Stephen Litwack
Tulsa,OK
Summary
Accomplished Certified Public Accountant with a proven track record at QuickBooks Accounting and Tax Center LLC, enhancing client satisfaction and financial growth through strategic planning and exceptional service. Expert in QuickBooks, budgeting, and client relations, I excel in analytical thinking and problem-solving, driving process improvements and tax planning strategies to optimize financial performance. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Certified Public Accountant
QuickBooks Accounting and Tax Center LLC
1999.12 - Current
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Achieved financial growth with strategic planning, cost control measures, and targeted marketing efforts.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Consulted with clients to assess needs and propose optimal solutions.
- Advised Clients on financial aspects of their business, including budgeting, financial reporting, and tax preparation.
- Spearheaded process improvements in client accounting department through regular review of policies and procedures, enhancing overall effectiveness.
- Assisted client executive management with budget planning, providing detailed analyses and forecasts for informed decision making.
- Optimized cash flow management by closely monitoring accounts receivable and payable activities, ensuring efficient allocation of resources.
- Advised clients on tax planning strategies, helping them minimize liabilities while adhering to tax laws and regulations.
- Maintained Client base of seventy-five accounts many with multiple companies.
- Trained over one thousand clients in QuickBooks Financial Software
- Increased Profit Margins by at least 5%-10%
Controller
Cowen Construction Inc
1996.02 - 1999.11
- 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.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Provided insightful financial analysis to support executive team in making informed business decisions.
- Facilitated successful external audits, meticulously preparing all necessary documents and reports.
- Oversaw management of payroll, ensuring accurate and timely processing for all employees.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Managed payroll data entry and processing for twenty-five employees to comply with predetermined company guidelines.
- Worked with 5 executives to create annual budget and track actual expenses against projected expenses.
- Generated Job Cost Reports and Under and Over Billings on 10-15 jobs simultaneously
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
Education
Bachelor of Arts - Accounting And Economics
Northeastern State University
Tahlequah, OK07.1975
Skills
- Cash Flow Management
- Cost accounting
- QuickBooks mastery
- Effective Communication
- General ledger accounting
- Tax Return Preparation
- Financial Statements Review
- Variance Analysis
Certification
Certified Public Accountant Oklahoma #4655
Timeline
Certified Public Accountant
QuickBooks Accounting and Tax Center LLC
1999.12 - Current
Controller
Cowen Construction Inc
1996.02 - 1999.11
Bachelor of Arts - Accounting And Economics
Northeastern State University
Certified Public Accountant Oklahoma #4655
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