Small Business Consulting, Accounting, Bookkeeping and Tax Preparation

Responsible for the financial activities of Silver Towne, LP and related entities. This includes credit management, financial reporting and analysis, payroll, banking relationship, human resources, and compliance and risk management. * Implemented a new purchase order system

Responsible for member services, professional development, conferences and events, information technology and operations managed through nine direct reports. • Demonstrated leadership through the society’s organizational restructuring.• Implemented several new events and programs: Day at the Statehouse, Fraud & Indiana Business Symposium and Student Case Studies.• Successfully facilitated the data base conversion ahead of the scheduled time-frame.• Facilitated the relocation of the Indiana CPA Society offices to the current location.• Working with volunteers to increase the number of contributions to the Political Action Committee.• Developed and maintained relationships with the IRS, Indiana Department of Revenue, Construction Financial Management Association, Indiana Venture Club, and Indiana Bar Tax Section.

Responsible for the financial activities for three entities (Society, Foundation, and Political Action Committee) including accounting, budgeting, credit, financial reporting and analysis, payroll, banking, risk management and technology.• Successfully implemented a new accounting software package.• Facilitated a new investment policies• Nine of ten years without an audit adjustment.• Developed a comprehensive CPE Budget• Developed a quarterly and monthly budget process• Successfully managed the implemented the Society’s first website• Developed and implemented new accounting policies

Internal Auditor - Responsible for the audits and loan review of various banks owned by Towne Financial Corporation

Lending Operations and Branch Management - Responsible for personal and corporate lending and branch management at Citizen’s State Bank, a subsidiary of Towne Financial Corporation located in New Castle, IN.