Accounts Payable Receivable

Richard D. Purviance, CPA

Accounting Roles

502-***-**** ************@*****.*** Louisville, KY 40207 Highly experienced, retired Certified Public Accountant and a former Tax Preparer with decades of experience in tax preparation, financial management, reconciliations, and accounting operations. Skilled in preparing individual and corporate tax returns, ensuring compliance with federal and state regulations, and identifying tax-saving opportunities. Demonstrated expertise in financial statement analysis, budgeting, forecasting, performing detailed reconciliations, and implementing effective accounting systems. Seeking accounting roles to leverage well-honed knowledge in accounting practice. CORE COMPETENCIES

Tax Planning Financial Analysis Budget Management Cost Accounting Financial Reporting Audit Preparation Cash Flow Analysis Financial Modeling Risk Assessment Tax Compliance Variance Analysis Accounts Payable Accounts Receivable Payroll Processing Financial Statement Preparation Bank Reconciliations Regulatory Compliance Cost Reduction Data Analysis Month-End Close Process Cash Operations Resolve Accounting Issues Financial Planning Revenue Recognition Technical Skills: AS400 & IBM mainframes, CICS, MVS, Novell, Access, Lotus, Focus, Basic, RPG, Cobol, SQL, Mas90, Great Plains, DacEasy, Jonas, Real world, QuickBooks, Open Systems, SAP, Crystal Reports, CCH & Lacerate Tax Software, MS Office PROFESSIONAL EXPERIENCE

TAX PREPARER Jackson Hewitt, William Bennet CPA, Paul Schultze, & Jones, Nail, & Mattingly (2001 - 2004) Feb 2024 – Apr 2024

Reviewed individual, corporate, and partnership tax returns, maintaining compliance with federal, state, & local tax laws.

Performed thorough and accurate financial analysis to identify tax-saving opportunities and minimize client liabilities. CONTRACT LABOR ACCOUNTANT Medical Dental Business Consultants - Louisville, KY Sep 2018 – Dec 2020

Performed account reconciliations to resolve discrepancies promptly and support business decision-making processes.

Prepared accounting reports for clients, including financial performance, variance explanations, and actionable insights.

Worked with clients to gather financial data, answer queries, and offer expert advice on financial management strategies.

Developed robust internal controls and accounting systems to enhance efficiency and reduce the risk of financial fraud.

Conducted reviews of financial transactions and documentation to verify completeness, accuracy, and compliance. CONTROLLER Clark Enterprise Inc - Louisville, KY Feb 2006 – Jul 2018

Generated financial statements for all properties by managing accounting procedures and timelines using QuickBooks.

Scrutinized general ledger entries to ensure correct classification to ensure alignment with financial reporting standards.

Directed the month-end closing process, including thorough reconciliations, adjustments, and review of financial data.

Supervised and facilitated the tracking, approval, and payment of invoices, as well as the collection of receivables.

Tracked cash flow status to identify potential liquidity issues and recommended strategies to optimize financial health. CONTROLLER Louisville Boat Club - Louisville, KY Sep 2005 – Jan 2006

Administered employee health insurance plans, compensation, & 401(k) programs to ensure compliance with regulations.

Compiled, analyzed, and presented accurate financial statements monthly, quarterly, and annually to adhere to GAAP.

Managed general ledger accounting, journal entries, & reconciliations, ensuring timely recording of financial transactions.

Monitored cash flow to optimize liquidity, driving sufficient funds for operations, investments, and strategic initiatives.

Executed bank reconciliations to resolve issues and maintain alignment between bank statements and company records. OTHER EXPERIENCE

PART-TIME INTERNAL CONTROLLERSHIP SERVICES Private Practice RDP Accounting

Performed monthly and annual accounting tasks, ensuring accurate and timely financial statement preparation for clients.

Maintained compliance with all regulatory requirements by preparing and filing quarterly & year-end payroll tax returns.

Completed and submitted monthly sales tax returns and managed the preparation and filing of individual and business income tax returns. Worked with clients on financial statement analysis to improve financial health and decision-making. ACCOUNTING CONTRACTOR Kintech LLC - Louisville, KY

Conducted accounting tasks and filed International Fuel Tax Agreement returns to comply with interstate fuel tax laws.

Deployed strategies for timely collections by managing customer accounts and reducing receivables to improve cash flow. OTHER EXPERIENCE continued

ACCOUNTING CONTRACTOR CCI Prim Star - Louisville, KY

Analyzed and reconciled data to identify discrepancies, leading to the recovery of $75,000 in unpaid service work.

Created a database system to track and compare service work performed versus paid, ensuring accuracy and timeliness.

Developed financial summaries for management to provide insights into financial performance and aid strategic planning. SEASONAL TAX PREPARATION Jackson Hewitt

Managed and resolved complex tax issues, including multi-state filings, international tax matters, and trust taxation.

Prepared and submitted documentation for tax filings, including extensions, estimated tax payments, & electronic filings.

Educated and guided clients on tax regulations, changes in tax law, and best practices for tax planning and preparation. ACCOUNTING CONTRACTOR Advanced Chemtech

Improved financial statement timeliness by optimizing closing processes and deploying streamlined reporting procedures.

Enhanced cash reconciliation through analysis and proactive adjustments, ensuring accuracy and liquidity optimization.

Overhauled accounts receivable collections strategies to accelerate cash flow and reduce outstanding balances. ACCOUNTING CONTRACTOR INTERIM CONTROLLER Bates Financial, Bernheim Forest, Louise’s Inc, DIP

Oversaw corporate accounting functions for multiple companies to optimize financial reporting and analysis processes.

Implemented a not-for-profit accounting system using Mas90 software to enhance efficiency in financial operations.

Provided accounting, audit, and cash forecasting reports to the bankruptcy trustee to facilitate informed decision-making. EARLIER EXPERIENCE

Controller Garceveur Corporation - Louisville, KY Cost and Accounting Systems Development Manager Courtaulds Coatings - Louisville, KY Internal EDP and Financial Auditor Louisville Gas and Electric Company - Louisville, KY Systems Analyst, Programmer Ohio Department of Natural Resources - Columbus, OH EDUCATION

DEGREE PROGRAM: Master of Business Administration Bellarmine College - Louisville, KY (Did not finish) Bachelor of Science in Business Administration, Major Accounting Franklin University - Columbus, OH CERTIFICATIONS

Certified Public Accountant (CPA) State of Ohio (inactive) Certified Information Systems Auditor (CISA) EDP Auditors Association (inactive)

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