Solely owned business, providing expert financial reporting and tax through accounting support for a variety of clientele. Key roles:• Cash management, budgeting/forecasting, and analysis of weekly, financial reports, payroll, sales tax, property tax, and government compliance.• Assessment, design and set-up new accounting systems ensuring effective and efficient recording of financial transactions.• Expertise in Construction ,Property Management and retail accounting (A/P, A/R, G/L, Bank Reconciliations, & Financials).• Software used: Microsoft Outlook, Word, Excel, Power Point, QuickBooks (Pro Advisor, Online, Point of Sales).

A real estate portfolio platform, investments in real estate, profits generated in several operating companies. Invested capital through asset plans emphasizing in distributable cash flow to their investors. $2 billion in transactions, 100 separate investment ventures. Managing two-dozen projects in a portfolio valued at $500 million.Key Role:Prepared financial reports and maintained the general ledger, balance sheet and the P/L statement. Managed A/P, A/R, invoicing/billing, quarterly distributions to investors, accrual and general accounting. Software used:Sage 100 ERP/MAS 90 software, advanced Excel, Word, Adobe, Outlook, and Orbit.

Private Estate Management, overseeing City of Santa Barbara airport hangar, commercial properties, and multiple executive estates in CA, and HI. High-level property management, extensive maintenance portfolio to included but not limited to, landscaping and project management.Key Role:• Day-to-day operations of private estates.• Liaison to private gardeners, housekeepers, service staff, pilots & security.• Overseeing maintenance issues and projects.• Financial budgeting and reporting (A/P, A/R, Financial reporting, Tax, government compliance).• Project and land management.• Seasonal assessments and responsibilities.• Other duties as assigned.• Strong analytical and problem-solving skills.• Accomplished verbal and non-verbal communication skills.• Thorough attention to detail and the ability to produce results in a timely manner.• Software used Quickbooks Pro, Micro Soft Power Point, Outlook, Word, and Excel.

Pacific Retail Capital Partners offers knowledge in all aspects of retail real estate as an operating partner of regional malls across the United States. Providing assessment, underwriting, valuing, developing, and asset management of its portfolio of properties. Delivering value and return on investment. Creating visionary property transactions that deliver value and return on investment. Adding design and lifestyle/entertainment elements to transform tenant mix. Deep retail management experience maximizing cash flow and operations. Spanish style architecture/courtyards/flowers/trees in affluent trades. Serving 7.2 million tourists.Key Role:• Managing AP/AR, and monthly reconciliations.• Lockbox/ACH deposits. • Bank deposits and reconciling financial reports on an accrual basis. • Trial Balance, Balance sheet, Income statement, Statement of cash flows, Statement of Member Equity, Capital Summary and preparing Asset Management Report to JP Morgan.• Monthly Bank reconciliations, Occupancy Reports, Expiration Listings, Rent Rolls, Management Fee Calculations, Accounts Receivable Narratives, and Month End Close notes (Prepaid rent, RE-Tax-Property Insurance, Accruals and Re-classing in general ledger.)• Wells Fargo CEO Portal, uploading AP in Fraud Management.• Worked with Miller Cooper & Co. for tax/accounting services for financials. Financial reports were given to JP Morgan and Goldman Sachs.• Software used: Outlook, Adobe, Micro Soft Power Point, Word, Excel, Sage 100 ERP/MAS 90, Uber Conference, and Google Conference.

Santa Barbara Airbus has a fleet of 20 tour coaches and several deluxe mini coaches, Santa Barbara Airbus has become the premier provider of transportation in Santa Barbara County. Eric Onnen, Owner, served on the Goleta City Council and Planning Commission in addition to serving as the Mayor of Goleta in 2010.Santa Barbara Airbus is a customer-driven company with its primary focus on their customer needs, desires and challenges. In the bus transportation industry and located in Goleta, CA and serve all of Southern California.Lease more than 53,000 square feet of fenced parking area, a 5,000 square foot office building. The company employs approximately 60 people, operates 25 company-owned vehicles and completes over 1.2 million miles annually. Key Role:One Year Contract) Set up new accounting department with attributes needed by Eric Onnen, Chief Financial Officer. Created new Point of Sales register system, designed specifically for Santa Barbara AIRBUS charter business.-Financial Reporting: Balance sheet, Profit and Loss and department Dashboards.-Developing new policies for general staff, management, and CPA. Tax preparation for government reporting and other financial requests.-A/P, A/R, bank reconciliations and merchant e-commerce accounts.-Billing/Client ContactSoftware Used:QuickBooks Premier/POS, Word, Excel, Microsoft Outlook

Keeping Interiors is an Interior Design company based in Santa Barbara. From large remodels to new furniture: Design consultation, color expertise, space planning, kitchen/bath designs, remodels, new construction, architecture detailing, project management and custom furniture.Key Role:• Financial reporting, general ledger, profit and loss and balance sheet.• Sales tax reports, year-end tax review • Software used Outlook, Adobe, Micro Soft Power, • Software used: Word, Excel, and Quickbooks.

AB design is an Architectural Firm, Principals (Clay Aurell, Josh Blumer) Specializing in:3D Rendering, Architectural Design/Drawings/Construction/Remodels, Custom Homes, Drafting, Energy-Efficient Homes, Floor Plans, Green Building, Handicap-Accessible Design, Historic Building Conservation, Landscape Plans, Modular Home Additions, Multigenerational Homes, Prefab Houses, Project Management, Site Preparation, Space Planning, Structural Engineering, and Sustainable Design.Key Role:• Financial reporting, general ledger, profit and loss and balance sheet.• Sales tax reports, year-end tax review, & payroll.• A/P, A/R, Bank Reconciliations and training.• General ledger setup, job-costing elements/ Improved purchasing billing system. • Cash flow analysis, providing assistance with CFO.• Software used: Microsoft Outlook, Word, Excel, Power Point, QuickBooks Online

SFA Design is an award-winning, international interior design firm led by partners Kara Smith and Sue Firestone. Offices in Los Angeles, Santa Barbara, and New York City, our portfolio features a collection of luxury resorts, spas, hotels, private estates, and residential developments for elite clientele around the world.Designing a personal and collaborative experience with clients. Aesthetic is derived from indefinite sources of inspiration, creating designs with a visceral allure, rather than a signature look. On each project SFA crafts to the distinct personality/lifestyle of every client. SFA’s design team is composed of the industry’s most acclaimed talent, combining expansive knowledge of design styles, diverse inspiration from world travels, cutting-edge techniques, and refined skills to create ultra-luxury environments.Key Role:• Management and support of day-to-day accounting, general ledger, A/P A/R, financial reporting, Balance Sheet, Profit & Loss, Project Budgeting.• Internal reports on governmental compliance issues (Corporate Licensing, State Business Licenses, and City Business Licenses). • Sales Tax Reports preparation for 6 States (California, Nevada, New York, New Jersey, Colorado and Arizona), federal and state taxes.• Bank reconciliations for 60+ accounts on a monthly basis, daily bank deposits.• Software used: Microsoft Outlook, Word, Excel, Power Point, Sage 100 ERP/MAS 90.

Select Staffing is an American company that provides temporary and permanent staff. A member of the American Staffing Association, It is ranked as the 10th-largest employment agency in the United States and the 14th largest in the world.Key Role:• Strategic tax planning/research, tax compliance for over 500 corporations. • Lead communications liaison/ advisor to legal team, tax strategies implementing tax laws.• Managed tax agencies: Franchise Tax Board, Secretary of State, Internal Revenue Service, Department of Revenue, State Board of Equalization, etc.• Compiled weekly, quarterly and annual reports and payroll tax reports for over 300 corporations. • Evaluated discrepancies, performed tax audits for IRS and State Payroll Tax issues, releasing many tax liens. • Revised procedures, developing and streamlining processes.• Worked closely with Executive Officers. • Software used: Microsoft Outlook, Word, Excel, Power Point, People Soft, XML, and Adobe.

A tri-county Electrical and Acoustical Ceiling Contractor. A multi-trade expertise, working for thousands of satisfied clients. Three fully licensed trades have consistently delivered added value where single trade contractors cannot.With over 7 million square feet of electrical installations, ACS has earned a stellar reputation for premier service and top-flight electrical contracting. Demanding general contractors, property managers/owners and building supervisors throughout Ventura, Santa Barbara and Northern Los Angeles Counties depend on prompt, friendly service from ACS. In fact, ACS has traveled throughout California, Oregon, Arizona, and New Mexico to perform projects for new and satisfied repeat clients.Key Role:Managed all accounting and financial functions. Primary responsibilities included supervision of the monthly close process, monthly, quarterly and annual billings to clients for services provided, billing reimbursements from clients, collection of accounts receivable, supervising accounting staff, certified payroll, monthly reporting for the owner, annual preparation of a budget, quarterly tax projections and annual tax return preparation. • Recruited, trained, and supervised a team of highly competent accounting staff. • Tax audits, Bank Borrowed Base Certificate, Job Cost Analysis.• Financial reporting, general ledger, profit and loss and balance sheet.• Sales tax reports, year-end tax review.• A/P, A/R, Bank Reconciliations and training.• Cash flow analysis, providing assistance with CFO.• Software used: Microsoft Outlook, Word, Excel, Page Maker, Master Builder.

Susan Pitcher, owner of two of Coast Village’s chicest boutiques in Montecito, who has discrete clientele and white-gloved elegance. Ready-to-wear, celebrity flash, and sell, sell, sell. Susan’s exclusive rights to designers such as Stella McCartney and Lanvin. (Susan’s stores, dressed and ready, are the only boutiques in town that carry these two important lines.) Key Role:• Prepared tax work papers, schedules and financial reports. • Assess, design and set up accounting systems to ensure effective and efficient recording of accounting transactions.• Maintained strong client relations and cross-sell services within the assigned group of clients. • Assisted subsidiaries with questions related to payroll, sales tax, property tax, and state registration matters. • Coordinating, planning, and reporting on the financial activities: working with merchandising lines of credit using banking factors from UK.• Budgeting payroll and bank credit line.• Reporting directly to owner, supervising financial reports that are sent out of the company.• Cost and budget/inventory accounting.• Software used: Microsoft Outlook, Word, Excel, QuickBooks Pro Advisor/Point of Sale.

Barry A. Berkus an internationally renowned architect, who has been at the forefront of residential design in this country and abroad, designing over 600,000 residences, His architectural firms has had offices in New York, Los Angeles, Irvine, Sun Valley, Idaho, San Francisco, Chicago, Atlanta, Washington, D.C., Miami, Kuala Lumpur and Tokyo.The role of architect as planner and designer of neighborhoods and communities and redefined living patterns in housing. His resort and master planned communities, urban infill, commercial and institutional projects and custom homes have earned his design team more than 300 design and planning awards from regional, national and international competitions over the past 40 years. Architectural Digest named him one of the world's "top 100 architects" in 1991. Professional Builder honored him as the most innovative architect in the area of housing in the United States. Other international projects included the planning of communities in Malaysia, master planning of residential villages for EuroDisney in France, and the redevelopment of the waterfront Expo site in Vancouver, British Columbia.Key Role:• Accounts Payable, Accounts Receivable, Job Costing phases and jobs per contracts and add services. Month end closing and journal entries as needed.