Katherine Boggs

• Company Overview: A privately held company
• Prepare, examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformation to reporting and procedural standards for annual audits
• Report to management regarding the financial status of the organization and provide suggestions of ways to increase operational efficiency
• Survey operations to ascertain accounting needs and to recommend, develop, and maintain solutions to financial problems
• Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs
• Prepare forms and instructional/training manuals for accounting and property management personnel
• Provide detailed recommendations to senior management on potential risk options
• Analyze business operations, trends, costs, revenue, financial commitments, and obligations, to project future revenues and expenses
• Train and educate employees on the use of accounting system and processes
• A privately held company

• Responsible for creating and training the new Accounting Team
• Overseeing and supervision of accounts payable, accounts receivable processing and financial reporting to management and investors
• Prepare, examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformation to reporting and procedural standards for annual audits
• Cash analysis and bank reconciliations for all corporate accounts
• Inter-company and various other account reconciliations
• Train and educate employees on the use of accounting system and processes
• Prepare forms and instructions/training manuals for accounting personnel
• Provide detailed recommendations to senior management on potential risk options
• Prepare property common area maintenance reconciliations (CAM) based on lease analysis
• CAM and Real Estate Tax True-up for GAAP reporting

• Implementation of MRI (Version X) software system, work with MRI organization on maintenance and upgrading of system
• Prepare forms and instruction/training manuals to train employees on new accounting system
• Complete onboarding of currently owned and future properties to MRI (Version X)
• General Accounting ad hoc projects
• Client: Avistone LLC, Laguna Niguel, California

• Responsible for the implementation of the new MRI (Version X) software working with the MRI organization to maintain and upgrade the software system for optimal results
• Onboarding of current and future properties
• Oversee and supervise accounts payable and accounts receivable processing and financial reporting to management and investors
• Survey operations to ascertain accounting needs and to recommend, develop and maintain solutions to financial problems
• Setup accounts receivable and accounts payable processing and financial reporting for management
• Prepare, examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformation to reporting and procedural standards for annual audits
• Cash analysis and bank reconciliations for all corporate accounts
• Report to senior management regarding the financial status of the organization, provide suggestions of ways to increase operational efficiency as well as potential risk options
• Prepare forms and manuals for accounting personnel
• Analyze business operations, trends, costs, revenue, financial commitments, and obligations to project future revenues and expenses
• Trained and educated employees on use of accounting system and processes

Brought in to assist entire Accounting group until permanent positions.

• Company Overview: A privately held company
• Prepare, examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformation to reporting and procedural standards for annual audits
• Develop and implement an automated billing/collection system for Corporate fees and insurance from third party and internal clients
• Cash analysis and bank reconciliations for all corporate accounts
• Report to management regarding the financial status of the organization and provide suggestions of ways to increase operational efficiency
• Survey operations to ascertain accounting needs and to recommend, develop, and maintain solutions to financial problems
• Develop, maintain, and analyze budgets, prepare periodic reports that compare budget to actual costs
• Prepare forms and manuals for accounting personnel
• Inter-company and various other account reconciliations
• Provide detailed recommendations to senior management on potential risk options
• Analyze business operations, trends, costs, revenue, financial commitments, and obligations, to project future revenues and expenses
• Train and educate employees on use of accounting system and processes
• Working with Implementation team to prepare for upcoming software conversion
• A privately held company

• Prepare, examine, and analyze accounting records, financial statements, and other financial reports to access accuracy, completeness, and conformation to reporting and procedural standards for annual audit
• Analyze business operations, trends, costs, revenue, financial commitments and obligations to project future expenses and revenue
• Report to management regarding the financial status of the organization and provide suggestions of ways to increase operational efficiency
• Survey operations to ascertain accounting needs and to recommend, develop and maintain solutions to financial problems
• Experience in Retail, Residential, Industrial, Office accounting and Property management
• CAM and Real Estate Tax True-up for GAAP reporting
• Develop, maintain, and analyze budgets, preparing periodic reports that compare budget to actual costs
• Cash monitoring and recommendations for underperforming properties
• Inter-company and various other account reconciliations
• Prepare and input adjusting entries and other material information to accounting system
• Prepare property common area maintenance reconciliations (CAM) based on lease analysis
• Create and maintain organizational policies and procedures manual
• Establish consistent Chart of Accounts for pending system upgrade for future growth
• Internal audit: Research and provide substantial evidence in an internal embezzlement case, resulting in the recovery of $1.3 million dollars
• Clients: Birtcher Anderson Properties, Laguna Niguel, California; Kimco Realty, Vista, California; Cal Am Properties, Costa Mesa, California; Village Investments, Irvine, California; Hanover Financial Company, Irvine, California; Meadows Asset Management, Newport Beach, California; Russell Properties, Laguna Beach, California