Providing accounting, tax and audit services to small businesses. Practice includes small businesses, non-profits, and retirement plans.

- Audits of small and medium size companies, non-profits and 401k plans- CFO for hire projects including; reporting, projections, budgeting, valuations, costing models, cash flow analysis, cost reduction analysis, sales projections, collections, building payables process, board packages, investor summaries, EBITDA calculations, quality of earnings reports, develop funding strategies, ratios, lender covenant calculations

- Audits of small and medium size companies, non-profits and 401k plans- Leader of complex audits of broker-dealers, 11ks and ESOPs

Special projects, including creating management reporting schedules, such as, days inventory outstanding analysis, inventory management analysis and cashflow projections

- Completed and led consulting projects; interim CFO, budgeting, cash flow projections, net worth calculations, impairment analysis, purchase accounting, litigation support, forensic accounting- Created monthly reporting packages and reviewed the variance explanations on a monthly basis for several clients- Automated the accounts payable process for a client with multiple locations- Developed a collections process to assist a client with better cashflow - Assist clients with technical guidance on issues like redeemable stock, capital leases, foreign exchange, inventory costing, capitalizing website development costs, lease abatement, cancellation of contracts, intercompany restructuring, defective products- Delivered audit and review services to a variety of industries, including retail, distribution, manufacturing, staffing, healthcare, financing, service, technology, associations, construction, and 401k - Directed the capital lease assessment and accounting for clients- Managed and performed due diligence projects; advised clients on ways to mitigate risks in the purchasing process- Directed SSAE 16 audits; created controls to assist companies with stronger control environment - Reviewed collateral bank field exams; made recommendations to banks to better manage their risk on loans- Advised clients about IFRS comparisons and guidance- Directly responsible for generating new clients- Managed diverse client base, including private equity, family, Taiwanese, and Dutch businesses

• Managed the assurance practice for the Atlanta office, including the audits of SEC clients• Lead due diligence projects• Performed fraud investigations• Directed the marketing and business development efforts for the Atlanta assurance practice • Added value to clients by informing them of the latest accounting rules and how the rules impact their business• Provided solutions to clients' business issues and made suggestions on how to make improvements

• Client responsibilities included a high profile company with annual revenues exceeding $2 billion, and direct responsibility for managing over $2 million in firm revenue• Provided solutions to technically difficult situations in US GAAP and IFRS• Managed diverse client base, including private equity, family, Japanese, German, British, and Korean owned businesses• Trained extensively in JSOX controls • Created a plan to audit the JSOX controls requirements for the first time implementation of JSOX• Saved a client over 20% in audit fees by developing an audit plan to incorporate controls into the audit plan• Trained extensively in IFRS and issued IFRS financial statements• Prepared and gave a presentation in Japan to the executives of a $7 billion public company which was the parent company of a client• Developed thorough knowledge of FIN 48 and as the FIN 48 expert of the PCS Atlanta office distributed the latest news and developments on the subject to PCS partners and managers • Assisted client with first time preparation of IFRS financial statements• Developed and managed a system in the Atlanta office of filtering firm publications allowing partners to easily disseminate pertinent publications to clients• Taught week long seminars on auditing for experienced associates• Instructed day long trainings on FIN 48 and auditing accruals (over 200 participants)• Consistently recognized for building outstanding relationships with client CFOs and controllers, and PwC staff• Reduced audit report issuance date for a client from five months after year end to two weeks after year end by designing an audit that incorporated controls and interim work into audit plan• Negotiated fees and services directly with CFO's• Managed teams as large as a dozen staff, also managed multiple teams and projects at one time

- Provided services to a diverse client industry group, including Software, Staffing, Technology, Telecom, Licensed Mortgagees, Construction, Home Builders, Service, Distributors, Manufacturing, Nonprofits, Retirement Plans, Auto Dealers, and Insurance- Implemented Sarbanes-Oxley controls for a Fortune 1000 company working directly with the controller- Created and presented proposals

- Executed internal audit projects in the southeast region, including competitive pricing audits, vendor invoicing audits, system reorder audits, payroll audits, and treasury audits- Managed physical inventories, which included the calculation of the inventory and the oversight of third party count teams- Performed procedures to ensure proper compliance with corporate controls and policies.

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