• Financial Statement Preparation
- Prepared audited, reviewed and compiled financial statements for a variety
of companies including value add distributors, light manufacturing, non-profit
organizations, construction companies, employee benefit plans, restaurants,
clubs, third party administrators and professional services companies.
• Peer Review - Performed peer reviews on numerous
accounting firms for their peer review requirement.
• Forecasts, Projections and Budgets - Prepared
forecasted and projected financial statements and implemented budgets
for numerous businesses to secure lines of credits, term financing, and
to make business decisions. Established a favorable reputation with banks
for meeting or exceeding forecasted results.
• Foreign Currency Procedures - Set up procedures
to handle transacting business in foreign currencies and coordinated with
third parties to handle the exchange of foreign currencies.
• Bank Collateral Audits – Performed several
bank collateral audits for a local consulting firm which performed the
audits for regional area banks. Audits consisted of determining the soundness
and accuracy of the banks collateral position as well as reporting on
the company’s financial situation and identifying accounting improprieties.