Lonnie Read
Walla Walla,WA
Summary
Dynamic managing partner with extensive experience in strategic planning, financial management, and client relationship management. Proven ability to develop budgets, implement technology integration, and ensure compliance, driving operational efficiency and enhancing service delivery.
Overview
43
43
years of professional experience
1
1
Certification
Work History
Managing Partner
RBH Certified Public Accountants LLC
Pendleton, Oregon
01.1982 - 12.2019
- Directed strategic planning and operational processes for accounting services.
- Cultivated client relationships, enhancing satisfaction and service quality.
- Implemented best practices to enhance efficiency in service delivery.
- Developed and monitored budgets for firm operations, ensuring financial accountability.
- Led technology integration and system upgrades, streamlining operations and enhancing service delivery.
- Provided guidance and mentorship to junior partners.
- Ensured compliance with legal regulations and corporate policies.
- Led weekly meetings with senior partners to discuss progress updates.
- Attended networking events to promote the company brand.
Junior Staff Accountant
Various
Corvallis, Albany, Pendleton, OR
06.1978 - 01.1982
- Organized documentation and financial records to support audits, enhancing accuracy and compliance.
- Assisted in month-end closing activities including preparation of accruals, amortization schedules, depreciation calculations.
- Compiled and analyzed data from various sources to provide meaningful insights for decision-making.
- Filed and remitted taxes for company and clients, ensuring timely compliance with regulatory requirements.
- Ensured compliance with local, state, and federal government reporting requirements.
- Prepared and analyzed financial statements, ensuring accuracy and compliance with GAAP.
Income Tax Auditor
Oregon Department of Revenue
Corvallis, Oregon
08.1976 - 06.1978
- Conducted thorough audits of individual and corporate tax returns.
- Analyzed financial records for compliance with state tax laws.
- Interpreted complex tax regulations and guidelines to ensure compliance.
- Compiled detailed reports on audit findings and actionable recommendations.
- Conducted field visits to verify taxpayer information, enhancing audit accuracy.
- Maintained updated knowledge of federal, state, and local taxation policies.
Education
Bachelor of Science - Business Administration
Oregon State University
Corvallis, OR06-1976
Skills
- Financial management
- Budget development
- Strategic planning
- Client relationship management
- Compliance oversight
- Technology integration
- Team leadership
Certification
- Certified Public Accountant - State of Oregon (Retired)
Timeline
Managing Partner
RBH Certified Public Accountants LLC
01.1982 - 12.2019
Junior Staff Accountant
Various
06.1978 - 01.1982
Income Tax Auditor
Oregon Department of Revenue
08.1976 - 06.1978
Bachelor of Science - Business Administration
Oregon State University