Real Estate Customer Service
Resume:
Timothy H. Slone, C.P.A.
Montrose, CO 81401
******@********.***
Timothy H. Slone - resume page 1
ACCOUNTING & TAX PROFESSIONAL
QUALIFICATION PROFILE
Certified Public Accountant - with over twenty-five years experience in public accounting, specializing in
business accounting including financial reporting and income tax preparation. Commercial real estate analysis
including detailed projected cash flows and capitalization rates of investment; proficient in the entire 1031
Exchange process. Reputation as a self-directed professional, able to prioritize projects and make reasonable
decisions with little or no supervision. Excellent problem solving capabilities, communication, analytical, and
management skills. Supervised multi-department accounting and bookkeeping personnel. Computer literate with
proficiency in various financial and tax software programs. Devised and implemented revenue increase and cost-
reduction measures throughout my professional career by utilizing staff capabilities and upgrading technologies.
Accounting, Finance, Tax & Audit Experience - track record of performance in fast-paced environments.
Relevant experience includes preparing financial reports, quarterly and year-end audits, knowledgeable in
accounting theory and terminology, corporate consolidations, complex partnership and multi-state corporate
taxation, bank reconciliations, account analysis, and company operating policies and procedures. Instrumental in
ensuring the integrity of all reports and filings to clients and all federal, state, and local governmental agencies.
Team Leadership - twenty-plus years experience managing and training diverse staff members.
Customer Service - strong focus on satisfactory client relations; adept at handling challenging situations.
Technical Capabilities - proficient in Microsoft Office; able to utilize and maintain complex spreadsheets and
databases.
ACCOUNTING COMPETENCIES
Practical work experience combined with academic and company training in following areas:
• • •
Accounting Information Systems Financial Accounting Property Asset Management
• • •
Budgets, Forecasts & Cash Flows Investment Analysis Internal Control & Audit
• • •
Payroll Administration Financial Statements Corporate Taxation
• • •
Data Collection & Record Keeping Journal Entries Consolidations
• • •
Bank Reconciliations Client Relationship Management Technology
Technical proficiency includes Microsoft Excel, Word, and Windows XP, Lotus 1-2-3, Lacerte Tax Software, ACT! (by Sage) contact
management software, QuickBooks and Peachtree accounting software, and Timeslips billing software.
LICENSES & CERTIFICATIONS
• C.P.A. license in Colorado since 1997
• C.P.A. license in California since 1984
• Colorado Real Estate license in 2008
Timothy H. Slone - resume page 2
EDUCATIONAL BACKGROUND
Bachelor of Science in Business Administration, major in Accounting - California State University at Long Beach.
Graduated with Honors, including a minor degree in Industrial Arts.
Member of Beta Gamma Sigma (International Honor Society).
CAREER EXPERIENCE
Professional Tax Services LLC, Montrose CO 2003 to present
Tax Accountant
• Owner/Manager of local tax preparation and accounting firm with two part-time employees servicing over
150 business and individual clients.
• Implemented the “paperless office” for more efficient client record storage and archival.
• Obtained Colorado Real Estate license to more develop and specialize in real estate tax law, including the
1031 Exchange process and tax code.
Slone & Associates, CPA, Los Alamitos CA 1990 to 2003
Owner, local CPA firm
• Implemented Lacerte in-house tax preparation software for a 20% cost savings, more efficient staff
productivity and better client response time.
• In-charge of, installed and maintained the company local-area-network (LAN) increasing overall personnel
productivity, expanding client file storage capabilities, and improving electronic file backup procedures.
Slone, Slone & Co., CPAs, Los Alamitos, CA 1984 to 1990
Partner, local CPA firm
• Managing partner of a three CPA +1 clerical staff, local CPA firm. In charge of operations and personnel.
• Installed company’s first desktop computer and accounting software. Designed spreadsheets to produce
complete financial reports including general ledgers, bank reconciliations, profit and loss statement, balance
sheet, and cash flow statement.
• Expanded the firm to include a fourth CPA, increased the number of computers in the office to five and
increased company profits by 15%.
CIVIC ORGANIZATIONS
California Masonic Lodge (Composite Lodge #595)
• Served as Master of the Lodge in 1985 while living in Long Beach; still a current member.
Ouray Lions Club
• Served as Treasurer for four years while living in Ouray.
Thank you for the time you have taken to review my credentials.
Timothy H. Slone - resume page 3
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