
Certified Public Accountant 1989
Handled all of the transportation, meal planning, social and financial needs of parents for a period of twenty years. This included communication with and engagement with doctors, medical visits, hospitalizations and home care. Due to personal needs this precluded the possibility of maintaining employment,
Participated in audits of service company, car rental franchisee and manufacturer.
Organized financial statements (manually and using Lotus 1-2-3) and prepared individual and corporate tax returns (using PC based GO-System).
Prepared trial balances and compiled financial statements.
Assisted client in implementation of computer based fixed asset system.
Tax preparation for clients during tax season
Various long term assignments (including Confectionary Marketing Coupon Processor).
Handled day to day operations and accounting.
Installed and maintained accounting system (AR, AP & GL).
Set up shipping and receiving procedures, purchased inventory and supplies.
Co-designed product catalog. Provided inside customer service support,
Reconciled intercompany accounts, subsidiary ledger activity to general ledger and various ledger accounts.
Prepared adjusting journal entries. Prepared consolidated trial balance/financial statements using Lotus 1-2-3.
Analytically reviewed financial statement fluctuations and investigated unusual items.
Summarized and analyzed line-item components of cashflow projection scenarios.
Analyzed various balance sheet and income statement accounts.
Conducted reviews and compilations of closely held manufacturers and distributors,
Analyzed accounts.
Performed analytical procedures. Investigated variances.
Drafted engagement and client representation letters. Drafted financial statements, footnotes, and reports.
Developed automated worksheets using Lotus 1-2-3.
Handled compilations of sole proprietors and accounting of pension/profit sharing plans preparing cash receipts journals, cash disbursements journals and bank reconciliations.
Participated in audits and reviews of closely held manufacturer, food processor, distributors, and specialty marketing wholesaler. Performed test of transactions and detailed financial analysis.
Drafted financial statements and footnotes. Identified and drafted points for inclusion in management letters.
Prepared tax returns for corporations, partnerships, individuals, trusts and estates. Used CLR-Fast Tax. Prepared payroll tax returns. Prepared tax returns for pension/profit sharing-plans.
MS Excel, Quicken, Great Plains MAS 90, Lotus 1,2,3,;