CPA
Synergy CPA & Consultants
Total years of experience :10 years, 8 Months
Managed financial reporting for diverse client portfolio, specializing in dental practices. Navigated high-volume accounting activities, including financial reporting, year-end tax/audit projects, and budget/forecast support. Led ERTC/PPP loan applications, maximizing client support during the pandemic. Performed reconciliations, identified and corrected errors, saving clients significant expenses. Provided financial insights and recommendations, optimizing client performance. Served as primary liaison with clients and external stakeholders.
Owned and operated an accounting and consulting firm, providing bookkeeping, write-up, and computer services to other CPAs and accountants.
Additionally, offered tax preparation and financial consultancy services tailored to small businesses.
Specialized in accounting and auditing services for auto dealerships, with additional experience serving real estate firms, film production companies, and non-profit organizations. Expertise encompassed financial statement preparation, compilation, review, financial auditing, tax preparation, and special accounting projects such as research and financial analysis.
Provided comprehensive accounting and auditing services to a diverse range of clients spanning real estate, jewelry retail, horse breeding, medical centers, cemeteries, hedge funds, and public/private companies of all sizes. Expertise included financial statement preparation (compilation and review), tax preparation, financial analysis, and special accounting projects. Gained exposure to hedge fund and international accounting practices, as well as consolidated financial statements and intercompany accounting.
Executed core accounting activities, including managing accounts receivable and cash receipts, general ledger reconciliations, and journal entry preparation. Collaborated with medical billing and insurance departments to ensure accurate financial reporting.
Spearheaded company-wide system conversion from legacy COBOL to modern SQL platform, resulting in a 10% increase in sales. Led comprehensive employee training and post-implementation support, including validation, testing, interdepartmental coordination, troubleshooting, and process optimization recommendations. Facilitated integration between factory and retail pharmacy outlets, streamlining supply chain operations. Collaborated extensively with custom software developers to report and resolve bugs, ensuring system functionality aligned with company needs. Contributed to cost-benefit analysis for hardware procurement, ensuring optimal price and quality for new system infrastructure.
Assisted in the reconciliation of accounts and identification of discrepancies, ensuring accuracy and compliance with financial regulations.
Collaborated with senior accountants on special projects, gaining exposure to industry-specific accounting practices within the aviation sector.
Participated in internal training sessions to deepen understanding of accounting principles and best practices within the airline industry.
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