Somerset CPAs, P.C.
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Somerset CPAs, P.C. Employees
Somerset CPAs, P.C. January 2015 - April 2015
10th Street Sports Center 2012 - 2014
Skills
Accounting, Microsoft Word, Microsoft Excel
Education
Anderson University 2011 — 2015
Accounting and Finance, Junior
PwC June 2014 - August 2014
Somerset CPAs, P.C. January 2014 - April 2014
PwC June 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Outlook, Accounting, Time Management, Access, Sales, Financial Reporting, PowerPoint
Education
Butler University 2010 — 2014
Bachelor's Degree, Accounting, 3.0
Somerset CPAs, P.C. October 2013 - Present
Anderson University Enactus July 2012 - May 2013
Indiana State Board of Accounts May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Research, PowerPoint, Accounting, Time Management, Teamwork, Public Speaking
Education
Anderson University 2009 — 2013
Bachelor of Arts (BA), Accounting and Spanish
Somerset CPAs, P.C. 2013 - Present
Beta Alpha Psi 2014 - 2014
BKD CPAs & Advisors June 2013 - August 2013
Dauby O'Connor & Zaleski December 2012 - March 2013
Skills
GAAP, Accounting, General Ledger, Financial Reporting, Financial Accounting, Auditing, Internal Controls, Tax, Income Tax, US GAAP, CPA, Financial Statements, Corporate Tax, Partnership Taxation, Tax Accounting
Education
Ball State University 2010 — 2014
Bachelor's degree, Accounting and Finance
Somerset CPAs, P.C. March 2007 - Present
Fifth Third Bank January 2003 - March 2007
PriceWaterhouse Coopers/V4 Consulting October 1999 - January 2003
Associated Urologists, Inc December 1991 - June 2000
Skills
Account Reconciliation, Accounting, Process Improvement, Strategic Planning, Healthcare, Financial Reporting, Public Speaking, Financial Analysis, Auditing, Tax, Cash Flow, CPA, Accounts Payable, Assurance, Mergers & Acquisitions, GAAP, Finance, Consulting, Management, Leadership
Education
Indiana University - Kelley School of Business
Bachelor of Science (B.S.), Accounting
Somerset CPAs, P.C. May 2014 - August 2014
Advocate Merchant Solutions June 2012 - April 2014
State Department of Revenue April 2010 - February 2012
Marietta Financial Services May 2007 - July 2009
Liberty Tax Service December 2001 - February 2007
Skills
QuickBooks, Financial Statements, Accounting, Payroll, Sales, Tax Preparation, Finance, Customer Service, Tax, Auditing, Small Business, Marketing, Bookkeeping, Property Tax, Payroll Taxes, Microsoft Excel, Financial Reporting, Corporate Tax, Budgets, Strategic Planning, Financial Analysis, Spreadsheets, Consulting, Microsoft Office, Accounts Receivable, Accounts Payable, Internal Controls, Office Management, Graphs, Profit Maximization, Corporate Finance, Business Analysis, Flow Charts, Income Tax, Tax Accounting, Tax Returns, Sales Tax, PowerPoint, Microsoft Word, Financial Services, Property Management, Property Management..., Multi-Unit Management, Expense Reports, Flower Arrangements, Entertainment Management
Education
University of Phoenix 2007 — 2010
Master of Business Administration (M.B.A.), Accounting
University of Phoenix 2005 — 2009
BS, Accounting
Ball State University 1993 — 1996
Bachelor of Applied Science (B.A.Sc.), Accounting
Somerset CPAs, P.C. July 2012 - March 2014
Meridian CPAs June 2007 - June 2012
Murphy & Company, P.C. June 2002 - May 2007
SMC May 2000 - February 2002
Heaton & Eadie, P.C. June 1999 - May 2000
Katz, Sapper & Miller May 1998 - June 1999
Skills
Administrative..., QuickBooks, Office Administration, Account Reconciliation, Office Management, Microsoft Office, Bookkeeping, Expense Reports, Travel Arrangements, Ordering Office Supplies, High Level Of..., 10 Key, Notary, Calendaring, Invoicing, Filing, Windows, Vendor Relationships, Events Coordination, Sage, Accounts Payable, Accounts Receivable, Financial Statements, Typing, Payroll, Accounting, Confidentiality, Calendars, Management, Meeting Scheduling, Proofreading, Spreadsheets, Outlook, Microsoft Word, Expenses, Administrative...
Education
ITT Technical Institute-Indianapolis 1986 — 1987
Certificate, Secretarial Studies
CFMA Central Indiana Chapter April 2015 - Present
Somerset CPAs, P.C. July 2008 - Present
Somerset CPAs, P.C. January 1999 - Present
Bagley, Hoage & Harrison, PC 1996 - 1999
Skills
Internal Controls, Financial Reporting, Auditing, Accounting, Assurance, GAAP, Tax, Strategic Planning, Construction, Cash Flow, Public Speaking, Tax Preparation, QuickBooks, Bookkeeping, Financial Analysis, CPA, Construction Accounting, Small Business, Forensic Accounting, Partnership Taxation, Financial Statements, Due Diligence, Asset Tracing, Budgets, Finance, Private Investigations, Securities Fraud, Certified Fraud Examiner, Fraud Detection, Fraud, Corporate Fraud..., Business Valuation, Tax Accounting, General Ledger, S Corporations, Income Tax
Education
SKL Leadership 2003 — 2003
Franklin College 1992 — 1996
Bachelor of Arts, Accounting major, Business minor
Somerset CPAs, P.C. October 2005 - Present
Team Beachbody June 2010 - Present
Ernst & Young June 2001 - October 2005
BGBC Partners, LLP 1999 - 2001
Skills
Healthcare, Strategic Planning, Benchmarking, Orthopedic, Compensation Structure..., Mergers, Physicians, Buy-sell Agreements, Mergers & Acquisitions, Leadership, Business Development, Compensation Structures, Employee Benefits, Change Management, Customer Service, Entrepreneurship, Training, Management Consulting, Process Improvement, Accounting, Coaching, Leadership Development, Team Building, Budgets, Recruiting, Management, Organizational..., Financial Reporting
Education
University of Indianapolis 1997 — 2001
BS, Accounting/Computer Information Systems
Indiana State Board of Accounts June 2015 - Present
Somerset CPAs, P.C. January 2015 - April 2015
Indiana State Board of Accounts August 2014 - December 2014
Indiana State Board of Accounts April 2014 - August 2014
Victoria's Secret June 2012 - June 2014
Anderson University August 2010 - May 2014
Victoria's Secret November 2013 - February 2014
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, QuickBooks, Bookkeeping, Time Management, Teamwork, Research, Financial Analysis, Financial Accounting, Tax, TeamMate, US GAAS Reporting
Education
Ball State University 2014 — 2016
Master's Degree, Accounting, 3.78 GPA
Anderson University 2010 — 2014
Bachelor's Degree, Accounting- Fraud Examination
First Internet Bank March 2015 - Present
Crowe Horwath LLP August 2012 - March 2015
Crowe Horwath LLP September 2010 - July 2012
Crowe Horwath LLP May 2009 - July 2009
Somerset CPAs, P.C. January 2008 - April 2008
Skills
Auditing, Financial Audits, Financial Reporting, Financial Accounting, External Audit, Accounting, CPA, Sarbanes-Oxley Act, SEC filings, Assurance, US GAAP, Financial Statements, Finance, GAAP
Education
Ball State University 2005 — 2009
Bachelor of Science (BS), Accounting and Finance, Magna Cum Laude
Management, Finance/Accounting, and Real Estate March 2015 - Present
Lumen Cache, Inc (LumenCache) January 2014 - February 2015
Peachin, Schwartz & Weingardt PC January 2013 - August 2013
JC Property Investments, LLC April 2008 - January 2013
Somerset CPAs, P.C. 2007 - 2008
Buckingham Companies, AMO May 2005 - August 2005
Christian Ministries Homeless Shelter for Men 2002 - 2005
Ecolab 2000 - 2002
CP Real Estate Investments 1996 - 2002
Wells Fargo Home Mortgage 1998 - 1999
Skills
Lean Six Sigma, Value Stream Mapping, Process Improvement, Inventory Management, Strategic Planning, Customer Service, Team Leadership, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Real Estate Financing, Mortgage Banking, Multi Family Properties, Budgets, Finance, QuickBooks, Microsoft Excel, Small Business, Tax, Tax Accounting, Forecasting, Managerial Finance, Real Estate, Cash Flow, Management Consulting, Lean Management, CPA, Business Analysis, Real Estate Transactions, Corporate Finance, Personal Finance, Competitive Analysis, Market Analysis, Credit Analysis, Production Management, Production Planning, Cost Accounting, Trade Finance, Mortgage Underwriting, Property & Casualty..., Fixed Asset Management, Lease Negotiations, Real Estate Marketing, Lean Manufacturing, Training, Kaizen, Kanban, DMAIC, 5S
Education
Ball State University - College of Business 2006 — 2006
Master of Business Administration (M.B.A.), Corporate Finance
Ball State University - College of Business 2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Accounting, Cum Laude
Ball State University 2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Residential Property Management, Cum Laude
Accenture July 2015 - Present
Navigant April 2014 - July 2015
Somerset CPAs, P.C. October 2010 - April 2014
GE Healthcare October 2009 - November 2010
GE Healthcare March 2008 - October 2009
GE Healthcare January 2003 - March 2008
GE Financial/Genworth Financial 2000 - 2003
GE Financial 1998 - 2000
Skills
Lean Healthcare, Organizational Change, Cross-functional Team..., Strategic Planning, Coaching, Sales Management, Six Sigma, Black Belt, Healthcare, Business Process..., Process Improvement, Management Consulting, Operational Excellence, Team Building, Performance Improvement, Change Management, Mentoring, Leadership Development, Business Strategy, Team Leadership, Change Leadership, Organizational..., Financial Analysis, Leadership, Program Management, Consulting, Executive Management, Management, Training, Strategy, Sales, Business Development, Healthcare Consulting, Project Management, Hospitals
Education
University of Notre Dame 2012 — 2014
Executive MBA, Business Administration, Management and Operations
California State University-Long Beach 1981 — 1985
Bachelor of Arts, Psychology
MacDuffie School 1979 — 1981
High School Diploma, College Prep
Grant Thornton LLP June 2015 - Present
Indiana University Organizations February 2013 - Present
Study Abroad London January 2015 - April 2015
Alpha Phi International Fraternity November 2013 - November 2014
Somerset CPAs, P.C. July 2014 - August 2014
Five Seasons Family Sports Club June 2011 - February 2012
Skills
Organizational..., Creativity Skills, Sports Coaching, Microsoft Excel, Team Leadership, Leadership, Public Speaking, Social Media
Education
Indiana University Bloomington 2012 — 2016
Accounting and Marketing, Junior
Somerset CPAs, P.C. January 2013 - Present
Self-Employed (J.H. Tax) January 2010 - Present
Indiana University Health November 2009 - December 2012
Skills
Accounting, Financial Analysis, Account Reconciliation, Tax, Tax Preparation, Microsoft Excel, Small Business, Financial Reporting, General Ledger, Finance, Accounts Receivable, QuickBooks, Auditing, Financial Accounting, Accounts Payable
Education
Taylor University 2005 — 2009
Accounting, Accounting
Taylor University 2005 — 2009
Bachelor of Arts (B.A.), Accounting
Somerset CPAs, P.C. June 2005 - Present
KPMG Audit 2002 - 2005
RJ Pile, LLC 1998 - 2002
Skills
Auditing, Accounting, Financial Reporting, Internal Controls
Education
University of Indianapolis 1994 — 1998
Bachelors, Accounting and Marketing
Greenwood Community High School
Somerset CPAs, P.C. October 2014 - Present
Care Plus Home Health Care, Inc. April 2014 - September 2014
Somerset CPAs, P.C. April 2013 - April 2014
Somerset CPAs--temp position through Profyle Tracker February 2013 - April 2013
Frontier Communications July 2010 - February 2012
Verizon December 2004 - July 2010
Verizon June 2003 - December 2004
Verizon June 2000 - June 2003
Optel Telecom October 1999 - June 2000
VarTec Telecom May 1999 - October 1999
Skills
Sales Compensation, Compensation & Benefit, ADP Payroll, Commission Plans, Financial Analysis, Sales Management, Business Analysis, Call Centers, Sales, Marketing Strategy, Analysis, Microsoft Excel, Sales Operations, Call Center..., Microsoft Office, Data Analysis, Team Leadership, Compensation Structures, Time Management, PeopleSoft, Workforce Planning, Medical Billing, Compensation Structure..., Exceeding Quotas, Goal Oriented, Meet Deadlines, Outstanding..., Lifelong Learning, Problem Solving, Sales Commissions, Hiring Practices, Staffing Analysis, Financial Reporting, Strategic Hiring, Medicare/Medicaid..., Project Management, Sales Process, HR Management, IT Strategy, IT Solutions, Accounts Receivable, Management, Team Building, Training, Leadership, Vendor Management, Human Resources, Process Improvement, Telecommunications, Program Management
Education
Cornell University 2012 — 2012
Certificate, Human Resources Practices
Capella University 2008 — 2009
Master's degree, Industrial and Organizational Psychology
Indiana Wesleyan University 2001 — 2006
Bachelor of Science (B.S.), Management
Four Quadrants Advisory March 2014 - Present
Blue & Co., LLC 2013 - 2014
Ernst & Young 2011 - 2013
St. Simon the Apostle 1995 - 2013
Long & Associates,LLC 2008 - 2011
Somerset CPAs, P.C. 2002 - 2007
Crowe Horwath LLP 1988 - 1997
Skills
Auditing, Tax, Financial Reporting, Tax Accounting, Cash Flow, CPA, Accounting, Strategic Financial..., Internal Controls, Corporate Tax, Income Tax, Financial Analysis
Education
University of Dayton 1984 — 1988
BS, Accounting
Somerset CPAs, P.C. October 2013 - Present
Ball State University August 2012 - May 2013
L.M. Henderson & Company LLP January 2012 - May 2012
Landmark Accounts, INC January 2011 - December 2011
Anderson University August 2009 - May 2010
Skills
Accounting, QuickBooks, Tax Preparation, Microsoft Excel, Bookkeeping, UltraTax, Lacerte, Practice CS, Tax Returns, Auditing, Financial Accounting
Education
Ball State University 2012 — 2013
Master of Accountancy, Accounting, Graduate Student
Anderson University 2008 — 2012
Bachelor of Arts (B.A.), Accounting
IU HEALTH ARNETT HOSPITAL September 2013 - Present
Somerset CPAs, P.C. January 2007 - February 2015
Provision Living / Capital Senior Living July 2009 - July 2013
Martion General Hospital May 2008 - July 2008
Replay Physical Therapy December 1995 - December 2006
The Hillhaven Corporation August 1994 - November 1995
Continental Medical Systems, Inc November 1992 - July 1994
Skills
Elder Care, Fundraising, Retirement Homes, Independent Living, Community Outreach, Program Development, Home Care, Public Speaking, Event Planning, Gerontology, Long-term Care, Case Management, Senior Services, Public Relations, Leadership Development, Healthcare, Staff Development, Team Building, Event Management
Education
Georgia State University 1973 — 1975
Masters of Health Administration, Health/Health Care Administration/Management
Earlham College 1969 — 1973
Bachelor of Arts (BA), Economics
Somerset CPAs, P.C. September 2013 - Present
Sikich, LLP December 2010 - August 2013
Skills
CPA, Tax, Tax Preparation, QuickBooks, Financial Reporting, Account Reconciliation, Microsoft Excel, Tax Research, Personal Income Tax..., PowerPoint, Microsoft Office, Microsoft Word, GAAP, Accounting
Education
Southern Illinois University, Edwardsville 2008 — 2010
Master's degree, Accounting
Southern Illinois University, Edwardsville 2004 — 2008
Bachelor of Science (B.S.), Accounting
Somerset CPAs, P.C. November 2014 - Present
Barsa & Company February 2014 - October 2014
Starbucks March 2012 - February 2014
Martin Hood Friese & Associates September 2012 - July 2013
Washington Times-Herald August 2009 - July 2010
North Daviess School Corporation 2000 - 2005
Skills
Event Planning, Social Media, Microsoft Office, Public Speaking, Event Management, Public Relations, Social Networking, Editing, Social Media Marketing, Community Outreach, Creative Writing, Time Management, Facebook, Press Releases
Education
University of Evansville 2005 — 2009
Bachelor of Science (BS), Communication and Media Studies
Harlaxton College
BSA LifeStructures June 2014 - Present
BSA LifeStructures March 2007 - May 2014
Celadon Trucking Services Inc November 2005 - March 2007
Somerset CPAs, P.C. August 2002 - November 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, PowerPoint, Budgets, Accounting, Accounts Receivable, Financial Analysis, Project Planning, Contract Management, Accounts Payable
Education
University of Indianapolis 1998 — 2002
Bachelor of Science (B.S.), Accounting
PwC December 2014 - Present
Somerset CPAs, P.C. October 2012 - December 2014
Simon Property Group May 2011 - August 2011
Cameron Marketing Group September 2000 - June 2009
Skills
Six Sigma, Auditing, Finance, Financial Analysis, Insurance, Management, Process Improvement, Strategic Planning, GAAP, Accounting, Financial Reporting, Tax, CPA, Tax Preparation, Accounts Payable, Forecasting, Assurance, QuickBooks, Account Reconciliation, Microsoft Excel, Financial Accounting, Business Valuation, Outlook, Sarbanes-Oxley Act, Microsoft Office, Microsoft Word, Business Strategy, Business Process..., Financial Statements, PowerPoint, Accounts Receivable, General Ledger, Strategic Financial..., Cash Flow, Bookkeeping, Internal Controls, Analysis, Tax Accounting, Data Analysis
Education
Indiana University-Purdue University at Indianapolis 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Somerset CPAs, P.C. January 2003 - Present
BKD CPAs & Advisors January 1991 - December 2002
Skills
Tax CPA, Real Estate, Construction Accounting, Agribusiness, Accounting, Auditing, Estate Planning, QuickBooks, Strategic Planning, Partnership Taxation, Real Estate Development, Tax Preparation, Tax Research, CPA, Tax, Financial Reporting, Financial Analysis, GAAP, IRS
Education
Indiana University Bloomington 1987 — 1990
Bachelor of Science (B.S.), Accounting
Somerset CPAs, P.C. May 2012 - Present
Indiana University Health, Inc. September 2011 - May 2012
DeVry University December 2010 - February 2012
Column Capital September 2006 - September 2011
Murphy CPA Group PC January 2006 - July 2006
Skills
High Net Worth..., Tax, Quickbooks, Go System Tax RS, BNA, Accounting, Financial Planning, Investments, Quicken, IRS Communications, Retirement Planning, Estate Planning, Wealth Transfer, ProSystem fx Tax, CPA, Tax Preparation, Financial Reporting, Financial Analysis, Tax Returns, Strategic Financial..., Income Tax, QuickBooks, Financial Statements, Partnership Taxation, Finance
Education
Ball State University 2004 — 2005
Master of Arts, Business Education
Ball State University - College of Business 1999 — 2003
Bachelor of Science, Accounting
Plymouth High School 1995 — 1999
Somerset CPAs, P.C. June 2015 - Present
Up From Here January 2014 - Present
Easter Seals Crossroads September 2013 - June 2015
Indiana State University August 2013 - September 2013
Indiana State University July 2012 - August 2013
Skills
Computer Repair, Windows, Customer Service, Microsoft Office, HTML, CSS, Android, Parature, Photoshop, Photoshop Lightroom, Python, Web Design, Computer Hardware..., JavaScript, Computer Hardware, Windows 7, OS X, Help Desk Support, XP, Troubleshooting, Network Administration, Lightroom, Active Directory, Windows XP
Education
Indiana State University 2011 — 2014
Bachelor of Science (B.S.), Information Technology
Terre Haute North Vigo 2002 — 2006
Somerset CPAs, P.C. May 2013 - August 2013
Skills
Microsoft Excel, Customer Service, Research, Teamwork, Communication, Highly detail oriented, Always Punctual
Education
Indiana University Bloomington 2011 — 2015
Somerset CPAs, P.C. January 2015 - Present
Alerding CPA Group August 2009 - January 2015
Thompson Myers & Associates, P.C. 2006 - 2009
Skills
Accounts Receivable, Tax Returns, Journal Entries, Corporate Tax, Payroll, Internal Controls, GAAP, Financial Statements, Financial Analysis, Internal Audit, Cash Flow, Bank Reconciliation, Finance, Accounting, Budgets, CPA
Education
Indiana University-Purdue University at Indianapolis 1987 — 1988
Bachelor's Degree
Purdue Univ 1984 — 1987
Bachelor's degree
Purdue University
Somerset CPAs, P.C. November 2009 - Present
Skills
CPA, Accounting, Auditing, Financial Reporting, Financial Analysis, QuickBooks, Assurance, GAAP, Internal Controls, Financial Accounting
Education
Ball State University 2008 — 2009
Master of Science, Accountancy
Ball State University 2004 — 2008
Bachelor of Science, Accounting
Electronic Restoration Services (ERS) July 2015 - Present
The Registry Staffing February 2015 - July 2015
Somerset CPAs, P.C. October 2014 - February 2015
Unison onsite at Elanco January 2014 - October 2014
Unison Resources/Elanco Animal Health January 2011 - January 2014
The Registry Staffing November 2010 - December 2010
Roche Diagnostics June 2005 - December 2008
Key Bank 2003 - 2005
AMCORE Bank January 2003 - June 2003
Key Bank April 2001 - July 2002
Skills
Customer Service, Microsoft Excel, Outlook, Administrative..., Human Resources, Leadership, Access, Budgets, Sales, Marketing, PowerPoint, Microsoft Office, Teamwork, Program Management, Management, Team Building, Strategic Planning, Process Improvement
Education
Purdue University 1983 — 1985
Communications
Warren Central High School 1979 — 1983
College prep
Bath Junkie - Carmel, IN July 2012 - Present
Somerset CPAs, P.C. September 1988 - July 2012
Somerset 1998 - 2008
Skills
Trade Shows, Event Management, Marketing Management, Marketing Communications, Corporate Gifts, Corporate Events, Event Planning, Retail Marketing, Business Strategy, Advertising, Marketing, Retail, Strategic Planning, Social Media Marketing, Team Building, Social Media, Social Networking, Budgets, Corporate Communications, Sales, Small Business, Brand Development, Email Marketing, Customer Service, Marketing Strategy, Public Relations, Blogging, Online Marketing, Management, Business Development, Leadership, Market Planning, Sponsorship, Entrepreneurship, B2B Marketing, Lead Generation, Nonprofits, Start-ups, Selling, Direct Marketing, Online Advertising, Integrated Marketing, Strategic Partnerships, B2B, Brand Management, Coaching, Training, Digital Marketing, Newsletters, Management Consulting
Education
Indiana University-Purdue University at Indianapolis 1993 — 1995
Indiana Business College 1988 — 1990
BA
Tutterow Consulting, LLC August 2008 - Present
LA Fitness July 2009 - January 2013
The Hawthorns Golf & Country Club December 2010 - December 2012
Ent & Imler CPA Group 2007 - 2008
Somerset CPAs, P.C. August 2004 - 2007
Skills
Financial Reporting, Fitness, Accounting, QuickBooks, Corporate Tax, Leadership, Small Business, Tax, Customer Service, Budgets, CPA, Event Planning, Microsoft Word, Payroll, PowerPoint, Tax Preparation, Team Building, Time Management
Education
Anderson University 1999 — 2004
Bachelors, Accounting and Finance
University of Indianapolis
MBA
Somerset CPAs, P.C. October 2011 - Present
BKD, LLP June 2007 - February 2008
Goelzer Investment Management 1998 - 2007
Skills
Mergers & Acquisitions, Valuation, Business Valuation, Financial Modeling, Litigation Support, Financial Analysis, Mergers, Financial Reporting, Due Diligence, Investments, Finance, Management Consulting, Risk Management, Cash Flow, Financial Accounting, Private Equity, Forecasting, People Skills, GAAP
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance
University of Notre Dame 1982 — 1986
Bachelor of Arts, Political Science / Business
Chaminade College Prep 1979 — 1982
St. Matthew Day School 1970 — 1978
Somerset CPAs, P.C. September 2012 - Present
Avrio Knowledge Group, Inc. June 2011 - June 2013
Somerset CPAs, P.C. September 2002 - June 2011
Education
Colorado State University 1998 — 2002
Bachelor of Science, Accounting
United States Infrastructure Corp., Inc. (USIC) June 2012 - Present
Somerset CPAs, P.C. September 2011 - May 2012
Lesley, Thomas, Schwarz, & Postma June 2006 - May 2011
Eadie and Payne, LLP February 2005 - June 2006
Skills
Partnership Taxation, Auditing, GAAP, QuickBooks, Tax, Assurance, Depreciation, Accounting
Education
Iowa State University 2002 — 2004
Bachelor of Science (BS), Accounting
Huron Consulting Group August 2014 - Present
Somerset CPAs, P.C. September 2011 - August 2014
Our Health, LLC 2011 - April 2014
Dormir, Inc (and subsidiaries CardioSom, LLC and MD Sleep, LLC) 2005 - August 2011
Somerset CPAs, P.C. 2002 - 2005
Katz, Sapper & Miller 2000 - 2002
Skills
Healthcare, Business Development, Strategic Planning, Sales, Business Valuation, Mergers & Acquisitions, Financial Analysis, Financial Reporting, Business Strategy, Finance, Management Consulting, Financial Modeling, Mergers, Process Improvement, Accounting, Due Diligence, Managerial Finance
Education
Indiana University - Kelley School of Business 2002 — 2005
MBA, Finance
Purdue University 1995 — 1999
Health Sciences, Health Care & Business Management
Albert-Ludwigs-Universität Freiburg im Breisgau 1998 — 1998
(Freiburg, Germany), Internation Economics and European Union Studies
Somerset CPAs, P.C. 2005 - Present
Jones Lang LaSalle September 2001 - December 2004
Skills
Accounting, Tax, Real Estate, Auditing, Nonprofits, Tax Preparation, Management, GAAP, Leadership, Financial Reporting, Partnership Taxation, CPA, General Ledger, Internal Controls
Education
Indiana University-Purdue University at Indianapolis 1991 — 1995
B.S., Accounting
Hickory Elementary
Ivy Tech Community College June 2009 - Present
Focal Point Bookkeeping and Records Management Services March 2009 - August 2012
Next Step Computer Training April 2009 - May 2009
Somerset CPAs, P.C. October 2007 - November 2008
Charles A. Spillman & Co., CPAs February 2007 - October 2007
ANGEL Learning March 2005 - November 2006
Skills
QuickBooks, Analysis, Training, Small Business, Accounting, Tax, Finance, Corporate Tax, Managerial Finance, Nonprofits, Microsoft Office, Auditing, Budgets, Team Building, Strategic Planning, Public Speaking, Project Management, Process Improvement, Management, Leadership, Customer Service, Coaching
Education
Indiana Wesleyan University 2010 — 2012
Master of Business Administration (MBA), Applied Management, 4.0
Indiana University-Purdue University at Indianapolis 1987 — 1988
Accounting
Ball State University 1982 — 1986
B.S., Finance
Somerset CPAs, P.C. December 2004 - Present
Gardner & White 1991 - 2004
Ray Schwab, CPA 1988 - 1989
Skills
Employee Benefits, Tax, Pensions, Retirement, ERISA, 401k, Profit Sharing, IRS, Financial Reporting, Accounting, Insurance, CPA, Executive Pay, Strategic Financial..., Tax Preparation, Auditing, Process Improvement, GAAP, Payroll, Retirement Planning, Assurance, Financial Planning, Management
Education
Indiana University Bloomington 1987 — 1988
Greenwood High School 1983 — 1987
business
Somerset CPAs, P.C. 1991 - Present
Education
Purdue University - Krannert School of Management 1977 — 1982
B.S. Marketing, Accounting
Somerset CPAs, P.C. December 2006 - Present
Salin Bank & Trust October 2005 - December 2006
Liberty Mutual April 2004 - September 2005
Netco Title October 2003 - April 2004
Barnes & Noble September 2001 - September 2003
Skills
Accounting, Tax, Partnership Taxation, Personal Tax Planning, Estate & Gift Taxation, Financial Statements, Health Care Reform, Partnership Accounting, Business Tax Planning, Estate Tax Planning, Trust Taxation, Compilation Of..., Corporate Tax, Bookkeeping, GAAP, CPA, QuickBooks, Assurance, Business Valuation, Tax Preparation, Internal Controls, Financial Reporting, Cash Flow, Income Tax, Tax Accounting, Financial Accounting
Education
Indiana University-Purdue University at Indianapolis 2004 — 2007
Masters of Professional Accountancy, Accounting
Purdue University 1995 — 1999
Bachelors, Mechanical Engineering
Ben Davis High School 1992 — 1995
Academic Honors Diploma, Math, Science
Marsh Supermarkets February 2014 - Present
Roche Diagnostics April 2013 - January 2014
Indiana University Purdue University Indianapolis January 2010 - April 2013
Somerset CPAs, P.C. July 2007 - December 2009
Belmont University 2002 - 2007
Skills
Assurance, Auditing, Accounting, Financial Reporting, Internal Controls, Employee Benefits, Audit, Non-profits, Compliance, 401k, Tax, Tax Preparation, Budgets, CPA, Strategic Financial..., Finance, Account Reconciliation, Financial Planning
Education
Belmont University - Jack C. Massey Graduate School of Business 2005 — 2007
Masters degree, Accountancy
Eastern Baptist Theological Seminary/Palmer Seminary 1993 — 1995
Master of Arts in Theological Studies, Counseling, 4.0
Anderson University
Bachelor of Arts, Psychology/Sociology
Teikametrics April 2014 - Present
All Fired Up! Paint-Your-Own-Pottery Studio October 2011 - April 2014
GetFitLiveWell October 2011 - December 2013
Girls Incorporated of Greater Indianapolis June 2013 - July 2013
Mental Health America January 2012 - May 2013
Chauncey Square December 2011 - May 2012
Somerset CPAs, P.C. January 2011 - April 2011
DSW - Westminster, CA April 2010 - October 2010
DSW - Noblesville, IN September 2008 - April 2009
Skills
Community Outreach, Marketing, Microsoft Excel, Social Media, Experience Working with..., Public Speaking, Photoshop, Management, Microsoft Office, Adobe Design Programs, Digital Marketing, Sales, Facebook, Time Management, Customer Service
Education
Purdue University 2011 — 2013
BA, Psychological Sciences
Fashion Institute of Design and Merchandising 2009 — 2010
AA, Merchandise Product Development, Graduated Cum Laude
United Surgical Partners International, Inc May 2014 - Present
Somerset CPAs, P.C. July 1997 - April 2014
IWL Board of Advisors 2010 - 2014
Integrating Women Leaders Board 2012 - 2013
Chateau Care Center 1996 - 1997
Miller's Merry Manor 1995 - 1996
Skills
Healthcare, Revenue Cycle, Hospitals, Financial Reporting, Contract Negotiation, Construction, Negotiation, Financial Analysis, Physicians, Due Diligence, Team Building, Leadership, Budgets, Strategic Planning, Process Improvement, Healthcare Management, Healthcare Consulting
Education
Indiana University-Purdue University at Indianapolis 1990 — 1994
BSPH, Public Health Administration
Somerset CPAs, P.C. October 2014 - Present
Indiana Wesleyan University April 2012 - April 2014
Allstate May 2013 - August 2013
Allstate June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Financial Analysis, Teamwork, Research, Access, Outlook, Training, Sales, Analysis, Management, Customer Service
Education
Indiana Wesleyan University 2010 — 2014
Bachelor of Science, Accounting and Finance
Indiana Wesleyan University 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Somerset CPAs, P.C. October 2013 - Present
Greenwalt CPAs, Inc. June 2010 - October 2013
Greenwalt CPAs, Inc. July 2008 - June 2010
Skills
Auditing, Internal Controls, Assurance, GAAP, Financial Reporting, Manufacturing, Accounting, General Ledger, Nonprofits, Financial Accounting, Bookkeeping, Budgets
Education
Manchester University 2004 — 2008
Bachelors of Science, Accounting, Finance, & Psychology
Somerset CPAs, P.C. October 2012 - Present
Wabash National May 2011 - August 2011
Skills
Microsoft Excel, Auditing, Tax, Partnership Taxation, Assurance, Accounting, Cash Flow, QuickBooks, CPA, GAAP, Financial Analysis, Financial Accounting, Financial Reporting, Internal Controls, Tax Preparation, Bookkeeping
Education
Ball State University 2006 — 2012
Master of Science (M.S.), Accounting, 3.98
Somerset CPAs, P.C. January 2011 - Present
Somerset CPAs, P.C. January 2007 - December 2012
Stifel Nicolaus July 2002 - December 2006
Skills
Bookkeeping, Small Business, QuickBooks, Financial Statements, Payroll, Peachtree, Accounts Payable, Financial Reporting, Account Reconciliation, Journal Entries, Training, Client Services, Sage, General Ledger, Microsoft Office, Payroll Processing, Mutual Funds
Education
Indiana University-Purdue University at Indianapolis 1995 — 1997
General Studies
Sherman & Armbruster LLP July 2014 - Present
Somerset CPAs, P.C. January 2013 - July 2014
Somerset CPAs, P.C. October 2010 - December 2012
Somerset CPAs, P.C. May 2010 - August 2010
Pacers Sports & Entertainment May 2009 - August 2009
Skills
Accounting, Assurance, Tax, GAAP, Financial Reporting, Auditing, Business Valuation, Internal Controls, QuickBooks
Education
Taylor University 2006 — 2010
BA, Accounting, Sport Management
Lavin Financial Group, Inc. September 2014 - Present
Trinity Metals, LLC July 2013 - Present
Somerset CPAs, P.C. October 2011 - July 2013
Dauby O'Connor & Zaleski July 2010 - October 2011
Dauby O'Connor & Zaleski December 2008 - July 2010
French Lick Resort & Casino July 2006 - June 2007
Skills
Partnership Taxation, Affordable Housing, VBA, Small Business, Entrepreneurship, Tax, Tax Returns, Financial Analysis, Financial Reporting, Accounting, GAAP, Budgets, Finance, Tax Credits, Internal Controls, Financial Statements, CPA, Auditing, Assurance, General Ledger
Education
Indiana University - Kelley School of Business 2007 — 2009
Accounting
Indiana University Bloomington 2002 — 2006
BS, Informatics
Tricor Automotive Group May 2014 - Present
Somerset CPAs, P.C. November 2009 - May 2014
Skills
Tax, GAAP, Assurance, Partnership Taxation, Accounting, Financial Reporting, Auditing, Internal Controls
Education
Ball State University - College of Business 2004 — 2009
Masters, Accounting
Buckeye Mountain Inc. October 2012 - Present
Cleveland based Recruiting Firm March 2011 - October 2012
Somerset CPAs, P.C. July 2002 - June 2011
Somerset CPAs, P.C. December 1999 - June 2002
Education
Bluffton University 1978 — 1982
B.A., Accounting, Business
Somerset CPAs, P.C. July 2012 - Present
Education
Indiana University - Kelley School of Business 1990 — 1994
Bachelor of Science in Business, Accounting
Muncie Community Schools June 2015 - Present
Somerset CPAs, P.C. January 1996 - May 2015
Montgomery, Green, Amatuzio & Dusbabek LLP August 1987 - November 1995
Skills
Accounting, Employee Benefits, Accounts Payable, Forecasting, CPA, Financial Reporting, Bookkeeping, Financial Analysis, Small Business, Employee Wellness, Wellness Coaching, Human Resources, Health Insurance, Corporate Budgeting, 401k
Education
Indiana University-Purdue University at Indianapolis 1977 — 1981
B.S., Accounting
Ben Davis High School 1974 — 1977
Mainstreet December 2013 - Present
A&M Bookeeping Services January 1999 - Present
Somerset CPAs, P.C. January 2013 - December 2013
Stericycle May 2012 - December 2012
Roche Diagnostics November 2011 - February 2012
Allegient, LLC January 2011 - August 2011
A&M Construction Services September 2007 - September 2010
GW CAT May 2007 - September 2007
FA Wilhelm (Eli Lilly) March 2006 - April 2007
Okun Enterprises, Inc. (Investment Properties of America) November 2003 - May 2005
Skills
Financial Reporting, Account Reconciliation, Accounts Payable, Accounts Receivable, Accounting, Financial Analysis, QuickBooks, Payroll, Invoicing, Budgets, GAAP, Forecasting, Tax, Cash Management, Financial Statements, Access, Journal Entries, SAP, Microsoft Excel, Hyperion Enterprise, Finance
Education
Martin University 1997 — 2001
Bachelors, Accounting
William A. Wirt High School 1987 — 1991
Diploma, Business
Somerset CPAs, P.C. October 1995 - Present
Skills
Employee Benefits, FRx, Crystal Reports, Accounting, Mas 90, Non-profits, CPA, Sage, Business Valuation, Microsoft Office, Great Plains Software, Strategic Planning, Assurance, Bookkeeping, Financial Reporting, Due Diligence, Management Consulting
Education
Indiana University Bloomington 1979 — 1983
BS, Business, Accounting
Archway Technology Partners September 2014 - Present
Endocyte May 2013 - June 2014
Ernst & Young February 2011 - May 2013
Somerset CPAs, P.C. October 2009 - February 2011
KPMG LLP September 2006 - September 2009
KPMG Audit September 2006 - July 2008
Skills
Financial Reporting, Assurance, Internal Controls, CPA, Financial Audits, Financial Accounting, Account Reconciliation, Financial Analysis
Education
Indiana University - Kelley School of Business 2001 — 2006
MPA, Accounting
Somerset CPAs, P.C. September 2013 - Present
Alpha Chi Omega Fraternity, Inc. July 2012 - September 2013
Buechlien & Associates, P.C. December 2011 - July 2012
Alpha Xi Delta May 2008 - December 2011
Zeta Beta Tau Fraternity December 2007 - May 2008
Skills
Nonprofits, Budgets, Financial Reporting, Accounting, Microsoft Excel, Fundraising, Financial Analysis, Leadership, Financial Accounting, PowerPoint, Microsoft Office, Event Planning, General Ledger, Account Reconciliation, Public Speaking, Auditing
Education
Indiana Wesleyan University 2011 — 2013
Master of Business Administration (MBA)
Indiana State University 2005 — 2008
Bachelor's, Accounting, Forensic Accounting
Somerset CPAs, P.C. July 2006 - Present
Skills
Tax, Auditing, Financial Reporting, Accounting, Construction, Assurance, GAAP, CPA, Partnership Taxation, Tax Preparation, Business Valuation, Tax Accounting, Corporate Tax, Income Tax, Financial Statements, Internal Controls, QuickBooks, Cash Flow, S Corporations, ProSystem fx Tax, Tax Research, Tax Returns, Financial Accounting, Construction Accounting, IRS, US GAAP, General Ledger
Education
Indiana University-Purdue University at Indianapolis 2002 — 2006
B.S., Accounting/Finance
Vincennes University 2001 — 2002
Somerset CPAs, PC December 2007 - Present
Somerset CPAs, P.C. 2007 - Present
Ent & Imler CPA Group 2004 - 2007
Skills
Accounting, Construction Accounting, FAR audits, Auditing, Analysis, Tax, QuickBooks, Leadership, Management Consulting, GAAP, Assurance, Finance, Financial Reporting, Cash Flow, CPA, Bookkeeping, Payroll, Financial Accounting, Tax Preparation, Internal Controls, General Ledger, Financial Statements, Accounts Payable, Life LLC's, Succession Planning, Knowledge Management, Knowledge Sharing
Education
Butler University - College of Business Administration 2001 — 2004
MBA, Finance
Indiana University South Bend 1995 — 1998
Bachelors, Accounting
Xavier University 1994 — 1995
General
Haffley, Taylor & Company, LLC May 2000 - Present
Somerset CPAs, P.C. September 1997 - May 2000
Brinkerhoff, Cropper & Associates, PC September 1994 - September 1997
Hertz, Herson & Compan 1992 - 1994
Deloitte & Touche 1991 - 1992
Skills
Financial Reporting, Real Estate, Strategic Planning, Accounting, Team Building, Small Business, Financial Analysis, Finance, Marketing, Tax, Budgets, Entrepreneurship, Management, New Business Development, Strategic Financial..., Cost Accounting, QuickBooks, Due Diligence, Cash Flow, Customer Service, Tax Preparation, Mergers & Acquisitions, Start-ups, Sales, Leadership, Income Tax, CPA, Management Consulting
Education
Butler University - College of Business Administration 1996 — 1999
MBA, Finance
Bob Jones University 1988 — 1991
Accounting
MD Anderson Cancer Center June 2015 - Present
Impossible Tornado Productions January 2010 - Present
Allegion, PLC June 2014 - June 2015
ICLEF (Indiana Legal Education Forum) October 2012 - May 2014
NUVO Magazine March 2008 - May 2014
Anton Blender Videography May 2007 - May 2014
Engage Video May 2012 - September 2012
Insight2 June 2011 - September 2012
NUVO Magazine March 2009 - March 2010
Somerset CPAs, P.C. February 2002 - May 2007
Skills
Final Cut Pro, Photoshop, Film, DVD Studio Pro, Soundtrack Pro, Editing, Event Management, Screenwriting, Dvd, Editorial, Video Production, Video, Videography, New Media, Video Editing, Interviews, Social Media, Social Networking, Camera Operating, Post Production, Film Production, Camera Operation
Education
Ball State University 2009 — 2011
BA, Telecommunications
Watkins Institute of Art & Design 1997 — 1999
Screenwriting, Film Production
VolState Community College 1995 — 1997
Aflac February 2015 - Present
CNO Financial Group January 2014 - February 2015
Aflac November 2011 - January 2014
Brightpoint May 2011 - November 2011
Somerset CPAs, P.C. December 2010 - May 2011
Huth Thompson, LLP January 2010 - May 2010
Dick's Sporting Goods February 2007 - January 2010
Skills
Business Objects, Accounting, Financial Analysis, Auditing, Microsoft Excel, Tax, Financial Accounting, Access, PowerPoint, Microsoft Office, Insurance, Financial Modeling, Forecasting, Internal Controls, Financial Statements
Education
St. Joseph's College (IN) 2007 — 2011
BA, Accounting
Somerset CPAs, P.C. July 2012 - Present
Meridian CPAs/Horn CPA Group May 2005 - June 2012
Heaton and Eadie 1999 - 2005
Kemper CPA Group LLP 1998 - 1999
Kelley Hardesty Smith & Co. May 1997 - July 1998
Indiana University-School of Business 1993 - 1997
Skills
Tax Preparation, Tax, CPA, Accounting, Mergers, Income Tax, Small Business, Payroll, Budgets, Strategic Planning, Start-ups, Retirement Planning, Managerial Finance, Partnership Taxation, Financial Reporting, Financial Analysis, GAAP, Due Diligence, QuickBooks, Auditing, Bookkeeping, Assurance, Cash Flow, Management, Corporate Tax, Strategic Financial..., Internal Controls, Tax Returns, IRS, Tax Research, Financial Statements, Financial Accounting, Management Consulting, High Net Worth..., Business Planning, Real Estate, Mergers & Acquisitions, S Corporations, Cost Accounting, Business Valuation, Construction Accounting, Peachtree
Education
Indiana University - Kelley School of Business 1992 — 1997
Bachelor of Science (B.S.), Business with a concentration in Accounting
Plainfield 1988 — 1992
Somerset CPAs, P.C. June 2015 - Present
Mercy Health (formerly Catholic Health Partners) September 2014 - April 2015
Urban Health Project April 2014 - April 2015
S&S Healthcare Strategies, Ltd May 2014 - September 2014
Purdue University Ismail Center August 2012 - December 2012
Purdue University Motor Behavior and Control Lab August 2011 - December 2012
Skills
Healthcare Management, PowerPoint, Research, Healthcare, Microsoft Office, Microsoft Excel, Microsoft Word, Medical Terminology, Customer Service, Presentations, Teamwork, Event Planning, Social Media, Time Management, Leadership, Organization Skills, Interpersonal Skills, Outlook, Strategic Planning, Health Insurance, Epic Systems, Data Analysis, Community Outreach, Healthcare Consulting
Education
Xavier University 2013 — 2016
Master of Health Services Administration (MHSA)
Purdue University 2008 — 2012
Bachelor of Science (BS), Health and Kinesiology
Verizon Wireless January 2013 - Present
Verizon Wireless October 2008 - January 2013
Verizon Wireless October 2005 - October 2008
Somerset CPAs, P.C. November 2004 - September 2005
Skills
Sales Management, Salesforce.com, Account Management, Budgets, Cold Calling, Telecommunications, Sales Process, Sales Operations, operations, Store Operations, Training, Management, Customer Retention, Customer Service, Sales, Retail
Education
Indiana University-Purdue University at Indianapolis 2000 — 2007
Master's degree, Accounting
Purdue University 1996 — 2000
Bachelor of Science (BS), Accounting and Finance
Katz, Sapper & Miller October 2014 - Present
Somerset CPAs, P.C. August 2006 - October 2014
Skills
Partnership Taxation, S Corporations, CPA, Accounting, Tax, Financial Reporting, Tax Preparation, Internal Controls, Income Tax, Financial Analysis, Corporate Tax
Education
Ball State University - College of Business 1990 — 1994
BS, Accounting
Community Physician Network September 2011 - Present
Somerset CPAs, P.C. September 2010 - September 2011
Community Heart and Vascular January 2009 - September 2010
Indiana Heart Associates, PC February 2004 - December 2008
Somerset CPAs, P.C. December 2000 - February 2004
Blue & Co., LLC August 1999 - December 2000
Skills
Accounting, Healthcare, Due Diligence, Financial Analysis, Financial Reporting, CPA, Auditing, Event Management, Mergers, Tax Preparation, Tax, QuickBooks
Education
Indiana State University 1991 — 1995
Bacherlor, Accounting
Somerset CPAs, P.C. November 2011 - Present
Indiana Zeta Housing Corp (SAE Fraternity - Ball State University) April 2009 - April 2015
Sikich January 2008 - November 2011
Skills
Tax, Accounting, Partnership Taxation, S Corporations, Business Valuation, Pensions, Due Diligence, Non-profits..., Automotive, Financial Statements, Payroll, Cash Flow, CPA
Education
Ball State University - College of Business 2004 — 2009
B.S., Acounting, Finance
Somerset CPAs, P.C. July 2000 - Present
Broadwing IT Consulting October 1999 - June 2000
Somerset CPAs, P.C. September 1993 - October 1999
Skills
Accounting, Tax, Business Valuation
Education
Purdue University - Krannert School of Management 1989 — 2003
BS, Accounting
Somerset CPAs, P.C. December 2009 - Present
Ent & Imler CPA Group January 2005 - December 2009
Skills
CPA, QuickBooks, Financial Statements, Tax Preparation, Financial Reporting, Financial Analysis, Payroll, Account Reconciliation, Microsoft Office, Peachtree, Accounting, Real Estate Development, Auditing, Tax
Education
Indiana Wesleyan University 2006 — 2008
MBA, Accounting
Ball State University - College of Business 2003 — 2005
B.S., Accounting
Hutchinson Community College 2001 — 2003
Associates in Accounting
Somerset CPAs, P.C. November 2010 - Present
Fisher & Associates, Inc. May 2006 - November 2010
Skills
Tax Preparation, Accounting, Financial Reporting, Payroll, Auditing, Tax Returns, Financial Statements, QuickBooks, Corporate Tax, General Ledger, CPA, Tax, Bookkeeping, Finance, Account Reconciliation, Assurance, Income Tax, GAAP, Partnership Taxation, Accounts Payable, Internal Controls, Cash Flow, Peachtree, Construction Accounting
Education
Indiana University Kokomo 2007 — 2010
Masters of Business Administration
Indiana University Kokomo 2004 — 2006
Bachelor of Science, Accounting
Ivy Tech Community College 2002 — 2004
Associate of Science, Accounting
Unison Resource Company March 2014 - Present
Somerset CPAs, P.C. January 2012 - June 2013
Premiere Credit of North America January 2010 - February 2012
PARAGON REALTY COMPANIES September 2005 - February 2009
Hoosier Contracting currently dba CRG Residential September 2000 - September 2005
At-A-Glance November 1999 - September 2000
Woolpert - Indianapolis, Indiana December 1990 - November 1999
Skills
Time Management, Microsoft Office, Travel Arrangements, Office Administration, Management, Event Planning, Executive..., Expense Reports, Calendaring, Customer Service, High Level Of..., Recruiting, Meeting Scheduling, Discretion, Corporate Events, Personal Support, Notary, Contract Negotiation, Employee Training, Microsoft Excel, Outlook, Team Building, Leadership, Budgets, Administration
Education
Indiana University-Purdue University at Indianapolis 1981 — 1984
A. A. S., Restaurant Hotel and Institutional Management
Pike High School 1978 — 1981
Somerset CPAs, P.C. August 2008 - Present
Prime Business Solutions January 2001 - July 2008
Olive LLP January 1997 - December 2000
Education
Milligan College 1975 — 1979
BS, Accounting & Business
Somerset CPAs, P.C. 1979 - Present
Education
Purdue University 1976 — 1979
Bachelor of Science, Management/Accounting
Somerset CPAs, P.C. 2005 - Present
Ernst & Young January 2000 - June 2005
Sackrider and Company, Inc. 1993 - 1997
Crowe Horwath LLP January 1988 - May 1993
Education
Indiana State University - Scott College of Business 1982 — 1987
MBA, Accounting
Somerset CPAs, P.C. December 1997 - Present
L.M. Henderson & Company 1988 - 1997
Skills
Manufacturing, Assurance, Non-profits, Audit, Compliance, Employee Benefit Plan..., Internal Controls, Auditing, Accounting, Financial Reporting, Bookkeeping, GAAP, Construction, Fraud Investigations, Due Diligence
Education
Ball State University 1982 — 1986
B.S., Accounting
Somerset CPAs, P.C. 1995 - Present
Skills
Healthcare, Hospitals
Education
Purdue University 1988 — 1991
B.S., Accounting
Bishop Luers High School
BND Commercial March 2007 - Present
Bojrab Kaufman & Company 2005 - 2006
Krouse Kern & Company 2001 - 2005
Somerset CPAs, P.C. 1999 - 2001
Education
Tri-State University 1995 — 1999
BS, Business Administration w/ Specialty in Accounting
Somerset CPAs, P.C. February 2005 - Present
Skills
Healthcare, Partnership Taxation, Financial Reporting, Tax, Accounting, Due Diligence, Business Valuation, Mergers & Acquisitions, Auditing, Strategic Planning, Assurance, CPA
Education
Ball State University - College of Business 1980 — 1984
BS, Accounting & Management Science
Somerset CPAs, P.C. January 2014 - Present
Consona Corporation December 2011 - December 2012
KPMG LLP December 2009 - August 2012
Stampfli Associates CPA January 2009 - June 2009
Skills
Accounting, GAAP, Tax, Financial Reporting, Internal Controls, General Ledger, Teamwork, Auditing, CPA, Sarbanes-Oxley Act, Accounts Payable, Financial Accounting, US GAAP, Corporate Tax
Education
Indiana University Bloomington 2007 — 2008
Master of Science in Accounting, Accounting and Taxation
Somerset CPAs, P.C. September 2015 - Present
Airbnb August 2014 - Present
L. M. Henderson & Company, LLP September 2013 - August 2015
Bradshaw, Gordon & Clinkscales, LLC, CPA's November 2010 - August 2013
Daniel T. Jones, III, CPA, PA September 2008 - October 2010
Skills
Tax Preparation, Corporate Tax, US Tax, CPA, S Corporations, Partnership Taxation, Individual Tax, Non-profit Taxation, Tax, Accounting, QuickBooks, Creative Solutions..., UltraTax CS, Tax Accounting, Tax Returns, Income Tax, Financial Accounting, General Ledger, GAAP
Education
Bob Jones University
B.S., Professional Accounting
Deloitte October 2014 - Present
Rolls-Royce August 2012 - January 2014
Somerset CPAs, P.C. January 2012 - May 2012
Simons Bitzer & Associates September 2008 - May 2010
Skills
Accounting, Auditing, Tax, General Ledger, Tax Preparation, Financial Accounting, Financial Statements, QuickBooks, Financial Reporting, GAAP
Education
Indiana University Bloomington 2010 — 2014
Masters of Accountancy, Accounting & Tax
Indiana University Bloomington 2003 — 2010
BS, Financial Management
Somerset CPAs, P.C. October 2011 - Present
Skills
Tax, Assurance, GAAP, Accounting, CPA, Auditing, Financial Reporting, Internal Controls, Bookkeeping, QuickBooks, Financial Statements
Education
Butler University - College of Business Administration 2006 — 2010
BS, Accounting
Bristol-Myers Squibb February 2013 - Present
Somerset CPAs, P.C. January 2013 - February 2013
Somerset CPAs, P.C. October 2010 - December 2012
BKD, LLP June 2009 - August 2009
Skills
Tax, Auditing, Bookkeeping, Microsoft Office, Accounting, GAAP, Financial Reporting, Employee Benefit Plan..., Partnership Taxation, Assurance, QuickBooks, Internal Controls
Education
Ball State University 2009 — 2010
Masters in Business Administration, General
Ball State University - College of Business 2005 — 2009
Bachelor of Science, Accounting
Anthem December 2014 - Present
Anthem, Inc. May 2008 - December 2014
Somerset CPAs, P.C. 2003 - 2008
Skills
Financial Analysis, Financial Reporting, Insurance, Accounting, Process Improvement, Health Insurance
Education
Indiana University Bloomington
Somerset CPAs, P.C. October 1995 - Present
Skills
CPA, Accounting, GAAP, Bookkeeping, Financial Analysis, Tax, Internal Controls, Auditing, Financial Reporting, Tax Preparation, Assurance, Strategic Planning, QuickBooks, Tax Returns, Healthcare
Education
Ball State University - College of Business 1989 — 1993
Bachelor of Science, Accounting
FinLogic, LLC September 2007 - Present
Arnold Gallivan Levesque P.C. 2007 - December 2012
MM PC December 2006 - August 2007
Tarpley & Underwood, PC June 2006 - December 2006
E & Y September 2005 - June 2006
Tarpley & Underwood, PC October 2004 - September 2005
Aquilex Services Corp. April 2004 - December 2004
Ernst & Young May 1997 - April 2004
Somerset CPAs, P.C. August 1996 - May 1997
Skills
Healthcare, Physicians, Financial Reporting, Accounting, Auditing, Financial Analysis, Due Diligence, Internal Controls, Mergers, Tax, QuickBooks, GAAP, Financial Accounting, CPA, Strategic Financial..., Financial Services, Mergers & Acquisitions, Sarbanes-Oxley Act, Business Valuation, US GAAP, Portfolio Management, Private Equity, Strategic Planning, Restructuring, Internal Audit, Assurance, Corporate Tax, Financial Audits, Forecasting, General Ledger, Financial Planning, Tax Accounting, Management, Financial Statements, Corporate Governance, Cost Accounting, Income Tax, Leadership, External Audit, Finance, Tax Preparation, Budgets, Accounts Receivable, Managerial Finance, Cash Management, Account Reconciliation, Financial Modeling, Revenue Recognition, Investments, Analysis
Education
Ball State University 1992 — 1996
Bachelor of Science in Business, Accounting
Ball State University - College of Business 1992 — 1996
Bachelor of Science, Business/Accounting
Deltek October 2012 - Present
John Dighton Consulting July 2009 - November 2012
Somerset CPAs January 2007 - July 2009
Somerset CPAs, P.C. January 2007 - July 2009
Dighton Consulting Inc. July 1997 - December 2006
Skills
Accounting, Microsoft SQL Server, Project Management, Cost Accounting, Microsoft Excel, Accounts Payable, Financial Reporting, SSRS, Access, Consulting, QuickBooks, T-SQL, Business Development, Accounts Receivable, Payroll, General Ledger
Education
Texas Tech University 1984 — 1988
Bachelor of Arts (B.A.)
Somerset CPAs, P.C. October 2001 - June 2014
RW Armstrong May 1996 - October 2001
Barnes & Thornburg LLP February 1989 - May 1996
Skills
Leadership, Auditing, Management Consulting, Construction, CPA, Accounting, Strategic Planning, Finance, Income Tax, Financial Analysis, Financial Reporting, GAAP, Due Diligence, Tax, Analysis, Budgets, Internal Controls
Education
Indiana University-Purdue University at Indianapolis 1995 — 1999
Bachelor of Science in Business, Accounting
Cardinal Ritter High School 1979 — 1983
Somerset CPAs, P.C. December 2012 - Present
BKD, LLP January 2010 - December 2012
Mahler & Co., LLC May 2009 - January 2010
Ewer & Moritz, CPAs January 2009 - May 2009
Indiana State Board of Accounts May 2008 - August 2008
Skills
Auditing, Tax Preparation, Consultancy, Accounting, Tax, Non-profits, Assurance, External Audit, Income Tax, Budgets, Management Consulting, Analysis, Financial Reporting, GAAP, Internal Controls
Education
Indiana Wesleyan University 2005 — 2009
Bachelors Degree, Accounting
Bethesda Christian Schools 1998 — 2005
Reynolds Farm Equipment June 2015 - Present
Reynolds Farm Equipment July 2013 - Present
Sportsman Tracker October 2012 - Present
Somerset CPAs, P.C. October 2011 - Present
Dauby O'Connor & Zaleski May 2011 - October 2011
Dauby O'Connor & Zaleski July 2007 - May 2011
Dauby O'Connor & Zaleski July 2005 - July 2007
Skills
Affordable Housing, Construction Accounting, Automotive, Auditing, GAAP, Private Equity Funding, S Corporations, Due Diligence, Business Acquisition, Financial Statements, Tax, Cash Flow, Financial Analysis, Cost Accounting, CCH ProSystem fx, Internal Audit, Managerial Finance, Finance, Assurance, Accounting, Internal Controls, CPA
Education
Taylor University 2001 — 2005
BS Accounting Systems, Accounting and Computer Science
Rockford high school 1996 — 2001
Bachelor of Science, Accounting Systems
Somerset CPAs, P.C. August 2015 - Present
EY October 2014 - August 2015
Ernst & Young September 2012 - September 2014
Skills
Financial Reporting, Financial Analysis, Accounting
Education
Indiana University - Kelley School of Business 2008 — 2012
Baden Gage & Schroeder LLC July 2014 - Present
Somerset CPAs, P.C. October 2007 - March 2014
Lindgren Callihan VanOsdol September 2006 - September 2007
Dunbar, Cook & Shepard 1999 - 2006
Hallmark Homes, Inc. 1996 - 1999
Stalcup & Company 1994 - 1996
Bagley, Hoage and Harrison 1986 - 1994
Skills
Auditing, Forensic Accounting, Accounting, Certified Fraud Examiner, Financial Reporting, Fraud, Financial Analysis, Litigation Support, Financial Audits, Internal Controls, QuickBooks, Journal Entries, Financial Accounting, Assurance, Income Tax, Tax Preparation, Forensic Analysis, Tax, Construction Accounting, Business Valuation, Bookkeeping, General Ledger, Cost Accounting, Sarbanes-Oxley Act, Asset Tracing, Financial Crime, Anti-fraud, Fraud Detection, Partnership Taxation, GAAP, Tax Accounting, Nonprofits, Corporate Tax, US GAAP, Cash Flow, Enterprise Risk..., Fraud Investigations, Corruption, Non-profits, Forensic Investigations, Data Extraction, Data Analytics, Continuous Auditing, Data Analysis, Fraud Prevention, Corporate Fraud..., Management Consulting, Board Presentations, Private Investigations, Corporate Disputes
Education
Butler University
Bachelor's Degree, Accounting
Warren Central High School
Somerset CPAs, P.C. October 2014 - September 2015
Somerset CPAs, P.C. June 2013 - August 2013
Belltower Books December 2012 - May 2013
College Pro May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Facebook, Photoshop, Social Media, Public Speaking, Research, InDesign, Final Cut Pro, Event Planning, Financial Accounting, Customer Service, Social Media Marketing, Leadership, Social Networking
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science (B.S.), Accounting with a minor in Economics, 3.46 Cumulative, 3.68 Accounting
Zionsville High School 2008 — 2012
High School Diploma
Carr, Riggs & Ingram, LLC January 2014 - Present
DeFur Voran August 2005 - 2014
Mikeska, Monahan, & Peckham PC 2013 - 2013
Somerset CPAs, P.C. September 2000 - August 2005
American National Trust September 1989 - August 2000
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Tax Law, Tax Preparation, Tax Returns, Corporate Tax, Income Tax, Tax Accounting, Accounts Payable, Legal Research, Online Research, QuickBooks, Tax, Tax Research, CPA, Accounting, Trusts
Education
Ball State University - College of Business 1985 — 1989
BS, Accounting
Somerset CPAs, P.C. January 2015 - Present
Sponsel CPA Group January 2014 - May 2014
Education
Marian University 2009 — 2014
Bachelor's Degree, Accounting and Finance
Anesthesia Consultants of Indianapolis June 2014 - Present
Team Beachbody Independent Business Coach September 2012 - Present
Somerset CPAs, P.C. March 2000 - June 2014
Edelweiss Equine Assisted Therapy Center 2005 - 2009
Skills
Accounting, QuickBooks, Bookkeeping, Payroll, Internal Controls, Account Reconciliation, Healthcare, Financial Statements, Peachtree, General Ledger, Budgets, Tax, Tax Preparation, CPA, Partnership Taxation, Financial Reporting, Accounts Payable, Small Business, Financial Analysis, Cash Flow, Financial Accounting, Journal Entries, Payroll Taxes, Spreadsheets, Variance Analysis, Finance
Education
Indiana University-Purdue University at Indianapolis 2008 — 2013
Master's degree, Masters of Science in Accounting
Purdue University 1991 — 1996
BS, Biology
TEKsystems October 2014 - Present
Angie's List February 2014 - Present
Angie's List January 2013 - Present
American Rental Property Solutions, LLC March 2012 - August 2012
Somerset CPAs, P.C. October 2010 - February 2012
Skills
Accounting, Auditing, QuickBooks, Tax, CPA, Entrepreneurship, Management, Microsoft Excel, Financial Accounting, Process Improvement, Leadership, Marketing, Sales, Financial Analysis, Time Management, Social Networking, Team Leadership, Advertising, Financial Reporting, Forecasting, Account Management, Microsoft Office, Finance, PowerPoint, Customer Service, Social Media
Education
Indiana University-Purdue University at Indianapolis 2010 — 2011
Master of Science, Accounting
Ball State University 2006 — 2010
Bachelor of Science, Accounting
Improving Kids' Environment 2011 - Present
Somerset CPAs, P.C. January 2007 - Present
Skills
Partnership Taxation, Tax, CPA, Tax Preparation, GAAP, Accounting, Financial Reporting, Bookkeeping, Assurance, Corporate Tax, Financial Statements, Auditing, Internal Controls, QuickBooks, Tax Research
Education
Indiana University-Purdue University at Indianapolis 1998 — 2006
Accounting and Finance
Somerset CPAs, P.C. September 1995 - Present
Skills
Finance, Strategic Planning, Partnership Taxation, Real Estate, Tax, Business Valuation, Contract Negotiation, Accounting, Financial Analysis, CPA, Budgets, Management, Construction, Leadership, Due Diligence, Sales, Mergers & Acquisitions, Real Estate Development, Financial Reporting
Education
Purdue University 1987 — 1990
Somerset CPAs, P.C. 1991 - Present
Somerset CPAs, P.C. 1992 - 2012
Skills
GAAP, Tax, Financial Reporting, Accounting, Auditing, CPA, Construction, Management Consulting, Financial Analysis, Internal Controls, Tax Preparation, Assurance, Due Diligence, Business Valuation
Education
Butler University 1979 — 1983
Accounting
Somerset CPAs, P.C. 1980 - Present
Somerset CPAs, P.C. 1980 - 2009
Skills
CPA, Mergers & Acquisitions, Business Valuation, Forensic Accounting, Estate Planning, Real Estate, Business Strategy, Entrepreneurship, Management Consulting, Real Estate Development, Financial Planners, Tax Preparation, Tax, Accountants, Accounting, Valuation, Auditing, GAAP, Assurance, Strategic Financial..., Financial Analysis, Budgets, Financial Reporting, Partnership Taxation, Process Improvement, Strategic Planning, Sales, Forensic Analysis
Education
Ball State University
Bachelor of Science, Accounting and Finance
Somerset CPAs, P.C. August 2004 - May 2010
Physicians Partner Group (PPG) February 2000 - January 2004
Financial Plans & Strategies February 1999 - February 2000
Capin Crouse LLP November 1997 - January 1999
Education
Indiana Institute of Technology 2001 — 2004
Business Management
Ben Davis High School 1985 — 1988
Business
Somerset CPAs, P.C. May 2010 - Present
John Gerlach & Company June 2006 - April 2010
Ferguson Enterprises May 2005 - September 2005
Skills
Accounting, Auditing, Financial Reporting, QuickBooks, Internal Controls, GAAP, Assurance, CPA, Budgets, Financial Analysis, Nonprofits, Accounts Payable, Cash Management, Managerial Finance, Cost Accounting, Bookkeeping, Financial Accounting, Financial Statements, Cash Flow, Payroll, Strategic Financial..., General Ledger, Account Reconciliation
Education
Ohio Dominican University 2007 — 2009
Master of Business Administration, Business
Miami University 2002 — 2006
B.S., Accounting, Organizational Leadership
Barrington High School 1998 — 2002
International Medical Group (IMG) March 2015 - Present
RJE Business Interiors May 2014 - March 2015
Somerset CPAs, P.C. June 2012 - May 2014
Stanley Security Solutions January 2002 - April 2012
Stanley Black & Decker , Inc. 2002 - April 2012
American Investment Bank January 1996 - January 2002
American Investment Bank 1996 - 2002
Indiana Tech January 1992 - January 1996
Sconnix Broadcasting January 1990 - January 1992
Skills
Marketing Communications, Corporate Communications, Community Outreach, Social Media Marketing, Grant Administration, Sports Marketing, Corporate Branding, Fundraising, Marketing Event Planning, Event Planning, Strategy, Sales, Management, Strategic Planning, Internal Communications, Team Leadership, Media Relations, Budgets, Integrated Marketing, Event Management, Email Marketing, Direct Marketing, Public Relations, Community Development, Advertising, Marketing Management, Human Resources, Trade Shows, B2B, Social Networking, Marketing Strategy, Social Media
Education
Indiana Institute of Technology 1992 — 1995
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Indiana Institute of Technology
Bachelor of Science, Business Administration - Marketing
Noblesville High School
Purdue University
Studied, Environmental Design, Architectural Technology
Somerset CPAs, P.C. 2003 - 2007
Skills
Accounting, Auditing, Financial Analysis
Education
Indiana University - Kelley School of Business
BS, Accounting, Finance
Susan E Jeffery CPA May 2014 - Present
Somerset CPAs, P.C. November 2013 - May 2014
K.B. Parrish & Co. LLP December 2005 - October 2013
Susan E Jeffery, CPA, LLC June 2001 - December 2005
Baker & Daniels December 1999 - June 2001
Pershing & Company, Inc. September 1994 - December 1999
Town & Country Homecenter, Inc. June 1991 - September 1994
Skills
Tax, Income Tax, Business Strategy, Financial Reporting, Management, Accounting, Auditing, Partnership Taxation, Tax Advisory, Tax Returns, Business Planning, Financial Accounting, Cash Flow, Tax Research, Tax Preparation, Corporate Tax, GAAP
Education
DePauw University 1987 — 1991
Bachelor of Arts, Theology / Economics
Crawfordsville High School 1985 — 1987
Somerset CPAs, P.C. December 2001 - Present
Cox, Brennan & Co., LLP January 1997 - December 2001
Valerie K. Brennan, CPA January 1992 - December 1996
Olinger Distributing Company November 1990 - December 1991
Ernst & Young July 1988 - October 1990
Skills
Tax, Accounting, Financial Planning, Partnership Taxation, CPA, IRS, Tax Preparation, Financial Analysis, Strategic Financial..., Corporate Tax, Tax Returns, Tax Research, Financial Statements, Income Tax, Financial Reporting, GAAP, Mergers & Acquisitions, Cash Flow
Education
Butler University 1984 — 1988
B.S., Accounting
Crowe Horwath LLP October 2013 - Present
McGladrey LLP October 2010 - October 2013
Strategic Financial Group LLC December 2009 - October 2010
Brightpoint July 2009 - November 2009
Ernst & Young April 2000 - June 2009
Somerset CPAs, P.C. 1998 - 2000
Education
Ball State University 1994 — 1998
Somerset CPAs, P.C. Sales ExecutiveAllscriptsJuly 2000 - December 2007
Education
Gettysburg College 1970 — 1974
BA
Thomson Reuters May 2007 - Present
Crowe Horwath LLP January 2006 - September 2006
KPMG March 2004 - January 2006
Ernst & Young, LLP May 2001 - March 2004
Somerset CPAs, P.C. November 2000 - May 2001
USA Group, Inc. June 1999 - November 2000
Crowe Horwath LLP 1995 - 1999
Skills
Tax, Income Tax, Salesforce.com
Education
Purdue University 1991 — 1995
BS, Accounting
Purdue University - Krannert School of Management 1991 — 1995
Bachelor of Science (BS), Accounting
Somerset CPAs, P.C. December 2013 - Present
US Navy Reserve May 2014 - Present
Children's Hospital and Health System June 2009 - September 2013
Children's Hospital and Health System July 2008 - June 2009
University HealthSystem Consortium October 2007 - June 2008
Hennepin County Medical Center June 2007 - September 2007
Rush University Medical Center October 2006 - June 2007
Skills
Clinical Research, Healthcare Management, Hospitals, Healthcare Consulting, Microsoft Office, Physician Relations
Education
Rush University 2006 — 2008
M.S., Health Systems Management
Indiana University Bloomington 2002 — 2006
B.S.P.H., Health Administration
Comer, Nowling & Associates August 2006 - Present
Somerset CPAs. P.C. January 2004 - July 2006
Education
Indiana University-Purdue University at Indianapolis 2001 — 2003
MPA, Accounting
Boğaziçi University 1994 — 1999
BA, Political Science & International Relations
Somerset CPAs, P.C. May 2012 - Present
PC Help Services, Inc April 2011 - April 2012
Dental TI June 2008 - April 2011
Skills
Active Directory, Windows Server, Citrix, Microsoft Office, VMware, NetMeeting, Team Leadership, Desktop Deployment, Project Management, Windows, Troubleshooting, Windows XP, LANDesk, PC Anywhere, Virtualization, Dameware, Track-It, Lotus Notes
Education
Indiana State University - School of Business 1995 — 2003
Finance, Finance, Math, Computer Information Systems
Hoosier Lottery October 2006 - Present
Somerset CPAs, P.C. June 2003 - September 2006
Crowe Horwath LLP December 2000 - June 2003
PricewaterhouseCoopers September 1994 - December 2000
Skills
Auditing, OMB Circular A-133, Internal Controls, Accounting, Financial Reporting, GAAP, CPA
Education
Miami University 1990 — 1994
B.S., Accounting
Carmel High School
Crowe Horwath August 2014 - Present
Somerset CPAs, P.C. June 2009 - August 2014
Ernst & Young LLP May 1984 - April 2009
Education
Ball State University 1975 — 1977
Associate's, Business
Somerset CPAs, P.C. January 2007 - Present
Target 2001 - 2006
Education
Indiana University-Purdue University at Indianapolis 2001 — 2006
accounting and finance
Deloitte & Touche April 2006 - Present
Pacer International October 2011 - June 2012
The Ryland Group May 2005 - April 2006
Deloitte & Touche November 2004 - May 2005
Somerset CPAs, P.C. July 2002 - November 2004
Somerset CPAs, P.C. January 2001 - May 2001
Skills
Financial Reporting, US GAAP, auditing, Technical Accounting..., Project Management, SEC Financial Reporting, Auditing, Financial Statements, Accounting, GAAP, Finance, Financial Accounting, Internal Controls, SEC Filings
Education
Taylor University 1998 — 2002
Bachelor of Science, Accounting
Galion High School
Somerset CPAs, P.C. May 1988 - Present
Education
Ball State University
Education, Education, Accounting
Somerset CPAs, P.C. October 2013 - Present
Sikich January 2012 - May 2012
CNO Financial Group May 2011 - August 2011
Skills
Tax, Financial Reporting, Accounting
Education
Butler University 2008 — 2013
Master's Professional Accounting, Accounting, 3.8
Pathfinder CPA Group LLC July 2015 - Present
Pathfinder Wealth Management LLC July 2015 - Present
Moon Dog Tavern April 2015 - Present
The Chug August 2012 - Present
The Sinking Ship February 2011 - Present
Hamaker Investment Business LP January 2005 - Present
Andrew D. Hamaker, CPA January 2010 - July 2015
Somerset CPAs, P.C. January 1997 - January 2010
Skills
QuickBooks, Accounting, Corporate Tax, Financial Reporting, Business Valuation, Tax, Income Tax, CPA, Partnership Taxation, Tax Preparation, Music, Construction, Human Resources, Tax Accounting, GAAP, Tax Research, Tax Returns, Business Planning, Financial Analysis, Bookkeeping, Small Business, Due Diligence, Auditing, Strategic Financial..., General Ledger, Mergers & Acquisitions, Budgets, Internal Controls, Payroll, Assurance, Accounts Payable, Tax Law, Finance, Account Reconciliation, IRS, Accounts Receivable, Financial Statements, S Corporations, Accountants, Cash Flow, Financial Modeling, Cash Management, Peachtree, Sales Tax, Employee Benefits, Strategic Planning, Management, Team Building, Leadership, Financial Planning
Education
Ball State University 1986 — 1991
Bachelor's degree, Accounting
Pike High School 1982 — 1986
Rolls-Royce North America Inc. April 2015 - Present
Belcan TechServices March 2014 - April 2015
January & Engel Accounting & Tax Services September 2013 - April 2014
ExperisNL May 2013 - July 2013
IUPUI October 2011 - September 2012
Clifton Gunderson LLP 2006 - 2009
Somerset CPAs, P.C. 2004 - 2006
Skills
QuickBooks, Accounting, Auditing, Tax Preparation, Financial Statements, Financial Reporting, Bookkeeping, GAAP, Payroll, Internal Controls, General Ledger, Account Reconciliation, Financial Analysis, Accounts Payable, Accounts Receivable
Education
Indiana University - Kelley School of Business 1996 — 1999
Bachelor of Science (B.S.), Accountancy & Finance
Hammond High School
Purdue University Calumet
Somerset CPAs, P.C. October 2014 - Present
CFMA of Central Indiana April 2014 - Present
K.B. Parrish & Co. LLP September 1997 - October 2014
Skills
Auditing, Accounting, Construction Accounting, Financial Reporting, Forensic Accounting, LIHTC, Accounting for Small..., QuickBooks, Finance, Tax Returns, Tax, GAAP, CPA, Tax Accounting, Tax Preparation
Education
Ball State University 1993 — 1997
Bachelors of Science, Accounting
BSA LifeStructures September 2015 - Present
Leidos Health March 2014 - September 2015
BSA LifeStructures September 2003 - March 2014
Somerset CPAs, P.C. 1998 - 2003
Simon Property Group 1996 - 1998
Skills
Accounting, Budgets, Microsoft Office, Finance, Microsoft Excel, Construction, Customer Service, Strategic Thinking, Budgeting, Excel, Communication, Strong Analytical and..., Accuracy, Financial Analysis, Strategic Planning, Management, Analysis
Education
Indiana University 1985 — 1990
Bachelor Degree in Business Administration, Accounting
Purdue University Calumet
Masters in Accounting
SkyView Partners January 2013 - Present
Somerset CPAs, P.C. January 1999 - January 2013
Fringe Benefit Planners July 1989 - January 1999
Skills
Administrative..., Accounts Receivable, Microsoft Excel, Account Reconciliation, Spreadsheets, Invoicing, Data Entry, Microsoft Office, Access, Budgets, Microsoft Word, General Ledger, PowerPoint, Customer Service, Employee Benefits, Fax, Travel Arrangements, Event Planning, Human Resources, Nonprofits
Education
Ball State University
Bachelor's degree, Special Education and Teaching
Speedway High School
St Vincent's Health January 2009 - Present
Somerset CPAs, P.C. November 2007 - February 2009
Clifton Gunderson LLP July 2007 - November 2007
Edward Hospital January 2003 - June 2007
Porsche Cars Canada, Ltd. May 2006 - November 2006
Northwestern Memorial Hospital January 2002 - March 2004
American Mobile Healthcare January 2000 - January 2002
Wishard Health Services January 1990 - January 2000
Education
North Central College 2004 — 2007
B.A., Accounting, Accounting2007
Indiana University-Purdue University at Indianapolis
Applied Sciences
Somerset CPAs, P.C. October 2010 - Present
Paperless Business Solutions, LLC January 2006 - April 2010
Skills
Microsoft SQL Server, Databases, Agile Methodologies, XML, Access, VB.NET, Database Design, VBScript
Education
DePauw University 2001 — 2005
BA, Computer Science
NSHMBA October 2013 - Present
Somerset CPAs, P.C. January 2011 - Present
Noble Consulting May 2010 - August 2010
Somerset CPAs, P.C. January 2010 - May 2010
Skills
Accounting, CPA, Corporate Tax, Tax Preparation, Auditing, Assurance, Tax, EBP, Financial Statements, Internal Controls, Financial Reporting, GAAP, Financial Analysis, QuickBooks, Partnership Taxation, Cash Flow, General Ledger, Financial Accounting, Account Reconciliation, Microsoft Excel, Tax Returns, Tax Accounting, US GAAP, Income Tax, Finance
Education
Indiana University-Purdue University at Indianapolis 2005 — 2010
Bachelors, Accounting and Finance
Somerset CPAs, P.C. January 1999 - Present
Education
University of Dayton 1976 — 1980
Bachelor of Science, Accounting
J L Beebe, CPA, LLC December 2009 - Present
J. L. Beebe, CPA, LLC December 2009 - Present
Somerset CPAs, P.C. November 2006 - October 2008
Murphy & Company, PSC August 2001 - October 2006
Skills
Strategic Planning, Budgets, Strategic Financial..., Entrepreneurship, New Business Development, Business Planning, Start-ups, Estate Planning, Personal Tax Planning, Real Estate Transactions, Tax Problem Resolution
Education
University of Kentucky 1974 — 1979
BGS and MBA, General Studies, Accounting, Business & Finance
Cannon's Creative Services, Inc. October 2005 - Present
JTS Pools, Inc. 1997 - 2005
Somerset CPAs, P.C. 1995 - 1998
Artisoft, Inc. July 1993 - February 1995
Deloitte & Touche 1987 - 1993
Skills
Construction, Countertops, Renovation, Sales, Artisan, Decorative Concrete, Business Tax Planning, Personal Tax Planning, Tax Law, Tax Accounting, Budgets, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Swimming Pool Builder, Facilities Management, Operations Management, Leadership Development
Education
UCLA 1983 — 1987
Bachelor of Arts (B.A.), Economics-Business
University of California, Los Angeles 1983 — 1987
Bachelor's Degree
AES February 2007 - Present
Somerset CPAs, P.C. September 2005 - February 2007
Ernst & Young January 2001 - September 2005
Skills
Tax Accounting, Tax Preparation, Corporate Tax, Depreciation, Partnership Taxation, Sales & Use Tax
Education
Indiana University-Purdue University at Indianapolis 2001 — 2003
Bachelor of Science (BS), Accounting
Radford University 1998 — 2000