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Wilkes University (Accounting)
I have 35 years experience in Accounting as a former Controller, Assistant Controller and Job costing manager. I also have a consulting company where I train software users of accounting systems, design Excel spreadsheets for calculating very complicated analysis, as well as being a Tax Accountant.
I have taught at LCCC Accounting, Job Costing, Tax Preparation as an adjunct evening professor. I valued what I taught and encouraged everyone to learn and get good grades. I am very caring, thoughtful and want to share my knowledge.
Multi-sheet calculations with vlookup's, macro's and totally self calculations. My finest spreadsheet I created was a material requisition worksheet using dynamic inventory values, future orders and upcoming demands to calculate future purchase orders on time. I have also created a 20 sheet budgeted hourly rates worksheet calculating the rate per hour per machine for a manufacturing company using over 250 employees, 80 machines and full financial statements to squeeze out the rate per hour to run the various machines in the plant. One change in any worksheet updates the rates within the spreadsheet.
I have a degree in Accounting from Wilkes College (now Wilkes University) and added 35 years of experience to this knowledge. I have seen just about every facet of accounting from raw materials to work in process to finished goods to customer invoices. I have supervised many employees working towards the final goal of providing financial statements. In addition to manufacturing, I have insurance, retail, construction accounting under my belt.
As a consultant, I have learned to work with every level of employees within an organization. From the very bottom (new employees who never used a mouse for a computer) to the CFO an everywhere in-between. I know my audience and adapt to their level and make sure that they get the most of my training making sure I do not insult their integrity nor go over their head. My goal is to make sure they get it, understanding it and become successful at their expected task(s). I have 35 years experience in Accounting as a former Controller, Assistant Controller and Job costing manager. I also have a consulting company where I train software users of accounting systems, design Excel spreadsheets for
Rates are based per hour in my office. If I need to come to your location I charge for travel time.
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I was a former teacher in accounting.
I work with Excel everyday.
I have been preparing tax returns since 1983 for both personal and business. 50% of the personal returns I prepare have either a Schedule A (Itemized Expenses), Schedule C (Self Employed) or Schedule E (Rental Properties/Royalties/K-1's) or a combination of these forms. In addition to my personal returns, I prepare Partnerships, Corporations and Non Profit returns where clients supply data and is converted to data in order to prepare the returns.