Local CPA Firm
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Local CPA Firm Employees
Employee
Years
Job
Industry
Michael Moguel, CPA Michael Moguel, CPA's Local CPA Firm Experience January 2006 - Present
Job Controller at Steadfast Companies
Industry Real Estate
Experience
Local CPA firm January 2006 - Present
Steadfast Companies August 2013 - February 2015
Chroma Systems Solutions, Inc. July 2012 - August 2013
The Irvine Company July 2007 - March 2012
Western National Group September 2005 - July 2007
Skills
Accounting, Auditing, Financial Analysis, Internal Controls, Budgets, Accounts Payable, Accounts Receivable, Account Reconciliation, QuickBooks, Financial Statements, Financial Reporting, Property Management, Real Estate, Tax, Corporate Tax, Income Tax, Yardi, Esite, Supervising, Microsoft Excel, Forecasting, Revenue Recognition, CPA, Finance, Journal Entries, Bank Reconciliation, GAAP, General Ledger, Internal Audit
Education
Bentley University 2003 — 2005
Bachelor of Science (B.S.), Accounting
Sunny Hills
Local CPA firm January 2006 - Present
Steadfast Companies August 2013 - February 2015
Chroma Systems Solutions, Inc. July 2012 - August 2013
The Irvine Company July 2007 - March 2012
Western National Group September 2005 - July 2007
Skills
Accounting, Auditing, Financial Analysis, Internal Controls, Budgets, Accounts Payable, Accounts Receivable, Account Reconciliation, QuickBooks, Financial Statements, Financial Reporting, Property Management, Real Estate, Tax, Corporate Tax, Income Tax, Yardi, Esite, Supervising, Microsoft Excel, Forecasting, Revenue Recognition, CPA, Finance, Journal Entries, Bank Reconciliation, GAAP, General Ledger, Internal Audit
Education
Bentley University 2003 — 2005
Bachelor of Science (B.S.), Accounting
Sunny Hills
Shaun Fitzer Shaun Fitzer's Local CPA Firm Experience January 2014 - Present
Job Audit and Tax Associate
Industry Accounting
Experience
Local CPA Firm January 2014 - Present
Port Orford/Langlois School District September 2012 - January 2014
Floras Lakehouse Bed and Breakfast January 2012 - December 2013
Lighthouse Realty & Property Management January 2012 - April 2012
Beth Callans Management April 2003 - March 2011
Fairway Bay Association September 2001 - April 2003
Skills
Passed all 3 parts of..., Accounts Payable, Journal Entries, Budgets, Accounting, Financial Statements, Accounts Receivable, General Ledger, Tax preperation..., Auditing, Internal Controls, Finance, Spreadsheets, Bookkeeping, Small Business, Property Management, QuickBooks, Real Estate
Education
University of South Florida 1989 — 1993
Bachelor of Science, General Business/Real Estate
Local CPA Firm January 2014 - Present
Port Orford/Langlois School District September 2012 - January 2014
Floras Lakehouse Bed and Breakfast January 2012 - December 2013
Lighthouse Realty & Property Management January 2012 - April 2012
Beth Callans Management April 2003 - March 2011
Fairway Bay Association September 2001 - April 2003
Skills
Passed all 3 parts of..., Accounts Payable, Journal Entries, Budgets, Accounting, Financial Statements, Accounts Receivable, General Ledger, Tax preperation..., Auditing, Internal Controls, Finance, Spreadsheets, Bookkeeping, Small Business, Property Management, QuickBooks, Real Estate
Education
University of South Florida 1989 — 1993
Bachelor of Science, General Business/Real Estate
Kimberly Flett, CPA, QPA, QKA's Local CPA Firm Experience 1991 - 1994
Job Senior Director, Compensation and Benefits at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2015 - Present
SS&G October 1997 - December 2014
Deloitte & Touche 1994 - 1997
Local CPA Firm 1991 - 1994
Skills
Business Planning, Employee Benefits, 401k, Payroll, Pensions, Retirement, Accounting, Defined Contribution, CPA, Leadership
Education
Cleveland State University 1991 — 1995
Bachelor of Applied Science, Accounting
Cleveland State University 1983 — 1988
Bachelor of Applied Science, Special Education and Elementary Education, Cum Laude
BDO USA, LLP January 2015 - Present
SS&G October 1997 - December 2014
Deloitte & Touche 1994 - 1997
Local CPA Firm 1991 - 1994
Skills
Business Planning, Employee Benefits, 401k, Payroll, Pensions, Retirement, Accounting, Defined Contribution, CPA, Leadership
Education
Cleveland State University 1991 — 1995
Bachelor of Applied Science, Accounting
Cleveland State University 1983 — 1988
Bachelor of Applied Science, Special Education and Elementary Education, Cum Laude
Pari Bunyasai, MBA, CPA's Local CPA Firm Experience June 2005 - May 2006
Job Financial Accountant at IAPMO
Industry Program Development
Experience
IAPMO August 2006 - Present
Local CPA firm June 2005 - May 2006
Local CPA firm January 2001 - May 2005
Small publicly traded company March 2000 - August 2000
California State University, Long Beach May 1998 - August 1999
Japanese trading firm December 1995 - July 1997
Skills
Accounting, Auditing, CPA, Finance, Financial Statements, Fixed Assets, GAAP, Financial Analysis, Payroll, Account Reconciliation, Financial Reporting, Accounts Receivable, Accounts Payable, Pivot Tables, Vlookup, Sales Tax, Cash Flow, Avalara, Microsoft Excel, Financial Accounting, Analysis, Management, General Ledger, Nonprofits, Tax Returns, Leadership, Training, Accruals, Property Tax, Budgeting, Audit, Bookkeeping, Variance Analysis, Journal Entries, Bank Reconciliation, Financial Audits, Revenue Recognition, Payroll Taxes, Management Accounting, Sage, Budget Process, Quickbooks, Financial Statement..., Monthly Close, Year-end Close, Mas 90, Consolidated Financial..., MS Excel Pivot Tables, Spreadsheets, Strategic Planning
Education
California State University-Long Beach - College of Business Administration 1997 — 1999
MBA
Assumption University 1991 — 1995
Bachelor of Business Administration
IAPMO August 2006 - Present
Local CPA firm June 2005 - May 2006
Local CPA firm January 2001 - May 2005
Small publicly traded company March 2000 - August 2000
California State University, Long Beach May 1998 - August 1999
Japanese trading firm December 1995 - July 1997
Skills
Accounting, Auditing, CPA, Finance, Financial Statements, Fixed Assets, GAAP, Financial Analysis, Payroll, Account Reconciliation, Financial Reporting, Accounts Receivable, Accounts Payable, Pivot Tables, Vlookup, Sales Tax, Cash Flow, Avalara, Microsoft Excel, Financial Accounting, Analysis, Management, General Ledger, Nonprofits, Tax Returns, Leadership, Training, Accruals, Property Tax, Budgeting, Audit, Bookkeeping, Variance Analysis, Journal Entries, Bank Reconciliation, Financial Audits, Revenue Recognition, Payroll Taxes, Management Accounting, Sage, Budget Process, Quickbooks, Financial Statement..., Monthly Close, Year-end Close, Mas 90, Consolidated Financial..., MS Excel Pivot Tables, Spreadsheets, Strategic Planning
Education
California State University-Long Beach - College of Business Administration 1997 — 1999
MBA
Assumption University 1991 — 1995
Bachelor of Business Administration
Raquel Olivier, CPA's Local CPA Firm Experience March 2001 - June 2002
Job President at Olivier, Inc.
Industry Management Consulting
Experience
Olivier, Inc. March 2002 - Present
Local CPA Firm March 2001 - June 2002
Jefferson Wells August 1999 - March 2001
Skills
Process Improvement, Executive Management, Nonprofits, Management Consulting, Operations Management, Contract Management, Leadership, Financial Analysis, Analysis, Accounting, Testing, Management, Transportation, Budgets, Auditing, Team Building, Financial Statements, Policy, Financial Accounting, Strategic Planning, Internal Controls, Project Management, Internal Audit, Coaching, Marketing, Leadership Development, Contract Negotiation, Finance, Program Management, Business Development, Public Speaking, Construction Management, Forecasting, Change Management, Procurement, Construction, Account Reconciliation, Customer Service, Marketing Strategy, Government, Proposal Writing, Business Planning, Business Strategy
Education
University of Houston
BBA, Accounting & Management, Cum Laude
Olivier, Inc. March 2002 - Present
Local CPA Firm March 2001 - June 2002
Jefferson Wells August 1999 - March 2001
Skills
Process Improvement, Executive Management, Nonprofits, Management Consulting, Operations Management, Contract Management, Leadership, Financial Analysis, Analysis, Accounting, Testing, Management, Transportation, Budgets, Auditing, Team Building, Financial Statements, Policy, Financial Accounting, Strategic Planning, Internal Controls, Project Management, Internal Audit, Coaching, Marketing, Leadership Development, Contract Negotiation, Finance, Program Management, Business Development, Public Speaking, Construction Management, Forecasting, Change Management, Procurement, Construction, Account Reconciliation, Customer Service, Marketing Strategy, Government, Proposal Writing, Business Planning, Business Strategy
Education
University of Houston
BBA, Accounting & Management, Cum Laude
Anthony Stefanelli Anthony Stefanelli's Local CPA Firm Experience 1993 - 1998
Job Vice President of Finance & Accounting at Winston Financial Services, Inc.
Industry Insurance
Experience
Winston Benefits Inc October 2002 - Present
Werdann DeVito LLC CPA's 1998 - 2002
Local CPA Firm 1993 - 1998
Transeuro, Inc. 1989 - 1993
Amper Politziner & Mattia 1987 - 1989
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, Insurance, Customer Service, Disability Insurance, Process Improvement, Accounts Payable, Accounts Receivable, Employee Benefits, Payroll, QuickBooks, Life Insurance, Finance, Management, Strategic Planning, Sales, Financial Analysis, Benefits Administration
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1987
Bachelor's Degree, Accounting
Winston Benefits Inc October 2002 - Present
Werdann DeVito LLC CPA's 1998 - 2002
Local CPA Firm 1993 - 1998
Transeuro, Inc. 1989 - 1993
Amper Politziner & Mattia 1987 - 1989
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, Insurance, Customer Service, Disability Insurance, Process Improvement, Accounts Payable, Accounts Receivable, Employee Benefits, Payroll, QuickBooks, Life Insurance, Finance, Management, Strategic Planning, Sales, Financial Analysis, Benefits Administration
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1987
Bachelor's Degree, Accounting
Tim Ridge, CPA Tim Ridge, CPA's Local CPA Firm Experience June 2001 - October 2003
Job President of Scruggs Ridge & Company, CPAs
Industry Accounting
Experience
Scruggs Ridge & Co. CPAs October 2003 - Present
SagePoint Financial October 2002 - Present
Local CPA Firm June 2001 - October 2003
Ernst & Young June 1998 - June 2001
Skills
Tax, Accounting, Investments, Auditing, Finance, Securities, Financial Risk, Financial Reporting, Tax Preparation, Corporate Tax, Financial Analysis, GAAP, CPA, Strategic Financial..., Internal Controls, Financial Advisory, Financial Accounting, Internal Audit, SEC filings, Financial Statements
Education
University of Central Arkansas 1992 — 1997
BBA, Accounting, Interdiciplinary Arts
Scruggs Ridge & Co. CPAs October 2003 - Present
SagePoint Financial October 2002 - Present
Local CPA Firm June 2001 - October 2003
Ernst & Young June 1998 - June 2001
Skills
Tax, Accounting, Investments, Auditing, Finance, Securities, Financial Risk, Financial Reporting, Tax Preparation, Corporate Tax, Financial Analysis, GAAP, CPA, Strategic Financial..., Internal Controls, Financial Advisory, Financial Accounting, Internal Audit, SEC filings, Financial Statements
Education
University of Central Arkansas 1992 — 1997
BBA, Accounting, Interdiciplinary Arts
Dave Hall, CPA Dave Hall, CPA's Local CPA Firm Experience January 1997 - October 2010
Job Managing Partner at Barlow, Douglas & Hall CPAs
Industry Accounting
Experience
Barlow, Douglas & Hall CPAs January 2015 - Present
Dave Hall Certified Public Accountants & Strategic Business Advisors September 2010 - December 2014
Local CPA Firm January 1997 - October 2010
Skills
Small Business Advisor, Tax Consultant, CPA, Tax Returns, Tax, Quickbooks, Financial Planning, Accounting, Strategic Financial..., QuickBooks, Auditing, Tax Preparation, CRM, Small Business, Finance, Payroll, Entrepreneurship, Start-ups, Financial Accounting, Business, Management Consulting, Financial Analysis, Accounts Payable, Corporate Tax, Income Tax, Financial Reporting, Accounts Receivable, Business Valuation, Public Speaking, Financial Modeling, Due Diligence, Corporate Finance, Managerial Finance, Executive Management, General Ledger, Strategic Planning, Business Planning, GAAP, Financial Statements, Budgets, Internal Controls, Cash Flow, Mergers & Acquisitions, Training, Bookkeeping, Microsoft Excel, Sales Tax, Consulting, Account Reconciliation
Education
Southern Utah University 1992 — 1995
Masters in Accounting, Accounting
Dixie State College 1988 — 1989
Associate, Accounting
Enterprise High 1985 — 1988
High School Diploma, Accounting and Business/Management
Barlow, Douglas & Hall CPAs January 2015 - Present
Dave Hall Certified Public Accountants & Strategic Business Advisors September 2010 - December 2014
Local CPA Firm January 1997 - October 2010
Skills
Small Business Advisor, Tax Consultant, CPA, Tax Returns, Tax, Quickbooks, Financial Planning, Accounting, Strategic Financial..., QuickBooks, Auditing, Tax Preparation, CRM, Small Business, Finance, Payroll, Entrepreneurship, Start-ups, Financial Accounting, Business, Management Consulting, Financial Analysis, Accounts Payable, Corporate Tax, Income Tax, Financial Reporting, Accounts Receivable, Business Valuation, Public Speaking, Financial Modeling, Due Diligence, Corporate Finance, Managerial Finance, Executive Management, General Ledger, Strategic Planning, Business Planning, GAAP, Financial Statements, Budgets, Internal Controls, Cash Flow, Mergers & Acquisitions, Training, Bookkeeping, Microsoft Excel, Sales Tax, Consulting, Account Reconciliation
Education
Southern Utah University 1992 — 1995
Masters in Accounting, Accounting
Dixie State College 1988 — 1989
Associate, Accounting
Enterprise High 1985 — 1988
High School Diploma, Accounting and Business/Management
Howard Burtis Howard Burtis's Local CPA Firm Experience February 1987 - September 1990
Job Owner, Howard D. Burtis, CPA
Industry Accounting
Experience
Howard D. Burtis, CPA September 1990 - Present
Local CPA Firm February 1987 - September 1990
Richardson Vicks June 1979 - December 1986
Skills
Tax Preparation, Income Tax, Bookkeeping, Tax Returns, Tax, QuickBooks, Accounting, Corporate Tax, Sales Tax, Partnership Taxation, Payroll Taxes, S Corporations
Education
Drexel University - College of Business and Administration 1976 — 1979
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Gloucester County College 1974 — 1976
Associate of Science (A.S.), Accounting
Howard D. Burtis, CPA September 1990 - Present
Local CPA Firm February 1987 - September 1990
Richardson Vicks June 1979 - December 1986
Skills
Tax Preparation, Income Tax, Bookkeeping, Tax Returns, Tax, QuickBooks, Accounting, Corporate Tax, Sales Tax, Partnership Taxation, Payroll Taxes, S Corporations
Education
Drexel University - College of Business and Administration 1976 — 1979
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Gloucester County College 1974 — 1976
Associate of Science (A.S.), Accounting
Penny Wasem Penny Wasem's Local CPA Firm Experience June 1986 - April 2003
Job CPA, CFP, PFS at Lifetime Financial Planning Solutions, LLC
Industry Accounting
Experience
Lifetime Financial Planning Solutions, LLC April 2003 - Present
Lifetime Financial Planning Solutions, LLC April 2003 - Present
Fairfield County Foundation April 2003 - December 2008
Local CPA Firm June 1986 - April 2003
Skills
Tax Preparation, Certified Financial..., Peachtree, Trusts, Income Tax, Retirement Planning, Tax, Strategic Financial..., Non-profits, CPA, Nonprofits, Small Business, Financial Planners, Estate Planning, Accounting, Payroll Taxes, Finance, Tax Returns, Corporate Tax, Tax Accounting, Financial Planning
Education
Ohio University 1982 — 1986
Bachelor of Business Administration, Accounting, Business Pre-Law
Lancaster High School, Lancaster, OH 43130
Lifetime Financial Planning Solutions, LLC April 2003 - Present
Lifetime Financial Planning Solutions, LLC April 2003 - Present
Fairfield County Foundation April 2003 - December 2008
Local CPA Firm June 1986 - April 2003
Skills
Tax Preparation, Certified Financial..., Peachtree, Trusts, Income Tax, Retirement Planning, Tax, Strategic Financial..., Non-profits, CPA, Nonprofits, Small Business, Financial Planners, Estate Planning, Accounting, Payroll Taxes, Finance, Tax Returns, Corporate Tax, Tax Accounting, Financial Planning
Education
Ohio University 1982 — 1986
Bachelor of Business Administration, Accounting, Business Pre-Law
Lancaster High School, Lancaster, OH 43130
Vicki Healy, CPA Vicki Healy, CPA's Local CPA Firm Experience July 2007 - March 2009
Job
Industry Financial Services
Experience
Vicki L Healy, CPA May 2010 - Present
Local CPA Firm July 2007 - March 2009
Emerald Homes of Southwest Florida Inc May 2004 - July 2007
Vicki L Healy, CPA February 1998 - December 2004
James M Wesolowski CPA PA January 1994 - April 2003
First Home Builders, Inc May 1996 - February 1998
Batson, Carnahan, Doyle & Co October 1994 - August 1995
Richards Realty, Inc December 1993 - October 1994
Martin E Dolence PA May 1993 - November 1993
Western Temporaries, Inc April 1992 - March 1993
Skills
Tax, Tax Preparation, Accounting, QuickBooks, Account Reconciliation, Payroll, General Ledger, Accounts Payable, Income Tax, Financial Reporting, Budgets, Small Business, Business Planning, Corporate Tax, Financial Accounting, Accounts Receivable, Tax Returns, Financial Statements, Bookkeeping, Sales Tax, Cash Flow, Preparation, Retirement, Retirement Planning, Retirement Savings, Savings, Personal Finance, Saving for Education, Real Estate, Reconciliation, Cash Management, Wealth Preservation..., Comprehensive Wealth...
Education
Hodges University 1993 — 1997
Bachelor of Science (B.S.), Accounting
Hodges University 1992 — 1993
Associate of Science (A.S.), Business
Florida Career Institute 1992 — 1993
Paralegal Studies
Edison Community College 1986 — 1988
Music
Edison Preparatory School 1979 — 1983
Vicki L Healy, CPA May 2010 - Present
Local CPA Firm July 2007 - March 2009
Emerald Homes of Southwest Florida Inc May 2004 - July 2007
Vicki L Healy, CPA February 1998 - December 2004
James M Wesolowski CPA PA January 1994 - April 2003
First Home Builders, Inc May 1996 - February 1998
Batson, Carnahan, Doyle & Co October 1994 - August 1995
Richards Realty, Inc December 1993 - October 1994
Martin E Dolence PA May 1993 - November 1993
Western Temporaries, Inc April 1992 - March 1993
Skills
Tax, Tax Preparation, Accounting, QuickBooks, Account Reconciliation, Payroll, General Ledger, Accounts Payable, Income Tax, Financial Reporting, Budgets, Small Business, Business Planning, Corporate Tax, Financial Accounting, Accounts Receivable, Tax Returns, Financial Statements, Bookkeeping, Sales Tax, Cash Flow, Preparation, Retirement, Retirement Planning, Retirement Savings, Savings, Personal Finance, Saving for Education, Real Estate, Reconciliation, Cash Management, Wealth Preservation..., Comprehensive Wealth...
Education
Hodges University 1993 — 1997
Bachelor of Science (B.S.), Accounting
Hodges University 1992 — 1993
Associate of Science (A.S.), Business
Florida Career Institute 1992 — 1993
Paralegal Studies
Edison Community College 1986 — 1988
Music
Edison Preparatory School 1979 — 1983
Justin Farber, CPA Justin Farber, CPA's Local CPA Firm Experience January 2007 - December 2008
Job Tax Manager at Ernst & Young
Industry Accounting
Experience
Ernst & Young July 2012 - Present
CBIZ MHM, LLC September 2008 - August 2012
Local CPA Firm January 2007 - December 2008
Skills
Accounting, Tax Research, Tax, Income Tax, Partnership Taxation, Tax Accounting, Corporate Tax, Tax Advisory, Tax Preparation
Education
University of Colorado Boulder 2003 — 2008
BSBA, Accounting, Finance, Economics
Ernst & Young July 2012 - Present
CBIZ MHM, LLC September 2008 - August 2012
Local CPA Firm January 2007 - December 2008
Skills
Accounting, Tax Research, Tax, Income Tax, Partnership Taxation, Tax Accounting, Corporate Tax, Tax Advisory, Tax Preparation
Education
University of Colorado Boulder 2003 — 2008
BSBA, Accounting, Finance, Economics
Debbie Sasser's Local CPA Firm Experience June 1978 - July 1985
Job Financial Controller at Goodwill Industries of Denver
Industry Accounting
Experience
Goodwill Industries of Denver June 2014 - Present
Miller Heiman February 2014 - May 2014
ProLogis January 2009 - April 2013
Wates Group August 2007 - August 2008
Taylor Wimpey November 2000 - August 2007
Seghesio Vineyards & Winery August 1995 - July 2000
Motto, Kryla and Fisher CPAs August 1985 - July 1995
Local CPA Firm June 1978 - July 1985
Skills
Microsoft: Excel, Power..., Acctng: MS Dynamics SL..., ERP: FAST Bldr Mngt..., Bus Intel: COGNOS, TM1,..., Yardi (prop);..., Proprietary: WIMS (Wine..., Microsoft Excel, Financial Reporting, ERP, Managerial Finance, Business Planning, Management, Accounting, Mergers & Acquisitions, Finance, Due Diligence, Budgets, Analysis, IFRS, Tax, Forecasting
Education
Pacific Union College 1975 — 1979
Bachelor of Science, Business Administration - Emphasis Accounting
Goodwill Industries of Denver June 2014 - Present
Miller Heiman February 2014 - May 2014
ProLogis January 2009 - April 2013
Wates Group August 2007 - August 2008
Taylor Wimpey November 2000 - August 2007
Seghesio Vineyards & Winery August 1995 - July 2000
Motto, Kryla and Fisher CPAs August 1985 - July 1995
Local CPA Firm June 1978 - July 1985
Skills
Microsoft: Excel, Power..., Acctng: MS Dynamics SL..., ERP: FAST Bldr Mngt..., Bus Intel: COGNOS, TM1,..., Yardi (prop);..., Proprietary: WIMS (Wine..., Microsoft Excel, Financial Reporting, ERP, Managerial Finance, Business Planning, Management, Accounting, Mergers & Acquisitions, Finance, Due Diligence, Budgets, Analysis, IFRS, Tax, Forecasting
Education
Pacific Union College 1975 — 1979
Bachelor of Science, Business Administration - Emphasis Accounting
Brentt Walker Brentt Walker's Local CPA Firm Experience November 2003 - Present
Job Staff Accountant at Local CPA Firm
Industry Accounting
Experience
Local CPA Firm November 2003 - Present
OfficeMax 1999 - 2003
Skills
10 Key, Quickbooks, S Corporations, Corporations, Personal Income Tax..., Bookkeeping, Tax Returns, Accounting
Education
Nash Community College 2002 — 2005
Associate's Degree, Accounting
Clayton High School 1996 — 2000
High School, GED
Local CPA Firm November 2003 - Present
OfficeMax 1999 - 2003
Skills
10 Key, Quickbooks, S Corporations, Corporations, Personal Income Tax..., Bookkeeping, Tax Returns, Accounting
Education
Nash Community College 2002 — 2005
Associate's Degree, Accounting
Clayton High School 1996 — 2000
High School, GED
Natalie Longstrom Natalie Longstrom's Local CPA Firm Experience January 2009 - Present
Job Senior Staff Accountant at James P. Roe, C.P.A.
Industry Accounting
Experience
Local CPA firm January 2009 - Present
Green-Living September 2010 - December 2010
Schlotzsky's Deli December 2006 - December 2009
Macy's Department Store July 2007 - December 2007
Six Flags Over Texas February 2005 - July 2006
Skills
Accounting, Payroll, Journal Entries, Management, Tax Returns, Payroll Taxes, Balance, Financial Reporting, Financial Accounting, Account Reconciliation, General Ledger
Education
University of North Texas 2012 — 2014
Accounting and Finance
The University of Texas at Arlington 2010 — 2011
Tarrant County College 2008 — 2010
Local CPA firm January 2009 - Present
Green-Living September 2010 - December 2010
Schlotzsky's Deli December 2006 - December 2009
Macy's Department Store July 2007 - December 2007
Six Flags Over Texas February 2005 - July 2006
Skills
Accounting, Payroll, Journal Entries, Management, Tax Returns, Payroll Taxes, Balance, Financial Reporting, Financial Accounting, Account Reconciliation, General Ledger
Education
University of North Texas 2012 — 2014
Accounting and Finance
The University of Texas at Arlington 2010 — 2011
Tarrant County College 2008 — 2010
Ronald O. Samaco, CPA (Inactive), CGMA Ronald O. Samaco, CPA (Inactive), CGMA's Local CPA Firm Experience December 2008 - July 2009
Job Experienced CPA with Big 4 public and private company experience: I provide big firm experience with a small firm touch.
Industry Accounting
Experience
Karma Automotive LLC March 2014 - Present
Ronald O. Samaco, CPA (Inactive) July 2009 - Present
Fisker Automotive February 2011 - March 2014
Local Sole Proprietorship CPA Firm October 2009 - January 2011
Local CPA Firm December 2008 - July 2009
PricewaterhouseCoopers LLP January 1999 - November 2008
Conrad and Associates LLP July 1997 - December 1998
Eadie and Payne LLP January 1997 - April 1997
Salibello & Broder, LLP July 1992 - June 1994
Skills
US GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, SEC filings, Auditing, GAAP, Internal Controls, Financial Accounting, Revenue Recognition, SAP, Financial Statements, Internal Audit, CPA, General Ledger, Account Reconciliation, Big 4, Fixed Assets, IPO, Process Improvement, Financial Audits, Automotive, Budgets, Mergers & Acquisitions, Finance, Managerial Finance, Forecasting, Corporate Finance, Cost Accounting, Assurance, SEC Filings
Education
California State Polytechnic University-Pomona
B.S. in Business Administration, Accounting
Mira Mesa High School
Karma Automotive LLC March 2014 - Present
Ronald O. Samaco, CPA (Inactive) July 2009 - Present
Fisker Automotive February 2011 - March 2014
Local Sole Proprietorship CPA Firm October 2009 - January 2011
Local CPA Firm December 2008 - July 2009
PricewaterhouseCoopers LLP January 1999 - November 2008
Conrad and Associates LLP July 1997 - December 1998
Eadie and Payne LLP January 1997 - April 1997
Salibello & Broder, LLP July 1992 - June 1994
Skills
US GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, SEC filings, Auditing, GAAP, Internal Controls, Financial Accounting, Revenue Recognition, SAP, Financial Statements, Internal Audit, CPA, General Ledger, Account Reconciliation, Big 4, Fixed Assets, IPO, Process Improvement, Financial Audits, Automotive, Budgets, Mergers & Acquisitions, Finance, Managerial Finance, Forecasting, Corporate Finance, Cost Accounting, Assurance, SEC Filings
Education
California State Polytechnic University-Pomona
B.S. in Business Administration, Accounting
Mira Mesa High School
David Overmyer David Overmyer's Local CPA Firm Experience 1981 - 1983
Job CFO Services for Emerging Businesses
Industry Accounting
Experience
Structure Financial Services 2007 - Present
CBS Interactive Inc. (formerly CNET Networks, Inc.) 1995 - 2007
2 Start-up Companies 1991 - 1994
Upright Inc 1986 - 1991
KPMG US 1983 - 1986
Local CPA Firm 1981 - 1983
Skills
Start-ups, SaaS, Analytics, SEC filings, Salesforce.com, Strategic Partnerships, E-commerce, Forecasting, Leadership, Team Leadership, Venture Capital, Digital Marketing, Product Management, Finance, Strategy, Enterprise Software, Online Advertising, Entrepreneurship, Mobile Devices
Education
California State University-Sacramento 1976 — 1981
Bachelor of Science (B.S.), Accounting
Structure Financial Services 2007 - Present
CBS Interactive Inc. (formerly CNET Networks, Inc.) 1995 - 2007
2 Start-up Companies 1991 - 1994
Upright Inc 1986 - 1991
KPMG US 1983 - 1986
Local CPA Firm 1981 - 1983
Skills
Start-ups, SaaS, Analytics, SEC filings, Salesforce.com, Strategic Partnerships, E-commerce, Forecasting, Leadership, Team Leadership, Venture Capital, Digital Marketing, Product Management, Finance, Strategy, Enterprise Software, Online Advertising, Entrepreneurship, Mobile Devices
Education
California State University-Sacramento 1976 — 1981
Bachelor of Science (B.S.), Accounting
Kenneth C. DeWitt Kenneth C. DeWitt's Local CPA Firm Experience June 1983 - December 2001
Job Traction / EOS Certified Implementer, Business Coach, PE Investor
Industry Professional Training & Coaching
Experience
DeWitt LLC - see www.DeWittLLC.com August 2009 - Present
Reznick Group October 2007 - July 2009
Tidwell DeWitt LLC January 2002 - September 2007
Local CPA Firm June 1983 - December 2001
Price Waterhouse September 1981 - May 1983
Skills
Business Planning, Strategy, Entrepreneurship, Mergers & Acquisitions, Strategic Planning, Finance, Mergers, Leadership, Business Development, Accounting, Due Diligence, Venture Capital, Executive Management, Investments, Financial Reporting, Business Analysis, Business Strategy, Managerial Finance, Management Consulting, Real Estate, Strategic Financial..., Financial Analysis, Cash Flow, Restructuring, Consulting, Financial Modeling, Negotiation, Business Valuation, EOS, Forecasting, Private Equity, Small Business
Education
University of Alabama 1977 — 1981
B.S., Commerce & Business Administration, Major in Accounting
Tuscaloosa High 1974 — 1977
DeWitt LLC - see www.DeWittLLC.com August 2009 - Present
Reznick Group October 2007 - July 2009
Tidwell DeWitt LLC January 2002 - September 2007
Local CPA Firm June 1983 - December 2001
Price Waterhouse September 1981 - May 1983
Skills
Business Planning, Strategy, Entrepreneurship, Mergers & Acquisitions, Strategic Planning, Finance, Mergers, Leadership, Business Development, Accounting, Due Diligence, Venture Capital, Executive Management, Investments, Financial Reporting, Business Analysis, Business Strategy, Managerial Finance, Management Consulting, Real Estate, Strategic Financial..., Financial Analysis, Cash Flow, Restructuring, Consulting, Financial Modeling, Negotiation, Business Valuation, EOS, Forecasting, Private Equity, Small Business
Education
University of Alabama 1977 — 1981
B.S., Commerce & Business Administration, Major in Accounting
Tuscaloosa High 1974 — 1977
Amy Koller, EA Amy Koller, EA's Local CPA Firm Experience May 2006 - September 2012
Job Senior Staff Accountant at InSite CPAs, LLP
Industry Accounting
Experience
InSite CPA's, LLP September 2012 - Present
local CPA firm May 2006 - September 2012
First Aid Services Team, Inc. 2008 - 2012
Interiors, Inc. 2004 - 2006
eic/Comfort Home Corporation 1997 - 1999
Skills
Enrolled Agent, Tax Returns, CPA, S Corporations, Accounts Receivable, Accountants, Accounting, Financial Reporting, GAAP, Financial Accounting, General Ledger, Tax, Estate and Trust returns, Gift Tax returns, Auditing, Tax Preparation, Financial Statements, Payroll Taxes, QuickBooks, Finance
Education
Strayer University (DE) 2005 — 2008
Bachelor of Science (B.S.), Accounting
Consolidated School of Business-Lancaster 1990 — 1991
InSite CPA's, LLP September 2012 - Present
local CPA firm May 2006 - September 2012
First Aid Services Team, Inc. 2008 - 2012
Interiors, Inc. 2004 - 2006
eic/Comfort Home Corporation 1997 - 1999
Skills
Enrolled Agent, Tax Returns, CPA, S Corporations, Accounts Receivable, Accountants, Accounting, Financial Reporting, GAAP, Financial Accounting, General Ledger, Tax, Estate and Trust returns, Gift Tax returns, Auditing, Tax Preparation, Financial Statements, Payroll Taxes, QuickBooks, Finance
Education
Strayer University (DE) 2005 — 2008
Bachelor of Science (B.S.), Accounting
Consolidated School of Business-Lancaster 1990 — 1991
Lois Hogan Lois Hogan's Local CPA Firm Experience June 2008 - February 2015
Job Small Business Consultant
Industry Accounting
Experience
Balancing Act Books & Tax LLC January 2015 - Present
Local CPA Firm June 2008 - February 2015
Skills
QuickBooks, Microsoft Excel, Financial Reporting, Accounts Payable, Accounts Receivable, Payroll
Education
Santa Clara University - Leavey School of Business
MBA, Finance and Accounting
University of Minnesota Duluth
Bachelor's Degree, Psychology
Balancing Act Books & Tax LLC January 2015 - Present
Local CPA Firm June 2008 - February 2015
Skills
QuickBooks, Microsoft Excel, Financial Reporting, Accounts Payable, Accounts Receivable, Payroll
Education
Santa Clara University - Leavey School of Business
MBA, Finance and Accounting
University of Minnesota Duluth
Bachelor's Degree, Psychology
Marc Graye, CPA's Local CPA Firm Experience May 1981 - June 2003
Job Sole CPA at Marc Graye CPA
Industry Accounting
Experience
Sole Practitioner July 2003 - Present
Local CPA Firm May 1981 - June 2003
Skills
CPA, Accounting, Strategic Planning, QuickBooks, Small Business, Finance, Tax, Project Management, Management, Customer Service, TOTALFBO, RentManager, Sage100
Education
Wayne State University 1977 — 1979
MBA, Finance
Eastern Michigan University 1975 — 1976
BBA, Accounting
Sole Practitioner July 2003 - Present
Local CPA Firm May 1981 - June 2003
Skills
CPA, Accounting, Strategic Planning, QuickBooks, Small Business, Finance, Tax, Project Management, Management, Customer Service, TOTALFBO, RentManager, Sage100
Education
Wayne State University 1977 — 1979
MBA, Finance
Eastern Michigan University 1975 — 1976
BBA, Accounting
David Beroth's Local CPA Firm Experience 1995 - 2005
Job CFO at The Seed Company (a Wycliffe Bible Translators affiliate)
Industry Nonprofit Organization Management
Experience
Gospelink, Inc. 2005 - 2011
Local CPA firm 1995 - 2005
Skills
CPA, Auditing, Leadership, Management, Financial Reporting, Finance, Managerial Finance, Variance Analysis
Education
Thomas Edison State College
Bachelor, Accounting
Gospelink, Inc. 2005 - 2011
Local CPA firm 1995 - 2005
Skills
CPA, Auditing, Leadership, Management, Financial Reporting, Finance, Managerial Finance, Variance Analysis
Education
Thomas Edison State College
Bachelor, Accounting
Javier Sarmiento CPA, CFE, FCPA, CVA's Local CPA Firm Experience June 2001 - June 2005
Job Director at Sarmiento Consulting Services, LLC
Industry Accounting
Experience
Sarmiento Consulting Services, LLC August 2013 - Present
The Mark Yatch Club on Brickell Bay, Inc. 2008 - August 2013
Glass Ratner Advisory and Capital Group LLC February 2006 - August 2013
Appelrouth Farah & Co. June 2005 - February 2006
Local CPA Firm June 2001 - June 2005
Matson, Driscoll & Damico LLP 1996 - June 2001
Skills
Forensic Accounting, Litigation Support, Fraud, Litigation, Auditing, Financial Reporting, Business Valuation, Financial Analysis, Due Diligence, Accounting, Certified Fraud Examiner, Financial Modeling, Insurance, Private Investigations, Restructuring, Valuation, Forensic Analysis
Education
Nova Southeastern University 1993 — 1996
Accounting
Lindsey Wilson College 1991 — 1992
Sarmiento Consulting Services, LLC August 2013 - Present
The Mark Yatch Club on Brickell Bay, Inc. 2008 - August 2013
Glass Ratner Advisory and Capital Group LLC February 2006 - August 2013
Appelrouth Farah & Co. June 2005 - February 2006
Local CPA Firm June 2001 - June 2005
Matson, Driscoll & Damico LLP 1996 - June 2001
Skills
Forensic Accounting, Litigation Support, Fraud, Litigation, Auditing, Financial Reporting, Business Valuation, Financial Analysis, Due Diligence, Accounting, Certified Fraud Examiner, Financial Modeling, Insurance, Private Investigations, Restructuring, Valuation, Forensic Analysis
Education
Nova Southeastern University 1993 — 1996
Accounting
Lindsey Wilson College 1991 — 1992
Jennifer Downs, CPA's Local CPA Firm Experience 1991 - 1995
Job 401(k) and 403(b) Audit Specialist | Benefit Audit Group, LLC
Industry Accounting
Experience
Benefit Audit Group, LLC 2008 - Present
Regional CPA firm in Baltimore 1995 - 2007
Local CPA firm 1991 - 1995
Skills
Auditing, CPA, 401k, Accounting, Audits of Employee..., 403 b, GAAP, ESOP, Finance, Management, Retirement Planning, Human Resources, Payroll, Strategic Planning, Consulting
Education
Towson University 1986 — 1991
BA
Benefit Audit Group, LLC 2008 - Present
Regional CPA firm in Baltimore 1995 - 2007
Local CPA firm 1991 - 1995
Skills
Auditing, CPA, 401k, Accounting, Audits of Employee..., 403 b, GAAP, ESOP, Finance, Management, Retirement Planning, Human Resources, Payroll, Strategic Planning, Consulting
Education
Towson University 1986 — 1991
BA
Kevin Dinkel's Local CPA Firm Experience January 1978 - January 1983
Job Senior Tax Manager at EchoStar Corporation
Industry Food Production
Experience
EchoStar Corporation April 2013 - Present
Self May 2012 - Present
JBS USA January 2011 - Present
SourceGas LLC January 2009 - October 2009
Coram Healthcare February 2008 - December 2008
MacDermid, Inc February 2004 - January 2008
Various January 2001 - January 2004
Gambro, Inc January 1989 - January 2000
Telectronics Pacing Systems, Inc January 1983 - January 1989
local CPA firm January 1978 - January 1983
Education
University of Denver - Sturm College of Law 1993 — 1996
Masters, Tax
University of Iowa
B.B.A, Accounting
EchoStar Corporation April 2013 - Present
Self May 2012 - Present
JBS USA January 2011 - Present
SourceGas LLC January 2009 - October 2009
Coram Healthcare February 2008 - December 2008
MacDermid, Inc February 2004 - January 2008
Various January 2001 - January 2004
Gambro, Inc January 1989 - January 2000
Telectronics Pacing Systems, Inc January 1983 - January 1989
local CPA firm January 1978 - January 1983
Education
University of Denver - Sturm College of Law 1993 — 1996
Masters, Tax
University of Iowa
B.B.A, Accounting
Daisy Zeng, CPA's Local CPA Firm Experience February 2011 - June 2014
Job Assurance Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP July 2014 - Present
Local CPA Firm February 2011 - June 2014
Wilson Ho & Co. May 2007 - July 2007
Skills
Microsoft Office, QuickBooks, CCH ProSystem fx, Financial Statements, Accounting, US GAAP, CPA
Education
Michigan State University - The Eli Broad College of Business 2008 — 2009
Master of Science, Accounting
Michigan State University 2004 — 2007
Bachelor of Science, Economics
Michigan State University - The Eli Broad College of Business 2004 — 2007
Bachelor of Art, Accounting
BDO USA, LLP July 2014 - Present
Local CPA Firm February 2011 - June 2014
Wilson Ho & Co. May 2007 - July 2007
Skills
Microsoft Office, QuickBooks, CCH ProSystem fx, Financial Statements, Accounting, US GAAP, CPA
Education
Michigan State University - The Eli Broad College of Business 2008 — 2009
Master of Science, Accounting
Michigan State University 2004 — 2007
Bachelor of Science, Economics
Michigan State University - The Eli Broad College of Business 2004 — 2007
Bachelor of Art, Accounting
Sipherd Aaron's Local CPA Firm Experience November 2000 - August 2006
Job Owner, Sipherd & Associates, PC
Industry Accounting
Experience
Sipherd & Associates CPA's, P.C. August 2006 - Present
Local CPA Firm November 2000 - August 2006
Deloitte & Touche, LLP 1994 - 2000
Skills
CPA, Tax Preparation, Small Business, Tax, Accounting, QuickBooks, Personal Financial..., Strategic Financial..., Finance, Management, Financial Planning, Strategic Planning
Education
University of Nebraska-Lincoln 1990 — 1995
BSBA, MPA, Accountancy
Sipherd & Associates CPA's, P.C. August 2006 - Present
Local CPA Firm November 2000 - August 2006
Deloitte & Touche, LLP 1994 - 2000
Skills
CPA, Tax Preparation, Small Business, Tax, Accounting, QuickBooks, Personal Financial..., Strategic Financial..., Finance, Management, Financial Planning, Strategic Planning
Education
University of Nebraska-Lincoln 1990 — 1995
BSBA, MPA, Accountancy
Frances Tan's Local CPA Firm Experience 2001 - 2005
Job CPA, MST
Industry Accounting
Experience
Workday 2013 - Present
iWatt 2009 - 2013
Ernst & Young 2005 - 2008
Local CPA Firm 2001 - 2005
Skills
Microsoft Excel, Accounting, Strategic Planning, QuickBooks, Financial Reporting, Tax, US GAAP, CPA, Microsoft Office, GAAP, SEC filings, General Ledger, Financial Accounting, Auditing, Financial Analysis, Tax Accounting, Financial Statements
Education
San Jose State University 2009 — 2013
Master's degree, Taxation
California State University-Los Angeles 1999 — 2001
Master of Science (MS), Accounting
Workday 2013 - Present
iWatt 2009 - 2013
Ernst & Young 2005 - 2008
Local CPA Firm 2001 - 2005
Skills
Microsoft Excel, Accounting, Strategic Planning, QuickBooks, Financial Reporting, Tax, US GAAP, CPA, Microsoft Office, GAAP, SEC filings, General Ledger, Financial Accounting, Auditing, Financial Analysis, Tax Accounting, Financial Statements
Education
San Jose State University 2009 — 2013
Master's degree, Taxation
California State University-Los Angeles 1999 — 2001
Master of Science (MS), Accounting
Becky Arvila's Local CPA Firm Experience April 2005 - December 2009
Job Owner, Valley View Book & Tax
Industry Accounting
Experience
Valley View Book & Tax January 2010 - Present
Local CPA Firm April 2005 - December 2009
Country Bumpkins Childcare April 2003 - August 2005
Skills
IRS Communications,..., QuickBooks, Payroll, Tax, Auditing, Tax Returns, Bookkeeping, Tax Preparation, Accounting, Income Tax, Corporate Tax, Financial Accounting, Sales Tax, IRS, General Ledger, Account Reconciliation, Peachtree, Microsoft Excel, Microsoft Word, PowerPoint, Tax Accounting, Partnership Taxation
Education
Colorado Technical University-Online 2007 — 2008
Bachelor's degree, Accounting
Ridgewater College 2005 — 2007
Associate of Arts and Sciences (A.A.S.), Accounting
Valley View Book & Tax January 2010 - Present
Local CPA Firm April 2005 - December 2009
Country Bumpkins Childcare April 2003 - August 2005
Skills
IRS Communications,..., QuickBooks, Payroll, Tax, Auditing, Tax Returns, Bookkeeping, Tax Preparation, Accounting, Income Tax, Corporate Tax, Financial Accounting, Sales Tax, IRS, General Ledger, Account Reconciliation, Peachtree, Microsoft Excel, Microsoft Word, PowerPoint, Tax Accounting, Partnership Taxation
Education
Colorado Technical University-Online 2007 — 2008
Bachelor's degree, Accounting
Ridgewater College 2005 — 2007
Associate of Arts and Sciences (A.A.S.), Accounting
Ronda Brewer's Local CPA Firm Experience February 2008 - September 2012
Job Accountant, Cost, General and Tax
Industry Accounting
Experience
Local CPA firm February 2008 - September 2012
ARCO Chemical Company February 1986 - March 1996
Skills
Cost Accounting, General Accounting, Fixed Assets, Payroll, All Areas, Tax Research, Tax Accounting, QuickBooks, Peachtree, Corporate Tax, Tax Preparation, GAAP, CPA, Income Tax, Tax Returns, Partnership Taxation, Tax, General Ledger, Financial Statements, US GAAP, Sales Tax, Journal Entries, SEC filings, Account Reconciliation, Financial Reporting, Internal Controls, Payroll, Financial Analysis, Invoicing
Education
Sam Houston State University 1976 — 1979
BBA Finance, 30 Hours of Accounting
Local CPA firm February 2008 - September 2012
ARCO Chemical Company February 1986 - March 1996
Skills
Cost Accounting, General Accounting, Fixed Assets, Payroll, All Areas, Tax Research, Tax Accounting, QuickBooks, Peachtree, Corporate Tax, Tax Preparation, GAAP, CPA, Income Tax, Tax Returns, Partnership Taxation, Tax, General Ledger, Financial Statements, US GAAP, Sales Tax, Journal Entries, SEC filings, Account Reconciliation, Financial Reporting, Internal Controls, Payroll, Financial Analysis, Invoicing
Education
Sam Houston State University 1976 — 1979
BBA Finance, 30 Hours of Accounting
Natalie Speer's Local CPA Firm Experience April 2012 - July 2012
Job Accounting Assistant at Local CPA Firm
Industry Accounting
Experience
Local CPA Firm April 2012 - July 2012
Skills
Accounting, Bookkeeping, QuickBooks, Tax, Financial Accounting, Accounts Payable, Microsoft Excel, Auditing
Education
Valencia Community College 2009 — 2011
Associate of Science (A.S.), Accounting
Universidad San Ignacio de Loyola
Local CPA Firm April 2012 - July 2012
Skills
Accounting, Bookkeeping, QuickBooks, Tax, Financial Accounting, Accounts Payable, Microsoft Excel, Auditing
Education
Valencia Community College 2009 — 2011
Associate of Science (A.S.), Accounting
Universidad San Ignacio de Loyola
Gail Madden's Local CPA Firm Experience August 1983 - April 1989
Job Accountant
Industry Accounting
Experience
Self-employed January 2004 - Present
UHY Advisors (formerly Grace Advisors) January 1997 - December 2003
LCOMP, Inc. (Now Carlton-Bates Company) April 1989 - December 1996
Local CPA firm August 1983 - April 1989
Skills
Accounting, Bookkeeping, QuickBooks, Payroll
Education
Southeast Missouri State University 1979 — 1983
Bachelor's degree, Accounting and Marketing
Self-employed January 2004 - Present
UHY Advisors (formerly Grace Advisors) January 1997 - December 2003
LCOMP, Inc. (Now Carlton-Bates Company) April 1989 - December 1996
Local CPA firm August 1983 - April 1989
Skills
Accounting, Bookkeeping, QuickBooks, Payroll
Education
Southeast Missouri State University 1979 — 1983
Bachelor's degree, Accounting and Marketing
Edward Rusinko's Local CPA Firm Experience June 1984 - April 1987
Job Auditor at Defense Contract Audit Agency
Industry Accounting
Experience
Defense Contract Audit Agency August 1987 - Present
Local CPA Firm June 1984 - April 1987
Fillmore Central School September 1979 - June 1982
Education
Rochester Institute of Technology 1982 — 1984
Master of Business Administration (M.B.A.), Accounting
SUNY Albany 1975 — 1979
Bachelor's degree, Business Teacher Education
Defense Contract Audit Agency August 1987 - Present
Local CPA Firm June 1984 - April 1987
Fillmore Central School September 1979 - June 1982
Education
Rochester Institute of Technology 1982 — 1984
Master of Business Administration (M.B.A.), Accounting
SUNY Albany 1975 — 1979
Bachelor's degree, Business Teacher Education