Helping businesses reach their potential beginning with solid financial statements and financial acumen.

Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

Agent licensed to sell insurance through New York Life Insurance Company.

Accountable for the accounting operations of the company, to include the production of periodic financial reports, maintenance of an adequate system of accounting records, cash management, risk management, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company's reported financial results, and ensure that reported results comply with generally accepted accounting principles or international financial reporting standards.

Whew! Great time with Bob. Prepared tax returns and performed write up for individuals and businesses. Another tax season accomplished.

Responsible for the monthly closing and managing the accounting team. Reconcile bank accounts, coordinate and perform monthly physical inventory counts, reconcile inventory, reconcile all balance sheet accounts, maintain general ledger for Holding company, prepare excise tax returns and the monthly Brewer's report, liaison with IT partner, compile weekly and monthly performance analysis.

Performing Individual & Business Income Tax Returns, CFO for hire, financial analysis, bookkeeping, consulting, software implementation, payroll reporting, operational and internal control analysis

Began in Accounting Services, assisting clients in maintaining their accounting software and compiling financial statements, prepared payroll and sales tax returns, personal property declarations, assist clients in software conversions and basic setup of an organization. Feb 2005-June 2006. Supervised department (5-6 employees) from June 2006-July 2007. Transitioned to the audit department. Performed audits and reviews of financial statements of non-public companies

Responsible for preparing profit & loss budgets and forecasts for all store operations, analyzing prospective merchandising programs, ROI's on merchandising investments, results of the company's merchandising operations, daily & weekly compilation of comparable sales, customer count & basket size, ad hoc reporting and analysis, monthly compilation & comment of the operations results for the Board of Directors letter, as well as presentation for the Office of the CEO & the Operations Team

Responsibilities included reviewing for completeness & reasonableness, correcting, & posting journal entries for store, regional, & corporate profit & loss & balance sheet statements, international accounting for our Canadian subsidiaries, reviewing & posting inventory (periodic), creating & generating multiple general ledger & financial reports, preparing & reconciling bank statements, preparing audit schedules & working with outside auditors on quarterly & annual audits, maintaining effective communication with corporate, regional, and store directors, compilation & comment on company P&L results for monthly Board of Directors letter

Responsible for all aspects of Accounting, including but not limited to: A/R, A/P, Cash Receipts, Payments, & Reconciliation of Health Insurance, Workers' Compensation, Flexible Spending Accounts, Garnishments, Pension Plans, Security Deposits, & Taxes. Also responsible for General Ledger, Bank Reconciliation, processing of Client Terminations with regard to Accounting, editing the Newsletter, many other tasks directly involved with Human Resources & Payroll for multiple clients

Responsible for areas of accounting, including A/R, A/P, Cashiering, daily cash report and deposit, sales tax, Federal and State tax deposits, collection and billing of leased copier meter readings, monthly billing for charge accounts, internal payroll

Training in all areas of accounting, including A/R, A/P, Cashiering, and detailed knowledge of Income Audit. Responsible for liability account reconciliations and payments, A/R clearing reconciliation, balancing of general cashier's report, cash variances, posting of F&B invoices, updating the Daily Report to the P&L Statement, weekly audits of the General Cashier and quarterly audits of all house banks, training new accounting employees