Professional with strong background in accounting, equipped to drive financial accuracy and efficiency. Skilled in financial analysis, budgeting, and regulatory compliance. Known for reliable collaboration with teams and adaptability to changing needs. Excel in delivering results through strategic planning and problem-solving.
Overview
31
31
years of professional experience
Work History
Senior Accountant
Stonehenge Consulting, PLC.
07.2014 - 04.2025
Assisting business owners and individuals in maintaining and improving their financial health and reporting procedures.
Performed audits, reviews, compilations and monthly bookkeeping for privately held entities. Knowledge of U.S. Generally Accepted Accounting Principles (GAAP). Client gross revenue range from $5K to $50M per year.
Prepare complex individual, corporate, partnership and multi-state tax returns; 1120, 1120-S, 1065, 1040, 990, 1099 and personal property tax returns.
Tax analysis and reporting – conduct tax research and analysis to identify tax savings opportunities and prepare tax-related reports and schedules.
Led financial audits, ensuring compliance with regulatory standards and improving internal controls.
Develop, maintain and manage client relationships. Help identify performance improvement opportunities for clients and provide financial analysis reports and benchmarking data.
Respond to inquiries from regulatory agencies.
Mentored junior accountants, fostering professional growth and promoting best practices in accounting.
Prepare and file payroll tax returns, including monthly, quarterly and annual reports, and ensure timely payment of payroll taxes to government agencies.
Prepare and file monthly Chapter 11 bankruptcy reports and work closely with legal and bankruptcy agencies.
Senior Accountant
Vander Lugt, Mulder, DeVries and Elders CPA
06.2013 - 07.2014
Prepare complex individual, corporate, and partnership tax returns; 1120, 120-S, 1065, 1040, 990, 1099 and personal property tax returns.
Ensure compliance with tax regulations and identify opportunities for tax savings.
Prepare and compile supporting financial statements and documents.
Research and analyze tax issues from clients and provide guidance on tax planning strategies.
Prepare and process payroll – accurately calculate and process various client’s employee wages, bonuses, and deductions on a regular schedule, ensuring compliance with company policies and legal regulations. Prepare and file payroll tax returns, including monthly, quarterly and annual reports, and ensure timely payment of payroll taxes to government agencies.
Developed and implemented processes and reporting for the revenue cycle management for various physician groups.
Director of Finance & Accounting
Medical Management Specialists, Inc.
02.2004 - 06.2013
Medical billing, coding, and practice management for physician groups and hospitals. Provide financial accounting, payroll and benefit services for physician groups contracted with hospitals and urgent care centers. Provide financial services and reporting to Emergency Care Specialist; 100 physician emergency care physician group
Responsible for all accounting, reporting and finance functions. Oversee and direct the accounting department, payroll, audit, tax, banking and insurance activities.
Developed and implemented budgeting strategies to optimize resource allocation across departments.
Evaluates the company’s financial position and issue consolidated financial statements and reports including budgeting, report analysis, cash management, and payroll and benefits.
Ensures timely planning, preparation and submission of all Federal, State, & City tax returns or other filing requiring financial or statistical information.
Developed and implemented processes and reporting for the revenue cycle management for various physician groups, which resulted in a 10% - 12% increase in per patient revenue for all groups.
Initiated and implemented a patient payment plan system as well as insurance appeal process which lowered the days in accounts receivable from 60 days to 42 days.
Present financial, statistical and performance reports to clients and the Board of Directors.
Oversee annual capital and operational budget process and regular variance analysis.
Communicate with attorneys, auditors, insurance agents, officers, and owners regarding business strategies.
Review and monitor banking relationships, employee benefit packages, and retirement plan compliance.
Develops and implements financial policies and procedures and ensures compliance.
Assures implementation of internal controls and generally accepted accounting procedures.
Business/Operations Manager
Christian Schools Internation
10.2001 - 02.2004
Controller
Trivalent Lan Concepts, Inc.
02.2000 - 10.2001
Staff Audit and Assurance Accountant
The Rehmann Group
10.1994 - 02.2000
Education
Master of Science in Accounting Degree -
Keller Graduate School of Management
05.2013
Bachelors of Business Administration - Accounting
Grand Valley State University
Allendale, MI
05.1994
Skills
Financial Statement reporting and presentation
Tax return preparation and planning
Advisory services and client communication
Team management
Budget management and forecasting
Corporate tax reporting expertise
State and federal payroll tax compliance
Cash management, compliance, loan and bank management
Material Handler, Saw Operator, Shipping/Receiving Clerk at Boyne Machine CompanyMaterial Handler, Saw Operator, Shipping/Receiving Clerk at Boyne Machine Company