JAMES GALES

adcpei@r.postjobfree.com 760-***-****

SENIOR STAFF ACCOUNTANT

Summary:

Accounting expert with a minor in psychology yields the perfect asset for getting the numbers right while treating the people right in the process. Financial analytics, planning, specializing in pro forma budgeting to forecast revenues, expenses and a complete financial profile, including projected cash flows, net revenues and taxes. Highlights:

● Remote work expert

● Knowledge of government accounting practices.

● Power User: Word, Excel, QuickBooks

Soft Skills:

PRIDE = Perseverant, Respectful, Intelligent, Disciplined, Experienced. Laser beam focused. Team player. Old-fashioned work ethic. Problem-solver. Professional. Organized. Rigorous attention to detail. PROFESSIONAL EXPERIENCE

GALES TAX & ACCOUNTING SERVICES, Palm Desert, CA October 1997 - Present Sole Proprietor

Privately held provider of financial analysis, accounting and business services.

● Tax preparation for both individuals and businesses including S-Corps, C-Corps, LLCs and Partnerships. End of year documents for including preparation and filing of 1099s and W-2s.

● Year-round accounting services for business clients. Analysis of financial statements to determine areas for revenue enhancement.

● Assisted clients with budget revisions including Zero-based budgeting, Activity-based budgeting and Incremental budgeting.

● Integrate payroll reports, perform payroll functions such as journal entries for Officers’ salaries.

● Skillfully advise clients on handling of Petty Cash as it relates to receipts and deductions.

● Reconcile discrepancies between financial statements and bank statements.

● Download bank and credit card statements into QuickBooks.

● Prepare a variety of accounting reports including Financial Statements, P & L, Balance Sheet, and Cash Flow. Analyze monthly reports against liquidity.

CITY OF INDIO, Indio, CA September 2000 - June 2002 Fiscal Officer

● Supervised five employees. Prepared financial statements, ran monthly City Treasury reports, reconciled bank statements, and supervised general ledger control.

● Monthly and quarterly payroll tax report preparation. Assisted in planning and preparing the annual budget. Knowledge of government accounting and financial management. EDUCATION, CERTIFICATIONS & AWARDS

● BA Business Administration & Accounting ~ National University, San Diego, CA ORGANIZATIONS & AFFILIATIONS

● California Tax Education Council, Registered Tax Preparer

● Elks Club, Indio Chapter

● Volunteer Tax Preparer, Jocelyn Senior Center, Palm Desert, CA