Certified Public Accountant with over 30 years of successful experience in management, tax preparation and planning, financial and business operations consulting and management. Strengths in budgeting and cash flow management and problem solving.
I owned and operated a public accounting firm serving individuals and small to mid-sized companies in the Kansas City metropolitan area and across the country. I provided CFO services to non-profit, manufacturing and construction clients and consulted with them regarding the day-to-day operation of their companies, budgeting and forecasting. I prepared financial statements and business and individual income tax returns. I provided investment advisory services to high net worth clients.
I developed an accounting system for this $800 million construction company and transitioned their operations from Charlotte, North Carolina to Lenexa, Kansas. I hired and trained the accounting staff. I successfully reduced the month-end closing process from 3 days to 1 day by streamlining operations. I planned and oversaw the budget, financial statements and audits of the company. I worked with the international branches of the corporation to assist in the management of their accounting systems and the preparation of their financial statements.
I audited the casino's daily revenue stream, calculated and paid daily taxes to the State of Missouri. I oversaw the cash accounting function to insure accurate financial reporting.
I owned and operated a public accounting form serving small business, farm operations and individuals in Henry County, Missouri I prepared payroll and financial statements as well as business and individual income tax returns. I served on the boards of two non-profit organizations.
I audited and prepared mutual fund, investment and financial transactions for trust accounts and self-directed IRA's. I reconciled in-house accounts and prepared Trust Account Tax returns.
Permanent Deacon, Diocese of Kansas City-St. Joseph
Chairman, Finance Committee, Nativity of Mary Parish
Past Member, Nativity of Mary School Board
Eagle Scout and Member Tribe of Mic-O-Say
Past Member, St. Mark's Parish Pastoral Council
Past Treasurer, Golden Valley Day Care
Past Director, Henry County Sheltered Workshop
Knights of Columbus, 4th Degree, Past Grand Knight