Judy Ferris, Cpa Email & Phone Number

Pompano Beach, Fl

Provides Accounting & Tax Services in Broward and Palm Beach Counties-CPA-• Tax Preparation for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.• Bookkeeping/Write-Up services to ensure that your business operations will run more efficiently.• Business Entity Selection to evaluate the pros and cons of possible business entities (i.e., S- Corporation, sole proprietor, limited liability company.• Sage CPA Elder Care Services which include review bills; write checks; monitor unauthorized withdrawals and charges; receive, account for, and deposit your income; prepare monthly financial transaction reports; organize legal documents; and pre-plan for yearly Federal Taxes, Estate and Gift taxes.• Unclaimed property representative for the State of Florida.NOTARY SIGNING AGENT (NSA)-Facilitate RE Loan Signings for Signing & Title Companies, Mortgage Brokers, & Attys, including: Sale & Purchase Trans of Residential RE (Financed & Cash Buyers), Refi of existing Mortgages,(HELOC), Commercial & Construction Loans, & Structured Settlements.STATE OF FLORIDA PUBLIC NOTARY that will come to your personal residence, your office, a bank, a hospital, an assisted living facility, a jail, or even Panera Bread to notarize your document(s). Mobile notary service is available across Broward & Palm Beach County, Florida. Same day service, evening, & weekend appointments are available. Services provided include notarizing: Attestation/Certification of Photocopy, Safe-Deposit Box Inventory, Form I-9 Authorized Rep, VIN & Odometer Verification Affidavit, Vehicle Title Transfer, (POA)'s.WE MAKE HOUSE CALLS! Mobile CPA at your service....CALL 561-288-0487 for an appointment.

Atlanta, Ga

• Oversaw and coordinated the operations of the Office of Student Accounts (fee assessment, refunding, third-party billing, billing and collection activities for student accounts receivable, Perkins, and institutional loans).• Interpreted and maintained university’s student accounts’ regulations and policies and ensured conformity to divisional, federal, state, and professional standards.• Built, tested, and implemented software upgrades and fee structural changes in BANNER for Students.• Researched and identified areas to improve operational efficiencies.

Boca Raton, Fl

• Assisted in the implementation of the Grants Billing module of SunGard SCT’s software.• Assisted the external auditors with the annual audit of the Florida Atlantic University’s Research Corporation’s financial statements.• Compiled annual financial statements for Florida Atlantic University’s Research Corporation.• Researched and identified outstanding issues as it relates to the financial statements and propose resolution.

• Accountable for managing an operating budget of more than $3 million, including $1.2 million in debt service and invested capital over $5 million, monitoring the University-wide parking facilities for 26,000 students and implementing effective policies and controls.• Examined requirements and established policies, procedures, plans, and internal controls to efficiently guide operations.• Produced diversified programs to improve student service and cultivated a “Culture of Compliance,” while improving the efficiency and effectiveness of departmental operations.• Organized staffing plans and directed the recruitment, selection, assignment, training, development, and motivation of 5 direct reports, and a staff of 17 full and part-time personnel. • Initiated and coordinated a unique booting program, becoming the first university in the world to implement this program, which substantially reduced the costs and work load involved by shifting the burden of problem resolution to the vendor company.• Researched vendor sources and negotiated purchase agreements for multi-space meters at a per cost of $16,000, as well as negotiated for the purchase of software.• Developed and implemented a “piggy-back” purchasing arrangement with another university to leverage purchasing power and ease administrative burden.• Devised plan for extensive re-write of University’s parking rules, including golf cart operations, permitting and enforcement requirements.• Changed University-wide traffic and parking signage.• Planned and administered operating budget and analyzed/identified opportunities for reduction in operating costs.• Conducted mid-year budget review and reconciled actual vs. projected.• Facilitated audit review of bond service management, supplying financial data and information to Tallahassee.• Member of Garage Planning Committee.

Boca Raton, Fl

• Managed all accounting activities, in various areas of student-side financial operations, such as cash collections, disbursement of financial aid and billing/collection of Account Receivables.Some Achievements:• Assisted with the development of the student module, the largest module of the Sungard SCT Banner software program, that guides the entire university operational systems, as well as the Touchnet student account suite.• Adapted to multi-changes during implementation process ongoing since 2002, constantly making modifications and establishing order from chaos. • Worked to develop automated collection system within the SCT Plus environment, previously handled manually.• Established procedures and developed specifications for system modifications, to facilitate other areas’ business objectives, including other University Divisions, Colleges and Departments, such as Administrative Affairs, Colleges of Education, Engineering, Nursing and Architecture, Urban and Public Affairs, the Office of Contracts and Grants, Athletic Department and the Pharmacy. Areas of Responsibility:Cashier’s Office: Oversaw University’s cash collections and ensured that personnel follow established policies and procedures. Student Financial Services: Administered more than $98 million in student financial aid, as well as reconcile Perkins and university student loans.Student Billing: Oversaw University-wide billing and collection of receivables, including administration of Florida Prepaid College billing and other 3rd party contracts.• Performed monthly reconciliation of local bank and state funded accounts and related ledgers.• Performed daily investment transactions and transmitted data to banks.• Performed reconciliation of various accounts, including abandoned property, emergency loan and exchange check, in addition to submitting the abandoned property report to the State of Florida.

Davie, Fl And Coconut Creek, Fl

• Reviewed, analyzed, and evaluated financial aid data to ensure accuracy and completeness prior to awarding and disbursing educational funds under strict Federal and State guidelines.• Managed and supervised the campus’ “Federal Family Educational Loan Program.• Trained a college work-study student to transmit loan data to the EDS for loan guarantees.• Managed the college-wide pilot projects “Electronic Funds Transfer” and the United Student Aid Funds’ “WhizKid” and “Whizfund” software applications.• Reviewed and analyzed data required for a Federal Audit.• Conducted financial aid workshops on campus and at local high schools.

Bachelor Of Business Administration, Accounting

Bachelor Of Business Administration, Marketing

Associate Of Arts, General

Florida'S Professional Guardianship Course