As an Accountant at The Customization Group, a leading graphic design company, I am responsible for managing financial records, analyzing financial data, and ensuring the integrity of accounting information by recording, verifying, and consolidating transactions.Key Responsibilities:- Financial Reporting & Analysis: Prepare accurate monthly, quarterly, and annual financial reports. Analyze financial statements to ensure they are in line with management’s requirements and industry standards.- Accounts Payable & Receivable: Manage all accounts payable and receivable activities. Ensure timely processing of invoices, oversee collections, and manage cash flow to optimize the company’s financial performance.- Budgeting & Forecasting: Assist in the preparation of annual budgets and periodic forecasts. Monitor budget variances and report significant discrepancies to management.- Tax Compliance: Prepare tax returns and ensure compliance with all federal, state, and local corporate, payroll, and other applicable taxes.- Audit Support: Collaborate with external auditors during audits and reviews to ensure compliance with financial laws and regulations.- Payroll Processing: Oversee payroll processing to ensure accuracy and compliance with financial policies and procedures.- Financial Policies & Procedures: Develop and implement financial policies and procedures to improve efficiency and ensure the reliability of financial reporting.- Asset Management: Manage fixed assets and prepare depreciation schedules.- Reconciliation: Perform monthly reconciliations of bank accounts and reconcile various financial discrepancies.

As the Owner and CEO of Capital Edge Financial Solutions, I lead a comprehensive financial services firm that offers a wide range of professional services tailored to meet the needs of businesses and individuals. With a strong foundation in accounting and financial management, our company provides expert solutions in:- Accounting Services & Bookkeeping: We deliver reliable and efficient bookkeeping, financial reporting, and tax preparation, ensuring businesses stay compliant and financially sound.- Notary Public Services: We offer trusted notary services for individuals and businesses, providing document verification, signatures, and oaths with accuracy and professionalism.- Property & Casualty Insurance Brokerage: We assist clients in securing appropriate property and casualty insurance coverage, including home, auto, and business policies to protect against unexpected risks.- Health Insurance Brokerage: Specializing in helping clients navigate the Health Insurance Marketplace, we guide individuals and families in selecting affordable and comprehensive health coverage during the open enrollment periods.- Medical Billing & Coding: Providing healthcare providers with precise medical billing and coding services, ensuring timely reimbursement and compliance with industry regulations.Our goal at Capital Edge is to empower clients with financial peace of mind, whether they're managing personal finances, running a business, or seeking expert advice on insurance and healthcare coverage. As a licensed professional in the state of Florida, I am dedicated to providing personalized services with a commitment to excellence and integrity.

- Record-keeping: Responsible for recording and organizing financial transactions, including patient payments, invoices, and expenses. Maintain an accounting system to track income and expenditures.- Billing and invoicing: Handle the process of billing patients and insurance companies for medical services rendered. Generate invoices, verify insurance information, and ensure accurate coding and documentation to facilitate timely and accurate reimbursement.- Accounts receivable and payable: Manage the accounts receivable, which involves tracking patient payments, following up on outstanding balances, and processing refunds. Handle accounts payable, including managing vendor invoices, making payments, and reconciling statements.- Financial reporting: Prepare financial reports and statements, such as balance sheets, income statements, and cash flow statements. These reports provide a clear overview of the medical office's financial health, allowing the management to make informed decisions.- Payroll management: Handle payroll-related tasks, including calculating employee salaries, deductions, and taxes. Ensure accurate and timely payment to staff, including doctors, nurses, and administrative personnel.- Compliance and regulatory requirements: Ensure that the medical office complies with financial regulations and requirements. Stay updated with changes in billing codes, insurance regulations, and other industry standards to ensure accurate and compliant financial practices.- Financial analysis: Assist in analyzing financial data to identify trends, monitor expenses, and suggest cost-saving measures. Work closely with the medical office's management to provide financial insights and help make informed financial decisions.

- Financial analysis: Conducting detailed financial analysis of client's or employer's financial statements, identifying areas of improvement and developing strategies to optimize financial performance.- Tax planning: Providing guidance to clients or employer on various tax planning strategies to minimize tax liability, ensure compliance with tax laws and regulations, and optimize their tax position.- Financial reporting: Preparing accurate financial reports, analyzing financial data, and presenting financial information to stakeholders, including senior management, investors, and regulatory bodies.- Budgeting and forecasting: Developing financial budgets and forecasts to assist clients or employer in making informed business decisions, identifying trends, and projecting future financial performance.- Risk management: Assessing and managing financial risks and internal controls to minimize financial loss, ensure compliance with regulations, and protect the company's assets.- Advisory services: Providing professional advice and recommendations to clients or employer on various financial matters, including mergers and acquisitions, financial planning, and investment strategies.- Accounting system setup: Advising clients or employer on setting up effective and efficient accounting systems, including software selection, process design, and implementation.- Training and education: Providing training and education to clients or employer on various accounting and financial topics, including financial reporting, accounting standards, and tax regulations.

- Financial Reporting: Ensuring the timely and accurate preparation of financial reports, including income statements, balance sheets, and cash flow statements. Responsible for overseeing the preparation of regulatory filings and tax returns.- Budgeting and Forecasting: Collaborating with other departments to develop budgets and forecasts for the company's financial performance, including revenue, expenses, and capital expenditures.- Accounting Operations: Overseeing the day-to-day accounting operations of the company, including accounts payable, accounts receivable, and general ledger. Responsible for ensuring compliance with accounting standards and regulations.- Cash Management: Developing and implementing cash management policies and procedures, including monitoring cash flow, managing bank accounts, and forecasting cash needs.- Internal Controls: Developing and maintaining internal controls to safeguard company assets and ensure the integrity of financial reporting.- Risk Management: Identifying and managing financial risks, including market risk, and operational risk.- Management Reporting: Providing financial information and analysis to senior management to support decision-making and strategic planning.- Staff Management: Managing and developing a team of accounting professionals, including hiring, training, and performance management.- Process Improvement: Identifying opportunities for process improvements and implementing changes to increase efficiency and accuracy in the accounting function.

- Accounts Payable: Processing invoices and payments for vendor invoices, ensuring that all payments are made accurately and on time.- Accounts Receivable: Managing customer accounts, invoicing customers, and ensuring that all payments are received on time.- Inventory Management: Reconciling inventory accounts and managing inventory adjustments to ensure that inventory is accurately recorded and valued.- Financial Reporting: Preparing and analyzing financial reports, including income statements, balance sheets, and cash flow statements, to provide management with insight into the store's financial performance.- Bank Reconciliation: Reconciling bank statements and ensuring that all transactions are accurately recorded.- Tax Reporting: Preparing and filing tax returns, including sales tax and payroll tax, and ensuring compliance with all applicable tax laws.- Process Improvement: Identifying opportunities to improve accounting processes and procedures to increase efficiency and accuracy.- Compliance: Ensuring compliance with all applicable financial laws and regulations.- Customer Service: Providing excellent customer service by responding to customer inquiries and resolving any accounting-related issues.

- Property Management: Managing the physical aspects of the shopping center, including maintenance, repairs, and renovations. This includes ensuring that the center is clean, safe, and well-maintained, and that all building systems are functioning properly.- Tenant Management: Managing relationships with tenants, including negotiating leases, overseeing tenant buildouts, and addressing tenant concerns and issues.- Budgeting and Financial Management: Developing and managing budgets for the shopping center, including tracking revenue and expenses, and ensuring that the center remains financially viable.- Marketing and Promotion: Developing and implementing marketing strategies to attract customers to the shopping center, including advertising, promotions, and events.- Security: Ensuring the safety and security of the shopping center, including monitoring security cameras, coordinating with local law enforcement, and managing security personnel.- Community Relations: Building relationships with the local community and government officials, and addressing community concerns related to the shopping center.- Staff Management: Managing a team of employees, including hiring, training, and performance management.- Lease Management: Ensuring that all lease agreements are up-to-date and that tenants are in compliance with the terms of their lease agreements.- Strategic Planning: Developing long-term plans for the shopping center, including identifying new tenants and developing new revenue streams.

- Financial Reporting: Preparing financial reports such as income statements, balance sheets, and cash flow statements to track the financial performance of the company.- Budgeting and Forecasting: Developing and managing budgets, as well as forecasting financial performance to help guide the company's financial decisions.- Accounts Payable and Receivable: Overseeing the management of accounts payable and accounts receivable to ensure that payments are made on time and that the company receives payments from customers promptly.- Inventory Management: Managing inventory levels and tracking inventory costs to ensure that the company's inventory is properly valued and that it is being managed efficiently.- Cost Accounting: Analyzing and monitoring the cost of goods sold, overhead costs, and other expenses to help management make informed decisions about pricing and profitability.- Tax Planning and Compliance: Helping the company to manage its tax liabilities and ensuring that it remains compliant with all relevant tax laws and regulations.- Internal Controls: Establishing and maintaining effective internal controls to safeguard the company's assets and ensure the accuracy and completeness of financial records.- Financial Analysis: Conducting financial analysis to identify trends and opportunities for improvement in the company's financial performance.- Business Strategy: Working closely with management to develop and implement business strategies that align with the company's financial goals and objectives.