Auburn, Pennsylvania, United States
I am a CPA with fourteen years of experience in public accounting and over nine years in private industry, In my capacity as CFO for CRI, I am responsible for providing tax preparation services, financial statement preparation and detailed account analysis and other management advisory services to the owners of the company. I graduated with a bachelor of science degree in accounting from the Pennsylvania State University, and gained extensive experience while in the public accounting arena working with small businesses in a variety of fields, including the construction, manufacturing, service, and retail industries. I have experience preparing tax returns for numerous types of entities, including S corporations, partnerships, and C corporations.
Provide leadership and coordination of company financial planning, debt financing, and budget management functions. Ensure company accounting procedures conform to generally accepted accounting principles. Maximizes return on financial assets by establishing financial policies, procedures, controls, and reporting systems.
Duties included providing corporate and individual tax services, payroll services, bookkeeping services, financial statement preparation and general consulting to clients in various industries. Managed engagements and staff assigned to the engagements in an efficient and effective manner and coordinated scheduling of engagements. Assisted in various internal activities including process improvement initiatives, training of employees and firm branding program.