Accounting Data Entry

RESUME OF

ROGER L LANEY III

Address: **** ******** ***** ****; Cumming, GA 30028

Phone: 850-***-****

Email: *********@**********.***

Linked In URL: https://www.linkedin.com/rogerlaney4961

Twitter URL: https://twitter.com/@rogerlaney

Facebook URL: https://www.facebook.com/roger.laney.10

AREAS OF EXPERTISE

Comprehensive FP&A experience

Construction Industry Accounting & Operations

Medical Practice Accounting & Operations

Law Firm Accounting & Operations

NonProfit Accounting and Operations

Financial Analysis

Strategic Planning

Financial Statement Preparation & Reporting-GAAP, OCBOA

Balance Sheet, P&L Accountability

General Ledger, Accounts Receivable, Accounts Payable, Inventory, Job Costing

Fixed Asset & Inventory Accounting and Controls

Internal Controls

Payroll Processing & Taxes

Budgeting, Forecasting and Cash Flow Projections

Taxes-Corporate, Partnership, Individual, Sales & Use, Tangible Property

Project Management

Development & Implementation of Financial Policies & Procedures

Mergers & Acquisitions Experience

SKILLS & ABILITIES

Quickbooks ProAdvisor-Desktop & OnLine Versions

Mac & Windows Operating Systems Proficiency

Microsoft Office-Excel, Word & PowerPoint

Creative Solutions-Tax, Accounting, Fixed Asset, FileCabinet Software

ADP & Quickbooks Payroll Systems

Familiar with Peachtree/Sage Accounting Software

Familiar with Microsoft Dynamics/Great Plains Software

Cloud Based Software Applications

Team Building/Leadership

Management & Problem Resolution

Experienced and confident communicating with vendors, bankers, attorneys, CPA’s, governmental regulators and independent contractors

Ability to work under pressure, meet critical time deadlines and manage multiple projects simultaneously.

Strategic thinker-Highly Organized

Good presentation skills developed through teaching accounting and financial planning seminars; leading staff meetings; teaching Quickbooks training seminars

Strong Work Ethic with ability to multi-task and balance priorities.

Highly developed interpersonal skills (written and oral communication).

DETAILED WORK EXPERIENCE & ACHIEVEMENTS

From-To: July, 2008- March, 2018: CFO for Multiple Profit & NonProfit Organizations

Achieved increased efficiency in day to day operations and processing of financial transactions, allowing for significant revenue growth without increased administrative costs. Some of the major achievements were:

Improved internal accounting controls by taking advantage of available technology to automate approval of invoices for payment, improve cash flow by speeding up collections, automate data capture to reduce repetitive data entry and automate document storage by installing an electronic filing cabinet solution, resulting in significant improvement in financial team efficiency and cash flow.

Improved team dynamics by focusing on better communications, both internaI and external. By clearly defining job responsibilities and work flow, our team dynamics and morale improved and our staff became a cohesive team. I set up a system to provide regular performance results to all department heads and managers, giving them information needed to make timely and informed decisions that resulted in revenue growth and increased profitability.

Automated vendor contract process, allowing us to reduce the time required from initial negotiation to finalization of vendor contracts by 40%, and provide easy and secure 24/7 access to all relevant contract information for all interested parties.

Led project to redesign our custom registration database, making our system substantially more user friendly and responsive, and allowing us to decrease registration time for our camps by over 30% for our staff AND our customers. Our new system also increased our points of contact in our database from appr. 500 student pastors each year to every camp attendee (appr 14,000 each year), providing us increased opportunities for direct marketing, value added services and support.

I was responsible for development of annual operating and capital budgets, financial statement preparation and analysis, cash flow forecasting, project management, some HR functions, feasibility studies and pro forma projections for new projects or business opportunities; negotiating and reviewing all primary contracts with vendors; establishing and maintaining all banking relationships; communication with outside legal counsel and outside CPA firm as required; maintaining relationships with all primary vendors; developing internal accounting controls and policies and procedures; supporting organization’s leadership teams, and reporting all financial operating results to the board of directors and CEO on a monthly basis and at all regular board meetings.

From-To: 1988-Present: Owner of Roger L Laney III, EA, Accountant and Business Consultant and Laney Accounting & Tax Services, LLC

Owned and operated my own accounting firm, with initial office in Chipley, Fl, expanding to a second office in Panama City, Fl. My firm focused on accounting and business consulting for small business clients and tax planning & preparation for businesses and individuals.

Taking advantage of remote processing capabilities and on-line and cloud based technologies, I established systems, controls and procedures allowing my staff to serve clients from various locations seamlessly as needed.

Utilizing Thomson Reuters technology and software (Creative Solutions software product line), I was able to achieve year after year growth in number of accounting clients and tax clients effectively served by a single staff member, resulting in increased profitability for firm.

Achieved an almost paper free work environment by installing scanners at each staff members work station and capturing all client records and data into electronic file cabinet program, increasing processing efficiency by over 30% and decreasing copy paper cost by 80%.

My practice served a variety of clients ranging from nonprofit ministries to retail establishments to construction firms to professional service firms to medical practices. The practice grew by over 480% from 1988 to 2008, both in gross revenues and number of clients served. My firm specialized in healthcare clients, construction industry clients, professional service firms and nonprofit entities.

From-To: 1974-1988: Billy F Ketcham PA, CPA -- Ketcham & Laney, PA, CPA’s.

Began my accounting career as a staff accountant with Billy F Ketcham PA, CPA’s in Tallahassee, FL and was promoted to junior partner in 1978 in the firm of Ketcham & Laney, PA, CPA’s. I was a licensed Florida CPA from 1975 until 1988. While working with Ketcham & Laney, I served a large portfolio of clients and was lead auditor for several bank, construction company and governmental entity audits.

After being promoted to junior partner in the firm, I handled firm administrative and IT operations. During my years as junior partner, we accomplished the following:

Added a time and billing function for professional service clients, allowing us to expand our market share and services offered.

Vetted, selected, installed and operated firm’s first computer system, establishing work flows, policies and procedures, and overseeing data entry operation.

Automated tax return processing by researching and selecting best tax preparation software available to firm, resulting in significant increase in number of tax returns prepared by each staff member, thereby increasing overall profitability of tax practice.

Integrated our tax preparation work with our bookkeeping work to minimize data entry required to prepare tax returns for our bookkeeping clients.

Resigned my position with the firm in 1988 to start my own tax, accounting and business consulting firm in my home town of Chipley, FL.

PROFESSIONAL EXPERIENCE/ACHIEVEMENTS

Achieved junior partner status in Tallahassee FL CPA firm after working as staff accountant for 3 years.

Selected, installed and maintained the first firm computer system for Ketcham & Laney PA, CPA’s, automating tax and accounting preparation

Established automated time & billing system to track billable and nonbillable time that enabled the firm to increase billed time (and revenue!) by 21% and reduce “lost hours” by 14%.

Utilized time and billing system to establish new firm fee for service activity and acquire new clients in the legal profession, crafting time and billing systems for various law firms in Tallahassee, FL.

Led audits for a variety of governmental entities, nonprofit organizations and construction clients.

Established my own accounting and business consulting firm, growing from a single practitioner to a firm with a staff of 6 that served over 500 clients.

Gained accreditation as an Enrolled Agent (EA), Accredited Tax Preparer (ATP), Accredited Business Adviser (ABA) and a Quickbooks ProAdvisor.

Implemented technology advancements that provided increased efficiency and production, allowing existing staff to serve larger number of clients from multiple locations with 24/7 support.

Installed and implemented a “paperless” work environment, greatly increasing staff efficiency and reducing overhead costs. Recognizing Creative Solutions (Thomson Reuters) as a leading producer of accounting & tax software and leader in technology advancements, I used their suite of professional software (tax, payroll, accounting, fixed asset and electronic file cabinet) to manage my firm and serve our clients.

For clients wanting their own accounting systems, installed and customized Intuit’s Quickbooks program, again recognizing Intuit & Quickbooks as industry leaders in small business accounting software.

Responsible for all finance and accounting operations of a full scale production company, various nonprofit ministries, retail businesses with both physical and on-line stores and real estate holdings.

Established inventory systems and controls, fixed asset systems and POS systems to accommodate all operations.

Oversaw all HR functions, using ADP as payroll and HR services provider.

Handled negotiations for the sale of a major portion of business, coordinating the integration of operations with the holding company that acquired us.

Handled negotiations and transition to a completely independent organization.

Developed and launched new custom registration database system that allowed for on line registration for our summer camp programs and increased our points of contact with our customers from 500 to 14,000, greatly enhancing and improving our registration process and our ability to market to and serve our customers.

Supervised installation of a POS system to run our physical and on-line stores and a rental equipment inventory system to manage our full scale production house.

EDUCATION

1971-73: Attended and Graduated from Chipola Jr College in Marianna, FL with AA degree

1973-74: Attended and Graduated from Florida State University in Tallahassee with BS degree in Accounting & Business Administration

1975-Present: Annual continuing education to maintain professional competencies (Enrolled Agent, Accredited Business Advisor, Accredited Tax Preparer)

COMMUNICATION EXPERIENCE

Previous experience teaching accounting and tax seminars and Quickbooks training seminars (Quickbooks Certified ProAdvisor for 12 years)

Experienced with presentations to professional audiences such as bankers, attorneys, CPA’s and non-profit Board members

Experienced in communicating with staff and customers/clients to build relationships and manage conflicts

Experienced in hosting and chairing public forums, such as POA meetings and board meetings

LEADERSHIP

Served on Leadership Teams for Organizations I have worked for over the last 10 years

Served on Board of Directors of multiple nonprofit entities

Serving on Dawson County School Governance Council

Served as President and Treasurer of Oak Forest POA

Served as Officer in Tallahassee Chapter of FICPA

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