Executive Summary

Successful Controller with background leading all aspects of accounting, budgeting, forecasting, and financial analysis / reporting across numerous industries. Demonstrated expertise leading cross-functional finance teams and interdepartmental projects to implement financial information systems and automate manual processes for enhanced efficiency. Versed in audits, regulatory compliance, and large contract management.

Work experience

Work experience


Construction Bookkeeping
  • A/R - Recurring billing on a monthly, quarterly and annual basis for approximately 2000 customers, Service billing on a daily basis for customer repairs. AIA Progress Billing, Contractor relations & Collections, Cash Receipts.
  • A/P - Data entry and Processing checks for materials, suppliers and overhead cost.
  • G/L - Maintained computer databases including Customers, Vendors, Contractors, Sub-Contractors.
  • Bank Reconciliation on Operating Account, Payroll Account, Loan Accounts and Line of Credit Accounts.
  • Manage and set up all capital assets, Loan amortization, Loan transfers.
  • Payroll - Manage employee time/job sheets, Process weekly payroll and implement employee handbooks.
  • Furnish owner & CPA financial status, including copies of Financial Reports and Account balances.
  • Preparation and distribution of construction Lien Releases.
  • Preparation of state sales tax returns as required for monthly payments.
  • Preparation of year-end financial reports for CPA, Insurance and Workers’ Comp auditors.
  • Inventory – Initiated, developed and maintained successful warehouse inventory system of marble & granite.
  • P/R – Created Company employee handbook, issued weekly payroll, maintained W-2 forms, quarterly returns, Workers’ Compensation. Audits and performed miscellaneous payroll functions.


Bookkeeping Solutions, LLC.

Bookkeeping Service, trouble shooting poor bookkeeping, auditing, monthly & quarterly taxes for sales tax and payroll, Quickbooks software conversion and tutoring.

  • Trim & Tone Spa - Bookkeeping and Sales - Website
  • Biscotti's Ice Cream and Coffee Bar - Bookkeeping
  • Core Mortgage Financial - Bookkeeping - Website
  • United Construction Group - Bookkeeping and Accounting setup new accounting system
  • Electrical Concepts LLC - Bookkeeping, Auditing, repair books, work with IRS involving payroll tax errors reported
  • Dehart Alarm Systems - Bookkeeping, Auditing and Collections - Website
  • Broadview Phoenix LLC - Bookkeeping
  • MGY Homes, Inc. - Quickbooks Setup and Tutoring
  • My Angels Attic - Auditing and fixing Quickbooks & POS accounting system
  • Schear Corp. - Work In Progress Audit for Accounting
  • WSG Development - 3 year detailed Construction Audit to find errors to prep for lawsuit of General Contract
Nov 2010 - Aug 2014


Infinity Enterprises of Southwest Florida

Infinity Enterprises of Southwest Florida is the corporate headquarters for the management of multiple companies. As the Controller, procedures have been set in place for each company. My management, auditing and bookkeeping was done on a daily basis due to the nature of the businesses.

Mar 2009 - Aug 2010


Basik Development, LLC / Big Cypress Marketplace

Basik Development, LLC is the corporate headquarters for the management of multiple companies owned by Keith Basik. As the Controller, procedures have been set in place for each company. My management, auditing and bookkeeping was done on a daily basis due to the nature of the business.

  • Flea Market Bookkeeping & Marketing

Bookkeeping with Booth Tracker software for Big Cypress Marketplace, an indoor flea market which has over 100,000 square feet of air-conditioned space comprising 205 booth spaces, 72 aisle tables, restaurants and pub, Dinner Theater and a winery. The atrium houses a food court, mezzanine, and a stage for concerts and plays.

  • Restaurants Bookkeeping

The food court area of the flea market has unique restaurants that are also owned by Big Cypress Marketplace. Keeker's Watering Hole, Backwaters Cafe', Swamp Sports Bar and Trails End Tiki Bar. Bookkeeping with Aloha Point of Sale for each company consisted of monitoring and auditing cash, A/R, A/P, Payroll and Sales Tax reporting.

  • Wine Manufacturing & Retail

Big Cypress Winery is a retail and manufacturing company that makes their own wine. Management involved bookkeeping with Aloha Point of Sale, formula and label approvals with Alcohol and Tobacco, Bottling Excise tax for the manufacturing of the wine and Sales tax for the retail of the wine.

  • Arcade & Bingo Gaming

Cypress Gaming and NBC Bingo are unique companies. Managed and set in place procedures for each company under the rules and regulations of the gaming laws. Daily audits were set in place along with full bookkeeping and tax reporting.

  • Condo Associations & Unit Rentals

Naples Big Cypress Industrial Park and Naples Big Cypress Property Owners Association are the Property Management companies for land on and next to Big Cypress Marketplace. Quarterly association dues are billed and collected and yearly contracts and budgets are set in place. NBC Storage are industrial storage condo units within Naples Big Cypress Industrial Park that are rented on a monthly basis. NBC RV are rentals for motor home storage and parking.



Commissioned as a Notary Public in and for the State of Florida

State Of Florida

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