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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx


Finance & Accounting Specialist


Profile of Qualifications


  • Over 10 years of experience maintaining quality control throughout finance and accounting operations.
  • Skilled in preparing taxes and generating detailed financial reports.
  • Recognized for the ability to identify / resolve discrepancies throughout company finances.
  • Strong attention to detail with a proven track record of meeting deadlines in fast-paced environments.


Key Areas of Expertise


   Finance & Accounting

   Financial Reporting

   Peach Tree

   Quality Control



   Attention to Detail

   Tax Preparation

   MS Office Suite


Professional Synopsis


Yyyyyy x. yyyyyy, CPA, LLC 2014-Present

Owner / Shareholder

  • Fulfill key leadership position, overseeing all day to day finance and accounting operations.
  • Utilize financial expertise to provide high level consulting.
  • Generate detailed financial reports and ensure quarterly filing is completed on time.
  • Leverage strong tax knowledge to successfully plan and prepare taxes.


Cost Recovery Strategies, LLC 2011-2014

Owner / Shareholder

  • Successfully directed all finance and accounting operations companywide.
  • Utilized strong accounting knowledge to write CPE classes for LCPA.
  • Formed positive relationships with CPAs nationwide; focused efforts on implementing cost segregation and other tax matters.


Cost Segregation Services, Inc 2007-2011


  • Assumed key accounting position, successfully overseeing accounts payable / receivable, tax preparation and report generation.
  • Collaborated extensively with CPAs to apply cost segregation.
  • Maintained accurate financial records.


Kushner Lagraize, LLC 2006-2007

Tax Preparer

  • Used a strong attention to detail, as well as accounting knowledge, to prepare monthly, quarterly and annual tax forms.


Education & Professional Development


Bachelor of Science in Accounting, Southeastern Louisiana University; 2006

Bachelor of Arts in General Business, Southeastern Louisiana University; 2005

Member, Louisiana Society of Certified Public Accountants

Member, American Institute of Certified Public Accountants

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