Proven General Ledger Accountant with over 30 years of experience. All accounting through Financial Statements including working with outside auditors. Remote work ready.
Overview
33
33
years of professional experience
Work History
ACCOUNTANT
Self Employed
04.2023 - Current
Monthly / Quarterly accounting for multiple clients in multiple industries - construction, non-profit, property management, retail, service industries, etc.
Accounting from client onboarding through year end tax work paper compilation. Implementation of processes, Train client / employees accordingly.
Utilize multi online platforms to accomplish streamlined accounting processes. Reconciled all accounts and reviewed expense/income data, net worth, assets and liabilities.
Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
Migrate accounting platforms - Quickbooks Desktop to Quickbooks Online, Sage to Quickbooks Desktop, One payroll platform to another - ADP to QBO or vice versa, Payables platforms - QBO to BILL, etc.
ACCOUNTANT REMOTE
Multiple and Self Emp[loyeed
04.2023 - Current
Multiple Remote Accounting Clients applying multiple online industry platforms
Handled day-to-day accounting processes to drive financial accuracy.
Collected and reported monthly expense variances and explanations.
Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
Trained new employees on accounting principles and company procedures.
ACCOUNTANT
Profitopia, LLC
10.2018 - 04.2023
Remote and onsite Accounting in Tucson AZ For multiple entities - L.P's, LLC's, and Corp's
Set up and maintain online platforms such as - QBO, BILL, ADP, Gusto, Xero, Zoom, Teams, Slack. etc.
Complete all monthly reconciliations through monthly financials per client needs, including year end workpapers for tax return preparation
Complete client requested tasks - file personal property tax filings, specialized financials, calculate and file privilege taxes, complete workers comp audits, etc.
Payroll processed and filed for in-house or outsourced payroll clients
Train client staff and create accounting process procedures
Implement any automated systems to increase clients efficiency / accuracy
ACCOUNTANT
Arizona Theatre Company
10.2019 - 10.2021
ADP payroll processing involving 9 different unions including seasonal employees. Up to 120 employees during season.
Assist Implementation of conversion from Quickbooks Desktop to Quickbooks Online
Implement Paylocity Payroll / Time & Labor platform over a 5 month time period.
Restructure Accounts Payable department
Implement Bill.com with multi tier approval structure
Assist in annual outside audits
ACCOUNTANT
DVO, LLC
09.2018 - Current
Contracted relationship for accounting for multiple businesses
Franchise restaurants (3 Dairy Queens) and 1 Gas Station / Convenience store
Operate through Remote Desktop Access utilizing client software. Zoho assist and Quickbooks Desktop
STAFF ACCOUNTANT
Cesar Chavez Foundation
02.2010 - 02.2016
G/L Account for multiple entities - L.P's, L.L.C.'s, Corp's, Non-Profit's
Property Management, Educational, and Community Service businesses.
Operate multiple software packages - YARDI (online property management software), Fundware (fund accounting software), Quickbooks Desktop with multiple classes. All to be consolidated into Fundware at month end.
Complete bank reconciliations through monthly financials
Approve Accounts Payable for Educational entity and 22 property management entities
Responsible for property management external audits at year end working with multiple audit firms
Maintain all balance sheet accounts - intercompany, escrow, loan accounts, update asset schedules, etc.
Complete personal property tax filings, calculate and file privilege taxes and maintain business licenses
ACCOUNTANT / OFFICE MANAGER
Storm & Storm Construction, Inc
06.2008 - 12.2012
All accounting for Corporate entity and LLC
Single person office
Create new accounting software set up and re-creation of 2007 and 2008 books using Quickbooks Desktop
Process quickbooks desktop payroll and file quarterlies/year end reports
Handle all A/R, A/P, Construction cost accounting, property management functions, and financial statement preparation.
TRUST FUND ACCOUNTANT
Robson Communities, Inc
07.2002 - 12.2007
Trust fund accounting for 30 + trust funds with continual cash flow
All accounting through tax returns
Reported directly to CFO and worked closely with 3 controllers who handled all of the company entities
Provided analysis to CFO on family matters as requested (external investments, homes/jet/yacht insurance, etc.)
Responsible for all company distributions to external investors and internal family trusts
Reconciled all distributions and capital calls between all business entities and trusts
Position also required working directly with owner providing any requested information on expenses for family homes/jet/yacht
Work closely with managerial staff at all different locations.
ACCOUNTANT / OFFICE MANAGER
Accurate Bookkeeping & Tax
11.1998 - 10.2001
Responsible for daily operations and staffing of bookkeeping office
Clientele consists of approximately 400 tax, 65 payroll, and 75 bookkeeping accounts
Responsible for hiring, training, and managing payroll and administrative staff
All aspects of accounting for multiple clients - Corporate, Non-profit, Partnerships, Sole Proprietors, municipal Utility Co-ops, etc
Position includes extensive use of Unilink Accounting Software from setting up client format to the compilation of monthly financial statements
Personally handle special requests/requirements: cost accounting, workers compensation and general liability audits, cash flow statements, departmentalized P & L's, and payroll tax and/or withholding issues.
AUDITOR
National Self Storage
05.1996 - 05.1998
Internal surprise financial/operational audits of self-storage facilities throughout United States
Areas of review included cash, petty cash, daily deposits, daily reports, physical inventory, retail sales inventory, competition analysis, State legal compliance, OSHA compliance, and occupancy/rate review.
CORPORATE ACCOUNTANT
Schomac Group, Inc.
11.1993 - 05.1996
Responsible for corporate accounting for Schomac and its many subsidiaries (National Self Storage Management, Inc., Self Storage Mortgage Corp., Schomac Property Management, Inc., Schomac Home Office Inc., approximately 40 vacant land entities, etc.)
A significant portion of this position involved cash management for all of the above
Professional relationships created and maintained at various banking/investment institutions throughout the US
Internal audits apartment communities and self storage facilities throughout US.
CORPORATE RESTAURANT ACCOUNTANT
Main Street & Main, Inc
03.1993 - 11.1993
TGI Friday's restaurant franchise accounting
Responsible for corporate accounting for four locations: Accounts payable, Daily sales, Internal controls, Journal Entries, Month end budget to actual income estimate (restaurant's internal income statement) variance reports analysis.
SITE ACCOUNTANT
National Self Storage
11.1991 - 12.1992
Multiple company property management
Responsible for all accounting functions through end of year tax packages
Work with a multiple company, multiple cost center, automated system
Some of my specific functions included: Prompt payment of real estate taxes, sales taxes and debt service, Management of depository accounts, Producing budget to actual reports with explanations for variances
Internal audits of Sites throughout US.
Education
Bachelor of Science - Agriculture
University of Arizona
Tucson, AZ
1991
Skills
Accounting Operations Professional
Financial Statements - General Ledger Specialist
Results Oriented Manager / Trainer
Quickbooks Online Pro-advisor
Quickbooks Desktop
Online accounting application Savvy
Timeline
ACCOUNTANT
Self Employed
04.2023 - Current
ACCOUNTANT REMOTE
Multiple and Self Emp[loyeed
04.2023 - Current
ACCOUNTANT
Arizona Theatre Company
10.2019 - 10.2021
ACCOUNTANT
Profitopia, LLC
10.2018 - 04.2023
ACCOUNTANT
DVO, LLC
09.2018 - Current
STAFF ACCOUNTANT
Cesar Chavez Foundation
02.2010 - 02.2016
ACCOUNTANT / OFFICE MANAGER
Storm & Storm Construction, Inc
06.2008 - 12.2012
TRUST FUND ACCOUNTANT
Robson Communities, Inc
07.2002 - 12.2007
ACCOUNTANT / OFFICE MANAGER
Accurate Bookkeeping & Tax
11.1998 - 10.2001
AUDITOR
National Self Storage
05.1996 - 05.1998
CORPORATE ACCOUNTANT
Schomac Group, Inc.
11.1993 - 05.1996
CORPORATE RESTAURANT ACCOUNTANT
Main Street & Main, Inc
03.1993 - 11.1993
SITE ACCOUNTANT
National Self Storage
11.1991 - 12.1992
Bachelor of Science - Agriculture
University of Arizona
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