Karla Winsheimer

Perform desktop audits of operating expense reconciliations for multiple office and data center locations.

Read and understand leases as they pertain to real estate and operating expenses.

Analyze year-over-year trends in operating expenses.

Communicate and work with landlords to solve discrepancies on reconciliation issues.

Work with client on creating SOP for performing desktop audits.

Communicate with client and assist with questions relating to budgets and finance.

• Provide everyday book-keeping services to various clients, including recording deposits, tracking accounts payable and accounts receivable, paying bills, and preparing regular and adjusting journal entries.
• Prepare monthly and year-end financial statements as well as put together information packets for the tax accountant.
• Perform payroll services including paying and recording payroll taxes.
• Recorded and tracked revenue and expenses for rental properties.
• Tracked inventory of manufactured goods and sales of finished products.
• Build and maintain client relationships.

• Recorded client business transactions into Quickbooks.
• Prepared monthly financial statements for clients.
• Performed monthly, quarterly, and annual financial statement and general ledger reviews and provided adjusting journal entries as appropriate.
• Prepared year-end corporate, partnership, and individual schedule C tax returns for clients.
• Recorded billing invoices for non-profit agency into Quickbooks.
• Built and maintained client relationships.

• Prepared federal and state tax returns for corporations, partnerships, individuals and estates.
• Performed reviews and compilations for companies within various industries including hospitality and distribution.
• Prepared financial statements including footnote disclosures and performed analytical reviews.
• Assisted with preparing quarterly and year-end financial statements for large foundation.
• Performed book-keeping functions for various clients using Quickbooks and Peachtree software.
• Maintained good client relationships.
• Supervised staff.

• Prepared and analyzed monthly financial statements.
• Supervised staff and reviewed staff-prepared journal entries and general ledgers.
• Prepared annual operating budgets for hotel entities.
• Tracked construction budgets for hotel development and prepared construction draws.
• Assisted with various loan refinancing and hotel sale closings.
• Managed accounting for office rental property including CAM analysis.

• Planned and performed audits and reviews for companies within several industries including manufacturing, distribution, real estate development and investment.
• Performed employee benefit plan audits.
• Prepared financial statements with footnote disclosures and performed analytical reviews.
• Assisted in preparing quarterly financial statements and performed various investment tracking projects for a large foundation.
• Supervised staff.