Lindstrom CPA wants to be a partner along your journey to success. The Firm opened in 2020; however the Owner brings 25+ years of experience in Public Accounting. Lindstrom CPA focuses on its clients needs. Tax and accounting done right, done for you. How can Orlando based Lindstrom CPA help you? We like real conversations.

Ferrell & Kelly is a full service CPA firm located in Winter Park, Florida.

• Tax Planning• Tax Preparation• Audits, Reviews, and Compilations • CFO Advisory • Strategic Business Planning• Succession Planning• Internal Controls• New Business Formation• Cash Flow Management• Bank Financing

Acting as accounting advisor and interim CFO for clients. Guiding the clients through many challenges of the business cycle to align middle market organizations with GAAP and accounting practices found in larger organizations. Developing client staff to support the accounting practices. Analyze tax position for year-end tax planning. KEY ACCOMPLISHMENTS:• Reported to Board of Directors an action plan for cash deficient organization.• Identified organization structure issues with common ownership and recommended new structure for ACA compliance.• Developed client accounting staff to support internal accounting needs.• Brought awareness of information security issues affecting small companies.• Identified and rectified critical process failures preventing misappropriation of funds.• Brought structure to the organization with implementation of foundation policies such as expense policy, travel policy.• Successfully transitioned company from manual filing of sales tax to automated system.• Proposed operational efficiencies through process and policies

Managed the North American Accounting Division. Responsible for the accounting operations ensuring effective reporting to CFO in the UK. Responsible for cash management and forecasting as well as creating annual budget. KEY ACCOMPLISHMENTS:•Successfully transitioned the organization to new accounting system better aligned with organizational size and reporting requirements.•Improved cash conversion cycle.•Provided transparency and accurate reporting to the UK•Worked with external Auditors from E&Y UK, Australia and Canada during the due diligence process

Prepared more than 150 tax returns each tax season (1120, 1120S, 1065 and 1040). Assisted with reviews and compilations. Prepared sales tax and payroll tax returns. Consulted clients on accounting best practices and trained clients on accounting software.KEY ACCOMPLISHMENTS:•Successfully assisted client through transition after employee fraud investigation.•Assisted several clients acting as an interim accounting manager

Prepared more than 200 tax returns (1120, 1120S, 1065 and 1040). Prepared sales tax returns and prepared 1099’s and assisted with special projects.KEY ACCOMPLISHMENTS:•Assisted client in reconciliation of complex intercompany transactions to provide transparency for investors.•Assisted high net-worth clients to realize tax savings.•Successfully supported clients with IRS audits

Maintained human resource department with 6 direct reports. Responsible for the hiring and termination of employees as well as administration of employee benefits such as the retirement and health insurance. Managed all internal accounting.KEY ACCOMPLISHMENTS:•Created policies and procedures for the Office Manager role.•Created employee manual and implemented policies

Maintained human resource department with 25 direct reports. Oversaw all functions of a small office such as accounts receivable, accounts payable, month-end and year-end entries. Managed cash flow and performed cost analysis.KEY ACCOMPLISHMENTS:•Improved days sales outstanding by an average of 15 days.•Enhanced procedures for billing and revenue recognition.•Successfully transitioned to accounting software more aligned with organization size

Prepared 250 individual tax returns and prepared trial balance, which included month end entries for business tax return preparation. Prepared payroll and payroll tax returns for multiple clients. Prepared sales tax returns, prepared 1099’s and W-2’s as well as oversaw all functions of a small office. KEY ACCOMPLISHMENTS:•Computerized the complete accounting process of the company taking it from a manual to a multi-user based computerized process.•Improved internal procedures for more efficient workflow