Kathy Cardinal, Cpp Email & Phone Number

Celina, TX, US

Celina, Texas, United States

Your Trusted Back Office TeamNexus Bookkeeping & Business Services, LLC provides its clients personalized controllership, bookkeeping, payroll, sales & use tax, and QuickBooks consulting services. Our client experience ranges from small sole proprietors to mid-sized businesses.

4800 Preston Park Blvd, Plano, TX 75093

• Provide educational instruction to students in Continuing Education non-credit courses in preparation for payroll certification as prescribed by the American Payroll Association.
• Fundamental Payroll Certification Instruction
• Certified Payroll Professional Certification Instruction
• Instruction on Payroll Concepts, Calculations of Pay, Fringe Benefits, Retirement Plans, Cafeteria Plans, Payroll Reporting & Employment Taxes, Record Keeping, Payroll Practices, Payroll Accounting, Management and.

United States

Provide live support for customers working on their tax returns with tax advice, including return preparation, product/software inquiries and tax calculation. Will also assist customers with guidance in navigating government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.

Plano, TX

• CPA Firm – Accounting associate providing accounting, payroll, financial services and bookkeeping training to clients in various industries with a concentration on QuickBooks consulting.
• QuickBooks Consulting
• Performed client compilations
• Trained clients on fundamentals of accounting and use of various accounting software
• Payroll processing including preparation of quarterly and annual payroll tax information returns
• Assist client with IRS and TWC payroll audits

8620 N. New Braunfels, San Antonio, TX 78217

• CPA Firm – Accounting associate providing accounting, tax, payroll, financial services and bookkeeping training to clients in various industries.
• Tax research and preparation of Forms 1040, 1065, 1120 and 1120S
• Payroll processing including preparation of quarterly and annual payroll tax information returns
• Assist client with IRS and TWC payroll audits
• Assist client with preparation of workers comp audits
• Texas State sales & use tax preparation

520 E. Euclid

• Large gastroenterology practice with ambulatory surgical centers. Reported directly to Practice Administrator and managed business office staff of twenty-five and their supervisor. Oversaw all accounting operations and.
• Automated monthly invoicing of sub lessor through QuickBooks invoicing.
• Improved purchasing processes, streamlined expense reporting with QuickBooks purchase orders.
• Overhauled and corrected the entire chart of accounts to current GAAP standards.
• Remediated pension plan deficiency by establishing new procedures, periodic reviews, and including replacement of TPA.
• Renegotiated copier and print management contract for an annualized cost savings of $12,000.

1804 NE Loop 410, Suite 101, San Antonio, TX 78217

• Midsize gastroenterology practice with ambulatory surgical center. Reported directly to Physician CFO and managed a business office staff of ten. Oversaw all accounting operations, financial reporting and directed.
• Modernized billing/practice management software from a Unix based server to a Windows server
• Upgraded all computer hardware and operating software.
• Restructured business office process and procedures.
• Restructured and consolidated outstanding debt to long term fixed notes.
• Evaluated internal medical staffing to provide new anesthesia services increasing overall revenue by 15% within the first eight months of implementation.

1250 NE Loop 410, Suite 405, San Antonio, TX 78209

• Staff accountant providing accounting, tax, payroll, financial services, and bookkeeping training to clients in various industries.
• Tax research and preparation of Forms 1040, 1065, 1120, and 1120S
• Preparation of quarterly and annual payroll tax information returns
• Provided onsite controllership for various clients
• Reviewed business benefit plans and preparation of benefit plan returns
• Preparation and performed field work for Limited Scope Audit of Benefit Plans

8000 IH-10, San Antonio, TX 78230

• CPA Firm – Staff accountant providing accounting, tax, and controllership services.
• Tax research and preparation of Forms 1040, 1065, 1120, and 1120S
• Preparation of quarterly and annual payroll tax information returns
• Performed client compilations and audit fieldwork
• Business translations – Spanish/English.

3201 Cherry Ridge, San Antonio, TX 78230

• CPA Firm
• Tax research and preparation of Forms 1040, 1065, 1120, and 1120S
• Cash forecasting, budget planning and implementation – primarily insurance industry
• QuickBooks Consulting

Bba, Accounting

Education record