President
CurrentProvide services in the areas of auditing, accounting, tax, budgeting, business consulting, payroll and human resource benefits management to clients in the mortgage financing, legal, information technology, educational, and not-for-profit industries. Responsibilities included providing the bookkeeping, accounts payable, cash management, budgeting, human resource benefits management (new hire processing, manage employee files, manage medical, dental, and pension plans), payroll processing, and all period end close activities for small to medium sized businesses. Prepared annual corporate tax returns, individual tax returns and 990 tax return filings, including state business and tax compliance filings. Supervised various activities of client staff that assisted in maintaining financial transactions and records. Prepared monthly financial statements for management’s review including presentations at board meetings. Prepared annual operating budgets that averaged about $12MM in revenues and expenses, managed cash flows, and provided variance analysis to budget.
