Richmond, Virginia, United States
As a certified public accountant, I provide individuals and private business owners with tax and financial planning services in addition to managing the tax compliance of: - Individuals - Partnerships - Corporations - Estates & Trusts - Exempt Organizations - Private Foundations. On the investment management side of our business, I help our clients align their tax strategies with their investment principles. By working closely with our investment associates, I bridge a clients' financial planning, investment portfolio and tax situation seamlessly while staying abreast of economic and market conditions that may impact their financial life decisions.
- Budgeted departmental income and expenses each fiscal year - Reconciled office revenue and expense accounts - Prepared semi-annual partners' reports with financial analysis of fiscal year's operating efficiency and productivity - Analyzed current reimbursement structure for medical procedures from hospital and insurance companies - Researched and analyzed feasibility of Gamma Knife Perfexion machine