Stephanie Boren Email & Phone Number

Denver, Co, Us

Boulder Colorado

Provide guidance about financial matters to company leadership and head the company's in-house accounting function including responsibilities for budgeting, accounts payable and receivable, payroll and compliance. Specific duties include:-Create monthly, quarterly and annual projections to track budget performance-Manage all accounting operations - Prepare and Present monthly Financial Statements-Oversee monthly client invoicing coordinating with Project Managers to ensure proper billing-Manage Accounts Receivable collections-Manage Cash Flow-Manage Budgeting and Projections-Member of management team determining profit sharing and growth strategies-Track employee productivity metrics-Administer payroll for 11 employees, including IRA deductions and garnishments-Research and implement company 401(k) plan

Superior, Co

Provide a breadth of accounting services to a wide range of companies. Services include: -Provide full charge bookkeeping for varied businesses -Conduct company budgeting and monthly/quarterly/annual cost projections -Prepare monthly financial statements and conduct formal client presentations -Prepare supporting work papers for CPA to prepare annual tax return -Prepare payroll tax reports for Federal, Colorado and other states -Utilize Quickbooks, Great Plains and Peachtree accounting software -Prepared requested information for IRS audits including all communication with IRS agent Specific Client engagement examples: - Connection Engine, Inc. - Technology startup company with $1M seed money that developed digital marketing products - 80212 Properties - 120 unit apartment complex - Polar-Ray - Online LED lighting sales with $100K in average monthly sales - Elite Roofing - Family owned roofing company

Superior, Co

Full charge bookkeeping, budgeting and projections, presentation of financial statements, payroll reporting. Preparation of work papers for year end tax preparation. Payroll processing, and payroll tax reporting. Prepared back up information for two IRS audits. I took the lead in communication with IRS agent on one of those audits.

Monthly bookkeeping maintenance and financial reporting for clients as well as quarterly payroll reporting. Tax preparation for individuals, corporation, and partnership entities. Performed testing for audit clients. Helped clients with bookkeeping and accounting system setup.

Dallas, Tx

Monthly bookkeeping maintenance and financial reporting for clients. Quarterly payroll reporting. Individual, corporation, and partnership tax preparation.