BARBARA SIMONS
Public Accountant-Tele:360-807-4588
Greater Olympia Area,WA
Summary
- SIMONS ACCOUNTING, HR & TAX OLYMPIA FEB 1987 - PRESENT OWNER, MANAGER, CREATOR
- GAAP Accounting, Federal Income Tax Preparation for Individuals
- C/S Corporations, LLC's, Partnerships, Trusts, Proprietorships
- Financial Statements, Annual Audit Support, Financial Analysis
- Credit line acquisition, Receivables Factoring Loans, Equip. Finance
- Human Resource consulting, contractor vs.employee, terminations
- Recruiting, Marketing, Promotion support, Nexus and risk analysis
- Tax returns preparation, excise, sales, property and use taxes
- Payrolls, payroll taxes, ADP process, HRIS and IT systems support
- Compliance, tax research,IRS negotiations, IRS audit assistance
- Documentation, W-2's, 1099's, month and year end closing
- Analysis of collection issues, employee reviews, commissions
- Bonus structures, merit raises, employee discipline, relocations
Business professional prepared for this role, bringing wealth of experience in strategic planning and operational management. Delivered impactful results through effective leadership and resource optimization. Focused on fostering team collaboration and achieving exceptional outcomes with adaptability and reliability. Skilled in financial management, strategic growth, and customer relations.
Overview
20
20
years of professional experience
1
1
Certification Enrolled Agent 1997-2025
Work History
OWNER, MANAGER, CREATOR
SIMONS ACCOUNTING, HR & TAX
02.1987 - Current
- GAAP Accounting, Federal Income Tax Preparation for Individuals
- C/S Corporations, LLC's, Partnerships, Trusts, Proprietorships
- Financial Statements, Annual Audit Support, Financial Analysis
- Credit line acquisition, Receivables Factoring Loans, Equip. Finance
- Human Resource consulting, contractor vs.employee, terminations
- Recruiting, Marketing, Promotion support, Nexus and risk analysis
- Tax returns preparation, excise, sales, property and use taxes
- Payrolls, payroll taxes, ADP process, HRIS and IT systems support
- Compliance, tax research, IRS negotiations, IRS audit assistance
- Documentation, W-2's, 1099's, month and year end closing
- Analysis of collection issues, employee reviews, commissions
- Bonus structures, merit raises, employee discipline, relocations
CONTROLLER & HR MANAGER
INTERNATIONAL SEAFOODS OF AK. INC.
10.2012 - 11.2015
- Company Overview: Manufacturing and distribution, (nexus in AK, WA, Seoul, Korea and the Philippines)
- Manage GAAP accounting, tax, cash, credit lines, covenants.
- System/Process controls, Annual CPA and Annual Bank Audit Administration, No change under audit during tenure
- Conversion to Nav Software, Financial Consolidation, Employee housing, employee advances, employee deductions.
- Employee expense, mileage, and travel reimbursements,
- Communications with staff, clients, vendors, agents, outside CPA's, Executive management, Dept. Managers,and Board of Directors,
- Process employment security forms for new hires and terminations.
- Labor and Industries for job injury reporting.
- WISHA, OSHA, cobra continuation, Hippa regulations, moving reimbursements, relocations, Benefit renewals, Contract consulting, Lease renewals, Lease CAM cost analysis,
CONTROLLER & HR MANAGER
ABC LEGAL SERVICES INC
08.2008 - 09.2011
- Company Overview: Domestic sites in WA. CA. OR. GA, NY, TX, AZ, NM, NV, WI, FL, IL, MA, IA
- Controller for Legal Service and Messenger Service with 2550 staff in 33 sites, 14 states
- Manage accounting, payroll, tax, HR, cash reporting, GAAP, credit lines, system admin
- Extensive financial analysis, huge transaction volumes, manage AR and A/P, taxes
- Collections, Migration to MFST Great Plains Dynamics software, Supervise/train 17 staff
- Maintain GAAP, tax compliance, capital assets, insurance and risk controls, consolidations.
CONTROLLER & HR MANAGER
JAMES FARRELL & CO INC.
05.2003 - 10.2007
- Company Overview: Int'l Global Wholesaler/Distributor of Commodities in Food/Feed
- Sales to 160 countries, sites in 7 countries incl. U.S./Mexico/China/Japan/Thailand/Canada/Europe
- Supervise Accounting, GAAP GL, AR, AP, Financial Statements, credit lines, covenants
- Month/year-end closing, annual audits, cash reporting, financial statements, currency translation
- Foreign tax analysis, capital assets, asset sales, international financials, annual tax analysis
- HR and accounting for all sites, benefit admin, recruiting, supervise mentor and train 9 staff.
- Migration to Accountmate software, excise/sales tax returns, manage IRS audit with 'No Change' results
- Significant revenue increase x 8 during tenure w/ improved controls & superior audit results.
- Largest shipping exporter out of Port of Seattle and Port of Portland, Overly Complex Logistics
CONTROLLER & HR MANAGER
COSMOS INTERNAT'L CORP
10.2000 - 09.2002
- Company Overview: Real estate developer, manage 55 related commercial/residential properties
- Cash Reporting, Manage accounting, tax, finance, system admin & risk controls
- Migration to Timberline software. Supervise/train 6 staff CPA's, process improvement, daily system backups.
- Maintain GAAP/FAS, tax compliance, asset management,
- Treasury, complex accounting & tax for multiple LP's, LLC's, and C/S Corporations.
- Prepare consolidations/eliminations. Manage 65 cash/securities accounts monthly.
CFO, NORTH AMERICA
MTS INTEGRETRAK INC.
08.1997 - 10.2000
- Company Overview: A subsidiary of MTS Limited (MTSL) NASDAQ, publicly traded software mfg. company
- Supervise finance, accounting, HR/payroll, SOP 97-1,2 revenue recognition, annual audit
- Two migrations - accounting and operations, coordination with multiple branch locations
- Monitor and manage bank relations, cash, budgets, credit lines, inventory and capital assets
- Control month and year end close, due diligence, inventory, HR, U.S. payroll and taxes.
- Manage receivables, a/p approvals, analyze merger and acquisition, asset management.
- Supervise/train 9 staff, financial reporting, manage vendors, inventory, annual audit E & Y
- Nexus in 27 states, 7 countries, extensive financial analysis, treasury and cash reporting
- Manage 3 corporations, Tax analysis, 88,000 installations worldwide, 401K Administrator
- A subsidiary of MTS Limited (MTSL) NASDAQ, publicly traded software mfg. company
INTERIM CONTROLLER
ROBERT HALF & ASSO.
06.1995 - 08.1997
- Interim controller for Amazon.com during their IPO process, manage reporting, payrolls.
- PeopleSoft implementation. Process employee move expense, travel exp.reimbursements.
- Financial statements, AP, AR, tax return preparation and submittals, audit administration
- Audit with E & Y, GL reconciliations, provide documentation to auditors, variance reports
- SEC reporting, ADP administration, benefit administration, track use of benefits, risk.
Education
MBA - Passed CPA in CA State in 1987- Taking Exam in WA State -Scheduled
Cal-State Long Beach, CA
Skills
- QuickBooks
- Timberline
- Real World
- Great Plains
- Peoplesoft
- Oracle
- Accpac
- Peachtree
- Solomon
- NetSuite
- Accountmate
- Sage
- Open Systems
- TABS III
- SQL
- Excel
- Word
- Paychex
- ADP
- Ceridian
- Ultipro
- Custom HRIS systems
- Public Accounting
- Medical/Hospitals
- Legal/Professional Service
- Market Research
- Manufacturing
- Retail & Wholesale Sales and Distribution
- Banking
- Real Estate / Property Management
- Auto sales and service
- Customer relations
- Small business operations
- Relationship building
- Verbal and written communication
- Client service
- Project management
Certification
- Enrolled Agent 1987-2025
Timeline
CONTROLLER & HR MANAGER
INTERNATIONAL SEAFOODS OF AK. INC.
10.2012 - 11.2015
CONTROLLER & HR MANAGER
ABC LEGAL SERVICES INC
08.2008 - 09.2011
CONTROLLER & HR MANAGER
JAMES FARRELL & CO INC.
05.2003 - 10.2007
CONTROLLER & HR MANAGER
COSMOS INTERNAT'L CORP
10.2000 - 09.2002
CFO, NORTH AMERICA
MTS INTEGRETRAK INC.
08.1997 - 10.2000
INTERIM CONTROLLER
ROBERT HALF & ASSO.
06.1995 - 08.1997
OWNER, MANAGER, CREATOR
SIMONS ACCOUNTING, HR & TAX
02.1987 - Current
MBA - Passed CPA in CA State in 1987- Taking Exam in WA State -Scheduled
Cal-State Long Beach, CA
SOFTWARE
Microsoft, Commission Software, NetSuite, Timberline, Real World, Microsoft Great Plains Dynamics, QuickBooks Pro and Desktop. Yardi, Peoplesoft, Oracle, Accpac, Peachtree, Solomon, Accountmate, Sage, SQL, Wave Software, Open Systems, Mysis, TABS III, SQL,Excel, Word, Paychex, Quicken, ADP, Ceridian, Ultipro, Microsoft 365 and custom HRIS systems and Point of Sale Software, Act, Commission Calculations. Applications.
Background Details
- International Seafoods of AK. Inc., Mfg. Distribution, (nexus in AK, WA, Korea, ISA Philippines), Owned by True World Group,
- Intercompany reconciliations annually, Annual CPA and Bank Audit Management, Responsibilities include tax compliance,
- GL management, software administration, detailed account reconciliations, financial reporting, and credit line management.
- ABC Legal Services Inc., (nexus in 14 states with 33 sites), Domestic sites: WA, CA, OR, GA, NY, TX, AZ, NM, NV, WI, FL, IL, MA, IA,
- Annual CPA and Bank Audits, Total of 31 Counties, Financial Reporting, Tax Reporting. Local Tax Authority Audit Management
- James Farrell & Co. Inc., (US sites in WA, CA, OR & WI), 15 Corporations. Sites in China, Japan, Thailand, Mexico, South America, Canada,
- Cosmos Management Corporation., 55 Commercial/Residential Buildings all in WA State, Annual CPA Audits
- MTS IntegreTrak, Inc., (nexus in 27 states in the U.S. and 6 countries), Foreign sites in Israel, Spain, Brazil, London, Canada, UK,
- Annual CPA Audits, SOX Administration, Revenue Recognition, Multiple Entity Taxation both Domestic and Foreign,
- Gilmore Research Group, Inc., (9 sites located in WA, OR, NM, NE, and PA), For following companies: Gilmore Research Group Inc.,
- Gilmore Focus Group Centers Inc., Northwest Certified Surveys, Inc., Gilmore Mystery Shoppers Division, Gilmore Express Personnel Inc.
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