Summer Strate, Cpa Email and Phone Number
As a CPA and bookkeeper, my goal is to educate other small business owners on basic accounting practices they should be implementing in their business, while taking a hands-on approach to helping them succeed where it really matters: the bottom line.
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Chief Executive OfficerSolstice Financial Solutions Jan 2021 - Present -
Senior Audit AssociateGrant Thornton Llp (Us) Aug 2019 - Apr 2021Chicago, Il, Us- Reviewed and audited business transaction cycles including inventory, revenue, capital assets, and operating expenses in not-for-profit, higher education, governmental, and manufacturing industries - Researched audit issues and industry trends using electronic databases- Applied newly released FASB and AICPA standards to the financial reporting of private companies - Collaborated with client contacts, including controllers and CFOs, to complete engagements efficiently and under budget while building rapport and strong working relationships -
Audit AssociateGrant Thornton Llp (Us) Oct 2017 - Jul 2019Chicago, Il, Us -
Audit InternCrowe Jun 2017 - Aug 2017Chicago, Illinois, Us- Reconciled cash, accounts payable, fixed assets, and expense accounts, and ensured accuracy and completeness for 8 different clients- Compiled and analyzed financial transactions to ensure they matched provided detailed records- Identified and tested entity and account level controls in comparison to COSO standards- Drafted management representation and SAS 114 letters for partner approval- Prepared audit workpapers in compliance with GAAP -
Teaching AssistantLoyola University Chicago Aug 2016 - May 2017Chicago, Illinois, Us- Organized and facilitated the Systems Understanding Aid, a manual accounting project, for two Intermediate Accounting I classes each semester- Mentored over 90 students in navigating this project and provided guidance to help them successfully complete all stages of the accounting cycle -
Peer TutorCenter For Tutoring And Academic Excellence Mar 2015 - May 2017Mentored groups of six to eight students in accounting and calculus by designing individualized tutoring strategies for peers at varying learning stages
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P.J. Boatwright InternFlorida State Golf Association May 2015 - Aug 2016Tampa, Fl, UsOver two summer internships, I have: - Reviewed applications including tax information for scholarship awards and provided summaries for Executive Board review- Analyzed trends in past tournament entry statistics and assisted in the preliminary strategizing of new tournament development and maximizing profit and entry opportunities- Prepared presentations for a variety of Rules of Golf seminars, Board meetings, and other administrative events. - Updated several sections of the website to become more user friendly and visually appealing while increasing the depth of information provided- Researched archives of the organization's history and managed fellow interns and volunteers in compiling a narrative detailing previously unknown events and company milestones -
Customer Service AssociatePublix Super Markets Oct 2013 - Aug 2014Lakeland, Florida, UsProvided premier customer service while performing general storewide duties, including bagging groceries and closing jobs
Summer Strate, Cpa Education Details
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Loyola University ChicagoAccountancy -
Loyola University ChicagoAccounting
Frequently Asked Questions about Summer Strate, Cpa
What company does Summer Strate, Cpa work for?
Summer Strate, Cpa works for Solstice Financial Solutions
What is Summer Strate, Cpa's role at the current company?
Summer Strate, Cpa's current role is Owner of Solstice Financial Solutions.
What schools did Summer Strate, Cpa attend?
Summer Strate, Cpa attended Loyola University Chicago, Loyola University Chicago.
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