Responsible for delivering audit and accounting services to existing clients, managing client relationships, selling audit and complementary services to prospective clients, management of multiple teams of external auditors for both public and private companies; budgeting and monitoring results; developing staff including creating and teaching training sessions, maintaining current knowledge of technical audit and accounting standards; recruiting and interviewing prospective employees; leading a Chicago office industry focus group; and ensuring compliance with professional and firm standards. Client businesses range in size from $1 million to $2 billion in annual revenues and include both public and privately-held companies with a concentration in the consumer and industrial manufacturing markets.

Responsibilities included managing audit, review, and compilation engagements for a local public accounting firm, preparation of tax returns for businesses, individuals, trusts, benefit plans, and not-for-profit entities, and served as a general accounting and finance consultant for businesses with up to $100 million in annual revenues.Managed engagements of varying levels of assurance while gaining mastery of a broad range of accounting and tax issues.Served as outsourced controller for several small businesses, involved in all bookkeeping, budgeting, and finance decisions.Performed monthly, quarterly and annual close procedures, developing and recording all relating journal entries.Developed chart of accounts and implemented accounting systems for several businesses.Gained significant experience in income tax regulations as preparer of various types of income tax returns. Tax compliance experience includes federal and state returns for C-Corporations, S-Corporations, and partnerships, individuals, trusts, not-for-profit entities, and employee benefit plans.Prepared sales/use tax returns and payroll tax returns including all related monthly, quarterly and annual forms such as W-2's and W-4's.