Beverly M. Dahlem, CPA
Godley,TX
Summary
Certified Public Accountant with extensive experience in tax preparation, financial reporting, and strategic planning. Proven track record in enhancing client relationships and optimizing resource allocation for diverse portfolios. Dedicated to legal compliance and innovative financial solutions.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Certified Public Accountant
Beverly M. Dahlem, CPA
San Antonio, TX
03.1997 - 07.2025
- Managed comprehensive operations of a public accounting practice, ensuring compliance, and resource optimization.
- Delivered tax, accounting, and consulting services to individuals and small businesses.
- Maintained current knowledge of tax regulations for accurate financial documentation.
- Facilitated tax filings to minimize client liabilities, fostering trusted relationships.
- Developed growth strategies for construction clients, enhancing long-term success.
- Implemented accounting software to streamline processes.
Controller/Contract
Providence Place
San Antonio, TX
01.2002 - 10.2017
- Mentored a proficient and collaborative team of three accounting professionals through structured recruitment, onboarding, and mentorship, with an emphasis on workflow efficiency and productivity
- Prepared accurate and comprehensive financial statements by consolidating financial data, while identifying and resolving discrepancies through detailed analysis
- Enhanced the organization’s fiscal health by devising cash control procedures, including guidelines for cash receipts, disbursements, reconciliations, and record-keeping in compliance with internal policies
- Prepared detailed grant reports as per funding requirements and provided transparency in financial utilization
- Applied for special funding opportunities by crafting compelling proposals to secure additional resources
- Reported to and collaborated with board members, presenting updates, progress, and strategic plans
- Developed detailed budgets by analyzing historical financial data and forecasting future needs, while strategically optimizing resource allocation to reduce operational costs
Controller
College Book Co. of SA, Inc.
- Carried out essential tasks, such as training bookkeepers, overseeing cash control procedures, and optimizing investment strategies, while leading special projects through hands-on leadership and diligent oversight
Staff Accountant (Part-time)
Berlanga & Associates
- Facilitated integration of new accounting staff through structured training programs.
- Filed tax returns for individuals, corporations, and partnerships in compliance with regulations.
- Executed accounting, payroll, and bookkeeping services to support business operations.
Full Charge Bookkeeper
College Book Co. of SA, Inc.
- Spearheaded the company’s transition from a manual to a computerized accounting system, while managing various bookkeeping functions, including accounts payable, receivable, and payroll to enhance operational efficiency
Education
Bachelor of Business Administration -
Texas State University
San Marcos, TXSkills
- Client relationship management
- Financial strategy
- Regulatory compliance
- Full-cycle bookkeeping
- Microsoft Office and accounting software proficiency
- Grant oversight
- Board presentations
- QuickBooks expertise
Certification
Licensed Certified Public Accountant (CPA)
References
References available upon request.
Timeline
Controller/Contract
Providence Place
01.2002 - 10.2017
Certified Public Accountant
Beverly M. Dahlem, CPA
03.1997 - 07.2025
Controller
College Book Co. of SA, Inc.
Staff Accountant (Part-time)
Berlanga & Associates
Full Charge Bookkeeper
College Book Co. of SA, Inc.
Bachelor of Business Administration -
Texas State University
Similar Profiles
Elias PilichosElias Pilichos
Traffic Control Officer at City of Beverly Hills / Beverly Hills Police Dept.Traffic Control Officer at City of Beverly Hills / Beverly Hills Police Dept.
Lisa KarsonLisa Karson
Executive Assistant to the Chief of Police at City of Beverly Hills / Beverly Hills Police DepartmentExecutive Assistant to the Chief of Police at City of Beverly Hills / Beverly Hills Police Department
Arturo MorenoArturo Moreno
Steward at Beverly Wilshire Beverly Hills A Four Seasons HotelSteward at Beverly Wilshire Beverly Hills A Four Seasons Hotel
Casie CadwalladerCasie Cadwallader
Premium Client Experience Account Manager at Fidelity Charitable – Fidelity InvestmentsPremium Client Experience Account Manager at Fidelity Charitable – Fidelity Investments
Jaclyn ArndtJaclyn Arndt
Infusion Nurse at Texas OncologyInfusion Nurse at Texas Oncology