We are building a cloud-based construction payments platform which integrates with common accounting and project management software to facilitate the exchange of lien waivers, ACH payments, W9s and 1099s.

Planned, prepared & executed tax activities for individuals, partnerships and corporationsDelivered tax strategies to yield maximum tax savingsEnsured accurate and timely reporting of financial data to company’s managementExecuted all general accounting and control activities for multiple companiesGuided financial decisions by establishing, monitoring & enforcing policies/proceduresPrepared, analyzed and maximized budgets

Performed audits, reviews & compilations for a vast range of companies (GAAP)Corporate, individual, non-profit and farm tax preparationDeveloped relationships with client’s to understand accounting systems Analyzed financial statements to detect client inefficiencies

Recognized as the #1 banker for cross-sales in the NW Iowa territoryProactively established new accounts by making presentations for businessesExceeded company performance standards by meeting quarterly goals