Highly analytical, deadline-driven accounting professional who completes activities with accuracy and speed.
Skills
Bookkeeping and Bill pay services
Expert in QuickBooks and Quicken
Individual and Business tax returns
Corporate Tax accounting and planning
Cash flow analysis
Hard worker
Fast learner
Works well with others
Professional and mature
Meticulous attention to detail
Work History
09/2008 to Current
Independent Accountant & ConsultantSelf-employed
Establish QuickBooks and/or Quicken accounting systems to reflect accurate financial records for small businesses and families.
Reconcile business and individual bank, credit card and line of credit accounts.
Develop monthly, quarterly and annual financial reports.
Prepare returns for small businesses and individuals.
Provide accounts payable services for businesses and individuals.
Invoice customers and provide account receivable services for clients.
01/2006 to 01/2010
Tax ManagerThe Fairman Group Family Office – Berwyn, PA
Prepared and reviewed business and individual tax returns.
Provided bookkeeping services for high net worth individuals utilizing Quicken software and provided monthly reports to include balance sheet, and statement of cash flows.
05/2005 to 01/2006
Corporate Tax ManagerSmart and Associates – Devon, PA
Prepared and reviewed corporate income tax returns
Completed FAS109 reviews for Corporate tax clients and consulted under Sarbanes Oxley
09/2003 to 05/2005
Principal Tax AnalystExelon Corporation – Kennett Square, PA
Part of Corporate tax team involved with preparation and review of all entity tax returns
Involved with quarter and year-end closes and tax provisions under FAS109
2001 to 09/2003
Tax ManagerKPMG, LLP – Philadelphia, PA
Prepared and Reviewed corporate income tax returns.
Involved with income tax provisions for large corporations under FAS109
09/1998 to 2001
Tax Experienced Senior AssociateAndersen, LLP – Philadelphia, PA
Prepared and reviewed income tax returns for individuals, closely held businesses and large corporations
Involved with quarter and year end income tax provisions
Education
1998
Bachelor of Arts: Business Administration with concentration in Accounting Gettysburg College - Gettysburg, PA
Certifications
Certified Public Accountant (Currently inactive license but willing to reactivate)
