I draw on various Accounting, Tax, Business skills to support owners and investors of businesses with revenues up to $27M. Here are some examples:✅ Accounting/Controller services on a monthly, quarterly, and annual basis using QuickBooks and other online transaction processing tools – clients served include home services, online creators/influencers, marketing consultants, health care providers.✅ Strategic Business Advisor/CFO services to analyze cost structures, business projects, and consider financing alternatives for starting and growing a business – client served include a multi-state home services business startup, online creators/influencers, home builder, logistics services startup.✅ Tax Planning Advisory services with a target ROI of 300-500% for individual investors and business owners through legal structuring and tactical tax planning. ✅ Tax Preparation for Businesses & Non-Profits filing Forms 1040 (Sch C, E), 1120, 1120S, 1065, 990s. Individual investor tax returns, as well as retirees. ✅ High-Net-Worth Consulting services e.g. written analysis & recommendation of business/investment opportunities with a 100% success rate.

✅Helped various CPA exam candidates improve their scores from mid 60's to passing with 75 or higher. ✅Emphasized a deeper understanding of concepts based on real life Accounting experience to make "abstract" concepts "real". ✅Also taught advanced analysis of problems and more effective studying/test-taking skills.

✅Accountant/Controller for legal entities operating in twenty eastern & mid-western states with internal reporting at the entity & contract level.✅Moderated monthly financial review calls with operations & project managers, performing necessary variance analyses and consulting. Prepared monthly balance sheet reconciliations, including amortized prepaid performance bonds.

✅ Accountant/Controller function for five legal entities, generating up to $5M in monthly revenues each in services and lending.✅ Global Cross-functional collaboration with Human Resources, Operations, Treasury, Accounts Payable, and Internal Audit to manage the business activities, accurately report monthly results, and implement ongoing process improvements. ✅ Variance analysis at the entity level, provided in monthly financial review calls with management.

✅US GAAP audits & reviews of oil & gas industry companies including a $1.2 Billion oil & gas equipment company with fifty employees, and a group of five Japanese development-stage upstream oil & gas businesses operating in the Gulf of Mexico.

Performed Audit Testing of Corporate and Non-Profit accounting records including Financial Aid eligibility testing at a public university.