Roxana Perry Email & Phone Number

Extensive knowledge of internal control and risk assessment evaluation and operations; Proven experience with managing multiple tasks and setting priorities; Effective communication skills including, writing, analytical and planning skills.• Lead all aspects of reviews and compilations of private and non-profit companies, including retirement plans. • Provide consulting services to clients including management reporting, analytical project/job costing review, general ledger close, research, drafting of financial statements and related disclosures.• Tax accounting, compliance and research experience including the preparation of complex corporate (including S-corporations), partnership, trust, personal, foreign, non-profit and multi-state tax returns. • Extensive experience with corporate and personal tax projections and planning.• Prepare a variety of corporate organization and dissolution documents for various state agencies. • Successfully manage a number of client relationships in all aspects, including scheduling, work completion and client satisfaction. • Training and development of staff and senior accountants.• Multi Sector Accounting Experience including: Architects, Engineers, Interior Designers, Construction Contractors, Rental Real Estate, Private Medical and Dental Practices and Non-profit sector childcare centers. • Lead transformation from manual to fully automated accounting packages• Provide consultative services for desktop and cloud based accounting software solutionsSPECIALTIES ► Microsoft office applications, loan and amortization software► QuickBooks, MYOB and Peachtree and Cloud accounting software; ► Deltek Vision and Advantage accounting software. ► Prosystem software packages including: tax, fixed assets, trial balance and engagement. ► CCH Smart Practice Aid audit software packages.

Listed skills include Income Tax, Accounting, Tax Preparation, Quickbooks, and 46 others.

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  Boston College

  Accounting