Detail-oriented Accountant with 28 years effectively maintaining accurate accounting information, local, state and federal tax filings and compilation preparation for a variety of industries, including dental and medical practices, manufacturing, freight expediting, retail and service.
Overview
25
25
years of professional experience
Work History
Manager
Judd & Associates, PC
02.2022 - Current
Manager of small team in the medical and dental industry
Management of accounts payable and payroll for 15-20 clients
Management of monthly reconciliations for all banks, credit cards, fixed asset accounts, and loans for 15-20 clients
Management of preparation of all business tax returns for clients including partnerships, corporations, and S-corporations
Management of preparation of all individual tax returns associated with business clients
Management of preparation of 65-75 additional individual tax returns during tax season
Responsible for tax analysis, calculation of estimated tax payments, management of money to be available for tax payments and making sure the payments have been made online for all owner's of business clients
Management of monthly financial statement preparation and distribution with detailed analysis of key financial markers
Responsible for creation and management of new accounting files and client setup in internal systems
Responsible for dealing with all federal, state and local notices, issues and communications for clients
Responsible for the creating of new entities through local, state and federal agencies
Management of all compliance work for 25 or more clients, including preparation of 1099's, filing of annual reports, business tax license returns, 401k census, and tangible personal property tax returns
Responsible for tax research of unknown tax laws and sections
Financial Controller
Continental Expedited Services, Inc.
01.2018 - 12.2021
Responsible for managing four person accounting team
Management of accounting software including integration of operations software
Monthly preparation of internal use financial statements including balance sheet, income statement, statement of cashflows and budget vs actual expense reports
Responsible for maintenance of accounts payable and accounts receivable ledgers and monthly journal entries for depreciation of fixed assets
Weekly preparation and processing of payroll for 70 employees and funding of all payroll taxes, garnishments and 401k withholdings and company matching
Quarterly preparation of all payroll tax returns including multi-state unemployment and income tax withholding returns
Responsible for daily payment of all vendors by ACH upload files to bank, issuing checks or bill pay options through banking websites
Responsible for communications with CPA and transmission of information to prepare annual federal and multi-state tax returns
Responsible for submission of owner's personal tax returns including real estate investments and 45 rental properties
Supervisor
Kraft CPAS PLLC
04.2007 - 12.2017
Responsible for preparation of all local, state and federal tax filings for corporations, s-corporations, partnerships and individuals
Maintained accounting functions for a variety of industries including medical, manufacturing, retail and service
This includes accounting software consulting and training of in house bookkeepers
Preparation of business personal property tax returns
Accountant
Braver Schimler Pierce Jenkins, PLLC
09.2004 - 04.2007
Federal and multi-state tax return preparation for corporations, s-corporations, and partnerships
Monthly financial function for clients that were exclusively dentists
Bank reconciliation, fixed asset schedule maintenance and financial statement preparation monthly for approximately 45 clients
Quarterly payroll tax return preparation and annual tangible personal property tax return preparation for approximately 45 clients
Accountant
Houston and Company
01.1999 - 12.1999
Started public accounting career with this company
Focused on payroll processing and preparation of quarterly payroll tax returns for clients
Learned basic accounting functions including reconciliation of bank accounts, entering and paying bills and invoicing and receiving payments for clients
Education
BBA - Accounting
DeVry University
Alpharetta, GA
2001
BBA - Finance
North Georgia College & State University
Dahlonega, GA
1998
Skills
Accounting operations professional
Tax accounting specialization
Balance sheet, income statement and cash flow analysis
Superior attention to detail
Advanced bookkeeping skills
Compilation and review preparation
Internal financial statement preparation
QuickBooks expert
Income tax return preparation for corporations, s-corporations, partnerships and individuals for federal and mulit-state taxing authorities