Functions as corporate controller / financial analyst and small business consultant for portfolio of client companies - comprised primarily of closely-held, family run businesses - devising comprehensive accounting and tax planning strategies for businesses, owners, and families. Direct multi-million dollar public accounting operation, with oversight authority for seven direct report staff members.► Accountable for over 90 business clients, prepare either trial balances or financial statements and tax reports. Manage reviews and audits of financial statements, conducting monthly, quarterly, semi-annual or annual compilations.► Regularly advise clients on how to improve internal accounting protocols and procedures. Help train small business accounting employees, drafting documents outlining how to execute numerous processes which ultimately streamlines operations.► Played key role in searching for and vetting merger or acquisition candidates, leveraging Certified Valuation Analyst (CVA) designation to analyze feasibility of potential candidates. Qualified multiple candidates, obtaining financial information to create forecasts estimating merger outcome.► Narrowed down several potential candidates to one selection – after examining client retention rates, staff retention rates and costs, areas of cost savings, and potential increases in billings due to new or expanded services – closing negotiations at the end of 2014. New relationship has exceeded projected revenues from new clients by 10%.► Prepare internal financial statements for three companies used to analyze operations and formulate and execute strategic plans. Oversee shared expenses and related cost allocations, ensuring proper reimbursements are completed in a timely manner.► Charged with payroll oversight, ensuring timely distribution of twice-monthly payroll, calculation and remittance of withholding payments and completion of payroll-related reporting.