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Work Background
Open Books AccountingFounder
Nov. 2024Rock Hill, South Carolina, United StatesI assist mental health practitioners take control of their finances with clarity, confidence, and compassion. As the founder of Open Books Accounting, I specialize in simplifying accounting for professionals dedicated to the well-being of others, offering tailored accounting and financial services that support your unique needs. I’m here to ensure that your books are in order so you can focus on what you do best—caring for your clients.
BNA CPAs & AdvisorsChief Operating Officer
Aug. 2021 - Oct. 2024Rock Hill, South Carolina, United States
Blumer & Associates, CPAs, PCOperations and Marketing Manager
Jun. 2019 - Jun. 2021
Bernard N. Ackerman, CPA, P.A.Accountant
Jul. 2014 - Jun. 2019Rock Hill SCManage the monthly accounting for several small businesses in the Rock Hill area
Review individual tax returns
Compile financial statements for a number of clients
Complete monthly and quarterly sales tax returns
Prepare corporate tax returns
MetLifeAccounting Associate
Aug. 2013 - Jun. 2014Charlotte, North Carolina Area• Examination of operations to ensure accuracy of accounting records
• Research causes for discrepancies and then post correcting entries if needed
• Prepare monthly reconciliation reports for five different operating units
• Maintain a daily reconciliation for four different source codes
The Kuester CompaniesAccounts Receivable Specialist
Apr. 2012 - Aug. 2013Fort Mill, SC• Maintain general ledger accounts
• Produce bank reconciliations at month end
• Prepare financial statements for thirty different homeowner associations
• Post payments received in office and from bank lockbox
• Key return payments and misapplied payments from bank communications
• Process resident and builders’ assessment billing
• Enter new homeowner information from attorney closing paperwork
• Create and maintain Excel reports for property managers
AmWINS GroupPremium Accounting Analyst
Dec. 2010 - Mar. 2012Charlotte, North Carolina Area• Administered premium payments to insurance companies covering 1,000 accounts monthly.
• Processed work on the AmLINK system designed for AmWINS specialized needs. • Analyzed differences in accounts compared to paperwork for each account to find and correct any errors.
• Researched accounts to resolve premium discrepancies.
• Team lead for a group of coworkers in which I compiled Excel reports of our combined work loads to present to manager.
Bernard N. Ackerman, CPA, P.A.Accounting Intern
Jun. 2009 - Jun. 2009Generated bank reconciliations for clients using Peachtree software. Recorded data from clients monthly production reports to an Excel spreadsheet. Reviewed financial statements for an accrual basis company. Generated payroll tax return using the After-The-Fact Payroll software.
Bernard N. Ackerman, CPA, P.A.High School Intern
May. 2004 - Aug. 2007I learned how a CPA firm functions on a daily basis by working various tasks and projects such as: filing, working with the computer, assisting clients with their needs, and answering phone calls. I also had on the job training to assemble tax returns for clients and to highlight important details for the clients.
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