Certified Public Accountant, Certified Fraud Examiner

JERRI KISSEL, CPA,CFE

*** ******** ****

Daphne, Alabama 36526

251-***-**** acckog@r.postjobfree.com

CERTIFIED PUBLIC ACCOUNTANT / CERTIFIED FRAUD EXAMINER

with comprehensive experience in:

Business Entity Consultation Construction Audits Retirement Plan Administration

Cash Management Financial Reporting / Analysis Software Evaluation / Analysis

Budgeting / Forecasting Cost Segregation Studies Taxation – Entity / Individual

Staff Management GAAP Financial Statements Estate & Trust Management

CERTIFIED PUBLIC ACCOUNTANT – STATE OF ALABAMA

Highly organized, results driven, detail oriented CPA with 14 years experience in public accounting. Well versed in establishing

and implementing accounting systems, processes and controls that significantly improve profit margins, efficient practices, cost

reductions and tax strategies. Accomplished in working with all levels of management and staff. Strong written and oral

communicator who can deliver effective presentations in the form of charts, graphs, exhibits and summaries. Motivated

achiever able to work independently and complete detailed tasks in a timely, efficient manner.

/ ACCOMPLISHMENTS

PROFESSIONAL EXPERIENCE

JERRI KISSEL, CPA, FAIRHOPE, AL 2008-Present

Sole Practitioner / Consultant

Serve privately owned companies in various industries with sales volumes ranging from $200k - $15MM.Services provided

include assisting attorneys and court appointed special masters by applying forensic accounting techniques to provide verifiable

financial information and documentation for litigation support;; evaluate / make recommendations on industry specific software;

preparation and review of tax returns for complex partnerships, “S” and C corporations, estates and trusts; month-end G/L

closing; fixed asset schedules; compilations, reviews and audited financial statements. Assess internal controls / accounting

systems for improvement and efficiency.

• Consult with and develop internal control policies and procedures for small businesses to improve accountability and

enhance productivity.

• Revised G/L accounts and coding for consistency in financial reporting.

• Prepared budgets and forecasts to establish historical trends for future planning and growth.

• Successful in documenting conclusions that supported valuation of assets in litigation trial.

• Played key role in increasing employee productivity through industry specific software training.

• Researched and solved complex tax issues regarding sale of foreign-owned US corporation.

KISSEL & WHITLOCK, P.C., ALCOA, TN 1999-2008

Managing Partner, 2003-2008

Staff Accountant, 1999-2002

Promoted to partner within 3 years to direct staff of 5 and supervise and coordinate all accounting functions, manage firm

practice and provide support and training to all employees and clients. Developed external financial relationships with banks and

insurers to assist clients in growth and profitability. Researched and provided solutions to complexities encountered in various

corporate and partnership tax issues. Performed controller services for development stage corporate clientele.

• Manage personnel; coordinate and review write-up, tax preparation, multi-state payroll, compiled/reviewed financial

statements; troubleshoot/maintain software applications for clients and firm network.

• Preparation and review of business, estate and trust and individual tax returns.

• Provide general business advisory/ set-up accounting software and provide training for new clients.

• Facilitate client relationships with banking institutions and insurers for fixed asset acquisitions and lines of credit.

• Establish quality relationships with clients by delivering outstanding service and work product from competently trained

staff resulting in consistent growth of firm revenue annually.

• Testified as an expert witness in fraud embezzlement case. Reviewed and documented financial records to determine amount

of dollar loss which exceeded $150k.

• Monthly financial statement preparation; monthly closing entries.

• Cash management for large multi-state medical laboratory facility resulting in interest income on unused cash reserves.

• Acting controller for multi-state medical laboratory facility for 4+ years advising owner on creation of policies and

procedures for implementation including employee handbooks, creation of viable retirement plan, bringing medical billing

in-house, and design of internal controls to create accountability.

• Analyze and review financial books and records requiring audited financial statements. Recommended and reported

potential weaknesses to management.

• Preparation of multi-state payroll, sales tax, tangible personal property returns, business and individual tax.

• Perform audits of construction contractors for compliance with state licensing requirements.

EDUCATION / TRAINING / COMPUTER SKILLS / PROFESSIONAL AFFILIATIONS

Bachelor of Science in Business Majoring in Accounting, Indiana University Kelley School of Business, Indianapolis, IN

Certification in Fraud Examination, Chicago, IL

Insurance and Risk Management, Employee Benefits / Retirement Planning, Florida State University, Tallahassee, FL

Alabama Banking School, University of South Alabama, Mobile, AL

Proficient in Microsoft Excel, Word, PowerPoint, Outlook, Quickbooks, Buildium, VRPro, ProSeries Tax, Fixed Asset

Manager, Microsoft Dynamics-Great Plains, SalesPad

American Institute of Certified Public Accountants

Alabama Society of Certified Public Accountants

Association of Certified Fraud Examiners

Annual Continuing Education courses to maintain all Certifications

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