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James - Cheyenne, WY

Bachelors, Accounting

4.8 
1 
Reviews

Expertise as a Business Advisor

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Service Lines

Financial Planning & Analysis (FP&A)
Chief Financial Officer (CFO)
Full Charge Bookkeeping
CPA/Accounting Advisory

Certifications

Certified Public Accountant (CPA)
Other

Availability

14.00 hrs / wk (this month)
80.00 hrs / wk (next month)

Top Industries

  • Accounting Firm

  • Non-Profit Organization Management

  • Mental Health Care

Top Skills

  • Financial Analysis

  • Financial Modeling

  • Financial Reporting

  • Financial Statement Analysis

  • Forecasting

Top Softwares

  • Bill.com

  • MS Excel

  • Quickbooks (online)

  • Tableau

  • TransactionPro

Work Experience

Title: 

President and Growth Advisor

Dates Worked: 

March 2016 - current

Accomplishments:

Assisting clients in reaching their greatest potential through Growth Advising, including advising sessions focused on high level decision making, accounting services and interactive reporting. Services provided to all clients, including small businesses, non- profit organizations and governmental entities. Our focus is cultivating collaborative relationships focused on growth, efficiency, and the big picture. With our clients we work toward a circumstance in which everyone wins. Assisting clients in reaching their greatest potential through Growth Advising, including advising sessions focused on high level decision making, accounting services and interactive reporting. Services provided to all clients, including small businesses, non-profit organizations and governmental entities. Our focus is cultivating collaborative relationships focused on growth, efficiency, and the big picture. With our clients we work toward a circumstance in which everyone wins. Skills: Reporting & Analysis ● Growth Strategies ● Accounting ● Collaborative Problem Solving ● Business Advisory Services ● Data Analysis

Software Used: 

MS Excel, Tableau, Quickbooks (online), QuickBooks (desktop), TransactionPro, Microsoft Teams, Zoom

Skills Used: 

Account Reconciliation, Audit Schedules, Preparing audit work papers, Payroll, Payroll Liabilities, Payroll Taxes, Payroll Administration, Payroll Management, Payroll Tax Filings, Bookkeeping, Full Charge Bookkeeping, Historic clean up of books, Initial set up of books, Transition accounting software , Accounting Software, Accounting Principles, Accounting Processes, Accounts Payable, Accounts Receivable, Accounts Payable (Bill Pay), Cash Receipts, Aging Reports, Accounting Information Systems, Accuracy, Attention To Detail, Bank Deposits, Bank Reconciliations, Balance Sheets, Cash Flow Budgeting, Budget Variance Analysis, Bill Payment, Budgets, Brainstorming, Cash flow management, chart of accounts, Overhaul Chart of Accounts, Check Runs, Comparative Analysis, Compensation analysis, Workers Compensation, Cash to accural transition, Turnaround Strategy, Turnaround Advisory, Review financials with Management, Review Bookkeeper work, Data Collection, Dashboarding, Cost Accounting, Cost Analysis, Organization, Negotiating, Ms Word, Petty Cash, Traditional Budgeting, Training, Benchmarking, Debt Management, Debt restructuring, Financial Consulting, Management Financial Consulting, Financial Modeling, Build financial model, Forecasting, Rolling Forecasts, Debt Financing, Debt fundraising, Financial Statement Analysis, Controller, Financial Planning & Analysis, Financial Reporting, Fixed Assets, Full Cycle Month-End Close, Full Cycle Year-End Close, Fund Accounting, Government Grants, Grant Accounting, Systems Analysis

Industries Covered: 

Accounting Firm, Mental Health Care, Hospital & Health Care, Non-Profit Organization Management


Title: 

Director of Audit and Attest Services

Dates Worked: 

December 2011 - February 2016

Accomplishments:

I was the Director of Assurance for this regional firm, with offices in three cities across two states.

Software Used: 

CCH Engagement, Bill.com, CCH Prosystem fx, MS Excel, PowerPoint, QuickBooks (desktop), Quickbooks (online), Quicken, Sage 50, SuraLink, Thomson Reuters, TransactionPro, Tsheets tracking

Skills Used: 

Accounts Receivable, Auditing, Audit Schedules, External audit, Government Audit, Non-Profit Audit, Single Audit, Preparing audit work papers, Audits, Payroll, Payroll Liabilities, Payroll Taxes, Payroll Tax Filings, Bookkeeping, Full Charge Bookkeeping, Historic clean up of books, Initial set up of books, Accounting Software, Accounts Payable, Accounting Principles, Accounting Processes, Aging Reports, Accounting Information Systems, Accuracy, Account Reconciliation, Attention To Detail, Balance Sheets, Bank Deposits, Bank Reconciliations, Cash Flow Budgeting, Cash Receipts, Budget Variance Analysis, Bill Payment, Budgets, Brainstorming, Cash flow management, chart of accounts, Check Runs, Comparative Analysis, Compensation analysis, Financial Analysis, Management Financial Consulting, Financial Management, Evaluate revenue recognition , Expense Reimbusement, Workers Compensation, Transition accounting software , Review financials with Management, Review Bookkeeper work, Data Collection, Dashboarding, Cost Accounting, Organization, Negotiating, Ms Word, Petty Cash, Reporting, Traditional Budgeting, Training, Benchmarking, Debt Management, Debt restructuring, Financial Consulting, Financial Modeling, Due diligence, Depreciation, Debt Financing, Financial Statement Analysis, Controller, Financial Planning & Analysis, Forecasting, Financial Reporting, Fixed Assets, Full Cycle Month-End Close, Fund Accounting, Full Cycle Year-End Close, Government Grants, Grant Accounting

Industries Covered: 

Accounting Firm

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