Accomplished Certified Public Accountant and Controller with a proven track record. Expert in financial compliance, tax preparation, and Quickbooks mastery, coupled with exceptional problem-solving abilities. Achieved streamlined tax strategies and financial reporting, ensuring regulatory adherence and enhancing client relations.
Overview
36
36
years of professional experience
Work History
Certified Public Accountant
Jordan & Company, Chartered
01.1989 - Current
Setup accounts, ledgers and reporting systems per GAAP standards and regulatory requirements.
Advised clients on tax planning strategies, helping them minimize liabilities while adhering to tax laws and regulations.
Followed all GAAP standards and complied with regulations when setting up accounts, ledgers and reporting systems.
Ensured timely completion of monthly and annual financial statements, maintaining strict adherence to regulatory requirements.
Managed complex tax filings for multiple entities, ensuring compliance with federal and state tax laws.
Ensured financial compliance with all relevant regulations by staying current on changes in accounting standards and legislation.
Controller
Life Change Associates PC
01.2009 - 05.2024
Completed journal entries, reconciliations, and account analysis to prepare monthly financial documents and general account management.
Prepared balance sheets and income statements.
Conducted monthly audits of collections for a medical practice.
Prepared the corporate tax return.
Education
Bachelor of Arts -
Idaho State University
Pocatello, ID
05.1989
Skills
Bank Reconciliation
Client Relations
Payroll Processing
Bookkeeping
Tax Preparation
Quickbooks mastery
Attention to Detail
Problem-solving abilities
Excellent Communication
Financial Statements
General ledger accounting
Timeline
Controller
Life Change Associates PC
01.2009 - 05.2024
Certified Public Accountant
Jordan & Company, Chartered
01.1989 - Current
Bachelor of Arts -
Idaho State University
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