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Los Angeles, United States
Member since 27. november 2005
Profile: California CPA #66288 with 20 years in public accounting. OBJECTIVE: Controller / CFO EMPLOYMENT HISTORY: 01/ 2001 to Present. Leaving Self-Employment after selling firm to CPA Employee / Partner. Payroll Processing Firm Owner & CPA Firm Owner CPA SIDE OF BUSINESS: () () CPA Firm Owner: · Built CPA firm from scratch in 2001 after 10 years in public accounting. · Efficient results through technology and building of systems. · Firm is focused and oriented on client service & production. · 30% of work is Consulting, Business Management and Forensic Accounting, 20% Audited Financial Statements, 25% compilations, 25% Tax. · Responsible for all aspects of running the firm including hiring and termination, delegation & supervision of work to .. · Income tax projection and preparation for Corporations, LLC's, Partnerships, S-Corporations, Non-Profit and their individual shareholders. · IRS Representation including Offers & Compromise. · Audits and Reviews of for profit and non-profit entities. Fully disclosed financial statement preparations. · Provide clients extra tools such as break-even and target profitability sales analysis not available in traditional CPA firms. · Business Management. § Take time to consult clients on their business as well as accounting work. § Extremely analytical. Major Projects - CPA Outside CFO for “External Controllers” clients § Developed and maintained accounting system and Setup of Internal Controls. (franchisor company for audit client, Oversees non-profit client) § Inventory setup and control (major retail sales company) § Promote efficiency in Operations. § Build budgets and forecasts. § Broke down variable and fixed costs and analyzed various business segments in determining contribution margins and break even points by segment, company and at bottle-necks (Internet distribution company, business interruption loss calculations…). § Analysis of gross profit margin, effect on profitability on elsasticity of sales (audit company). Transfer pricing from main headquarters. § Trended and analysis of sales, product pricing, distribution expenses, direct material and labor and overhead costs. Set targets for achievement. § Detailed analysis of payroll and major cost structures affecting various departments such as pre-set, pre-press, printing, platting, image setting and distribution (a printing company). § Analyzed and suggested solutions in regards to major capital purchases or buy lease decision and company plans on relocation (software company). § Suggested improvements in different business segments based on data, follow up in implementation. Forensic Accounting · Determination of “real Income” & real benefits received by one LLC Member over others. · Corrected financials to reflect real activity. · Determined the real net income and authorized / nonauthorized transactions. · Found over $300K in unauthorized activity. · Work in forensic divorce cases. PAYROLL SIDE OF BUSINESS () Payroll Processing Firm Owner: · Setup Payroll Company from Scratch in 2004. · Efficient results through technology and building of systems. · Responsible for all aspects of running the firm including management of employees, management of clients, management of security issues, advertising, billing, management and satisfying clients with complex payroll issues... · Built firm to 500 recurring payroll clientelle. · Decrease of demand from market due to downgraded economical conditions. Major Projects - Payroll Side of Business · Developed Checklists to be used by employees to setup and monitor clients and prevent future problems. · Monitored systems for correct calculations, tax payments and tax filings of Multi-State Payroll processes. · Built own firm's security audit programs and checklists in order to improve on level of security ignored and not fixed by vendors. · Found potential security lapses of major vendors, informed them on how to correct the lapses. · Monitored firms' progress in setting up clients, till full run of payroll and proper tax payments is achieved. · Monitored employee contact of various clients. · Implemented systems to be able to immediately inform clients if clients' employees made changes to sensitive information. · Implemented systems to inform me everday if our own firms' employees added their access to clients sensitive information. · Responded to IRS and State Inquiries for clients. · Employee management an important side of the business. EMPLOYMENT HISTORY CONTINUED: 1/1998 to 12/2000: Latimer & Massoni CPA’s – Mike Massoni CPA, Huntington Park, CA Manager of Audit and also work on all aspects of accounting & tax Left firm for own practice– No firm clients were solicited upon leaving. · Audits of companies. · Audits of non-profit organizations & HUD. · Financial Statement Preparation – Fully Disclosed. · Tax Preparation – Corporations, LLC, Partnership, Non-Profit, Individual. 1/1995 to 12/1997: Katz, Fram & Company CPA’s – Harold Katz CPA, Los Angeles, CA · Business Management · Firm provides second to none client service and workpaper controls. 1/1990 to 1994: Matson, Driscoll & Damico CPA’s · Cost Auditor · Business Interruption Insurance Calculations · Break Even Calculations · Contribution Margin Calculations EDUCATION: Bachelors – Accounting & Real Estate 1989 – California State University Northridge, Northridge, CA Passed All Four Parts of CPA Exam on first trial (Top 2%) COMPUTER: With 20 years of experience have worked with most accounting applications. Any application not worked with can be learned efficiently due to the basis being the same. Axcent, AutoManager, ACE, Excel, FrontPage, FTP Managers, Intuit Online Payroll, Accountants Office, MYOB, Payroll applications, Quickbooks, Quicken, Remote Access, Word, Windows, ANALYTICAL SKILLS: · First position in public accounting as cost auditor for determining Business Interruption Losses · Experience resulted in good development of analytical skills and the weaknesses present. · View statements both as an accountant and also through breakdown of a company’s structure and the impact of different models on growth and survival. Referrences Availalbe upon Request.
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