smith leonard, PLLc
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smith leonard, PLLc Employees
North Carolina Department of Insurance July 2015 - Present
BB&T August 2014 - July 2015
BB&T September 2013 - August 2014
Smith Leonard PLLC January 2013 - April 2013
Beyond Academics October 2008 - December 2012
Williams Overman Pierce, LLP January 2012 - April 2012
Nussbaum Center for Entrepreneurship February 2011 - April 2011
UNCG Athletics (Facilities and Operations) August 2007 - March 2009
Skills
QuickBooks, Accounting, Data Entry, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Financial Reporting, Financial Analysis, Research, Critical Thinking, ProSystem fx Tax, Creative Solutions..., Adobe Acrobat, Public Speaking
Education
University of North Carolina at Greensboro 2011 — 2012
M.S, Accounting
University of North Carolina at Greensboro 2007 — 2011
B.S, Accounting
Smith Leonard PLLC - Accountants & Consultants July 2015 - Present
Smith Leonard PLLC January 2014 - Present
Smith Leonard PLLC July 2013 - December 2013
UNC Greensboro January 2013 - June 2013
Kansas State University January 2012 - December 2012
Stamey's Barbecue September 2005 - September 2011
Skills
Accounting, Microsoft Excel, Auditing, Financial Accounting, Microsoft Word, Microsoft Office, Financial Reporting, Customer Service, Higher Education
Education
University of North Carolina at Greensboro 2011 — 2013
Master's degree, Accounting
University of North Carolina at Greensboro 2007 — 2010
Bachelor's degree, Accounting
Grant Thornton LLP February 2014 - Present
TIAA-CREF August 2013 - February 2014
Tempur-Sealy International September 2012 - August 2013
Smith Leonard PLLC October 2011 - September 2012
Dixon Hughes Goodman, LLP November 2009 - October 2011
Skills
Income Tax, Tax, Accounting, Audit, Auditing, Tax Preparation, International Tax, GAAP, Corporate Tax, CPA, SEC filings, Assurance, US GAAP, General Ledger, Tax Accounting, Sarbanes-Oxley Act, Tax Research
Education
Appalachian State University
MS, Accounting
Smith Leonard PLLC January 2015 - Present
Smith Leonard PLLC October 2012 - December 2014
Smith Leonard PLLC January 2011 - October 2012
Port Southern November 2009 - December 2010
Carolina Container January 2010 - May 2010
Skills
Financial Analysis, Accounting, Microsoft Excel, Financial Reporting, Assurance, Internal Controls, Auditing, CPA, Financial Accounting, US GAAP, SEC filings, GAAP, General Ledger
Education
High Point University 2005 — 2010
Bachelor of Science, Accounting & Finance
Breslow Starling Frost Warner Boger Hiatt PLLC August 2014 - Present
Smith Leonard PLLC May 2014 - August 2014
Breslow Starling Frost Warner Boger Hiatt PLLC February 2014 - April 2014
Lewis Accounting April 2013 - November 2013
Tim Small Automotive September 2012 - April 2013
Panera Bread November 2009 - August 2012
SRI Shoe Warehouse May 2008 - April 2009
Tim Small Automotive September 2004 - May 2008
Skills
QuickBooks, Customer Service, Invoicing, Payroll, Bookkeeping, Income Tax, Tax, Accounting, Tax Returns, Tax Preparation, Microsoft Excel
Education
University of North Carolina at Greensboro 2014 — 2016
Master of Science (M.S.), Accounting
The University of North Carolina at Greensboro 2011 — 2014
Bachelors in Science, Accounting, GPA of 3.2
Guilford Technical Community College 2008 — 2011
Associates in Arts and Sciences, General Studies
Appalachian State University August 2015 - Present
Smith Leonard PLLC January 2015 - April 2015
James Donald Miller, CPA, P.A. July 2014 - December 2014
Royal Apothecary July 2013 - May 2014
Walgreens October 2010 - July 2013
H&R Block January 2008 - April 2010
Skills
Tax, Pharmacy, Data Entry, Microsoft Word, Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Accounting
Education
Appalachian State University 2015 — 2016
Master of Science (M.S.), Accounting
Appalachian State University 2013 — 2015
Bachelor of Science in Business Administration, Accounting
Smith Leonard PLLC August 2012 - Present
Skills
Tax, Corporate Tax, Tax Preparation, Accounting, Income Tax, Tax Accounting, Consolidated..., Nonprofits, Tax Returns, Auditing, Financial Analysis, Internal Controls
Education
Appalachian State University 2011 — 2012
Master of Science (MS), Accounting
Appalachian State University 2007 — 2011
BS, Accounting
Smith Leonard PLLC January 2007 - Present
BDO Seidman LLP October 1993 - December 2006
Ernst & Young 1988 - 1993
Skills
Corporate Taxation, International Tax..., Mergers/Acquisitions..., International Tax, Corporate Tax, Income Tax, Tax, Accounting
Education
Florida State University 1982 — 1986
B.S., Accounting
Minot Senior High, Minot, ND 1981 — 1982
University of North Carolina at Chapel Hill August 2011 - Present
University of North Carolina at Chapel Hill September 2010 - November 2011
University of North Carolina March 2009 - April 2011
smith leonard, PLLc May 2008 - August 2008
Marriott International May 2006 - August 2007
Skills
Accounting, Financial Analysis, Excel, Customer Relations, Billing, Documentation, Spreadsheets, Policy Analysis, Financial Reporting, Accounts Payable, Forecasting, Analysis, Non-profits, Audit, Access, PowerPoint, Policy, Microsoft Office, Compliance, Research, Account Reconciliation, General Ledger, Administration, Management, QuickBooks, Auditing, Nonprofits, Invoicing, Microsoft Excel, Software Documentation
Education
University of North Carolina at Greensboro 2005 — 2008
Master of Science, Accounting
University of North Carolina at Greensboro 2003 — 2006
Bachelor of Science, Accounting
Smith Leonard PLLC January 2015 - March 2015
Cape Fear Valley Health System June 2014 - August 2014
High Point University January 2012 - August 2014
NextEra Energy Resources June 2013 - August 2013
Boca Raton Resort & Club May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Accounting
Education
High Point University 2011 — 2015
Bachelor's degree, Accounting
Smith Leonard PLLC May 2013 - Present
TE Connectivity September 2007 - May 2013
ADC Telecommunications April 1996 - August 2007
Access-ISDN Inc February 1994 - March 1996
ITEC Inc March 1978 - January 1994
Skills
Salesforce.com, Customer Service, Microsoft Office, SAP, Account Management, Purchasing, Executive Assistant, Meeting Planning, Certified..., Peer Mentoring, Project Management, Office Management, Multitasking Skills, Proofreading, Time Management, Computer Proficiency, Organization &..., Calendar Planning, Expense Budget..., Travel Arranger, Process Improvement, Management, Sales Operations, Forecasting, Sales, Administrative..., Budgets, Outlook, Cross-functional Team..., Employee Benefits, Analysis, Leadership, Administration, Software Documentation, Process Scheduler, Team Building, Training, Team Leadership, Human Resources, Data Entry, Vendor Management, Customer Satisfaction, Program Management, Spreadsheets, Employee Relations
Education
Western International University 2005 — 2007
Associate of Arts (A.A.), Business/Commerce, 3.96
John C Calhoun State Community College 1977 — 1979
Elective Business Courses, 4.0
IAAP North Carolina Division 2008 — 2012
Monthly seminars for professional development and career motivation
Smith Leonard PLLC July 2014 - Present
Todd Herman Associates January 2014 - July 2014
Smith Leonard PLLC January 2013 - March 2013
Todd Herman Associates October 2010 - January 2013
The University of North Carolina at Greensboro August 2010 - December 2012
Skills
Accounting, Microsoft Office, Microsoft Excel, Accounts Payable, Financial Reporting, Access, Auditing, Data Entry, Financial Analysis, Financial Accounting, Leadership, Motivated self-starter, PowerPoint, Public Speaking, QuickBooks, Time Management
Education
University of North Carolina at Greensboro 2012 — 2014
Master of Science (M.S), Accounting
University of North Carolina at Greensboro 2010 — 2012
BS, Accounting
Campbell University 2008 — 2010
Accounting
Lincoln Financial Group June 2012 - Present
Lincoln Financial Group February 2011 - June 2012
Lincoln Financial Group August 2009 - February 2011
KPMG August 2008 - April 2009
DirecTech Holding Company June 2008 - August 2008
Great American Financial Resources June 2007 - August 2007
Smith Leonard, PLLC January 2007 - April 2007
Education
Elon University 2004 — 2008
Bachelor, Accounting
Vonage Business Solutions September 2012 - Present
Medtech College March 2011 - September 2012
nCoat LLC September 2009 - January 2011
Smith Leonard PLLC October 2007 - June 2008
Skills
Accounting, Accounts Receivable, Auditing, Financial Reporting, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Spreadsheets, Journal Entries, Payroll, Great Plains Software, FRx, Internal controls..., Accounts Payable, Month End Close, KwikTag, ImageNow, Ultipro, Sales Commissions, Oracle, Financial Metrics, Salesforce.com, Zuora Billing Software, Financial Analysis, General Ledger
Education
North Carolina State University 2000 — 2004
BS and MAC, Accounting
Smith Leonard PLLC January 2009 - Present
AOC Group, LLC January 2008 - December 2009
Distinctive Realty 2006 - 2008
Skills
Tax Preparation, Business Valuation, Tax Research, Tax, Accounting, Financial Reporting, Financial Analysis, GAAP, Auditing, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, CPA, Tax Returns, US GAAP, Management, Corporate Tax, Income Tax, Microsoft Excel, Tax Accounting, SEC Filings, Financial Statements
Education
North Carolina State University - College of Management 2009 — 2010
MAC, Masters in Accounting - Concentration in Finance
University of North Carolina at Wilmington 2005 — 2008
BS, Business Administration - Accounting
Smith Leonard PLLC January 2014 - Present
Smith Leonard PLLC January 2013 - December 2013
Smith Leonard PLLC July 2010 - December 2012
Skills
CPA, Corporate Tax, Tax, GAAP
Education
University of North Carolina at Greensboro 2009 — 2010
Master of Science (MS), Accounting
University of North Carolina at Greensboro 2006 — 2009
Bachelor of Science (BS), Accounting & Finance
Smith Leonard PLLC February 2007 - Present
BDO USA, LLP January 2006 - April 2006
Skills
Partnership Taxation, Tax Preparation, Tax, Accounting, CPA, Corporate Tax, Income Tax, Trust Taxation, Tax Accounting, Tax Returns, High Net Worth..., Estate Planning, Tax Research, S Corporations, Payroll Taxes
Education
University of North Carolina at Greensboro 2002 — 2006
Master's degree, Accounting
Vidya Vihar 1996 — 2000
High School
Smith Leonard PLLC January 2014 - Present
Smith McWhorter, P.A. 2005 - December 2013
Thomas R. Smith & Associates, P.A. 2000 - 2005
Deloitte & Touche 1999 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 1999
Master of Accounting, Tax
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science, Business
University of Pittsburgh 1996 — 1996
Semester at Sea
Smith Leonard PLLC - Accountants & Consultants September 2015 - Present
Lexington Golf Club May 2012 - June 2015
Smith Leonard PLLC December 2014 - April 2015
Elliott Davis, LLC January 2014 - March 2014
Gloria Jean’s Coffees International May 2011 - August 2011
Northwest Elementary School May 2009 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Computers, Auditing, Accounting, Social Media, QuickBooks, Time Management, Teamwork, Data Entry, Financial Accounting
Education
Appalachian State University 2014 — 2015
Master of Science (MS), Accounting
Appalachian State University 2010 — 2014
Bachelor of Business Administration (BBA), Magna Cum Laude, Accounting
East Davidson High School 2006 — 2010
Xcel Energy July 2015 - Present
Atlas Copco April 2015 - July 2015
Atlas Copco April 2014 - April 2015
Atlas Copco September 2011 - March 2014
Reznick Group November 2010 - March 2011
Smith Leonard PLLC May 2009 - August 2009
UBS Wealth Management September 2008 - November 2008
ACOOG May 2008 - August 2008
Skills
Internal Controls, Microsoft Office, Accounting, Auditing, Forecasting, MS Office Suite, AS400 system, PowerPoint, Management, Accounts Payable, Caseware, Microsoft SQL Server, Microsoft Word, Microsoft Excel, Finance, Analysis, Financial Reporting, Access, Training, Financial Statements, Financial Analysis, DAX, PowerPivot
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
BS, Accounting
Moon and Lola November 2011 - February 2015
Clairemont Communications August 2011 - November 2011
McNeill Communications Group, Inc April 2005 - July 2011
Smith Leonard PLLC January 2005 - April 2005
Cary Chamber of Commerce August 2003 - May 2004
Education
North Carolina State University
Bachelor of Arts, Communication; Public Relations
Colegio de Santa Maria d' Europa
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP August 2011 - July 2014
Grant Thornton LLP January 2009 - July 2011
Smith Leonard PLLC January 2007 - December 2008
BDO January 2005 - December 2006
Skills
High Net Worth..., Taxation of Trusts and..., Gift Tax, Estate Tax Planning
Education
Appalachian State University 2002 — 2003
Master's degree, Accounting
Appalachian State University 1999 — 2002
Bachelor's degree, Business Administration and Accounting
Smith Leonard PLLC January 2007 - Present
BDO Seidman, LLP September 1996 - December 2006
Ernst & Young 1992 - 1995
Skills
Mergers & Acquisitions, International Business, Employee Benefit Plan..., Audit, Accounting, Tax, M&A due diligence, Due Diligence, Financial Reporting, Assurance, Auditing, External Audit, Sarbanes-Oxley Act, US GAAP, Employee Benefits, Furnishings, Leadership, Mergers, Internal Controls, SEC filings, CPA, Financial Statements, Corporate Tax, GAAP
Education
Averett University 1984 — 1987
Bachelor of Science, Business Administration (Accounting)
Smith Leonard PLLC January 2013 - Present
Inmar March 2007 - January 2013
Grant Thornton LLP May 2002 - February 2007
Arthur Andersen, LLP September 2001 - May 2002
Education
East Tennessee State University
Master of Accountancy, Accounting
East Tennessee State University
Bachelor of Business Administration (B.B.A.), Accounting
Smith Leonard PLLC July 2015 - Present
Tweetsie Railroad, Inc. April 2013 - Present
Old Navy August 2011 - May 2013
Banana Republic Factory Store October 2010 - August 2011
Skills
Access, Accounts Receivable, Assurance, Cashiering, Cash Flow, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, Forecasting
Education
Appalachian State University 2014 — 2015
Masters of Science, Accounting
Appalachian State University 2011 — 2014
Bachelor of Science in Business Administration, Accounting, 3.17
Cherry Bekaert LLP June 2014 - August 2014
Smith Leonard PLLC January 2014 - April 2014
Dixon Hughes Goodman LLP August 2013 - December 2013
Kappa Delta Sorority October 2012 - December 2013
North Carolina Association of CPAs (NCACPA) June 2013 - August 2013
Red Hat, Inc. May 2013 - August 2013
Kappa Delta Sorority, High Point University October 2011 - October 2012
Red Hat, Inc May 2012 - August 2012
Ruckus Pizza, Pasta, and Spirits July 2007 - August 2011
Skills
Accounting, Financial Reporting, Economics, Time Management, Microsoft Excel, Microsoft Word, Financial Analysis, Teamwork, Team Leadership, Adaptability, Oral & Written...
Education
North Carolina State University 2014 — 2015
Master of Accounting
High Point University 2010 — 2014
B.S.B.A, Accounting, 3.604 Overall GPA, 3.708 GPA in major
Linda R. Beazlie,CPA May 2010 - Present
Smith Leonard PLLC September 2008 - April 2010
Monaghan Group May 2006 - August 2008
Ernst & Young, LLP June 2004 - May 2006
Costello Hill & Co October 2000 - June 2004
Crowe, Chizek and Company LLP September 1995 - September 2000
Education
Purdue University - Krannert School of Management 1987 — 1988
Accounting
University of North Carolina at Greensboro 1979 — 1982
Bachelor of Science Business Administration
Dixon Hughes Goodman LLP July 2015 - Present
Smith Leonard PLLC July 2014 - July 2015
Dixon Hughes Goodman LLP October 2010 - July 2014
BB&T September 2005 - May 2007
Skills
CPA, Accounting, GAAP, Financial Reporting, Tax Preparation, Tax, Financial Accounting, Tax Research, Financial Analysis, Corporate Tax, US GAAP, SEC filings, Partnership Taxation, Income Tax
Education
University of North Carolina at Greensboro 2007 — 2010
BA, MSA, Accounting
North Carolina State University 2001 — 2005
BA, Psychology
National General Insurance January 2015 - Present
Smith Leonard, PLLC January 2013 - December 2014
Lincoln Financial Group July 2005 - October 2012
Stanley Accounting Services March 1999 - July 2005
Skills
QuickBooks, Essbase, OneSource, Business Objects, Quicken, Corporate Pro, Premium Pro Enterprise, OneSource Tax, Pro-System FX Tax, Intelliforms, Best FAS for Windows, Equinox Payroll, Equinox G/L, One Write Plus, Perform Plus, MS Word, MS Excel, MS Power Point, Windows, Outlook Express, Corel WordPerfect, Caseware, Accounting, Account Reconciliation, Tax, Financial Statements, Auditing, Corporate Tax, Variance Analysis, Income Tax, Fixed Assets, Notary Public, CPA, General Ledger, Journal Entries, Bank Reconciliation, Tax Returns, ProSystem fx Tax, Tax Accounting, Payroll Taxes, Tax Preparation, Partnership Taxation, Internal Controls, Tax Advisory, Depreciation, Hyperion, Mergers & Acquisitions, Tax Research, Microsoft Excel
Education
University of North Carolina at Greensboro 1999 — 2000
Masters of Science, Accounting
University of North Carolina at Greensboro 1996 — 1999
Bachelors of Science, Accounting
Smith Leonard PLLC January 2007 - Present
PAN 2012 - 2013
BDO Seidman, LLP 1988 - 2006
Coopers & Lybrand 1979 - 1987
Education
The University of Georgia 1967 — 1972
Master's degree, Accounting
University of Georgia - Terry College of Business 1967 — 1972
Bachelor of Business Administration (B.B.A.), Accounting
Lincoln Financial Group March 2015 - Present
Smith Leonard PLLC October 2012 - March 2015
Grant Thornton LLP August 2012 - September 2012
Grant Thornton September 2007 - July 2009
Skills
GAAP, Accounting, Assurance, Auditing, CPA, Financial Analysis, Financial Reporting, Internal Controls, US GAAP
Education
University of North Carolina at Chapel Hill
Smith Leonard PLLC December 2012 - Present
Hayworth-Miller Funeral Home, Inc. June 2006 - October 2012
Cannon & Company, LLP January 1994 - July 2006
Skills
Tax, Accounting, QuickBooks, Tax Preparation, Sales & Use Tax, Multi-State Sales Tax, CPA, Mas 90, GAAP, Financial Planners, Financial Statements, Account Reconciliation, General Ledger, Income Tax, Financial Modeling, Financial Reporting, Financial Analysis, Budgets, Auditing, Managerial Finance, Financial Planning, Internal Controls
Education
Louisiana State University 1976 — 1980
B.S., Business Administration
Smith Leonard PLLC August 2012 - Present
Appalachian State University August 2010 - December 2011
Skills
Microsoft Office, Prosystems, Spanish, Accounting, Research, QuickBooks, Time Management, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Account Reconciliation, Tax Returns, ProSystem fx Tax, Accounts Receivable, Trust Taxation, Budgets, Teamwork, Spreadsheets, Tax, Financial Planners, Income Tax
Education
Appalachian State University 2010 — 2012
MS, Accounting, Concentration in Taxation
Appalachian State University 2007 — 2010
BSBA, Accounting
Catawba Valley Community College 2002 — 2006
Associates in Fine Arts, Music & Music Education
Smith Leonard PLLC August 2012 - Present
NC Office of the State Auditor April 2010 - August 2012
Tennessee Comptroller of the Treasury September 2003 - April 2010
Skills
CPA, Auditing, Financial Reporting, GAAP, Accounting, Internal Controls, Financial Accounting
Education
Middle Tennessee State University 2007 — 2009
MBA
Mississippi State University 1999 — 2003
BACC
Hanesbrands Inc. June 2015 - Present
Hanesbrands Inc. August 2014 - June 2015
Smith Leonard PLLC February 2012 - August 2014
KPMG July 2002 - January 2012
Skills
Corporate Tax, Income Tax, Tax Preparation, Tax Research, Tax Accounting, FAS109, FIN 48, CPA, US GAAP, SEC filings
Education
Appalachian State University 1997 — 2002
MSA, Accounting
Smith Leonard PLLC September 2004 - Present
Education
Davidson County Community College 1989 — 1993
Associate's degree
DCCC
Associate's degree