Consulting | Tax Planning | Financial Analysis | Client Relations

EDUCATION/ LICENSURE :

Temple University, Philadelphia, PA - Bachelor of Business Administration, concentration in Accounting, 1993.

License/Affiliations ­ Certified Public Accountant ­ American Institute of Certified Public Accountants, April 1997; member of the Pennsylvania Institute of CPAs, 1997-Present.

EXPERIENCE:

1999 - Present
SBM Consulting
Principal Consultant

Responsible for the management, growth, and profitability of an accounting practice that specializes in taxation, general accounting, and financial consulting for individuals as well as small and medium-sized businesses in the construction, engineering, distribution, IT, service, and retail industries.

• Conduct detailed assessments of clients' business goals and operations to develop comprehensive financial plans; design tax minimization strategies for a diverse clientele.
• Design and implement accounting systems, processes, and standard best practices to maximize bottom line.
• Manage accounting functions for business clients; perform month-end/year-end close activities; prepare corporate, partnership, and individual tax returns; prepare sales and payroll tax returns; generate financial statements.
• Provide business consulting services to startup and existing companies.
• Manage banking relationships; consult with clients regarding debt financing and 401k plan administration.

MAJOR ACCOMPLISHMENTS:

Built a successful, full-service accounting practice through exceptional service and numerous referrals; achieved an exceptionally high account retention rate by establishing trusting, long-term relationships with clients.

Analyzed clients' existing accounting systems and business practices to identify deficiencies and develop effective solutions; designed accounting processes to meet clients' business needs; specific achievements include:

• Standardized month-end close procedures to ensure timely and accurate financial statements.
• Implemented a fixed-asset reporting system for a capital-intensive business.
• Automated the billing process for an engineering firm by instituting Microsoft Access time and billing system.
• Managed the conversion of accounting system upgrades for numerous clients.
• Generated data-driven decision tools and analysis to aid in all aspects of business operations.

1998 - 1999
Aetna Healthcare, Inc.
Financial Reporting Analyst 

1995 - 1998
Baum Smith & Clemens CPAs
Senior Accountant

SKILLS:

Proficient in ADP Payroll for Windows, Microsoft Word & Excel, SAP, Great Plains, Quicken, QuickBooks, Peachtree, Timberline, ATB and Macola software.

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