CPA / Consultant
Managed a highly profitable tax preparation and planning practice. Clients included individuals, partnerships, s-corporations, s-corporations, estates, trusts and non-profits.
- Acted as an outsourced controller, CFO and accountant for several middle market businesses and not-for-profit institutions, including a 25MM revenue government contractor.
- Oversaw a team of 4 consultants in performance of account reconciliations, consolidations and preparation of financial statements in order to prepare a 100MM (250 bed) not-for-profit hospital for an external audit.
- Performed reviews of internal controls resulting in issuance of SSAE 16 attestation reports for a 10MM data center and a 5MM remittance processing facility.
- Performed analysis of transaction cycles (Order to Cash, Purchase to Payables, Inventory & Production) resulting in requirements for implementation of Microsoft Dynamics - Navision ERP for a 25MM manufacturing company.