Shelly Matheis Email and Phone Number

*General ledger & financial statement preparation *Bookkeeping (Monthly/Quarterly/Annual) *Accounting system setup for new businesses *Computerized payroll services *Business tax return preparation (Sales & Use/Business Property) *Personal financial statements *Litigation support Audits, Reviews and CompilationsWe view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing… Show more *General ledger & financial statement preparation *Bookkeeping (Monthly/Quarterly/Annual) *Accounting system setup for new businesses *Computerized payroll services *Business tax return preparation (Sales & Use/Business Property) *Personal financial statements *Litigation support Audits, Reviews and CompilationsWe view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance: *Audit- an intensive examination with the highest level of assurance *Review - some analytical procedures conducted with limited assurance *Compilation - based upon client information provided and used primarily for internal use. Bookkeeping/Write-UpMeaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. Show less

Executed the repatriation model process to determine foreign cash redeployment and led the international compliance process, including leveraging Corp Tax proficiency for system issues. Coached and supervised 10 – 12 college tax interns on international tax preparation over a 4 year period. •Prepared and reviewed the most difficult and relevant form 5471s and form 8858s that were then fed into the consolidated federal return. •Used Excel to design process improvements to rebuild… Show more Executed the repatriation model process to determine foreign cash redeployment and led the international compliance process, including leveraging Corp Tax proficiency for system issues. Coached and supervised 10 – 12 college tax interns on international tax preparation over a 4 year period. •Prepared and reviewed the most difficult and relevant form 5471s and form 8858s that were then fed into the consolidated federal return. •Used Excel to design process improvements to rebuild the repatriation model which allowed for efficient managerial review. This design was later adopted to become a training tool for other tax professionals across the organization. •Established a new data collection tool in Excel to redesign the tax package collection model sent to international Market Controllers. Show less