Jim Norton, Cpa Email & Phone Number

Montreal, QC, CA

Newark, Delaware, US

Bethesda, MD, US

Founded Accounting Technology Services division of the firm Responsible for full vision and direction of the division, including solution/service offerings, marketing plan, presales, business development, service methodology/excellent, and more Grew division team size from one to nineGrew solution offerings from one ERP to multiple ERPs and a selection of.

Bethesda, MD, US

Lexington, KY, US

Working 100% with Sage Intacct Lead Sage Intacct implementation projects for clients of all sizes across all industries as both project manager and primary consultantSignificantly strengthened Dean Dorton’s position in the nonprofit verticalFunction as expert resource for advanced Sage Intacct modules (Projects, Global Consolidations, Dynamic Allocations.

Lexington, KY, US

New York, NY, US

Began on an outsourced basis in November 2016 Head of Financial Accounting and Reporting function for Purpose and related global entities (includes entities in 5 countries)Select and implement sophisticated technology to streamline department responsibilities and reduce manual efforts (Sage Intacct, Nexonia) - includes additional add-on implementation of.

United States, US

Perform outsourced Accounting services at Controller/CFO level including: - Financial modeling and projection - Cash flow modeling and projection - Review and analysis of potential financing options - Custom report design and implementation - Development of formal Financial Policies and Procedures Manuals - Month end and year end close - Preparation or.

United States, US

Perform outsourced Accounting services at Controller/CFO level including: - Financial modeling and projection - Cash flow modeling and projection - Review and analysis of potential financing options - Custom report design and implementation - Development of formal Financial Policies and Procedures Manuals - Month end and year end close - Preparation or.

New Haven, CT, US

Recruited to ensure the financial health of the Chamber and its Affiliates and aid in strategic planning by successfully providing leadership of all financial aspects of the organizationPrepare and maintain annual budgets and periodic financial forecasts for the Chamber and its affiliated entities Designed and implemented a software conversion to.

Prepare federal and state tax returns for individuals of varying complexity levelsOffering tax, accounting/bookkeeping, consulting, and accounting tutoring services to the Greater Bridgeport and New Haven, CT areas for individuals and businesses Conduct tax research as needed to address specific client situations and minimize tax liability Provide an.

Bridgeport, CT, US

Assume administrative responsibilities for SERVtracker billing systemAccountable for accuracy and timeliness of program billing and collectionEnsure timely month end closing of revenue and expenses Prepare program grant and agency reports including monthly, quarterly and yearly reports Prepare annual organization budget in coordination with program.

Trumbull, CT, US

Manage and develop staff and interns in the Accounts Payable department Review aging reports to ensure effective cash flow managementServe as point of contact with vendors to resolve payment or billing issues Prepare various schedules used in month-end close and annual financial statement auditPrepare reports used in monthly budget meetings with management.

Perform financial statement audits for clients in a variety of industries including healthcare, not-for-profit, manufacturing, and others Prepare financial statements in accordance with GAAP for clients in the above industriesParticipate in engagements with foreign parent or subsidiary companies and prepare the necessary financial statement reconciliations.

West Hartford, Connecticut, US

Prepare federal and state individual tax returns of various difficulty levelsInvestigate any e-filing rejections on returns submitted to the IRS

Branford, Connecticut, US

Perform all routine accounting transactions for the company, including sales receipts, bank reconciliations, credit card statement reconciliations, and credit memosAccurately record purchases of goods ranging from supplies to inventory purchases, assigning each transaction to the proper accountProcess payroll checks for weekly, biweekly, and semimonthly.

Quincy, MA, US

Audit cash drawers to ensure they are in balanceActively engage customers to ensure their needs are being sufficiently metEfficiently solve any cashier problems to guarantee timely serviceCollaborate with store management to encourage sustainable business practicesCash payroll or government issued checks for approved customersDemonstrate and apply.