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
12.1999 - 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
02.1996 - 11.1999
- 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
12.1999 - Current
Controller
Cowen Construction Inc
02.1996 - 11.1999
Bachelor of Arts - Accounting And Economics
Northeastern State University
Certified Public Accountant Oklahoma #4655
Similar Profiles
Sirine KhazriSirine Khazri
Manager's Assistant at Accounting, Tax, Payroll Quickbooks Online ConsultingManager's Assistant at Accounting, Tax, Payroll Quickbooks Online Consulting
Terrion AlexanderTerrion Alexander
Owner at FY Tax Prep & Accounting Services LLCOwner at FY Tax Prep & Accounting Services LLC
Elaine WilsonElaine Wilson
Accountant at Wilson Accounting and Tax Service, LLCAccountant at Wilson Accounting and Tax Service, LLC