Proven leader in financial management and strategic planning, with a history of boosting profitability for Ace Insulation Inc. through innovative cost reduction and tax planning. During employment with Ace Insulation the companies gross went from 100k to20m per year. Operated four shops in California and Nevada. Managed all contractor licensing, Skilled in client service and staff development, adept at fostering professional growth and optimizing operations. Currently enhancing expertise by pursuing an Enrolled Agent License renewal. Dedicated professional with a history of meeting company goals utilizing consistent and organized practices.
Performed recordkeeping and Tax Services for monthly clients.
Level of service varied per client, mainly Bank A/R, A/P and Financial Statements.
Over the years I have worked positions with many companies including - A/R A/P clerk, staff accountant, senior accountant, controller and CFO in addition to my own tax and accounting practice.
Also CPA firms, mostly tax season.
I held an Enrolled Agent License for many years, which I let expire when I was working private. I am currently working to retake the test and resume my license.