, including cloud software, corporate cybersecurity, real estate, benefit administration, and healthcare payment services.●Lead client meetings and play a key role in client prospecting and executive interactions.Firm Management & Team Building:●Key recruiter and interviewer, contributing to hiring 50% of current staff from interns to partners.●Oversee a five-person administration team, enhancing efficiency in billing, marketing, and client document processing.●Implemented firm-wide coaching program; revamped annual review process, integrating year-round staff guidance.Information Systems & Emerging Technology:●Coordinate all IT aspects, managing technology budget and contracts.●Ensure best practices in data security, overseeing technology upgrades and cybersecurity measures.●Led migrations from on-premise to cloud-hosted environments and transition to paperless document storage.Income Tax Compliance & Planning:●Manage individual and business client relationships, billing, collections, and client satisfaction.●Expert in CCH Axcess suite, preparing tax returns, and filings for various tax types. Show less