Providing strategic accounting services and CFO support for not-for-profits

Accounting Outsourcing Services

● Oversaw $8+ million budget and the implementation of budgets across all departments and our eight church locations to monitor progress and present operational metrics both internally and externally● Managed finance staff as they maintain financial record systems in accordance with GAAP and the Evangelical Council on Financial Accountability● Coordinated and supervise the annual independent financial statement audit● Prepared monthly financial statements for all pastors, directors, and our volunteer Financial Oversight Committee

● Prepared financial analysis reports on contributions and expenses for leadership● Recorded all journal entries and maintained general ledgers, including contributions, miscellaneous income, accounts payable, accounts receivable● Maintained donor system, communicated with donors, and handled database issues● Reconciled all bank accounts and credit card accounts monthly

● Founded the firm’s tax planning department as the first CPA on staff● Developed comprehensive tax plans for high net worth clients that integrated with their financial plan and estate plan● Incorporated detailed tax strategy including net unrealized appreciation, Roth conversions, and stock option and deferred compensation optimization● Reviewed tax returns and tax plans with clients on an annual basis