ACTUAL CASE STUDIES WITH CLIENTS

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ISSUE:

How to improve disorganized accounting department.

RESULTS:

§ Trained staff in proper use of software 

§ Provided instruction in basic fund accounting

§ Implemented periodic account analysis and reconciliation

§ Improved budgetary process

§ Tightened internal control

ISSUE:

How to organize business to be more efficient and cost effective for continued profitability.

RESULTS:

§ Analyzed cash flow and implemented a budget

§ Established financial policies and procedures 

§ Introduced internal control mechanisms

ISSUE:

Unresolved matters arising from prior year IRS disputes

RESULTS:

§ Restated the last several months of financial reports including account reconciliations

§ Helped client reorganize records and obtain IRS clearance

ISSUE: 

RESULTS:

Developed program to monitor location of containers

and ensure their timely return 

ISSUE: 

Workers compensation claims caused cash problems 

RESULTS:

Reviewed pending “green liens” and introduced system

to work in conjunction with attorneys

ISSUE: 

Audit by State Board of Equalization on user tax 

RESULTS:

Represented client at Sacramento hearing, and presented workpapers to resolve matter with no further assessment 

ISSUE: 

Needed better terms and credit facilities from vendors

RESULTS:

Financial statements submitted in a timely, accurate manner 

ISSUE: 

Needed interim Controller 

RESULTS:

Performed controllership function and enabled company to operate smoothly and effectively during required period