Potter & Company, LLP
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Potter & Company, LLP Employees
AMR Management Services June 2011 - Present
J. Scott Dick, CPA, PLLC July 2010 - Present
H&R Mechanical Contractors, Inc. February 2011 - June 2011
AMR Management Services August 2010 - February 2011
Financial Concepts, Inc. January 2010 - July 2010
AMR Management Services August 2002 - January 2010
J. Scott Dick, CPA (Sole Practitioner/PSC) August 2002 - April 2009
Radwan, Brown & Company PSC August 2000 - August 2002
Potter & Company, LLP September 1999 - August 2000
Radwan, Brown & Company PSC January 1999 - September 1999
Skills
Nonprofits, Payroll, QuickBooks, Internal Controls, Accounting, Association Management, Auditing, Finance, Financial Reporting, Leadership, Management, Managerial Finance, Strategic Planning, Tax
Education
University of Kentucky 1990 — 1994
Bachelor of Science, Accounting
Union County DSS November 2000 - Present
North Carolina Association of Volunteer Administrators 2013 - 2014
North Carolina Association of Volunteer Administrators July 2010 - June 2013
Potter & Company, LLP 1989 - 2000
Skills
Community Relations, Community Outreach, Volunteer Management, Volunteer Coordination, Volunteer Training, Donor Relations, Social Services, Program Development, Community Development, Fundraising, Program Evaluation, Training, Youth Development, Nonprofits, Organizational..., Program Coordination, Event Management, Strategic Planning, Event Planning, Community Organizing, Public Relations, Public Speaking, Crisis Intervention, Volunteer Recruiting, Conflict Resolution
Education
Luther Rice University 2008 — 2012
Bachelor's degree, Religion and Biblical Counseling
Equity Management Group, Inc January 2012 - Present
Equity Management Group, Inc July 2009 - December 2011
Potter & Company, LLP 2007 - 2008
Skills
Auditing, Recruiting, Strategic Planning, Budgets, Finance, Customer Service, Analysis, Microsoft Word, Leadership, Negotiation, Commercial Leasing, Management, Financial Analysis
Education
Morehead State University 2008 — 2010
Master's degree, Public Administration
Transylvania University 2002 — 2006
Bachelor's degree, Accounting
Vega ECM Solutions May 2014 - Present
Blue & Co., LLC August 2011 - May 2014
Blue & Co., LLC May 2011 - August 2011
eBridge Business Solutions, LLC August 2009 - May 2011
Coulter & Justus, P. C. June 2008 - August 2009
Potter & Company, LLP January 2005 - June 2008
Skills
GAAP, SEC filings, Accounting, Financial Statements, Auditing, Corporate Tax, Income Tax, Financial Audits, CPA, Tax Preparation, Tax Accounting, Tax, US GAAP, SEC Filings
Education
Bellarmine University 2004 — 2006
MBA, Business
Bellarmine University 2001 — 2004
BS, Accounting
HMA, Inc. March 2009 - Present
Potter & Company, LLP February 2007 - March 2009
HMA, Inc. December 2003 - February 2007
Skills
Accounting, Auditing, Management, Tax Preparation, General Ledger, Financial Statements, Home Health Agencies, Financial Accounting, Internal Controls, Revenue Recognition, GAAP, QuickBooks, Mas 90, Microsoft Applications, Financial Analysis
Education
University of Kentucky
Bachelor of Business Administration (B.B.A.), Finance
University of Louisville
Bachelor of Science (B.S.), Accounting
Smith & Company CPA's, PLLC January 2011 - Present
Blue & Co., LLC September 2005 - January 2011
Potter & Company, LLP 2005 - 2011
Government Accountability Office 2002 - 2005
Skills
Assurance, Auditing, Non-profits, Accounting, Internal Controls, Audit, Tax, Financial Reporting, Financial Analysis, External Audit, Tax Preparation, Income Tax, Corporate Tax, GAAP, US GAAP, CPA
Education
University of Kentucky 2000 — 2002
M.S., Accounting
University of Kentucky 1999 — 2002
Master's degree, Accounting
Gilford Flooring, LLC March 1991 - Present
Potter & Company, LLP January 1989 - August 1990
Skills
Financial Reporting, Forecasting, Financial Analysis, Financial Accounting, Account Reconciliation, Internal Controls, US GAAP, Budgets, Accounting, General Ledger, Mergers & Acquisitions
Education
Bellarmine University 1982 — 1986
B.A., Accounting
Blue & Co., LLC 2010 - Present
Potter & Company, LLP January 1992 - December 2009
Ernst & Young September 1984 - January 1992
Skills
Accounting, Audit, Auditing, Non-profits, Government, Nonprofits, Microsoft Office, Management, Leadership, Tax Preparation, Employee Benefits, Financial Analysis, CPA, Tax, Internal Controls, Assurance
Education
University of Louisville 1988 — 1991
MBA
Western Kentucky University 1979 — 1982
BS, Accounting
Save the Children US June 2014 - Present
Save the Children US October 2012 - May 2014
Save the Children US March 2010 - October 2012
Save the Children US August 2009 - February 2010
Potter & Company, LLP January 2009 - April 2009
Skills
Grants Management, Federal Grants..., Microsoft Excel, Microsoft Office, Grant Proposal..., Accounting, PowerPoint, Presentation Development, Grant Monitoring, Grant Reporting and..., Grant Systems, Grants, Proposal Writing, Higher Education, Research, Grant Writing, Fundraising, Budgets, Nonprofits, Program Development
Education
Morehead State University 2009 — 2011
Master of Public Administration (MPA), Public Administration
Transylvania University 2005 — 2009
Bachelor of Accounting
Blue Grass Community Foundation 2006 - May 2014
Compass Financial Consulting, Inc. 2003 - 2006
Potter & Company, LLP 1994 - 1999
Ernst & Young 1992 - 1994
Skills
Fundraising, Administration, Nonprofits, Event Management, Tax, Grant Writing, Team Building, Leadership, Budgets, Event Planning, Public Speaking, Strategic Planning, Non-profits, Auditing, Finance, Community Outreach, Volunteer Management, Financial Reporting, Internal Controls
Education
University of Alabama at Birmingham 1990 — 1992
BS, Accounting
Auburn University 1985 — 1990
BS, Management
Benefits Administrators, LLC January 1997 - Present
Potter & Company, LLP November 1995 - December 1996
Skills
Qualified Retirement..., Retirement Plan..., 403(b) Plans, 457 Plans, 401(k) Plans, IRS Enrolled Agent, Employee Benefits, 401k, Pension Administration, ERISA, Benefits Administration, Small Business, Financial Advisory, Defined Benefit, Management, Retirement Planning, Executive Pay, Estate Planning, Pensions, Retirement
Education
Asbury College
Business Administration
The Livesay Group March 2009 - April 2009
Potter & Company, LLP July 2007 - July 2008
Skills
Accounting, Financial Statements, Tax Returns
Education
Indiana University South Bend 1997 — 2001
BS, Accounting, Management & Business Administration