Proficient in Peachtree, QuickBooks and Quicken accounting software packages.
14 years experience (USA) in the accounting field, including 6 years as financial manager and 8 years as a self-employed Accountant.
22 years experience (South Africa) in the estate and financial planning field, including probate, will and trust drafting, estate planning, retirement and investment planning.
Maintains accurate accounting records for multiple clients in various industries, including medical professionals, construction, sales and service businesses, as well as non-profit entities. Creates and implements systems to streamline financial operations. Proposes solutions to manage cashflow problems, including preparation and interface with bank representatives for business loan applications. Prepares customized financial reports for business owners to assist them in making informed decisions regarding the financial operation of their businesses.
Organized and directed all aspects of financial analysis in the business. Reported to the owner on cash management, projections and budgeting issues to facilitate sound financial decisions to expand company profitability. Devised and implemented organizational systems for maximum efficiency. Responsible for all financial and administrative aspects including computerized accounting, banking and cash-flow. As a result of the systems put in place, the company was able to undertake bigger projects which resulted in the gross revenue of the company increasing by 400% and the number of full-time employees increased from 25 to 50.
Top APFPP student. "A" overall result.
Financial business management, business assurance, investment, estate and retirement planning.
For USA immigration purposes, the Foundation for International Services, Inc. indicated that this qualification is the equivalent of a Bachelor's degree in finance from an accredited college or university in the USA.
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