With over 20 years of public accounting experience I am skilled in most industries and all business types. I am driven by problem solving and devising solutions to maintaining accurate, timely financial records.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Owner/Operator
A Balancing Act, P.C.
Yorktown, VA
10.2015 - Current
Managed day-to-day business operations.
Worked closely with small business owners to maintain accurate, reconciled records.
Tax planning and preparation for clients of various industries and entity types.
Assisted clients with applying for and claiming various COVID incentives and credits.
Tax Manager to Senior Tax Manager
Malvin, Riggins & Company, P.C.
Newport News, VA
10.2007 - 10.2015
Created and oversaw all tax season workflow, tracking and time management programs to include planning, staffing, and training while simultaneously serving clients and reviewing tax returns.
Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
Completed annual staff reviews to determine areas of strengths and weaknesses. Work with staff to make improvements.
Identified impactful regulations and incorporated changes to comply with new requirements.
Senior Staff Tax Accountant to Tax Manager
Cherry, Bekaert & Holland, LLP
Richmond, VA
09.2004 - 09.2007
Prepared federal and state income tax returns for individuals and business with focus on real estate partnerships.
Prepared compilations for clients.
Researched and presented new tax laws to tax department.
Education
BBA - Accounting
Radford University
Radford, VA
05.2000
Skills
QuickBooks ProAdvisor
Exceptionally Skilled at Analyzing and Solving Bookkeeping Issues
Upbeat and Positive Personality
Self-Motivated and Deadline-Driven
Certification
Certified Public Accountant, Virginia
Volunteer Work
Treasurer, Williamsburg Aquatic Club - September 2018 to present
Advocate Leader, Ovarian Cancer Research Alliance - December 2021 to present