Catie Woolard

During my tenure at The Whitlock Company, I contributed to the audit, tax, and CAAS departments and provided assistance in litigation consulting engagements. I also led our Fun Committee, coordinating both on-site and off-site holiday and social events.

• Conducted audits and reviews of Financial Statements in compliance with U.S. GAAP for diverse clients. Engaged in audit planning, executed procedures, and prepared reports.
• Engaged in internal audits, particularly for banking clients. I developed and presented findings to management, which led to the implementation of corrective actions that enhanced operational efficiency and mitigated risks.
• Preparation of federal and state tax returns for individuals and businesses was conducted using Wolters Kluwer CCH tax software.
• I utilized QuickBooks Online and Desktop for conducting month-end and year-end close procedures, ensuring the generation of precise financial statements for clients.
• Provided assistance to partners in litigation consulting projects.

• I utilized QuickBooks Online for executing month-end and year-end close procedures, ensuring the production of precise financial statements for small business clients.
• Handled payroll processing and payroll tax calculations for small business clientele.
• Conducted a thorough review and analysis of client data, ensuring the accurate preparation of income tax returns and tax-related research.

During my internship, I served in the healthcare consulting department, focusing on the long-term care sector. My tenure at Forvis allowed me to acquire skills in various systems including Excel, Adobe Acrobat, and ProSystem fx Engagement. My responsibilities while executing projects included:

• Prepared cost reports for Medicaid and Medicare.
• Traced others' cost reports for errors.
• Recorded journal entries.
• Formatted trial balances.
• Maintained accurate depreciation schedules.