Summary
Overview
Work History
Education
Skills
Timeline
Generic

Carol Yorke

Accountant
Santa Clara,CA

Summary

Highly motivated accounting and finance professional with over 25 years of diverse experience, eager to leverage extensive skill set and contribute to the success of a dynamic organization as an Assistant Controller. Proven track record of success in managing financial operations, analyzing complex data, and driving process improvements. Confident in ability to add value to an organization's financial team. Eager to contribute passion and expertise to make a tangible impact, and confident that experience and drive will make that possible.

Overview

22
22
years of professional experience

Work History

Author Writer

Self Employed Writer
09.2012 - Current
  • Researched strokes and mindfulness and wrote book: Brain Attack Surviving A Stroke published by Strategic Book Publishing Rights Agency (SBPRA) in 2015.
  • Researched World War II and wrote book: Dear Folks A Soldier's Letters Home published by Strategic Book Publishing Rights Agency in 2020.
  • Created author website with self-taught skills using Word Press.
  • Wrote and published multiple engaging blog posts for website to build brand awareness.
  • Created original motivational graphics using self-taught online graphic tools.
  • Designated "Visual Storyteller by Facebook

Attracted more than 5,000 Facebook followers with engaging posts.


CPA Owner

Transition Management Resources
05.2006 - 06.2008
  • Created CPA firm from scratch.
  • Acquired more than a dozen small business and nonprofit clients through direct mail marketing and networking.
  • Set up multiple QuickBooks accounting systems for a variety of small businesses and nonprofits.
  • Evaluated and improved numerous incorrect and ineffective QuickBooks setups
  • Created detailed financial reports based on financial data.
  • Reconciled accounts to supporting documentation.
  • Taught classes and one-on-one training in accurate use of QuickBooks accounting system
  • Collected and arranged financial information and entered details into QuickBooks financial management system.
  • Reviewed organization's adherence to regulatory guidelines applicable to specific activities and practices.
  • Supervised accounting and bookkeeping procedures for new staff members.
  • Reduced payroll costs $20,000 for one nonprofit organization after evaluating accounting processes and procedures.

CPA Manager

Yorke & Associates Cpas
05.2001 - 05.2006
  • Created detailed financial reports based on financial statuses and data.
  • Collected and arranged financial information and entered details into QuickBooks financial accounting system system.
  • Prepared individual, corporation, and partnership income tax returns using CCH income tax preparation software.
  • Reviewed organization's adherence to regulatory guidelines applicable to specific activities and practices.
  • Audited financial statements and drafted audit reports of several nonprofit organizations in compliance with Generally Accepted Auditing Standards. (GAAS)
  • Collaborated with CPA owner in creating $500,000 accounting firm from scratch.
  • Developed and documented all firm processes and procedures.
  • Designed and implemented direct mail marketing campaign to attract new clients.
  • Hired, trained and supervised office manager.

CPA Owner

Transition Resources
08.1996 - 05.2001
  • Created new $100,000CPA firm from scratch.
  • Stepped in as interim finance director on short notice for more than a dozen small- and medium-sized nonprofit organizations.
  • Quickly learned each organization's missions, programs, funding sources, and fiscal operations.
  • Collaborated with executive directors and program managers to maintain fiscal department operations with minimal disruption.
  • Supervised client accounting staff,
  • Reconciled all balance sheet accounts to supporting documentation and adjusted accounting records
  • Produced financial reports for boards of directors.
  • Reconciled a full year's bank statements at one time.
  • Self-taught in client's accounting systems in real time.

Developed strong internal control procedures for 10 organizations

Education

No Degree - General Studies

Chaffee Junior College
Rancho Cucamonga

Bachelor of Science - Business Administration, Accounting

Cal Poly
San Luis Obispo, CA
03.1982

Skills

  • Accounting Systems
  • Office Operations
  • Accounting Processes and Procedures
  • Closing Procedures
  • Financial Management
  • Public Accounting
  • Financial Documentation
  • Account Reconciliation

Timeline

Author Writer

Self Employed Writer
09.2012 - Current

CPA Owner

Transition Management Resources
05.2006 - 06.2008

CPA Manager

Yorke & Associates Cpas
05.2001 - 05.2006

CPA Owner

Transition Resources
08.1996 - 05.2001

No Degree - General Studies

Chaffee Junior College

Bachelor of Science - Business Administration, Accounting

Cal Poly
Carol YorkeAccountant