I founded this firm. We provide accounting, bookkeeping, payroll, tax and consulting services to our clients. Responsibilities include:- Prepare tax planning projections for individuals and businesses- Prepare and file tax returns for C-corps, LLCs, S-corps, Partnerships, Trusts, NPO (990s) and individual 1040s- Provide consulting services related to tax planning, accounting and financial projections- On board new clients into QuickBooks Online (QBO) and R365 (Restaurant 365)- Maintain, manage and oversee clients books in QBO and R365 (Restaurant 365)- Manage and oversee payroll and payroll tax filings for business clients- Research and interpret tax regulations- Manage a team of accounting and tax professionals

Responsible for providing excellent services to our diverse clientele which includes individuals, for profit organizations as well as nonprofit organizations. We provide our clientele with:- Tax planning- Preparing and filing of 1040, 1065, 1120-S, 1120-C, 990 and 1041 tax returns- Year end accounting services to help you and your business prepare for the tax season

Responsible for overseeing accounting/finance, tax, regulatory reporting, treasury management & payroll functions for Simplex Investments and its affiliates including the holding company.

Responsible for overseeing and managing month-end closings, year-end audits and regulatory audits for US based entities. Ensuring monthly, quarterly and annual financial results submitted to both regulatory body (in the form of FOCUS) and parent entity in accordance with US GAAP and IFRS, respectively. Reconciling balance sheet accounts. Adeptly monitoring and analyzing monthly profit and loss (P&L) changes.

Efficiently managed month-end process for numerous holding, operating and wealth management entities. Prepared consolidated, standalone, and proforma financial statements on monthly, quarterly, semi-annual, and annual bases. Compiled simple to complex journal entries; reconciled balance sheet monthly and maintained fixed asset registers. Expertly monitored and analyzed monthly profit and loss (P&L) changes and inter-company accounts. Assisted in monthly/quarterly bank reporting by preparing consolidated balance sheet with support for corporate and finance entities.