Mark B Heaps, Cpa, Cgma, Mba Email & Phone Number

Provo, Utah, Us

Responsible for preparation of all financial statements, internal and external audits, budgets, forecasts, and strategic business plans. Oversee daily operations of the Finance department. Control and monitor all company assets including cash, receivables and fixed assets through cycle counting or other audit methodologies. Prepare timely and comprehensive reports including analysis of financial data, statements, and audits covering earnings, profits, working capital, cash balances and other financial metrics based on past, present and expected operations. Serve on several leadership and operational committees providing guidance and professional expertise.

As the Director of Accounting Services, I oversee the accounting services performed by five professional accountants of multiple clients located throughout the United States. I assist the accounting staff with complicated accounting issues. I also work directly with clients helping them grow their businesses by helping them with accurate financial reporting. I also provide prospective clients with quotes for accounting services.

Us

Responsible for preparation of all financial statements, internal and external audits, budgets, forecasts and strategic business plans. Oversee daily operations of the Accounting and HR departments. Control and monitor all company assets including inventory and fixed assets through cycle counting or other audit methodologies. Prepare timely and comprehensive reports including analysis of financial data, statements, and audits covering sales, earnings, profits, working capital, cash balances and other financial metrics based on past, present and expected operations. Serve as adviser to and strategic partner with the General Manager of the business, assisting in most decisions related to forecasts, key position hiring, new initiatives, setting of plant policies and procedures, and other avenues in pursuit of operational excellence.

Salt Lake City, Ut, Us

Supervisor in the Client Accounting Services Department. Assist clients with processing payrolls and preparing payroll tax returns. Also reconcile bank statements and prepare compiled financial statements. Work closely with clients to train and maintain their accounting departments. Consult with clients with in-house accounting systems. I have experience in QuickBooks, Creative Solutions, Yardi, ComputerEase, Proseries tax software, Drake tax software, Prosystems FX Engagement, CCH Tax Research and Microsoft Office applications. I am a certified QuickBooks Online ProAdvisor.

I prepared 350-400 personal and business income tax returns each year. I was responsible for the preparation of payroll tax returns and the reconciliation and preparation of personal and business financial statements. I supervised employees in processing payrolls and accounts receivables. I consulted with clients on financial planning and in-house accounting systems. I interacted with federal and state taxing agencies. As owner of the firm I was also responsible for day to day management decisions.

Master Of Business Administration (M.B.A.), Forensic Accounting

Bachelor’S Degree, Accounting

As, Business Data Processing