Whitney Hoffmann
ECOM CPA LLC
Epworth
1
Certification
16
years of professional experience
Certified Public Accountant with 8+ years of progressive experience in public accounting, private industry, and client advisory services. Promoted through multiple leadership roles within a remote CPA firm, advancing from Tax Accountant to Accounting & Advisory Manager. Experienced improving financial reporting processes, reviewing financial statements, partnering with business owners, and supporting distributed accounting teams. Known for improving workflows, developing staff, and building practical accounting solutions that support consistent client service.
Work History
Accounting & Advisory Manager
1 Year 7 Months- Lead remote accounting teams delivering accounting, advisory, and financial reporting services to small and mid-sized business clients.
- Promoted through five positions in four years while taking on increasing responsibility for client accounting services, financial reporting, and leadership within a remote CPA firm.
- Reviewed monthly financial statements, reconciliations, and supporting workpapers to ensure accuracy and compliance before client delivery.
- Partnered with business owners to identify and resolve accounting issues, clarify financial results, and enhance accounting processes.
- Provide day-to-day coaching and oversight for offshore accounting team members while partnering with U.S.-based leadership to ensure quality and timely client deliverables.
- Partnered with firm leadership during multiple organizational restructures, helping redefine team responsibilities, improve workflows, and strengthen operational efficiency.
- Contributed to process improvements that reduced month-end close timelines and improved the timely delivery of client financial statements.
- Support new client onboarding, accounting cleanup projects, and complex accounting matters.
- Collaborated with leadership to standardize accounting procedures, enhancing consistency and client experience.
- Career Progression: Controller → Client Manager → Senior Tax Accountant → Tax Accountant (2022–2025)
Senior Accountant
1 Year 7 Months- Conducted thorough preparation of journal entries and meticulous reconciliation of general ledger accounts as integral components of monthly financial closing.
- Supported financial reporting schedules and conducted variance analysis to enhance decision-making processes.
- Assisted in the execution of annual audits and managed tax compliance activities to uphold financial accuracy.
- Led initiatives to optimize accounting and payroll workflows, ensuring seamless system integration after acquisitions.
Senior Business Tax Associate
2 Years 2 Months- Prepared and reviewed business, partnership, trust, and individual income tax returns, ensuring compliance and accuracy to minimize client liabilities.
- Prepared and reviewed business, partnership, trust, and individual income tax returns.
- Championed office technology initiatives by promoting process improvements and consistent technology adoption.
- Collaborated with audit teams and taxing authorities to resolve client matters, facilitating timely resolutions and maintaining positive client relationships.
Administrative Assistant, Office Manager
6 Years 10 Months- Streamlined office administration and coordinated procedures to enhance organizational effectiveness.
- Conducted thorough file examinations to ensure auditing accuracy and identified necessary corrections.
- Oversaw bookkeeping operations and payroll processing to ensure accuracy and timeliness. Directed tax preparation efforts, specifically focusing on W-2, W-3, Form 940, and Form 941 submissions. Monitored compliance with tax regulations and reporting requirements.
- Revamped technology infrastructure by integrating Dropbox for daily operations.
Education
Master of Accounting - Accounting
Bachelor of Arts - Accounting
Skills
Financial Reporting
Financial Statement Review
Month-End Close
Client advisory
Advisory services
Balance sheet reconciliation
Multi-client accounting
Process improvement
Workflow optimization
Team Leadership
Staff Development
Client relationship
Multi-client accounting
Affiliations
- American Institute of Certified Public Accountants (AICPA)
- Iowa Society of Certified Public Accountants
Certification
Certified Public Accountant (CPA), State of Iowa
Timeline
Accounting & Advisory Manager
ECOM CPA LLC
2025.01 - CurrentRead More
Senior Accountant
A.Y. McDonald Manufacturing Company
2021.01 - 2022.08Read More
Senior Business Tax Associate
RSM US LLP
2018.11 - 2021.01Read More
Administrative Assistant, Office Manager
New York Life Insurance
2010.06 - 2017.04Read More
University of Northern Iowa
Master of Accounting from Accounting
Read More
University of Northern Iowa
Bachelor of Arts from Accounting
Read More