Working with small businesses who need a higher level of accounting and financial expertise but not on a full-time basis. CPA with manufacturing, distribution, retail, professional services and not-for profit experience. Work extensively with QuickBooks and other accounting software. Human Resources, employee benefits, tax and audit background. Work as needed on a contract basis to support bookkeepers, business owners, provide necessary reports to outside accountants, banks and other third parties.

Co-owner and operator of a MaggieMoo’s Ice Cream franchise located in Eastview Mall.Developed business plan for bank financing and outside investors, negotiated store lease and contracts for store build-out and equipment purchases.Oversaw all financial matters for store with annual sales of $ 400,000, including preparation of annual financial statements, required reporting requirements to franchisor and lessor, preparation of quarterly sales tax returns, annual tax returns, and annual Empire Zone certifications.Managed daily cash flow, investigating cash drawer overages and shortages, reconciled bank accounts, royalties, payables and receivables.Handled all human resource matters including hiring, weekly staff scheduling, employee issues, terminations and staff evaluations. Primarily responsible for creative marketing initiatives to boost out-of store sales including catering and cake contract sales. Recognized as Best New Franchisee, Best Local Store Marketing Plan, and Most Innovative Franchisee by franchisor. Served on franchisor Management Advisory Council which provided candid feedback on new initiatives and served as liaison to franchisor management for franchisee community (175 stores).

Managed a team of 12 human resource professionals in 5 office Central Atlantic region (500 employees) supporting Audit, Tax, Enterprise Risk Services and Management Solutions client service functions. Services included college, experienced hire and support staff recruiting and hiring, continuing education training, scheduling, performance feedback, staff evaluations, upward feedback and career counseling, including employee issues and terminations.Dealt directly with partners and functional leaders on all human resource matters as an integral part of practice’s management team.

Worked directly with Partner-in-charge of Audit and Accounting function for Baltimore and Washington, D.C./Northern Virginia offices overseeing the scheduling and utilization of 250 audit staff members.Developed staff request and engagement budgeting process utilized by Senior Managers and Managers. Reviewed and approved all submissions prior to assigning staff. Monitored actual engagement time input to budgeted amounts. Developed and monitored billings and collections with engagement management including need to pursue budget overruns with clients.Developed staff performance ranking system based on engagement evaluations and coached managers and partners on communicating performance feedback.Prepared annual Audit function budget to practice management team for review and approval.

Deloitte & Touche, Baltimore, Maryland, June 1995 to June 1998Audit Manager, Deloitte & Touche, Baltimore, Maryland, June 1993 to June 1995Senior/Staff Auditor, Deloitte & Touche, Baltimore, MarylandSeptember 1989 to June 1993Participated on and managed audit engagements for a variety of industries including manufacturing, real estate, colleges and universities, not-for profits and financial services for public and non-public companies with a emphasis on small, privately-held businesses.Oversaw, evaluated and coached teams of up to 6 staff members.Handled college recruiting efforts for the Baltimore office (7 to 10 hires per year)Served as a National and Local trainer for new hires on audit practice policies and procedures.

Participated on and managed audit engagements for a variety of industries including manufacturing, real estate, colleges and universities, not-for profits and financial services for public and non-public companies with a emphasis on small, privately-held businesses.Oversaw, evaluated and coached teams of up to 6 staff members.Handled college recruiting efforts for the Baltimore office (7 to 10 hires per year)Served as a National and Local trainer for new hires on audit practice policies and procedures.