This hands-on Controller with a master’s in Accounting and a CPA has extensive experience overseeing monthly accounting functions. Recent experience includes auditing 401-K accounts and maintaining compliance for yearly filings and annual account testing. Systems experience includes QuickBooks ProAdvisor 2021, Thomson Reuters CS, Google Suites, CCH ProSystem’s FX, TaxWise, Lacerte Superforms, Peachtree and Excel.
Additional qualifications include:
- Corrected errors on previously issued financial statements and restated retained earnings
- Reconciled cash receipts, prepared client invoices, processed vendor/ bill payments via checks, ACH and wire transfer, processed contractor payments and managed employees’ payroll
- Prepared monthly and year-to-date financial statement reports
- Performed financial, compliance and operational audits
- Generated financial statements used in tax preparation and recorded adjusting journal entries