Lisa Boyd, CPA
Wake Forest,NC
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Senior Accountant
R. Scott Grady, CPA, PLLC
Raleigh, North Carolina
12.1998 - Current
- Prepared detailed financial statements for client review and analysis.
- Assisted clients with tax preparation and compliance requirements.
- Oversee all electronic filing processes.
- Managed monthly financial close process and reconciled accounts.
- Mentored junior staff on accounting principles and best practices.
- Prepared financial statements in compliance with accounting standards and regulations.
- Managed tax returns ensuring accuracy and timely submission to authorities.
- Conducted audits to verify financial integrity and adherence to policies.
- Analyzed financial data to provide insights for strategic decision-making.
- Assisted in the preparation of federal, state, and local income and franchise tax returns.
- Advised clients on tax planning strategies to minimize their tax liability.
- Developed and implemented internal control procedures to ensure compliance with GAAP.
- Maintained effective relationships with clients through regular communication regarding progress updates.
- Presented audit results to management teams, delivering information in non-technical terms for easy understanding.
- Assessed the effectiveness of internal controls over financial reporting processes and identified risks associated with noncompliance issues.
- Developed new procedures to improve workflow efficiency throughout the organization.
- Managed and prepared journal entries and reconciliations to support monthly general ledger closing activities.
- Trained staff members on proper use of accounting software applications.
- Managed accounting department staff members and workload.
- Ensured compliance with all applicable laws, regulations, policies, procedures, and standards of generally accepted accounting principles.
- Maintained up-to-date knowledge of relevant accounting standards and regulations.
- Assisted clients in determining business strategy and achieving profitability goals.
Staff Accountant
William A Oden, CPA, PA
Washington, NC
01.1997 - 11.1998
- Managed monthly financial close processes and reconciled general ledger accounts.
- Assisted in budgeting processes by providing accurate financial data and forecasts.
- Processed payroll for all employees in accordance with established guidelines.
- Conducted monthly and year-end close processes, enhancing financial reporting timeliness.
- Assisted in the preparation of tax returns and ensured compliance with tax regulations.
Education
BBA - Accounting
East Carolina University
Greenville, NC12-1996
Skills
- Generally accepted accounting principles
- Employee supervision
- Client relationship management
- Effective communication
- Income tax compliance
- Property tax compliance
- Financial statement preparation
- Payroll administration and quarterly filings
- Tax planning
- Tax return preparation for corporations, partnerships, and homeowners associations
- Tax return preparation for individuals and trusts
- Homeowners Association audits
- Employee Benefit Plan Audits
- Non-profit audits
- Manage office operations
Certification
- Certified Public Accountant
- Member of American Institute of Certified Public Accountants
- Member of North Carolina Association of Certified Public Accountants
Timeline
Senior Accountant
R. Scott Grady, CPA, PLLC
12.1998 - Current
Staff Accountant
William A Oden, CPA, PA
01.1997 - 11.1998
BBA - Accounting
East Carolina University