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lk02092018
Level 2
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About lk02092018
Thank you for visiting my CPA firm website. I am a fairly new CPA firm, however, I am not a new CPA. I have been a CPA & I have been doing accounting for 30+ years. Recently, I decided to move out into private practice due to the exciting growth & change in my area. Our entire life is about change, from the time we are very young, we are taught to learn more, do more, & be more. One thing is for sure, change is constant. I am extremely patient, not easily tempered & believe everyone can grow from each experience, good or bad. I pride myself in being highly customer service oriented, both internally & externally within all dealings that I have. It’s a delicate balance to negotiate both ends of the spectrum, but I believe in doing what’s best for the greater good of all. I will work to be pro-active & results oriented with all aspects of your business, tax & financial accounting needs. I have demonstrated experience in a multitude of areas I will provide references upon request, depending upon the project. AREAS OF EXPERTISE: Organizational Re-Engineering Cash Management Taxation Conversion/Implementations Financial Management/Analysis Planning/Scheduling Budget Preparation/Administration Compliance Reporting GAAP Staff Management Internal Controls Audit Compliance TECHNICAL SKILLS / SYSTEMS EXPERIENCE Accounting ERP Systems: SAP / PeopleSoft / MAS 200 / Great Plains / Oracle / QuickBooks Enterprise, Desktop, Non-Profit & Online IT Coding: Basic SQL / SAS / FRX / FAS Ledes/ASCII Office Packages: MS Office / MS Project Reporting Packages/Add-Ons: Hyperion / Essbase Legal Software: Docs Open / LawPack / Juris / Juris Suite / eBilling Hub / Westlaw / Lexis-Nexis Cloud Based Data Management: Smartsheet / Survey Monkey / Doodle Payroll / HR: Paylocity / ADP Tax: Creative Solutions, ProConnect TurboTax, Lacerte INDUSTRY EXPERIENCE Oil & Gas, Transportation, Telecommunications, Legal / Law Firm Hospitality & Hotel Private Equity Real Estate PEO & Staffing
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