Rosanna "Roxi" Montgomery

• Operated a CPA Accounting Firm of 400 tax, 100 Quickbooks Bookkeeping and Payroll clients, as well as numerous Tax Planning and Tax Resolution clients
• Supervised a staff of 12 bookkeepers and other staff
• Personally prepared 150 business and 30 individual tax returns which also included updating Quickbooks and implementing tax strategies
• Led consultations with all new clients and assisted 50 in getting their businesses and accounting processes started
• Implemented and maintained technology programs such as Canopy, Karbon, ProConnect, Mostad, Intuit Practice Management and others to manage the firm and work tasks as well as give clients access to our portal
• Established policies and procedures to run an organization.
• Established and maintained strong relationships with customers, vendors and strategic partners
• Corresponded with tax authorities regarding notices

• Reviewed documents and data to give accurate presentations and forecasts to upper management
• Supervised accurate, efficient, and compliant completion of monthly financial reporting packages
• Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management
• Prepared balance sheets, cash flow reports and income statements
• Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures
• Accurately completed financial statement audits and thoroughly reviewed results

- 30 year Active Duty career, retiring as a Lieutenant Colonel

- Military Advisor to Senator Kay Bailey Hutchison - liaisoned with the Department of Defense on Appropriations Policies

- Policy Advisor in HR and Finance to the Under Secretary of the Army on his personal staff in the Pentagon

- Various positions in the Pentagon in Comptroller positions in Budgeting, Forecasting and Implementing new procedures force-wide

- Congressional Liaison, facilitating discussions between Generals and Members of Congress

- Company Commander supervising 150 Soldiers