Jordan Everhart Email & Phone Number

Clover, Sc, Us

Charlotte, North Carolina, Us

Throughout my tenure at Goal Property Services LLC I have happily taken on much more than originally asked to. When we experienced the loss of two managers in the accounting department within the same month I stepped in and continued their workload seamlessly. I have hoped to foster a spirit of positive attitude, group responsibility, and team commitment by demonstrating a team centric approach to overall departmental work load. As the Accounting Manager I manage five direct reports.• Responsible for managing the month end review and correction for all A/P, A/R for all single-family investment properties.• Responsible for overseeing the completion of and personally correcting all bank reconciliations for all bank accounts every month.• Responsible for the posting of General Journal Entries for all single-family investment properties as well as reviewing and posting Adjusting Journal Entries for year end.• Responsible for calculating all funding request required for the payment of A/P in our weekly check runs.• Responsible for calculating, paying, and recording of all management fees for GOAL Property Services LLC.• Managed all 1099/1096 filing for all investment funds associated with rental, turn, and repair activities.• Responsible for calculating, paying, and recording of all owner distributions for all investors on a monthly basis.

Charlotte, North Carolina, Us

• Assisted with the month end review and correction for all A/P, A/R.• Jointly responsible for all bank reconciliations for all bank accounts every month.• Jointly responsible for making all needed General Journal Entries for each fund on a monthly basis.• Jointly responsible for all security deposit reconciliation processing and the subsequent customer interaction.• While conducting the Security Deposit Reconciliation process I also perform a review and audit of all charges to customer accounts and tenant responsible items on the associated renovation assessment.• Worked shoulder to shoulder with the CEO and VP of Accounting to help form the corporate budget and the associated presentations that are shown to the investors.• Managed all 1099/1096 filing for all investment funds associated with rental, turn, and repair activities.• Set up GOAL Properties to have a smooth and seamless 1099/1096 filing season in January of 2019 by correcting all the information in PropertyWare for 1099 eligible vendors and educating the Coordinator of Property Services on the applicable IRS regulations surrounding 1099 eligibility and the associated corporate structure exclusions.

Gastonia, North Carolina, Us

Directed all financial accounting, reporting, tax, accrual, and audit activities for the 37 multi-family investments. Have led the accounting team through a strategic restructuring of the month-end accounting cycle that allowed the company to increase the accounting work load by 64% with no increase in overhead cost, creating a cost savings of $90K per year. Managed the accounting for 37 multi-family investments and report monthly financial statements directly to the President, the Director of Finance, and all Investors.• Responsible for the month end review and correction for all A/P, A/R for 37 multi-family investment properties.• Responsible for all bank reconciliations for several dozen bank accounts every month.• Responsible for the posting of all General Journal Entries for 37 multi-family investment properties as well as reviewing and posting all Adjusting Journal Entries for year end.• Managed all 1099/1098/1096 filing for all entities. • Managed all business personal property tax listings for all entities.• Ensured all security deposit accounts were properly funded and within compliance for all investment properties.• Worked with the HR Director to construct a fully functional employee handbook that adheres to all Federal and NC labor laws. • Wrote the company wide fixed asset policy and trained every leasing agent, property manager, and regional manager in its use and implementation.• Oversaw the financial and compliance management for adherence to GAAP.• Analyzed and prepared the supporting documentation for debt refinancing of several multi-family investments properties that led to utilizing nearly $10M in equity allowing for further investment into new projects. • Personally redesigned the general ledger account structure, cutting the number of general ledger accounts by 18% thus reducing the mistakes possible by property managers.• Oversaw all mortgage lender reporting requirements and ensured timely filing.

Responsible for all individual accounting and tax return preparation and review. Met with clients to explain corporate and individual tax returns. Performed all aspects of corporate accounting from data entry to year-end adjustments in preparation of the corporate tax return. Worked with new clients to on-board them into our accounting system. On a regular basis met with perspective clients to sell our services.• Singlehandedly reinvented the filing system from a paper based system to a paperless system that utilized a shared server on a local area network.• Accounting and record keeping for approx. 60 different corporations over 6 years.• Managed all individual tax preparation for approx. 150 individual clients for 6 years.• Assisted with financial planning to take distributions over a pre-determined period of time in an effort to minimize taxable liability.• Instituted new IT standards that increased productivity and billable work by an average of 12% per accountant while keeping employee overhead unchanged.• Recorded and depreciated fixed assets for the majority of clients, exhibited a broad understanding of how most property is categorized and depreciated while managing depreciation schedules from year-end to year-end.• Helped recently acquired clients adapt to EG&A’s accounting policies and standards.• Created and set up chart of accounts for several new clients.• Generated dozens of sales tax returns, hundreds business personal property tax returns, and thousands of 1099/1098/1096 filings.• Performed thousands of bank reconciliations over the course of my time at the firm.• Performed all internal accounting and tax return preparation for the firm and its partners.• As a QuickBooks instructor of clients and their employees I provided instruction to dozens of clients and their employees.

Founded a small payroll company while in college to meet my financial needs at the time. I started with 3 clients and grew that company over the following 8 years before selling the company in 2011. • Performed all aspect of bi-weekly and monthly payroll for dozens of clients.• Advised clients in an HR capacity as they grew in size. • Offered bank drafts of payroll taxes and direct deposit for the clients’ employees.• Instituted a management and talent leasing branch of Paymaster in order to give the owners of EG&A’s corporate clients access to a large group health insurance plan.• Managed the health insurance plan for approx. 60 corporate owners and their employees.

Performed individual tax returns and bank reconciliations. I handled all Accounts Payables and Accounts Receivables including collections on delinquent accounts.• Maintained chart of accounts, G/L account reconciliation and analysis of trial balances for several clients.• Assisted the Managing Partner in developing an annual budget for the firm.• Performed hundreds of bank reconciliations. • Created numerous spreadsheet reports used to convey year-end figures for corporate tax return preparation.• Took ownership of the Accounts Payable and Accounts Receivable functions of the firm.• By spearheading an effort to reduce delinquent A/R I reduced the amount of outstanding collections from over $50,000 to under $4,000.