Provide tax preparation and planning services for individuals and businesses.
Provide outsourced accounting services for small business and entrepreneur clients with revenues upwards to $3M.
Establish financial and operating benchmarks, budgets, forecasts, and reporting standards on a bi-weekly, monthly, and/or annual basis.
Manage the preparation and review of monthly financial statements and ad-hoc reports for strategic planning; ensuring proper recording and reporting of all financial transactions in the company.
Assess current accounting operations, offering recommendations for improvement and implementing new processes.
Execute monthly and quarterly financial close process in an accurate and timely manner.
Oversee and monitor company cash flow and reconciliation of bank accounts
Develop and monitor business performance metrics
Evaluate accounting and internal control systems

Execute testing in accordance with the criteria defined in the PNC's RCSA playbook.
Conducted interviews with bank process owners and key stakeholders.
Created process narratives, mapping process from beginning to end.
Performed control walkthroughs to document control deficiencies and provide recommendations for control enhancements.
Worked closely with internal clients at all levels in developing audit findings, managing issues, and providing recommendations regarding business process optimization, internal controls, risk management and compliance.
Supervised internal audits to assess the effectiveness of controls, accuracy of financial records, efficiency of operations, and compliance with governmental regulation.
Reviewed work papers supporting external audit of internal controls, business processes, and account balances.

Assist in planning, coordinating, and executing cross-functional risk management projects.
Execute internal audit testing and SOX Compliance testing for various areas of operations to provide senior
management with an objective assessment of business risk and the overall effectiveness of business processes.
Establish and manage relationships with client-side project members to facilitate project fulfillment.
Engagement lead responsibilities; project planning, client status reporting, presenting project results to clients, review work papers of junior level staff.
Test key controls for design and operating effectiveness.
Document financial reporting processes, risks, and controls.
Perform third-party risk assessment to address vendor risks, performance, and governance.
Execute SOC 1 and SOC 2 audits.
Execute IT audit engagements and risk consulting services.

Executed SOC 1 and SOC 2 audits.
Tested ITGC and ITAC to provide senior management with an assessment of risk and effectiveness of processes.
Gathered, analyzed, prepared and summarized recommendations regarding business process optimization, internal
controls, and compliance.