Rebecca Casarez, Cpa

Rebecca Casarez, Cpa Email and Phone Number

Here to make your life easier. Make Time, Get it Done, Get Better, Be Happy. @ ProAdvisor CPA
Rebecca Casarez, Cpa's Location
Tucson, Arizona, United States, United States
About Rebecca Casarez, Cpa

Rebecca is the President and CEO/CFO of ProAdvisor CPA. Rebecca and her company are committed to helping entrepreneurs attain their financial goals and enjoy the journey of growing their business (www.proadvisorcpa.com).ProAdvisor CPA works strictly with businesses provided Accounting, Tax, and App Advisory Services nationwide through flat monthly plans that come with unlimited communication and no hourly billing. Some of her work through ProAdvisor CPA included: ● Assisted startups up through $50 MIL Series B fundraising, in areas of finance, accounting, and tax, as well as worked with external auditors through founder exits via M&A.● Worked with boot-strapped founders as they transitioned into sophisticated businesses post fundraising● Worked with several executive teams to establish, understand and maintain budgets, as well as was responsible for explaining the "Who, What, Where, When Why and How" of the financial statements to various department heads.● 10+ years experience as a professional, financial, and tax accountant, responsible for regulatory and compliance reporting, payroll and tax accounting functions, and full-cycle general ledger accounting (in public accounting firm(s))● 5+ Years as active CPA, working with internal and external reporting, cost accounting, strategic planning, budgeting, and forecasting.Rebecca Casarez is a Licensed Certified Public Accountant (CPA) with a Bachelors and Masters in Accounting. She has over (10) years of experience working in management and administrative roles with expertise in business accounting, taxation, and app implementation.

Rebecca Casarez, Cpa's Current Company Details
ProAdvisor CPA

Proadvisor Cpa

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Here to make your life easier. Make Time, Get it Done, Get Better, Be Happy.
Rebecca Casarez, Cpa Work Experience Details
  • Proadvisor Cpa
    Chief Executive Officer
    Proadvisor Cpa Mar 2020 - Present
    Tucson, Arizona, Us
  • Proadvisor Cpa
    Coo & Co-Founder
    Proadvisor Cpa Oct 2016 - Mar 2020
    Tucson, Arizona, Us
    We help entrepreneurs attain their financial goals and enjoy the journey of running and growing their business. ProAdvisor CPA provides bookkeeping, tax, payroll and business app advisory services to small businesses, franchises, and startups nationwide. Examples of services include: ● Fractional CFO services, specific to each clients' needs and aided department heads in establishing and maintaining strategic planning and budgeting, KPIs and OKRs.● Working with founder teams to explain and translate the financial statements to various board members, investors and lenders.● Provide full cycle accounting functions, including financial statement analysis, month end close, journal entries, general ledger, advanced account reconciliation and sales tax compliance.● Assist with external audits, M&A and fundraising needs for enterprise level and startup clients.● Account analysis, month end close, journal entries, general ledger, financial statement. preparation, advanced account reconciliation, and prepared, internal use financial statements.● Assistance with banking, auditing, payroll and insurance services and needs.No Hourly Billing | Flat Monthly Plans | Dedicated Team of ProAdvisorswww.proadvisorcpa.comhello@proadvisorcpa.com
  • Proadvisor Marketing
    Advisor
    Proadvisor Marketing Mar 2020 - Dec 2021
    We elevate exceptional accounting firms that deserve to be known and have their story told.We provide an effective way to increase revenue and drive profits through data driven marketing founded on our industry expertise.Our Values - #BeHumanWe Get it Done - Providing Storytelling Metrics on timeWe Get Better - Through Service Based Leadership We Get Happy - Creating a Judgement Free Zone where Creatives and Nerds collide. Our Corporate Responsibility“To create a more honest society”Ethical & Honest Marketing - We do the right thing, especially when no one is looking.
  • Bunker Labs Bay Area
    Volunteer - San Francisco Bay Area
    Bunker Labs Bay Area Nov 2018 - Aug 2019
    Bunker Labs is a Non-Profit led by volunteers who connect like minded veteran and military spouse entrepreneurs nationwide.My Focus Areas:To create and facilitate opportunities for military and military spouse entrepreneurs.Mission:- Inspire our community members about their potential to start and grow their own businesses.- Equip ​our participants with practical tools, insights, experts, and resources to accelerate theirsuccess.- Connect ​our entrepreneurs with the community and thriving, diverse, relevant networks.https://bunkerlabs.org/our-locations/bay-area/
  • Veterans In Residence
    San Francisco Cohort Member
    Veterans In Residence Aug 2018 - Feb 2019
    San Francisco, California, Us
    WeWork San Francisco (Golden Gate)WeWork’s Veterans in Residence program is a national effort in partnership with Bunker Labs. The members include veteran business owners, founders, and entrepreneurs. The 6-month program is designed to aid in the successful launch of these veteran ran companies. We also collaborate with local leaders to organize monthly professional and social events at WeWork, bringing together members of local veteran and business communities.
  • Carr, Riggs & Ingram
    Staff Accounant
    Carr, Riggs & Ingram Jan 2013 - Mar 2015
    Enterprise, Al, Us
    Provided client relations, including responsibilities of both an accountant and consultant. Account analysis, month end close, journal entries, general ledger, financial statement. preparation, advanced account reconciliation.Facilitated bank reconciliations, General Ledger Accounting Services, and Financial reporting preparation.Prepared monthly, quarterly, and annual compiled financial statements.Assisted with trial balances, month-end closings, workpapers, and reconciliations as a part of annual tax return preparation.Completed quarterly and annual federal and state payroll tax returns, including 1099s.Processed payroll and verify that employee deductions and taxes are properly processed.Conducted QuickBooks® consulting.Assisted supervisors and managers with special projects when needed.Performed services within budgeted time by developing technical, time management, and organizational skills.Obtained a working knowledge of research techniques and the research sources available.Managed time within budget limits and provide real-time feedback to the immediate supervisor.

Rebecca Casarez, Cpa Skills

Bookkeeping Financial Accounting Tax Preparation Accounts Payable Accounts Receivable Accounting Quickbooks Payroll Taxes Administrative Assistance Payroll Services Sales Tax Tax Payroll Processing Microsoft Office Payroll Financial Statements General Ledger Journal Entries Government Accounting Account Reconciliation Financial Reporting Bank Reconciliation Tax Accounting Cpa Financial Analysis Microsoft Excel Management Project Management Customer Service Entrepreneurship Business Process Improvement Client Relations

Rebecca Casarez, Cpa Education Details

  • Keller Graduate School Of Management Of Devry University
    Keller Graduate School Of Management Of Devry University
    Accounting
  • Kaplan University
    Kaplan University
    Accounting

Frequently Asked Questions about Rebecca Casarez, Cpa

What company does Rebecca Casarez, Cpa work for?

Rebecca Casarez, Cpa works for Proadvisor Cpa

What is Rebecca Casarez, Cpa's role at the current company?

Rebecca Casarez, Cpa's current role is Here to make your life easier. Make Time, Get it Done, Get Better, Be Happy..

What is Rebecca Casarez, Cpa's email address?

Rebecca Casarez, Cpa's email address is re****@****cpa.com

What is Rebecca Casarez, Cpa's direct phone number?

Rebecca Casarez, Cpa's direct phone number is +176047*****

What schools did Rebecca Casarez, Cpa attend?

Rebecca Casarez, Cpa attended Keller Graduate School Of Management Of Devry University, Kaplan University.

What are some of Rebecca Casarez, Cpa's interests?

Rebecca Casarez, Cpa has interest in Children, Economic Empowerment, Education, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Arts And Culture, Health.

What skills is Rebecca Casarez, Cpa known for?

Rebecca Casarez, Cpa has skills like Bookkeeping, Financial Accounting, Tax Preparation, Accounts Payable, Accounts Receivable, Accounting, Quickbooks, Payroll Taxes, Administrative Assistance, Payroll Services, Sales Tax, Tax.

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