Provide accounting and bookkeeping for small businesses using QuickBooks along with all local, state and federal taxes. Specialize in small business setups and consulting. Enrolled to practice before the Internal Revenue Service in federal income taxes since 1978.

Responsible for the budget preparation of eight state agencies' transportation operating and capital budgets. Perform reviews and studies for the House and Senate Transportation Committees on policy and budget issues. Work with the legislative members and agencies in developing the biennial and supplemental transportation budgets. Perform analysis on proposed legislation and prepare legislative bill reports. Provide testimony in legislative committee hearings on policy and budget issues and… Show more Responsible for the budget preparation of eight state agencies' transportation operating and capital budgets. Perform reviews and studies for the House and Senate Transportation Committees on policy and budget issues. Work with the legislative members and agencies in developing the biennial and supplemental transportation budgets. Perform analysis on proposed legislation and prepare legislative bill reports. Provide testimony in legislative committee hearings on policy and budget issues and proposed legislation. Responsible for drafting member request legislation and bill amendments. Provide leadership for interim projects working with both the legislative members and other affected interest groups. Maintain the legislative budget system for the assigned agencies. Provide and maintain transportation fund projected balances on which legislative budget decisions are based upon. Work with assigned agencies on strategic planning, workload analysis and performance measurements. Provide legislative oversight for assigned agencies. Provide project management leadership for the Transportation Executive Information System. Show less

Responsible for the development and monitoring of the agency's $183 million dollar biennial budget. Advised executive management on budget related issues and represented the agency's budget requests to the Office of Financial Management (OFM), legislative staff and the Legislature. Oversaw and monitored the revenue forecasting of $3.3 billion dollars in biennial revenue collections. Managed 15 staff that provided program support which includes contract administration, rules… Show more Responsible for the development and monitoring of the agency's $183 million dollar biennial budget. Advised executive management on budget related issues and represented the agency's budget requests to the Office of Financial Management (OFM), legislative staff and the Legislature. Oversaw and monitored the revenue forecasting of $3.3 billion dollars in biennial revenue collections. Managed 15 staff that provided program support which includes contract administration, rules development, policy and procedures, agency's safety and risk management programs, sunrise reviews, LAN and personal computer support, commute trip reduction, management information system and business management reporting. Provided consulting services to agency management on strategic financial systems and processes. Conducted workflow studies and analysis to evaluate current financial systems. Utilized Total Quality Management methodology in the studies through the use of cross divisional work teams. Evaluated financial policy issues and recommended appropriate alternatives to management. Worked on developing an overall agency strategic financial systems plan that would take the agency into the year 2001. Show less

Responsible for executive management of seven line units and a staff of 107 employees. Served as a team member of the Executive Management Committee, which established department business direction, policy and budget. Directed the operation of the six public retirement systems, member communication activities, total quality management, member and retiree data management and agency project management staff. Advised legislative and OFM staff on operational and administrative issues… Show more Responsible for executive management of seven line units and a staff of 107 employees. Served as a team member of the Executive Management Committee, which established department business direction, policy and budget. Directed the operation of the six public retirement systems, member communication activities, total quality management, member and retiree data management and agency project management staff. Advised legislative and OFM staff on operational and administrative issues. Maintained working relationships with retirement interest groups, members of the Attorney General's staff, the State Actuary and the Governor's Office. Show less

Directed agency wide internal audit and consulting services including: risk assessments, project management, quality assurance, process reviews and EDP security audits. In addition, provided computer project acceptance testing, operational reviews and financial audits. Acted as liaison for all data issues with the Office of the State Actuary.

Developed 2.5 million dollar agency wide cost accounting system. Responsible for all phases of project management including; analysis, development, implementation, testing, training and post implementation review. Implemented labor distribution system and workload indicators in conjunction with service quality levels. Acted as agency representative for project presentation to Legislative Transportation Committee, OFM budget staff and DIS policy representatives. Provided agency audit and… Show more Developed 2.5 million dollar agency wide cost accounting system. Responsible for all phases of project management including; analysis, development, implementation, testing, training and post implementation review. Implemented labor distribution system and workload indicators in conjunction with service quality levels. Acted as agency representative for project presentation to Legislative Transportation Committee, OFM budget staff and DIS policy representatives. Provided agency audit and consulting services including; special investigations, financial and performance audits and contract reviews. Show less

Established the Office of Internal Control. Start up development included business and strategic planning, budget control and implementation of audit services and investigations.

Managed the accounting, budgeting, data processing and auditing functions. Responsibilities included; preparation of revenue forecasts, public financial presentations, agency financial investments, acceptance testing of Lotto and Triple Choice computer systems and cash flow projections. Accomplishments included; installation of a general ledger system, development of agency financial statements, and the establishment of the agency's current operating ratios. Provided agency financial… Show more Managed the accounting, budgeting, data processing and auditing functions. Responsibilities included; preparation of revenue forecasts, public financial presentations, agency financial investments, acceptance testing of Lotto and Triple Choice computer systems and cash flow projections. Accomplishments included; installation of a general ledger system, development of agency financial statements, and the establishment of the agency's current operating ratios. Provided agency financial presentations to the Revenue Forecast Council and the Lottery Board of Commissioners. Show less

As a full charge corporate comptroller, provided financial management and consulting services to the president and CEO. Accountable for; the preparation of consolidated and individual financial statements, cash flow projections, audits of branch locations, inventory control, product costing for manufacturing plants, management of employee pension funds and corporate investments. Accomplishments included the development and installation of a fully automated corporate accounting system.

As a 25% owner and partner, provided financial consulting and management services to more than 90 business clients. Services included; preparation of interim and year end financial statements, preparation of federal and state tax returns, audits, payroll preparation, cash flow projections and budget analysis. Consulting services emphasized small business consulting, small business finance and promotion, training, design and installation of "turn key" accounting systems, business sales and bulk… Show more As a 25% owner and partner, provided financial consulting and management services to more than 90 business clients. Services included; preparation of interim and year end financial statements, preparation of federal and state tax returns, audits, payroll preparation, cash flow projections and budget analysis. Consulting services emphasized small business consulting, small business finance and promotion, training, design and installation of "turn key" accounting systems, business sales and bulk sales transfers. Show less

Provided financial consulting and management services to a diverse client base. Services included; preparation of interim and year end financial statements, preparation of federal and state tax returns, audits, payroll preparation and preparing cash flow and budget analysis.