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ENROLLED AGENT / Controller / Process Developer

Financial Reporting / Government Funds / Mortgage Lending / Real Estate Management / Cost Accounting / Budgets / Insurance Auditor / Tax Prep / Certified Credit Counselor

Highly talented and results driven Accountant of 20 plus years. Controlled and maintained multi-million dollar budgets. Worked all phases of real estate including relations with architects, engineers, builders, subcontractors, lenders, sales. Completed audits for general liability and worker comp insurers. Prepared taxes for small businesses and individuals. Educated consumers on financial management, budgeting and process planning.

Selected Accomplishments

Managed/Recovery accounting of $5M home project for Zeeb Construction. Reclaiming funds in accordance to contract. Initiated delayed related payment to timely payments for subs. Synchronized and distributed funds focusing on budget timeframe. Documented and accounted funds without delay of payments in terms of net 30.

Maintained loss control by 14% for HOA captured $30K. Foreclosed rise increasing loss in legal, dues, and late fees for past 1.5 years. Tracked losses by evaluating multiple accounts. Processed with restricted man-hours completed all accounting, budgeting, documentation. Rectified by recaptured funds by super liens.

Directed budgeted recovery for small business clients saving over $4.7M first year. Lacked in budgetary control for local businesses. Assessed and audited past expenditures. Created 3 year term budget capturing excessive spending and gaining profit. Increases ratios and borrowing power.

Initiated financial recovery plan for 210 clients reducing debt by average 20%. Identifying credit spending habits and repayment issues. Isolated budgetary inefficiencies. Implemented financial plan for reduction of credit to debt ratio. Improved debt ratios by 20% over 2 year term minimizing and improving credit scores.

Work experience

Jul 1986Present

Public Accountant

Balcomb Accounting Services LLC

Always worked this business full or part time.


Apr 1985May 1989

Business Administration

University of Colorado


Key Skills: Strong group communicator, highly analytical, decisive, task oriented. Ability to perform task in time schedule. Simplify complex problems with ease. Proven history of clean and concise accounting procedures. Proficient asset management. Leadership qualities. Technical Skills: Pro Advisor Quick Books, Oricale, Soloman, Timberline, SSD, FRS, Great Plains, AS400, MS Office 2007