Accountant

TERI E. GUERRETTE, CPA (Inactive - Converting to Active)

**** ********* ******, **** * ( Carlsbad, California 92009

301-***-**** ( ***********@*****.***

SUMMARY OF QUALIFICATIONS

Detail-oriented accounting professional with a proven record of creating,

interpreting and reporting financial information in support of general

business operations. Ability to multi-task, work under pressure, meet

deadlines and be able to thrive in a fast-paced work environment. Strong

analytical and financial skills used to plan, program and execute projects

for senior management. Demonstrated success in all aspects of accounting,

including general ledger, bank reconciliations, tax preparation, financial

auditing, payroll and annual reporting.

core competencies

( General Business Accounting ( Quality Control

( Business Startup

( Client Service ( Financial Reporting (

Accounting Software

( Problem Resolution ( Team Leadership (

Deadline Management

( Employee Training ( Tax Preparation (

Decision Making

PROFESSIONAL EXPERIENCE

COMPETITOR GROUP, INC. San Diego, CA

April 2012 - September 2013

Headquartered in San Diego, CA, Competitor Group, Inc. (CGI) is the leading

media and event entertainment company dedicated to the endurance sports

industry of running, cycling and triathlons.

Senior Accountant - Compliance Specialist

. Primary interface with external audit teams and income tax preparers

for domestic and international legal entities

. Review and prepare audit support schedules; prepare all tax return

schedules and state tax apportionment templates for multi-entity

consolidated Federal income tax return and state income tax returns

. Prepare reconciliation schedules for all domestic and international

general ledger tax accounts

. Ensured domestic and international government compliance

MONTESQUIEU WINERY San Diego, CA

February 2011 - April 2012

Full-service winery/importer/retailer that sources top quality wines from

all over the world, bringing them directly to clients.

Accountant

. Responsible for month-end close: record month-end journal entries;

reconcile and record inter-company transactions; update and prepare

monthly account reconciliation schedules.

. Prepare consolidated financial statements in various requested

formats; assist financial statement auditors with requests.

. Processed payroll for salaried and hourly administrative/operations

employees (20) and commission based wine brokers (75 -100) on a bi-

weekly basis; verify accuracy of commission statements; provide

statements and reports to management on a bi-weekly basis.

WILLIAM LESTRANGE & ASSOCIATES, P.A. Rockville, Maryland

March 1995 - January 2011

Boutique certified public accounting firm, servicing over 150 clients

annually, specializing in individual tax, small business startup, auditing,

tax and management advisory services, non-profit organizations, and estates

and trusts.

Accounting & Tax Consultant (2009 - 2011)

Work remotely as a consultant for William LeStrange & Associates, P.A.

. Provide accounting, audit, tax and advisory services to individuals,

small businesses and non-profit organizations.

TERI E. GUERRETTE, CPA (Inactive - Converting to Active) ( Page 2 (

***********@*****.***

Accounting Manager (2000 - 2008)

. Direct 2 staff accountants/bookkeepers and 2 support personnel in

providing full-service accounting as well as administrative duties for

all aspects of the firm's practice.

. Assist clients with business set-up and support on-going operations

with invoice processing, general ledger maintenance, bank

reconciliations and payroll.

. Provide tax calculations and returns for sales tax, payroll tax,

personal property tax returns and corporate income tax. Serve as the

lead for audits of non-profit clients, traveling to client sites to

audit financials and prepare financial statements.

. Senior staffer on estate administrations, probate court accountings

and estate tax returns. Assist with individual tax preparation,

planning and advisory as needed. Provide in-house administrative

support for client billings and collections.

Major Contributions:

. Secured new business and repeat clients by ensuring quality work and

excellent client service.

. Improved internal workflow and facilitated on-time project completion by

developing standardized procedures and checklists for various accounting

functions.

. Increased cash flow by consistently meeting deadlines, allowing monthly

invoices to be processed on time.

Senior Accountant (1996 - 1999)

. Supported the Firm's Principal to gain account exposure and provide a

range of accounting services to small business clients.

. Assisted in performing client's routine accounting functions such as

general ledger, payroll, bank account maintenance and reconciliation,

and invoice processing.

. Prepared monthly financial statements, payroll taxes, sales taxes and

corporate income tax returns. Supported clients in new business set-up

processes and accounting.

. Performed fieldwork as needed in auditing non-profit clients. Assisted

with estate administration, probate court accountings and client

billings. Supervised 1 staff accountant and 1 administrative

assistant.

Major Contributions:

. Recognized by Firm Principal as "the most client service-oriented

accountant the firm has ever had" and as a key contributor to "helping

fuel the firm's growth."

. Received compensation increases well above industry average, totaling

89% in 3 years.

Administrative Assistant (1995 - 1996)

. Provided administrative and client support to Firm Principal and Firm

Administrator/Senior Accountant.

EDUCATION / CERTIFICATION

University of San Diego ( San Diego, California -Bachelor of Science in

Business Administration

Certified Public Accountant (State of Maryland - Inactive)

COMPUTER SKILLS

Excel, Word, Microsoft Outlook, MAS 90, Great Plains, QuickBooks Premier

Accountant, FRx Software, Crystal Reports, Lacerte Tax, BNA Tax Planner,

Kleinrock's Tax Products, CPA Practice Manager, SuperForms

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