Boutique consulting firm offering COO, CMO, and CFO services to small and medium-sized businesses, consulting, coaching, and technical accounting content creation. ◆ Consult with business clients on process improvement, SEO, digital marketing, automation, accounting software optimization, system implementation, long-term planning, and strategic vision.◆ Mentor and coach individual clients exploring career options, including CPA Exam and CMA Exam preparation and life after Big 4… Show more Boutique consulting firm offering COO, CMO, and CFO services to small and medium-sized businesses, consulting, coaching, and technical accounting content creation. ◆ Consult with business clients on process improvement, SEO, digital marketing, automation, accounting software optimization, system implementation, long-term planning, and strategic vision.◆ Mentor and coach individual clients exploring career options, including CPA Exam and CMA Exam preparation and life after Big 4. Emphasis on shifting mindset, resiliency after challenges, and navigating an accounting career as a primary caregiver. ◆ Specialize in accounting content development, ghostwriting, technical accounting editing, instructional design, and CPE course review for technical accuracy.◆ Social media content creator specializing in video content and selected as one of the first 100 participants in the prestigious LinkedIn Creator Accelerator Program. Show less

Adjunct faculty and subject matter expert for Keystone College Virtual Campus (KCVC). ◆ Instruct 7.5-week remote Intermediate Accounting II course for approx. 10-15 students per term —• August 29 - October 19, 2016 (Moodle LMS)• August 28 - October 18, 2017 (Custom KCVC learning platform developed by Capital Education)• October 22 - December 16, 2018 (Canvas LMS)• October 21 - December 11, 2019 (Canvas LMS)• October 26 - December 16, 2020 (Canvas LMS)•… Show more Adjunct faculty and subject matter expert for Keystone College Virtual Campus (KCVC). ◆ Instruct 7.5-week remote Intermediate Accounting II course for approx. 10-15 students per term —• August 29 - October 19, 2016 (Moodle LMS)• August 28 - October 18, 2017 (Custom KCVC learning platform developed by Capital Education)• October 22 - December 16, 2018 (Canvas LMS)• October 21 - December 11, 2019 (Canvas LMS)• October 26 - December 16, 2020 (Canvas LMS)• October 25- December 15, 2021. (Canvas LMS)• October 26- December 16, 2022. (Canvas LMS)—◆ Responsible for adaptation and update of Intermediate Accounting II curriculum for new learning management system. Updated content to reflect new textbook edition. ◆ Participated in a remote three-week, instructor-led faculty development course that focused on online teaching best practices and designing online courses for adult learners in September 2015. Show less

◆ Led process improvement/modernization of the organization’s systems and processes.◆ Coordinated ghostwriting and continuous updates to 2,000-page CPA Exam prep textbook series from blank document to production.◆ Developed modern value proposition messaging and strategy to attract CPA candidates.◆ Facilitated yearly filming and video production of CPA review course and ensured high quality instruction and editing of over 100 hours of video and correct import into custom learning… Show more ◆ Led process improvement/modernization of the organization’s systems and processes.◆ Coordinated ghostwriting and continuous updates to 2,000-page CPA Exam prep textbook series from blank document to production.◆ Developed modern value proposition messaging and strategy to attract CPA candidates.◆ Facilitated yearly filming and video production of CPA review course and ensured high quality instruction and editing of over 100 hours of video and correct import into custom learning management platform with digital textbook sync. ◆ Managed a remote team of 15-20 employees/contractors across 5 time zones. Show less

◆ Technical writer and subject matter expert primarily responsible for authoring, writing, creating and adjusting text, multiple-choice, and simulation questions for CPA candidates.◆ After starting with a blank document, created textbook structure and format to align with AICPA Blueprint and painstakingly modified text from over 10 authors to conform to format and style for final production copy of a brand new 2,000 page textbook series.◆ Developed dozens of technical accounting… Show more ◆ Technical writer and subject matter expert primarily responsible for authoring, writing, creating and adjusting text, multiple-choice, and simulation questions for CPA candidates.◆ After starting with a blank document, created textbook structure and format to align with AICPA Blueprint and painstakingly modified text from over 10 authors to conform to format and style for final production copy of a brand new 2,000 page textbook series.◆ Developed dozens of technical accounting scenarios and graphical teaching aids. Show less

◆ Maintained over 2,500 MCQs and 2,000 page textbook series to align with the current CPA Exam Blueprints.

Regular contributor for the accounting blog Going Concern.◆ Published 85 blogs to date on a variety of topics including technology and internal controls ◆ One of these blogs was cited by PCAOB board member Steven B. Harris at the PCAOB/AAA Annual Meeting in Washington, D.C. in April 2017

Independently evaluated and edited CPE courses for multiple content providers including the AICPA, Western CPE, and Gleim.◆ Reviewed 22 courses.◆ Identified inaccuracies and course content issues prior to public release.◆ Reported the number of hours necessary to complete the course in accordance with AICPA/NASBA standards.

Weekly lecturer and section instructor for —• 16-week undergraduate Cost Accounting for 42 distant learning students (Spring semester 2015)• 5-week Introduction to Accounting for 30 online MBAs (Spring quarter 2015)• 7-week Performance Measurements and Controls for 62 online MBAs (Summer session 2016)◆ Prepared and facilitated weekly live web conferences using Blackboard Collaborate software. ◆ Interacted daily with students and monitored course activity. ◆ Mentored… Show more Weekly lecturer and section instructor for —• 16-week undergraduate Cost Accounting for 42 distant learning students (Spring semester 2015)• 5-week Introduction to Accounting for 30 online MBAs (Spring quarter 2015)• 7-week Performance Measurements and Controls for 62 online MBAs (Summer session 2016)◆ Prepared and facilitated weekly live web conferences using Blackboard Collaborate software. ◆ Interacted daily with students and monitored course activity. ◆ Mentored and assisted students via email, telephone, and the learning management system (Blackboard Learn) as needed. Show less

Developed and edited test preparation materials for CPA candidates. ◆ Content focused on learner engagement by utilizing original analogies, memorable illustrations, humor, and an appealing writing style. ◆ Project contribution included 500 unique drill questions with detailed answer explanations and a four-section CPA practice exam.

Assisted during the transition to a new head coach by providing guidance regarding team operations and culture. ◆ Mentored newly appointed team captains and offered advice to ensure season ran smoothly. ◆ Participated in semi-annual auditions as a judge. ◆ Coordinated alumni outreach.

◆ Provided training direction, encouragement, and motivation in order to prepare 12 dancers for games, competitive events, and other campus appearances and performances.◆ Collaborated with head coach and student officers to identify goals and objectives for the team. ◆ Worked with head coach to plan and direct physical conditioning programs that enabled dancers to achieve maximum performance.◆ Critiqued dance technique and assisted dancers in cleaning dances for performances.◆… Show more ◆ Provided training direction, encouragement, and motivation in order to prepare 12 dancers for games, competitive events, and other campus appearances and performances.◆ Collaborated with head coach and student officers to identify goals and objectives for the team. ◆ Worked with head coach to plan and direct physical conditioning programs that enabled dancers to achieve maximum performance.◆ Critiqued dance technique and assisted dancers in cleaning dances for performances.◆ Developed end of season survey to gather anonymous feedback to improve team operations. Show less

Acted as the in-charge/senior associate for IT audit and advisory engagements within the federal government, financial, real estate, and technology industries. Executed and documented internal control testing associated with Sarbanes-Oxley 404 compliance, SOC 1/SSAE 16 (SAS 70) reports, FISCAM, and FISMA evaluations.◆ Interacted with 15 corporate clients including one Colorado-based Fortune 500 company and multiple Fortune 1000 companies.◆ Performed tests of design and operating… Show more Acted as the in-charge/senior associate for IT audit and advisory engagements within the federal government, financial, real estate, and technology industries. Executed and documented internal control testing associated with Sarbanes-Oxley 404 compliance, SOC 1/SSAE 16 (SAS 70) reports, FISCAM, and FISMA evaluations.◆ Interacted with 15 corporate clients including one Colorado-based Fortune 500 company and multiple Fortune 1000 companies.◆ Performed tests of design and operating effectiveness for IT general and application controls including controls related to logical access, physical access, change management, systems development, job processing and scheduling, and backup recovery.◆ Accomplished IT control testing independently, instructed the work of others, and led client status meetings and walkthrough interviews with client control owners.◆ Demonstrated experience with Microsoft Visio, SQL, and IDEA CAAT software and working knowledge of PeopleSoft, JD Edwards Enterprise, Active Directory, and UNIX operating systems. ◆ Recipient of four Encore awards for outstanding performance on client engagements. Show less

◆ Assisted with information system attestation and assurance services including SOC 1/SSAE 16 (SAS 70) reports.◆ Evaluated and documented the design and operating effectiveness of internal controls related to physical access, logical access, and program change.◆ Interacted directly with 5 clients to obtain sufficient audit evidence.

◆ Evaluated written responses on standardized math exams. ◆ Digitally scored thousands of tests with high accuracy and speed.