Real Estate Sales

EXPERIENCE:

CPA ****-Present

Lisa Carter CPA PLLC Magnolia, TX

. Developed and sold large local CPA practice with a client base of over

*** *** ***** ********** ** CPAs, bookkeepers and administrative support

. Assisted over 100 closely held businesses with accounting controls,

policies and procedures

. Prepared individual, corporate, partnership, trust and non-profit tax

federal and state income tax returns

. Prepared payroll and sales tax reports

. Supervised financial reporting, planning, budgeting, cash management,

marketing and business development

. Assisted clients with audit preparation and representation

. Provided QuickBooks training

CPA 2002 - 2004

Cohen & Associates Boston, MA

. Preparation of personal, corporate and non-profit tax returns

. Review of financial and management reports for a real estate client

. Preparation of real estate financial statements

. Fixed asset tracking

. Bank account reconciliation and cash log maintenance

Professor (Adjunct) 2007-2009

North Harris Montgomery Community College District The

Woodlands, TX

. Instructor of Federal Income Tax for Individuals

Auditor 1995 - 2002

US Customs Service, Regulatory Audit Division

Boston, MA

. Performed audits of major importers and companies filing drawback claims

. Tested import and financial transactions to assess the compliance level

in each trade area

. Determined the adequacy of internal controls

. Utilized traditional audit techniques including statistical testing

. Wrote compliance assessment reports supporting assessment findings

. Coordinated and developed the "Importer Compliance Monitoring Program

Working Paper Technical Guide"

. Developed a "Word and Excel for Auditors" guide and policy section of the

"RAMIS Users Guide"

. Provided training to auditors in the Boston Field Office

EDUCATION and TRAINING:

Bachelor of Science, Accounting, Suffolk University, May 1994

Masters of Science in Taxation, Suffolk University, February 1996

Numerous specialized audit courses, US Customs Service, August 1995 -

July 2002

Numerous computer courses (including programming), September 1995 -

July 2002

International Banking & Money Laundering, May 2002

AWARDS:

1996 to 2002 Various On the Spot and Time off awards.

1999 Superior Achievement Award

2000 CAS Employee of the Year - Boston Regulatory Audit Field

Office.

Special Appreciation Award for my continued support to the

Regulatory Audit Division, Boston Field Office.

COMPUTER SKILLS:

ProSeries, Lacerte, GoSystem Tax RS, BNA and CCH Tax Research

QuickBooks Pro, Enterprise and Online

Epicore

FAS (Fixed asset tracking software)

Microsoft Office (Microsoft Word, Microsoft Excel, Microsoft Access,

Microsoft PowerPoint)

CERTIFICATIONS:

Licensed CPA in the Commonwealth of Massachusetts

Licensed CPA in the State of Texas

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