Kelly CPA's Email Addresses & Phone Numbers

📖 Summary

I have a passion for helping people. Throughout my fifteen years of corporate accounting experience, I have followed my passion by helping small and mid-sized businesses get organized so they can swiftly respond to growth opportunities. My work has included hiring and developing accounting personnel, creating and streamlining accounting processes and procedures, implementing accounting and enterprise resource planning (ERP) systems, securing business control environments, researching and documenting the application of technical accounting standards, and identifying and analyzing data trends.Director of Accounting @ Infusionsoft is a high-growth technology firm that develops hosted sales and marketing software for small businesses. I joined Infusionsoft shortly after its second round of venture capital financing. The Company had also successfully completed its first financial audit and was focused on the continued improvement of its processes and controls. During my “tour of duty” at Infusionsoft, I have been fortunate to influence the Company’s operations with my work on a wide range of initiatives. • Reduced the close time from fifteen days to five days. • Developed streamlined accounting processes to support forty percent annual revenue growth. • Coordinated the fieldwork for annual financial audits and quarterly financial reviews. • Managed the preparation of federal, state, and local tax returns. • Researched, interpreted, and documented technical accounting standards. • Assisted with creating annual operating plans. • Prepared monthly budget-to-actual reports and analyses for budget owners. • Assisted with directing the quarterly 409A valuations. • Migrated the company’s financial records from QuickBooks to NetSuite. • Launched multi-currency functionality for customers and vendors. • Coordinated implementation of a sales tax software solution (Avalara). • Oversaw implementation of a fixed asset software solution. • Oversaw implementation of an expense management software solution (Concur). • Migrated financial operations and coordinated valuations for mergers and acquisitions. • Grew the accounting department from three employees to seventeen employees. • Guided the professional development of accounting operations personnel. • Managed annual renewals of corporate insurance policies. From November 2014 to Present (1 year 2 months) Controller @ From October 2009 to November 2014 (5 years 2 months) Assistant Controller @ From September 2008 to October 2009 (1 year 2 months) Assistant Controller @ Saxa was the nation’s largest developer of office condominiums. • Managed accounting processes and systems for multiple entities. • Evaluated and recorded revenue, accounts payable, and accounts receivable transactions. • Completed and filed sales tax returns and other local tax returns. • Coordinated and managed annual income tax filings. • Processed payroll and sales commissions. • Administered 401K program and other company benefits. • Prepared financial reports for management and investors. • Assisted with migrating the company’s financial records from QuickBooks to Timberline. • Created and managed property management entities for early-stage developments. From June 2007 to September 2008 (1 year 4 months) Staff Accountant @ From June 2004 to June 2007 (3 years 1 month) Accounting Operations Assistant @ Triple R Behavioral Health was a nonprofit organization committed to serving adults with serious mental illnesses. • Performed accounts payable functions. • Reconciled general ledger accounts. • Conducted monthly field compliance audits of consumer funds and petty cash. • Collected and analyzed rent collections. From April 2002 to May 2004 (2 years 2 months) M.B.A., Accounting @ University of Phoenix From 2004 to 2007 B.S., Economics @ Arizona State University From 1997 to 2003 Kelly CPA is skilled in: Microsoft Excel, NetSuite, FAS, Timberline Accounting, QuickBooks, REAL/Easy, Adaptive Planning, CapMx, Concur, Cognos, Crystal Reports, SQL, US GAAP, CPA Candidate, General Ledger