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Work Background
President
Balanced EquationPresident
Jul. 2012Fort Collins, COAs a Colorado-based accounting services organization, we seek to embrace the most current web-based solutions to provide our clients with outsourced accounting services. Our primary goal is to help our business owners keep more of what they make. We do this through: -utilizing top of the line cloud based software solutions -gaining in depth knowledge of our clients' industries and operational activities -developing financial and non-financial Key Performance Indicators that help our clients keep the pulse of their business.
Partner
Rickards & Co. LLPPartner
Dec. 2010 - Jul. 20123711 JFK Parkway, Suite 240, Fort Collins, CO 80525Bookkeeping and financial statement preparation and analysis. Tax planning and preparation of returns for C and S corporations, partnerships, non-profits and individuals. Audits, reviews, compilations.
CPA
Rickards Long & Rulon, LLPCPA
Jan. 2006 - Oct. 2010Preparation of tax returns for individuals, c-corporations, s-corporations, partnerships and non-profits. Provide audits of small businesses primarily in the non-profit sector.
Accountant
Hewlett FoundationAccountant
Jan. 2003 - Dec. 2005Menlo Park, CAPreparation of monthly board package; general ledger closing, annual budgeting for assigned departments; expense report processing. Power user for Dynamics Great Plains.
Senior Accountant
Evans Analytical GroupSenior Accountant
Jan. 2002 - Dec. 2003Sunnyvale, CAPrepared monthly financial reporting package and account reconciliations. Supervised payroll/accounts payable position as it related to assigned divisions/departments. Annual budgeting.

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Tax Strategy Consulting for Startups
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Outsourced Fractional Controllership
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Expert Tax Planning & Advisement Services
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