Tara McGlothlin

• Led audit engagements, ensuring compliance with regulatory standards and firm policies.
• Mentored junior associates, fostering professional development and enhancing team performance.
• Collaborated with cross-functional teams to identify operational efficiencies and implement best practices.
• Developed and presented audit reports, effectively communicating complex financial information.
• Conducted risk assessments to identify areas for improvement in client operations and controls.
• Managed multiple client accounts, ensuring timely deliverables and high-quality service standards.
• Effectively managed multiple competing priorities while maintaining focus on delivering exceptional results for clients and the organization.
• Implemented process improvements that led to significant time savings and increased accuracy in deliverables.
• Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
• Trained and supported new team members, maintaining culture of collaboration.
• Mentored junior associates, fostering professional growth and helping them reach their full potential.

• Conducted job cost analysis to evaluate efficiency and profitability

• Managed invoicing on all jobs

• Managed accounts payable

• Processed timber payouts for clients

• Processed weekly payroll for 30-40 employees

• Filed quarterly and annual federal and state payroll reports

• Reconciled bank and credit card statements on a monthly basis

- Key and reconcile client accounts using QuickBooks, NetSuite, and Sage.
- Analyze and compile client financial statements.
- Prepare quarterly payroll tax reports for clients.
- Prepare franchise tax returns for clients.

- Oversight of reporting, classification, and summarization of all transactions in QuickBooks.
- Created and analyzed financial statements on a monthly basis.
- Processed weekly payroll for 10 to 30 employees.
- Filed quarterly & annual federal and state payroll reports.
- Reconciled bank and credit card statements on a monthly basis.
- Invoiced approximately 500 jobs annually.
- Received customer payments and monitored Accounts Receivable.
- Managed Accounts Payable, ensuring all company bills were paid in a timely manner.
- Conducted job cost analysis to evaluate efficiency and profitability.
- Provided professional advice & training regarding accounting and financial topics.
- Assisted in various administrative tasks as needed, such as project management & trade show planning.