Excel
Rick Freeman
Muskogee,OK
Summary
With over 30 years of experience in public accounting and 16 years as a partner in a CPA firm, has led to successful enhancement of audit, tax, and office procedures by transitioning from manual processes to automated, almost paperless systems. As a CPA,. A key objective has been to mentor and guide younger generations in developing their computer automated accounting skills.. Additionally, being a CPA, has also contributions to the accounting profession and accounting students through teaching college-level courses, writing accounting and taxation training materials, authoring articles, and presenting professional speaking seminars. These accomplishments highlight a dedication to continuous learning and sharing knowledge within the industry.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Audit Manager
Hood & Associates CPAs, P.C.
02.2022 - Current
- Oversee two to four staff performing audit and review engagements.
- Train and mentor audit staff on policies and procedures to establish strong foundation for client development and service activities.
- In charge of various audit and review engagements from client acceptance to issuance of the financial statements to the client.
- Conducted strategic and technical reviews to verify compliance with professional standards, quality control standards, schedule constraints and budget parameters.
- Use work paper reviews as a means of providing professional insights to staff for more efficient ways of performing procedures and documenting the results of those procedures.
- Primary reviewer of audit and review work papers for the Tulsa audit department.
- With the implementation of a quality review process, increased audit engagement completion by approximately 5%.
- Make presentations to the audit department on various topics related to assurance services.
Online Adjunct Instructor
Northeastern State University Tahlequah
08.2024 - 12.2024
- Created syllabus and instructional plans for each class session in accord with stated course objectives.
- Taught individual income tax course, providing instruction to up to 40 undergraduate students.
- Engaged students with insightful and compelling classroom discussion of topics relevant to coursework to boost student learning and retention.
- Created materials and exercises to illustrate application of course concepts.
- Graded quizzes, tests, homework, and projects to provide students with timely academic progress information and feedback.
Staff Accountant
Moffit, Parker and Company
07.2016 - 02.2022
- Increased audit efficiency by 15% through the implementation of computer assisted audit techniques.
- Performed employee benefit plan and financial statement audits.
- Prepared tax returns for individuals, corporations, S corporations, Partnerships, trusts and estates.
- Established chart of accounts for new accounting clients.
- Entered transactions, monthly, quarterly or annually for clients needing compiled financial statements.
- Entered transactions annually for income tax clients to prepare their returns and have a record of the activity in case of audit by taxing authorities.
Audit Consultant
Rick Freeman, CPA
09.2015 - 12.2016
- Assisted 15 clients with year-end closings in preparation of tax returns and upcoming financial statement audits.
Sr. Audit Manager
Hood & Associates, CPAs
12.2014 - 09.2015
- Performed audits of clients in various industries.
- Prepared federal and state regulatory reports for clients.
- Increased audit efficiency by approximately 15% with the implementation of electronic work papers.
Adjunct Instructor
University of Phoenix
04.2014 - 09.2015
- Instructed various accounting classes including: Accounting Principles; Intermediate Accounting; Advanced Accounting; Governmental and Not-for-Profit; Managerial Accounting (both undergraduate and graduate classes); Income Taxation for Individuals; and Income Taxation for Corporations.
- Provided students feedback on a weekly basis regarding their assignments.
- Prepared slides using Power Point to be used during various classes.
- Graded student homework and exams.
- Posted final grades to University of Phoenix grade book system.
Audit Partner
Hood & Associates, CPAs
01.2010 - 12.2014
- Prepared federal and state regulatory reports for clients.
- Performed audits of publicly traded and nonpublic clients in various industries.
- Improved audit efficiency by 10% to 15% by increasing the use of electronic work papers and scanning client documentation.
- Contacted clients with unpaid balances for collection purposes.
Vice President/Audit Partner
Sutton Robinson & Freeman
08.1999 - 01.2010
- Increased audit efficiency by 30% through the introduction of electronic work papers and document management programs to the firm.
- Oversaw audit and accounting staff.
- Prepared federal and state regulatory reports for clients.
- Reviewed financial statements from staff accountants to determine reporting compliance with the Professional Standards.
- Performed audits of publicly traded and nonpublic clients in various industries.
- Reviewed audit reports and supporting work papers before signing and releasing the audit to the client.
- Contacted clients with unpaid balances in attempt for collection purposes.
- Increased firm revenue by 5% to 10% through obtaining new clients.
Education
Master of Science - Accounting
Oklahoma State University
Stillwater, OK12-1996
Bachelor of Science - Accounting
Northeastern State University
Tahlequah, OK05.1991
Skills
- Audit presentation
- Documentation analysis
- Audit planning
- Staffing management
- FASB standards
- Financial statement review
- Audit documentation
- Report preparation
- Employee development
Publications
- What Do You Do? Inquiring Minds Want to Know, OSCPA Focus Publication, 09/01/06
- Form 1099: What You Need to Know, Lorman Education Student Manuals, 07/13/10
- Document Retention and Destruction, Lorman Education Student Manuals, 08/28/10
Personal Information
Title: Certified Public Accountant (CPA)
Affiliations
- AICPA
- Oklahoma Society of CPAs
Certification
- CPA - Certified Public Accountant
- Licensed in Oklahoma and Texas
Software
Word
Outlook
Power Point
Accounting CS
Smart Practice Aids
Audit File
Ultra Tax
Fixed Assets CS
Adobe
Practice CS
Lacerte
Quick Books - Online and Desktop
CCH ProSystems - Tax
Microsoft Teams
Zoom
Interests
When time allows I like to do woodworking, hunting, fishing, reading, and writing
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
RemoteImportant To Me
Work-life balanceHealthcare benefitsWork from home optionPaid time offPaid sick leave401k matchFlexible work hoursCompany CultureTimeline
Online Adjunct Instructor
Northeastern State University Tahlequah
08.2024 - 12.2024
Audit Manager
Hood & Associates CPAs, P.C.
02.2022 - Current
Staff Accountant
Moffit, Parker and Company
07.2016 - 02.2022
Audit Consultant
Rick Freeman, CPA
09.2015 - 12.2016
Sr. Audit Manager
Hood & Associates, CPAs
12.2014 - 09.2015
Adjunct Instructor
University of Phoenix
04.2014 - 09.2015
Audit Partner
Hood & Associates, CPAs
01.2010 - 12.2014
Vice President/Audit Partner
Sutton Robinson & Freeman
08.1999 - 01.2010
- CPA - Certified Public Accountant
- Licensed in Oklahoma and Texas
Master of Science - Accounting
Oklahoma State University
Bachelor of Science - Accounting
Northeastern State University
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