Innovative accounting professional proficient in extracting financial data from various reporting systems and suggesting key operational changes. Organized and efficient, learning new accounting procedures, software and methods quickly. Team-oriented Accountant adept at creating clear and comprehensive financial reports to present to senior management/owners/board of directors.
to 04/2016 Freelance Accounting and Tax Preparation – Home Office
Generated financial statements and facilitated account closing procedures each month.
Computed taxes owed by applying prescribed rates, laws and regulations.
Processed payroll, tax and benefit reporting
Compiled financial reports pertaining to cash receipts, expenditures and profit and loss.
Generate state and federal tax returns
Director of Operations, 04/2007
to 06/2013 Intertox, Inc. – Seattle,
Managed full life cycle of accounting through financial statements
Managed all client contracts and details for billing;maintained relationships and timelines.
Analyzed contract performance for bids, budgets and forecasts.
Maintained up-to-date account distribution information.
Conducted ongoing reviews of all program financial systems to achieve current financial data.
Maintained compliance with GAAP and company requirements.
Sourced qualified vendors,negotiated and maintained contracts.
Modified a comprehensive financial reporting package to reflect growing organizational complexity.
Wrote proposals and maintained accounting for government contracts and grants: FAR reporting
Senior Accountant, 01/2000
to 10/2005 Cottle & Swanson, C.P.A.'s – Bellevue,
Acted as clients "Controller". Handling monthly, quarterly, and annual clients just as an in-house Controller would. Avg. 25-35 monthly clients, plus quarterly and annual clients
Drafted and reviewed financial statement compilations and all tax returns (local, state and federal). Write-up through Federal tax return.
Was assigned the most challenging clients
Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
Reconstructed accounting records from clients checks and cash receipts.
Responsible for ALL clients payroll and related taxes returns for the Firm.
Proactively researched technical tax issues related to clients needs.
Installed and trained clients on QuickBooks and/or Creative Solutions accounting systems for clients to reflect accurate financial records. Responsible for all Firms client software support.
QuickBooks User/Pro Advisor- 1997-2016
MS Office Suite
Creative Solutions: Checkbook thru federal tax
Turbo Tax Pro
PAC Construction Management
MS Dynamics (Solomon)
POS Systems, CC Systems, Micros, Squirrel
Payroll processing in all of the applicable modules above, including manual, ADP and Paychex
Country Club Systems Software
Experienced Manager, coach and mentor to accounting staff
Accounting operations professional
Cost accounting/project management/subcontract control
Superior attention to detail
Fiscal budget preparation/analysis
Internal auditing and external audit preparation
General Ledger Account reconciliation specialist
Working knowledge of GAAP
All aspects of payroll and benefits - Multi-state payroll, including tax liabilities, union specs, 401(k) administration and reporting, Cafeteria plans, Human Resources.
Administered company loans, lines of credit and letters of credit.
Certified QuickBooks Pro Advisor/User: 1997-2016 Intuit - Online QuickBooks coursework
Continuing Education: W.S.C.P.A. - Bellevue,
Continuing education on the Major Changes in Accounting Standards
Annual Federal tax professional updates
Tax Preparation Course: H&R Tax Course - Issaquah,
WA Accounting Services Professional Certificate of Completion
Dale Carnegie Leadership Course - Bellevue,
Continuing Education: Bellevue/Green River/Highline Community Colleges - Seattle Area Continuing education in accounting, computer science. and human resources
High School Diploma: Auburn Senior High - Auburn,