QBO accounting work, onboard new clients, cleanup work sometimes back for years, work on existing clients current activity, supervise 2 bookkeepers, assist tax preparers with getting books in line for tax return prep

Provide CPA firm with analysis and reconciliation of their business client’s books in preparation for monthly financial and tax reporting. Make adjusting journals, create account structures, balance inventories and balance sheets. Work with a variety of types of businesses and structures and various QuickBooks and ACS Software. Set up new companies in QuickBooks, transfer data from other software.

Assist businesses in establishing and maintaining effective accounting practices and resolving issues related to financial risk. • Chief Accountant for Conscious Life Journal: Providing the Publisher with an accurate accounting of financial status and forecasting to enable strategic decision making. Managing financial transactions and activity for all magazine start-up costs, ongoing income and expenses. Bill, collect, and document financial information for distribution sites, advertisers, and subscribers. Includes month-end close, financial statement preparation, bank reconciliations, general ledger, and tax reporting preparation. • Provided forensic support during a complex bankruptcy case. Analyzed and audited the data on over 110 documents received, including bank statements, credit card statements, inheritance documents, and other financial records. Helped prepare for deposition and presentation to U.S. Bankruptcy Court. Identified numerous discrepancies enabling legal counsel to pursue recovering funds. • Supported a technology entrepreneur in rectifying financial challenges with regard to back taxes and recordkeeping. Created a structure to assist in accurate recordkeeping moving forward.• Documented processes for a medium-sized business, including internal control review and job descriptions. • Assisted a start-up corporation with accounting documentation and reporting.• Provided in-depth accounting services to corporation with unreconciled balance sheet (over 2 years out of balance) in QBOnline. Created a balanced set of books that could be used to properly file tax return, and present accurate, timely financial statements for the owner. • Provided CPA firm with reconciliation of their business client’s books in preparation for tax reporting. Made adjusting journals, created account structures, balanced inventories and balance sheets.

Club Level: Officer, Treasurer, Education VP and President 2011-2018District Level: Audit Committee 2014-2016District Level: Finance Manager - Georgia Toastmasters District 2016-2018 District Level: Audit Committee Chair 2018-2019• Managed financial transactions, controls, and activity for all District business representing an annual budget of $250K. Supported District membership of approximately 200 clubs/5K members, as well as reported to Toastmasters International Finance at World Headquarters. Continue to serve as Subject Matter Expert and go-to resource for financial decision making. • Software Used: Intacct, Concur, Eventbrite, and Capitol Impact. Includes month-end close, financial statement preparation, bank reconciliations, general ledger, and journal entries.• Conduct frequent training for Club Treasurers, District Leadership, and others regarding non-profit corporate guidelines. Provide electronic and in-person instruction and documents to assist with proper use of all funds, and programs.

Chief Accountant for Conscious Life Journal: Providing the Publisher with an accurate accounting of financial status and forecasting to enable strategic decision making. Managing financial transactions and activity for all magazine start-up costs, ongoing income and expenses. Bill, collect, and document financial information for distribution sites, advertisers, and subscribers. Includes month-end close, financial statement preparation, bank reconciliations, general ledger, and tax reporting preparation.

• Documented and reviewed all cash collections and deposit procedures for City funds (a $65 Million city budget for population of over 50,000). Oversaw bank and balance sheet accounts, new Parks & Rec software, outside contractor AP, and numerous audit/tracking procedures for Utilities, Payroll, Court Services, Police, and Recycling. • Mitigated fraud risk by reviewing, documenting, and implementing changes to areas accepting cash receipts at all locations.• Key contact for City audit by outside accounting firm. Provided clean and accurate books, as well as documentation required by City bond issuing authority. • Helped to select, create and train for new City-wide back-end operations system. This new technology was effective in improving the accuracy of information by consolidating City records across departments. Built accounting structures that documented security protocol including access for users, and all accounting coding including internal controls. Documented procedures and created a City-tailored resource that is still in use today.

Assistant Corporate Controller: 2000-2006Corporate Controller: 2006-2008Outside Consultant (following divestiture): 2009-2010• A $380 million service/construction business with 43 locations in 25 states, doing business in all 50. Supervised up to six staff accountants and eight clerical employees. • Oversaw financial records and departments including AP, AR, Payroll, GL, Tax, and Fixed Assets, including month-end close, reconciliations, General Ledger, and budgets. • Reconciled balance sheet accounts for all 43 locations plus corporate. Reconciled all Fixed Asset Records. Investigated and resolved financial issues resulting in improved financial statement accuracy.• Created and implemented an internal control and accounting procedure manual which helped earn “satisfactory” Internal Audit results from E.I. DuPont in 2003. • Upon sale of company to Koch Industries, kept on as final employee for 2 years. As the business was divested by Koch Industries, was responsible for recording and tracking the closure or sale of all 43 locations.• Due to extensive knowledge of the structure and software of The Invironmentalists (subsidiary of Invista/Koch) financial records, after final shutdown, was contracted to continue to support Sales Tax Audits, Legal, and other requests from Parent company. • Provided documentation/research to refute legal claims, state tax audits, Ernst & Young audit, IRS audit, and other state/local/county inquiries. Identified tax audit savings of over $350,000 for audits in 2007. • Created training manuals and database documentation for accounting procedures for Parent company after shutdown completed. Over 200 databases (7+ million records).