DEGREES & LICENSES:
Bachelor of Science in Business Administration, emphasis Accounting. Licensed CPA in California.
Providing financial and tax services, business plans, estate planning, financial management / advice to businesses and individuals, support for business computer applications and tax authority representation.
Corporate Controller, Performed accounting services for a multi-company organization. Prepared acquisition and company valuation reporting, Overseeing audits from outside accountants, and created and implemented internal control procedures. Supervised accounting office staff.
Certified Public Accountant, Supervised and performed auditing and tax compliance services for small and medium, both private and public, companies in the greater San Diego area. Duties included the review and preparation of Securities and Exchange Commission filings of Forms 10-K, 10Q, and 8-K, implementation and application of revenue recognition policies, business sale and acquisition accounting, and stock compensation issues. Preparation of financial statements for a multiple subsidiary organization of a Fortune 500 company. Also, included are general ledger account reconciliation’s and management report preparation for multiple projects.