Tara Bollinger, Cpa, Cma, Cgma Email & Phone Number

Columbus, Oh, Us

Troy, Mi, Us

• Preparation of complex financial models for business expansion, financing, buying, selling, make vs buy, and a variety of business decisions• Perform operations reviews to determine most effective and efficient way to run a business• Prepare 13-week cash flow plans• Financial planning for decision making• Fractional CFO for various clients in several industries• Interview and hire candidates for controller and CFO role for clients• Assist in selection of sophisticated enterprise resource planning (ERP) systems for clients• Work with software consultants in assuring ERP systems are installed and structured for the best benefit of the client• Prepare proposals and manage business development opportunities• Supervise on-site, hybrid, and fully remote employees

Perrysburg, Oh, Us

• Taught students finance, advanced accounting, and taxation in the classroom, remote and self- study• Developed lesson plans, homework, and exams• Structured classroom for lecture and examples

Dayton, Oh, Us

• Reviewed business and individual tax returns• Developed and mentored staff• Provided support to improve integration of Toledo office with firm overall• Prepared cost accounting programs for manufacturing clients• Developed new business• Assist in client matters related to CARES Act• Internal and external presentations on technical topics• Improved internal training program• Advanced tax strategic plan

• Advise on general business consulting, including, developing a business plan, start-up expenses, operations, expansion, reorganization, etc.• Review and develop cost accounting systems for clients• Preparation of budgets• Instruct in all-day and part day cost accounting presentations and seminars• Preparation and review of individual, corporation, s-corporation, and partnership income tax returns• Manage client tax notices, both individual and business, by dealing directly with the appropriate taxing agencies including the IRS, State, and Cities• Implemented new hire training program• Interviewing and recruiting candidates for intern and staff roles • Assist clients in settling tax debt through offer in compromises and other channels with appropriate taxing authorities• Manage one hundred plus clients while consistently having 100% plus realization on client billings• Attend various marketing and business development training and events• Strategize with businesses and individuals on tax planning methods at year end and throughout the year• Oversaw cloud accounting services• Prepared business plans

Perrysburg, Oh, Us

• Taught students finance, advanced accounting, and taxation in the classroom, remote and self- study• Developed lesson plans, homework, and exams• Structured classroom for lecture and examples

Maumee, Ohio, Us

Bachelor, Accounting, Human Resource Management, Purchasing, And Supply Chain Management

Education record