Joseph P. Davis, MS, CPA Resume of Qualifications

***** ** **** **** ***** CELL: (336) 339–5849 HOME: 772-***-****

Indiantown, FL 34956 E-Mail: ac178c@r.postjobfree.com.

SUMMARY OF QUALIFICATIONS:

Background encompasses professional experience in the following key positions of responsibility:

Controller (manufacturing and retail businesses); Senior Staff Executive (Management Consulting); Owner (Accounting and Tax Service); Manager (Public Accounting Firms)

Strong skills in business consulting with specific experience in performing detailed examination of client’s business and problems; designing and implementing methods through written documentation and training for the client to operate their businesses more effectively and profitably.

Proven experience in public accounting with specific skills in overseeing field audits; preparing and reviewing personal and business tax returns; preparing and reviewing client write up work, designing and implementing computerized accounting systems.

CPA licenses in Virginia and North Carolina

QuickBooks Pro Advisor, Expert in Excel, Word, Ultra Tax, Creative solutions Accounting &

Ultra-Tax

EDUCATION

Master’s Degree in Accounting Tax Concentration

Bachelor’s Degree in Accounting

VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY – Blacksburg, Virginia

PROFESSIONAL EXPERIENCE

Accounting Manager – Benham Miller & Harris Accounting Firm 2015 – 2017

Boynton, Stuart, Okeechobee & Pahokee FL, Quick Books Pro Advisor

Responsible for tax research, preparation and analysis of personal, corporate, payroll and fiduciary tax returns.

Responsible for client financial statement preparation on a monthly and year end basis.

Responsible for reviewing data input on a monthly basis for over 250 QuickBooks clients.

Responsible for assisting clients with manual and computerized accounting system design and implementation.

Responsible for assisting clients with budget preparation and financial forecasts.

Responsible for concerting BMH from DOS based accounting system to QuickBooks including transferring over 250 clients to QuickBooks and training 4 bookkeepers in using QuickBooks.

Responsible for assisting clients with budget preparation and financial forecasts.

Tax Associate – Cocuy, Burns & Co. 2014 -2015

Templeton & Co. 2015

Wellington & West Palm Beach FL

Quick Books Pro Advisor

Responsible for tax research, preparation and analysis of personal, corporate, payroll and fiduciary tax returns.

Responsible for field audits.

Contract Assignments – Industry & Public Accounting 2013 - 2014

Manager – Councilman, Farlow, Marlowe & Co., PLLC 2001 – 2013

Greensboro, North Carolina

Quick Books Pro Advisor

Responsible for tax research, preparation and analysis of personal, corporate, payroll and fiduciary tax returns.

Responsible for client financial statement preparation on a monthly and year end basis.

Responsible for compilations and reviews and assisting with audits.

Responsible for assisting clients with manual and computerized accounting system design and implementation.

Responsible for assisting clients with budget preparation and financial forecasts.

Controller 1998 - 2000

Cody Manufacturing Co., Inc.

Orangeburg Mobile Home Supply, Inc.

Lexington Hardware, Inc.

Orangeburg, South Carolina

Responsible for overall accounting and tax for all three businesses.

Preparation of internal and external financial statements.

Prepare all payrolls including checks, payroll tax deposits, etc.

Analysis and preparation of corporate tax matters and Ownership Personal tax matters.

Maintain working relationships with outside parties from a financial perspective including lending institutions and suppliers.

Design, implement and maintain data processing systems.

Perform personnel duties as needed including insurance, workmen’s comp, personnel records, etc.

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