I provide outsourced financial services for small businesses.- Set up of accounting system- Training of internal bookkeeping staff- Development of policies and procedures- Informative financial reports

Axion BioSystems, Inc. is a rapidly growing business focused on developing innovative research equipment. Accounting challenges at Axion include inventory cost accounting, accounting for federal research grants, implementing a project-based budgeting method, and continual improvement of software and internal control processes.As the controller at Axion, I worked with nearly every employee directly to streamline purchasing and expense reporting, set budgets for their projects, or assist in other decision-making.Key Responsibilities:- Maintain and improve accounting policies and procedures- Issue monthly financial reports and analysis- Determine appropriate accounting treatment for transactions- Maintain schedule of reimbursable expenditures for SBIR grants- Coordinate with external auditors for annual audit- Coordinate with tax preparers for preparation of federal and state income tax returns- Manage and respond to federal, state and local tax notices- Calculate and book monthly manual journal entries and accrual adjustments- Accurate invoicing of sales- Collections on past due sales invoices- Ensure that accounts receivable are collected promptly- Initiate timely payment of accounts payable- Calculate and file sales tax returns- Complete monthly bank reconciliations- Complete monthly balance sheet account reconciliations- Maintain schedules of depreciation and amortization- Set up credit terms with vendorsSoftware used: QuickBooks, Adobe Acrobat Pro, Expensify, MS Excel, MS Word

RLDK is a CPA firm serving primarily U.S. subsidiaries of German companies in the manufacturing and distribution sectors.While at RLDK, I worked on the audit team during the fall and winter, performing financial audits of small to medium manufacturing and distribution clients. During spring and summer, I prepared corporate, partnership, and individual tax returns for our clients.I worked on client engagements for very small entities that were just recently founded, as well as clients with over $100 million in revenues, and everything in between.Key Responsibilities:- Audits of foreign-owned manufacturing and distribution clients- Federal and state tax return preparation for corporations, foreign corporations, partnerships, and individuals- Supervise junior staff on audits and in the preparation of tax returns- Assist clients with site selection process through comparison of tax benefits and incentives- Perform purchase-side due diligence and create analytical reports on results- Conduct individual and group training sessions for junior staffSoftware used: ProSystem fx Engagement, ProSystem fx Tax, RIA Checkpoint research tool, MS Excel, MS Word, MS Powerpoint

Bookkeeping for rental propertiesPost cash receipts to appropriate lessee's accountFollow up with property managers on past due AR and budget variances

Assist with data collection and aggregation for faculty research projectsGrade exams for undergraduate classesMonitor students in auditorium during exams

Assist on audits at client locations during busy season

Tutor other UGA students in accounting and finance subjects