Provide independent accounting and controllership services to small business customers with a concentration in Dental Service Providers and IT Professional Services. Perform QuickBooks and Microsoft Excel training to office personnel.Deliver controllership services with an emphasis on strengthening controls and measuring key performance indicators.Also served as Interim CFO and Controller for BlueTop Technologies, a startup IT Services company located in Tampa, FL.Drafted multi-year strategic business plan and pro forma financial forecasts used to obtaininitial funding.Developed and managed the accounting systems and internal controls. Established vendor platforms and negotiated initial lines of credit.Installed a professional service automation system (AutoTask) that tracks service billings and costs at the project level.

Privately owned mid-market IT services company selling infrastructure and managed services to enterprise customers. Was included in Inc. 5000’s list of America's fastest growing private companies in 2011 and 2012.Revised several periods of prior years’ financial results for this fast growing company in a turnaround situation. Rebuilt chart of accounts and employed new accounting and control systems which improved timeliness and reliability of financial reports.Led project to migrate company from QuickBooks to NetSuite One World.Established purchase order system nearly eliminating data entry errors.Exercised cash flow management practices resulting in timelier billing and collection, reducing days' sales outstanding from over 60 days to 45 days.Negotiated a $250K revolving accounts receivable credit facility with local lender to alleviate short term working capital needs.Researched GAAP in order to develop a methodology for properly recording complex multiple-element project based bartering transactions.Constructed framework to more accurately determine nexus and assess sales tax using Avalara’s AvaTax solution.Outsourced payroll processing and benefits management to third parties resulting in reduced staff time constraints in these areas.

Family owned, full service new vehicle dealership. Directed accounting department activities and helped guide operational procedures for this dealership undergoing expansion phase and ownership change. Assembled and trained six person accounting staff.Administered process improvements that reduced contracts in transit collection time from 5 days to 3 days. Streamlined month end procedures which improved closing times from 6 days to 3 days. Orchestrated comprehensive insurance coverage analysis resulting in a premium reduction of $30K annually.Formulated internal controls to help safeguard company assets and ensure regulatory compliance with the Gramm-Leach-Bliley Act and IRS 8300 requirements.Coordinated annual review with external auditors with clean audit results.Instituted budgeting process with departmental managers leading to more efficient expense management and a decrease in overtime expenses.Systems administrator for the retail management system. (Reynolds & Reynolds ERA)

Small privately held startup providing instructor led IT career certification training via the internet. Company was sold to a subsidiary of EarthWeb Inc. in January 2000.Designed the accounting system and managed operations of the company from formative years through rapid growth stage and acquisition. Subsequent to the acquisition, transitioned the accounting and reporting functions of two newly acquired companies into a single consolidated business unit.Formed strategic business plan for new business unit with budget and forecast.Assisted integration of new business unit into operations of parent company.

Locally based CPA firm whose primary customers were automotive dealership groups.Coordinated all phases of financial statement audit engagements, including audit planning stages and oversight of junior staff. Performed tests of transactions, internal control evaluations, LIFO inventory adjustments and tax return preparation.