Years of experience: 23

Tax ProfessionalActuaryM&A ExpertC-level ExecutiveConsultingFinance

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Audra's Career Path
Accounting, Financials and Taxes ConsultingJul. 2024 -
Present
Self-EmployedAccounting, Financials and Taxes Consulting
• GAAP Accounting Principles • Full-Cycle Bookkeeping (AP/AR, GL, Bank Recs) • Financial Statement Preparation • Year-End Close & Adjusting Entries • 1099 & W-9 Compliance • Income Tax Planning & Preparation (1040, Schedule C, 1120, 1065) • QuickBooks Online/Desktop & Accounting Software • Payroll Processing & Reporting (e.g., 941, W-2) • Chart of Accounts Setup & Cleanup • Tax Deduction Maxi...
Assistant ControllerMay. 2023 -
Jul. 2024
Asset LivingAssistant Controller
Accounting ControllerJul. 2022 -
Present
JM Partnering for SuccessAccounting Controller
Finance and Accounting Consulting non-profit (part-time): Accounting, Financial Statements, Budgets and Tax planning • Execution of complex financial statements to ensure compliance with GAAP, FASB ASC 958 for non-profits. • Prepares cash flow management adequate liquidity to meet operational business goals. • Partners with executive board on quarterly and annual budget development for operat...

Audra's Posts

  • 3

    About

    • 12+ years in full-cycle accounting • Mastery of GAAP, SOX, ASC 606, ASC 842 • Proven SEC financial management • Expertise in budgeting and strategic planning • Eager to leverage skills and experiences

  • 3

    Cases & Experiences

    • Led 8-member team, managed $780M revenue • Executed financial reporting for 50 properties • Achieved $150K annual savings with KPI metrics • Recovered $450K aged receivables • Enhanced cash position and bank reconciliations

  • 3

    Work Order

    • Specialize in financial oversight and NOI budgeting • Expertise in tax compliance and regulation planning • Optimize internal controls for complex entities • Enhance cash flow, balance sheet, income statement • Support strategic growth with actionable insights

  • 3

    How to contact

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  • 0

    How I can help you

    With a BS in Finance and 12+ years in full cycle accounting, I offer expertise in GAAP, SOX, ASC 606, and ASC 842. I excel in SEC financial management, budgeting, and strategic planning, and have led accounting teams to improve internal controls and processes.

  • 0

    People I am looking for

    Seeking clients who are small or large businesses, including startups and individual business owners. Services are tailored to meet specific needs, ensuring detailed and timely data.

  • 0

    Experience & Cases

    Achievements include SOPs for multi-entity accounting in real estate, developing accountant workbooks, and system enhancements for Yardi and NetSuite. Previous client: JM Partnering for Success.

  • 0

    How to contact

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