Catherine "Katy" Preston Email and Phone Number
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Catherine "Katy" Preston personal email
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My enthusiasm for data, numbers, and reports, lead me into accounting from the very beginning of my career. Having spent many years in the Corporate Accounting world, I learned and understand the foundations and fundamentals of the Accounting processes. From an Internal perspective, in managing an accounting department and preparing monthly reports. And as an Auditor seeing workflows, writing procedures, and testing procedures for efficiencies, I gained the external perspective. And most of all, as a small business owner myself. My relocation from CA to NY shifted me to working with Small Businesses, using Cloud Based technology, I work with Small Businesses, Solopreneurs, Independent contractors and other Accountants and Firms I realized I had found my passion, helping business owners get their numbers setup, in order and interpreting them into their financial picture. Giving the Business owners back time to focus and grow their business, assurance the books were being kept, looking for efficiencies with tech tools, and providing routine review of financial reports to have insight to how the business was really doing. Let's connect and have a chat, to see how I can help you. CORE COMPETENCIES• Full Cycle Month-End / Journal Entries• Monthly Financial Statements • Analysis of P&L / Balance Sheet Accounts• General Ledger Account Reconciliation• Variance Analysis• Cloud Based Workflows, Services and Technologies• Internal and External Audits• Budgeting• Business / Tax Licenses• Sales & Use Filings / Property Tax Filings• Income Tax worksheet preparation• Staff Management / Training / Development• Vendor Relations • Intercompany Transactions / Division Consolidations• Fixed Asset Maintenance / Depreciation recording and audit• Sarbanes-Oxley (SOX) Audit / Compliance• Annual 10Q & 10K• Process Improvements / Streamlining• Cross-departmental Collaboration• Bilingual: English and Spanish• Xero Certified• QBO Certified• Bill.com Certified
Preston Accounting Solutions, Llc
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Founder - Virtual Cfo / Accountant / Advisor / ConsultantPreston Accounting Solutions, Llc Jan 2018 - PresentWarwick, New York, UsVirtual CFO working with small businesses to understand their financial picture. Interpreting the numbers, so they can see the bigger picture and plan according to meet and exceed their goals.Providing services ranging from startups and setup, to clean up and maintenance, review to interpret, improvements in workflow pain points, and audit assistance.
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Senioraccountant / Entreprenurial AccountantTeam 80 Jun 2016 - Jan 2018Greenwood Village, Colorado, UsFull cycle bookkeeping, payroll, sales tax, financial statement preparation, analysis of financial data, annual workers comp audits, and other ad hoc projects as requested by the clients and partners. Managed a portfolio of 12+ clients including monthly virtual meeting to review results and trends. Additional reports prepared for client to aide in growth options, cash planning and liquidity of AR accounts. Clients spanned various industries and were each different in size, this required a change in perspective, and analysis viewpoint unique to each’s current, and future growth strategies. -
Virtual Senior AccountantHpc Accounting Jun 2015 - Mar 2016Atlanta, Georgia, Us -
Sr. Staff Acct / Ap ManagerCentral Garden And Pet Jul 2007 - Sep 2013Walnut Creek, Ca, Us -
Sarbanes- Oxley Compliance AuditorCentral Garden And Pet 2004 - 2005Walnut Creek, Ca, Us• Performed internal audits to determine compliance with SOX at multiple business units• Reviewed entities controls and segregation of duties to determine risk assessments and to determine if deficiencies existed• Populations were requested, test criteria was established and samples selected; source documents were reviewed against written Narrative and walk-through notes to determine if the controls and segregation of duties were in fact functioning and followed• Prepared reports with recommendations to management as to remediation for the deficiencies that were found at the business unit
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Sr. Staff AccountantCentral Garden And Pet 2001 - 2004Walnut Creek, Ca, Us• Maintain, reconcile and prepare annual inventory of Fixed assets system and accounts for four distribution locations • Monthly General Ledger Reconciliations prepared for AR, AP, Fixed Assets, Deprecation, Rental Deposit accounts, Clearing Accounts, Inventory, Trade Show, Sales Tax Accrual, Workers Comp and Vacation and Sick Time Accruals• Prepare and maintain monthly, quarterly and annual sales/use tax, business license and occupancy returns for local, county and state government entities relating to four distribution locations• Prepare monthly journal entries for Bad Debt & Inventory Reserve accrual, Inventory, Depreciation, Corporate and Intercompany transactions, 401K matching, Health Management Fee, Payroll Entries, Sick and Vacation Pay Accrual, Health Insurance withholding, and Sales Tax accruals• Cross trained to process bi-weekly payroll to aide in absence of Payroll Coordinator/Accountant• Developed internal control system, recommend areas for improvement both financial and operational, and establish new accounting policies, processes and segregation of duties relating to Sarbanes Oxley and upcoming internal compliance audits.• Weekly and monthly reports to Management for AR & Sales, Weekly Warehouse Stats, Payroll reports and Pet Stats• Prepare and assist with necessary schedules for 10K and 10Q filings, Year End Financial Audits, and Corporate Tax data compilation
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Staff AccountantFairfield Residential 1998 - 2001San Diego, California, Us• Assigned Property Portfolio of $2.3 million monthly gross revenue: Monthly and quarterly reports and schedules for investors: Cash Flow, Debt Service Distributions, Management Fee Schedule, and Actual to Budget Comparison, Property Status, and Variance reports • Journal entries for recording of verified income from Rent Roll System, Property Taxes, Insurance, Amortization, Depreciation and other recurring expenses.• Review general ledgers, operating statements, accounting month end reports, and daily cash receipt journal entries for accuracy, compliance with accounting policies, and investor specifications.• Reconciled: bank statements to internal cash reports, rental deposits, security deposit clearing accounts, accounts receivable, prepaid rents, Notes and Loans Payable, impound and escrow accounts and fixed assets and prepared necessary adjustments via journal entries• Preparation of yearend audit work papers & schedules, with supporting source documents and reconciliations
Catherine "Katy" Preston Skills
Catherine "Katy" Preston Education Details
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National UniversityAccountancy -
Flintridge Sacred Heart AcademyHs Degree
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Aramco Dhahran Elementary & Junior High
Frequently Asked Questions about Catherine "Katy" Preston
What company does Catherine "Katy" Preston work for?
Catherine "Katy" Preston works for Preston Accounting Solutions, Llc
What is Catherine "Katy" Preston's role at the current company?
Catherine "Katy" Preston's current role is Fractional CFO | Accounting Translator | Advisor | Partnering with Solopreneurs, Entreprenuers, Mompreneurs, Mico & Small Businesses to create their Financial Foundation and provide support as they grow..
What is Catherine "Katy" Preston's email address?
Catherine "Katy" Preston's email address is kp****@****pet.com
What is Catherine "Katy" Preston's direct phone number?
Catherine "Katy" Preston's direct phone number is +167896*****
What schools did Catherine "Katy" Preston attend?
Catherine "Katy" Preston attended National University, Flintridge Sacred Heart Academy, Aramco Dhahran Elementary & Junior High.
What are some of Catherine "Katy" Preston's interests?
Catherine "Katy" Preston has interest in Human Rights, Children, Education.
What skills is Catherine "Katy" Preston known for?
Catherine "Katy" Preston has skills like General Ledger, Accounts Payable, Accounting, Account Reconciliation, Forecasting, Budgets, Sarbanes Oxley Act, Management, Fixed Assets, Cash Flow, Team Building, Internal Audit.
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