cpa

Stewart Barnett, CPA Accountant

Massapequa, NY, *1758, US, 516-***-****, ************@*****.***

SUMMARY Results-driven CPA Accountant with over 25 years of experience in accounting, tax management, and financial oversight. Expertise includes preparing financial statements, tax returns for individuals and businesses, and managing complete accounting functions. Proven track record of overseeing several companies, including revenues in the mid-7 figures and managing a substantial staff. Committed to delivering precise financial reporting and tax compliance, ensuring exceptional value and support for organizational growth. WORK EXPERIENCE

02/2025 – Present Credit Unions Chief Accountant, Metro Realtors Federal Credit Union

Babylon,NY

Prepare monthly financial statements, ensuring accuracy and compliance with regulatory standards.

Executed monthly closing processes and reconciled all General Ledger accounts to maintain precision in financial reporting. Compiled and presented comprehensive reports to the Board of Directors, highlighting key financial metrics.

Draft monthly reports for the National Credit Union Association, contributing to transparent regulatory compliance. Proficient in the ERP systems being used

01/2008 – Present CEO/CFO/COO, AllBobbleheads.com, Inc Massapequa,NY Directed and operated a direct-to-consumer brand specializing in custom bobbleheads, enhancing brand visibility and customer engagement. Conceptualized and developed the company website along with operational frameworks to support business growth. 10/2008 – 04/2025 CEO/CFO/COO, ODASH, Inc. Hicksville,NY Led this wholesale distribution company, managing the logistics of distributing consumer products for major retailers and catalog businesses, and established a robust digital sales platform, fulfilling hundreds of thousands of orders annually.

Oversaw all accounting functions, tax responsibilities, financial planning, budgeting, and sales activities, achieving mid-seven figure revenue strategies.

Trained and managed a team of 20 employees, fostering a culture of high performance and collaboration.

Administered daily and monthly accounting functions, securing accuracy in financial operations.

Managed all banking relationships and credit facilities, ensuring a stable financial environment.

01/2025 – 04/2025 Tax Preparer, HR Block Farmingdale,NY Served as a Tax Pro during the peak tax seasons, delivering precise tax preparation services.

Prepared federal and state tax returns for individuals and business entities, including partnerships, S-Corps, C-Corps, and Schedule C filings. 01/1996 – 09/2008 CEO/CFO, Worldwide Cycle Supply, Inc. LLC Holbrook,NY Managed and operated a $90 million company, with extensive revenues both in the USA and internationally, overseeing a staff of over 40. Spearheaded import and distribution operations for multiple product lines through company-owned and licensed brands.

Developed, negotiated, and controlled licensing contracts that drove product line strategy.

Oversaw the management of annual and monthly budgets, ensuring financial stability and growth.

Evaluated and approved new product strategic plans, facilitating product development and efficient purchasing processes.

Formulated specific product mixes for major sporting goods clients in North America, achieving significant market penetration. 01/1986 – 12/1995 Vice President, Sales and Purchasing, Worldwide Cycle Supply, Inc. LLC

Hicksville,NY

Orchestrated product development and purchasing for various bicycle lines, driving sales to key accounts and specialty retailers. Cultivated customer relationships and sales strategies both domestically and internationally.

Formulated sales and purchasing forecasts for product lines while managing shipment schedules from factories to meet market demands. Established pricing strategies for new products and negotiated production costs with factories to enhance profitability.

Acted as a liaison with customs brokers to streamline deliveries from Asian suppliers.

Traveled extensively to foster and develop new accounts globally, ensuring the company remains competitive in the market.

Regularly visited Asian factories for collaborative product development and effective purchasing negotiations.

03/1980 – 12/1985 Controller/CFO, Worldwide Cycle Supply, Inc. LLC Hauppauge,NY Oversaw all accounting functions of the company, including the preparation of monthly and annual financial statements and cash flow analysis. Coordinated the annual business planning process, evaluating revenue and expense projections presenting them to management for strategic decisions.

Maintained banking relationships and effectively managed daily cash flow to ensure operational efficiency.

Executed foreign currency transactions and hedging contracts for purchasing and sales activities, optimizing financial sustainability. Collaborated with external accounting firms on annual audits and reviews, ensuring compliance with financial regulations.

Managed IT and computer systems within the company, overseeing technological performance.

04/1979 – 02/1980 Accounting Manager, Holtz Rubenstein & Co. Melville,NY Oversaw yearly audit teams across various accounts, focused on sectors including banking, hospitals, school districts, manufacturers, and importers/distributors.

Delivered clear requests for requisite information via direct communication with clients via phone or email.

Collaborated with partners and client engagement teams on tax planning initiatives, providing strategic guidance.

06/1975 – 03/1979 Manager - Accountant, KPMG Garden City,NY Engaged in account management within diverse industries such as banking, manufacturing, and distribution.

Executed audit functions alongside related tax matters, contributing to comprehensive financial assessments.

EDUCATION

09/1971 – 06/1975 Long Island University, CW Post Campus BS, Accounting

Greenvale,NY

Graduated Summa Cum Laude with a GPA of 3.8, demonstrating exceptional academic performance.

SKILLS Accounting Tax preparation

Financial planning Budgeting

Cash flow Forecasting

Financial reporting Corporate tax

Individual tax Operational systems development

Online sales Backend operations

Multi-tasking Management

Team building CPA, New York State

Quick books desk top ERP systems

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