Carrie Henderson
Douglasville,GA
Summary
Dynamic accounting professional with extensive experience at RSM US LLP, specializing in financial statement preparation and revenue recognition.
Overview
20
20
years of professional experience
Work History
Owner
Ausmus Ventures LLC
Douglasville, GA
10.2022 - Current
- Present financials to business owners
- Prepare P & L, Balance Sheet, revenue forecast, cash flow, and trial balance in excel.
- Set up policies and procedures.
- Growing tax and accounting firm working with small business owners and individuals.
- Worked with Small Business owners to set up accounting systems as well as policies and procedures.
- Worked with Small Business owners and individuals to prepare tax returns.
Accountant/Tax Preparer
Diane More, CPA LLC
Smyrna, GA
12.2024 - 12.2025
- Present financials to business owners
- Prepare P & L, Balance Sheet, revenue forecast, cash flow, and trial balance in excel.
- CPA firm working with small business owners and individuals.
- Worked with Small Business owners to set up accounting systems as well as policies and procedures.
- Worked with Small Business owners and individuals to prepare tax returns.
Freelance Expert
Paro
10.2022 - 02.2024
- Prepare & Review income tax returns.
- Set up accounting policies and procedures.
- Provide business structure guidance.
- Maintain, manage, and analyze financial statements, payroll, budgets, and tax compliance issues.
- Forecasting and budgeting with variance analysis
- Financial modeling
- KPI’s
- Controller services for bank located in Puerto Rico
- Small Medium Business Marketplace
- Worked with small business owners to develop accounting policies and procedures in accordance with GAAP.
- Worked with external Auditor to facilitate audit, cleaned up books and records, set up policies and procedures.
- Provided business owners with strategic planning, KPI’s, financial modeling, forecasting and budgeting.
Tax Senior Associate
RSM US LLP
Atlanta, GA
03.2021 - 09.2022
- Prepare 1065, 1120 & 1120S tax returns to include states and consolidated returns.
- Middle market audit, tax, and consulting firm
- Learned the CaseWare and CCH ProFx and Axcess software
Controller
Flex Health
Kennesaw, GA
10.2019 - 03.2021
- Present financials to acting CEO
- Prepare P & L, Balance Sheet, revenue forecast, cash flow, and trial balance in excel
- Set up A/P policies and procedures
- Prepare monthly/year end journal entries
- Reconcile bank statements monthly
- Supervise two A/R clerks
- Work with CPA firm to facilitate annual audit
- Company shutdown procedures
- Growing medical staffing agency with 150 employees with 10 million revenue 2018
- Revamped current accounting practices to be more efficient by setting up formulas in excel workbook and updating accounting policies and procedures
- Displayed an exceptional ability to make complex accounting terms and concepts understood by by Acting CEO
- Worked with bank representatives and outside investors to provide required monthly financial statements
- Brought financial statements current
- Learned to use Deltek Accounting Software and train others how to use
Controller
ENT Institute, Inc
Alpharetta, GA
03.2019 - 09.2019
- Present financials to CEO and executive team
- Prepare P & L, Balance Sheet, revenue forecast, cash flow, and trial balance in excel
- Monthly shared revenue for key employees
- Export from separate QuickBooks companies to excel then consolidate into excel spreadsheets
- Set up A/P policies and procedures
- Prepare monthly/year end journal entries
- Reconcile bank statements monthly
- Prepare daily cash report
- Prepare weekly cash flow analysis
- Prepare situational pro forma and break-even analysis
- Supervise two A/P clerks
- Work with CPA firm to facilitate annual audit
- Growing medical practice with clinics, surgery centers and 100 employees with 10 million revenue 2018
- Revamped current accounting practices to be more efficient by setting up formulas in excel workbook and updating accounting policies and procedures
- Displayed an exceptional ability to make complex accounting terms and concepts understood by CEO and Executive team.
- Worked with bank representatives and outside investors to provide required monthly financial statements
- Brought financial statements current
Accounting Manager
Plant Prefab, Inc
Rialto, CA
05.2018 - 03.2019
- Present financials to Board of Directors and CEO
- Prepare P & L, Balance Sheet, revenue forecast (short term & long term), yearly budget in excel using advanced functions
- Export from QuickBooks to excel then put into the board financial package excel spreadsheet
- Work with Director of Finance for Series A Financing packages to prospective investors
- Prepared project summary in excel tracking all project expenses, materials, and labor vs budget.
- Prepare monthly sales tax prepayment & quarterly sales tax return
- Prepare revenue recognition using percentage of completion
- Set up A/P and A/R policies and procedures
- Prepare monthly/year end journal entries
- Reconcile bank and credit cards monthly
- Enter all A/P, A/R and credit card receipts.
- Review expense reports for accuracy before entering for payment
- Follow up with customers for outstanding balances, vendors for questions regarding invoice support
- Month end close from three weeks to two weeks
- Review biweekly time sheets calculate hours by project and job then enter into payroll system
- Prepare client bank financing packages
- Coordinate software analysis and begin software conversion process
- HR on boarding, training, off boarding and all employee benefits
- Work with CPA firm to facilitate corporate income tax return preparation
- Regional rapidly growing start up manufacturer of modular homes with 40 employees 8 million revenue 2018
- Working under Director of Finance began learning cash flow, revenue recognition and forecasting. When Director of Finance left I took over all the duties of preparing monthly financials, P & L, Balance Sheet, forecasts, job costing and presenting to the board and reported to CEO
- Revamped current accounting practices to be more efficient by bringing accounting in-house and setting up accounting policies and procedures
- Displayed an exceptional ability to make complex accounting terms and concepts understood by CEO and General Manger.
- Worked with individuals, contractors, and developers to prepare bank financing packages
Auditor
Internal Revenue Service
Palm Springs, CA
03.2010 - 04.2018
- Audit individual and business tax returns by coordinating with taxpayers and representatives, overseeing reviews of accounting records to determine applicable amount of taxes owed to the government.
- Engage in review of payroll records, ensuring regulatory compliance with tax code relating to company payroll and contracted workers.
- Foster a collaborative environment with coworkers and external contacts, continually striving to exceed expectations and achieve common goals.
- Consistently achieved established benchmarks, successfully engaging with even the most difficult of individuals.
- Displayed an exceptional ability to make complex tax information accessible and understood by all clients.
- Worked with many different small businesses across many different industries, reviewed QuickBooks, peachtree accounting software reports.
Bookkeeper
Various
05.2007 - 03.2010
- Entered data from check registers and duplicate checks to prepare bank reconciliations and monthly financial statements.
- Oversaw general ledger entries and tax returns while proofreading client documentation before submission.
- Engaged with clients in fast-paced environments, ensuring high satisfaction levels.
- Coordinated bookkeeping operations for diverse businesses and individuals, consistently achieving quality standards.
- Drove results for small business owners by optimizing profit through effective tax strategies.
- Maximized client tax savings, enhancing overall profitability.
- Maintained productivity in remote settings, consistently meeting performance expectations.
- Established and expanded client base from one to six clients.
Active Servicemember
United States Army
Ft. Jackson, SC
08.2006 - 04.2007
- Expertly led 13 squad members, taking charge of incoming soldiers.
- Compiled information for data entry, as well as ensuring that information was correctly input to the computer system.
Education
Master of Business Administration - Finance
University of Redlands
Redlands, CA01.2018
Bachelor of Business Administration - Accounting
American Intercontinental University
Hoffman Estates, IL01.2006
Skills
- Revenue recognition and federal tax law
- Regulatory compliance
- Financial statement preparation
- QuickBooks and Deltek Vantagepoint
- Executive reporting
- Sales tax management
- Process and procedure updates
- Microsoft Excel proficiency
- Cash flow analysis
- New business setup
- Data analysis
- Accrual accounting
Timeline
Accountant/Tax Preparer
Diane More, CPA LLC
12.2024 - 12.2025
Owner
Ausmus Ventures LLC
10.2022 - Current
Freelance Expert
Paro
10.2022 - 02.2024
Tax Senior Associate
RSM US LLP
03.2021 - 09.2022
Controller
Flex Health
10.2019 - 03.2021
Controller
ENT Institute, Inc
03.2019 - 09.2019
Accounting Manager
Plant Prefab, Inc
05.2018 - 03.2019
Auditor
Internal Revenue Service
03.2010 - 04.2018
Bookkeeper
Various
05.2007 - 03.2010
Active Servicemember
United States Army
08.2006 - 04.2007
Master of Business Administration - Finance
University of Redlands
Bachelor of Business Administration - Accounting
American Intercontinental University