William (Trey) Chase III, CPA
New Braunfels, TX 78132
Cell-830-***-****
*********@****.***
Distinguished 20+ years reflects continual advancement, a depth of valuable
and diversified leadership experience proven strengths in directing all
aspects of business and personal accounting.
PROFESSIONAL
STRENGTHS
CPA Business Accounting
Strong Analytical & Mathematical Quickbooks
Skills
Personal and Contract Accounting P&L and Budgeting
Education
Bachelor's Degree - Accounting Major University of Houston 1993
Licensed Certified Public Accountant CPA State of Texas
Dailey and Wells Communications Inc. September 2007 - June
2013
Financial Manager
SELECTED ACHIEVEMENTS
. Directed and review staff accountants
. Responsible for inventory, AP/AR and cash management
. Prepare and analyze financial reports for President
. Established and maintained internal controls, serve as liaison to
external auditors
. Manage and review company expense reports
. Coordinate filing of Federal and State tax returns with CPA firm
. File all city and other tax returns as required
. Analytical review and variance analysis of financial statements.
. Critical thinking accounting, problem solving and professional
judgment skills for managing diverse group of employees.
Wayne Collie, CPA San Antonio, TX September 2001
- December 2006
Senior Accountant
SELECTED ACHIEVEMENTS
. Prepared and reviewed tax returns for wide variety of entities, including
but not limited to individuals, partnerships, trusts and corporations.
. Generated monthly and quarterly close of financial statements
. Managed bookkeeping department and all outputs required
. Prepared and reviewed quarterly and annual payroll returns
. Prepared and reviewed monthly and quarterly sales tax returns
Cecil Griffin, CPA December 1993 - June 2001
Staff Accountant
SELECTED ACHIEVEMENTS
. Entered monthly quarterly checks and deposits for the firm
. Maintained bookkeeping, reports and client accounts
. Prepared AP/AR, Aging reports and financial statements.
. Meet with clients and review monthly bookkeeping reports
. Prepare Federal and State Income Tax returns for clients at the firm
SUMMARY of Qualifications
. Certifications: Bachelors Accounting, CPA State of Texas,
Microsoft Office Products, Word, Excel Advanced user over 15
years' experience, Quickbooks Pro and working with Quickbooks
products since 1999, Creative Solutions Tax and General Ledger
programs and computer literate for all up to date programs and
software systems.
. Professional and Personal Characteristics: team leader,
dependable, professional, enthusiastic, hard worker, honest,
problem solver, quick to implement and works well under
pressure.
References Available Upon Request[pic]