Encompass Accounting | Elance
 
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Last Sign-in: Jan 26, 2015

Encompass Accounting

Fortune 500 expertise at a bookkeeper price.
   United States
  |   Scottsdale, AZ
  |  11:59 am Local Time

Resume/C.V.

ENCOMPASS ACCOUNTING was started help small businesses deal with the complexities of maintaining internal accounting and financial reporting systems. The services we offer include accounting & bookkeeping, business planning and consulting, business taxes and new business and start-up business services. These services will allow you to focus on building your business while we provide the accounting and financial infrastructure to provide you with information and tools to make you successful.

Our mission is simple: We provide our clients with Fortune 500 accounting and financial expertise for the price of a bookkeeper.

ENCOMPASS ACCOUNTING offers a full range of accounting and bookkeeping services to help keep your business running smoothly. Our bookkeeping services include: monthly financial statement preparation, general ledger maintenance, bank and general ledger reconciliations, payroll, accounts payable, accounts receivable and invoicing.
Service Description
ACCOUNTING SERVICES
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Encompass Accounting offers a wide range of premier accounting and financial manage-ment services for all types of businesses and industries. Our services are tailored to meet the needs of clients, designed specifically to provide timely financial reports to help you make informed, data-driven business decisions.

Our regular and ad-hoc financial and dash-board reporting clearly illustrates the financial position of your business. Not only will you be provided these dynamic reports, our services include one-on-one review of the reporting to help you understand the information in the context of of your daily operations. We will assist you in identifying inefficiencies in your
business operations and provide pragmatic solutions that can be implemented to enhance your profitability.

More specifically, our Accounting Services include the following:

> Accounts Receivable & Payable
> Bank Reconciliations
> General Ledger Management
> Financial Reporting
> Dashboards & Benchmarking
> Budget & Cash Flow Analyses
> Expense Management
> Financial Forecasting
> Fixed Asset Accounting
> Inventory Management (Supply Chain)
> Internal Controls & Processes


PAYROLL SERVICES
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We provide each of our clients a completely customized Payroll Services Package specifically designed to meet their business needs. Encompass Accounting provides nation-wide payroll services with the ability to pay your employees regardless of where they live or work. Our knowledge and experience of working with employees will ensure that your staff receive the personalized service that they need and deserve.

Additionally, we will manage all of your payroll tax reporting compliance including payroll tax payments and payroll tax filing. We guaranty your satisfaction with all Federal and State wage and labor compliance.

More specifically, here is what is included in our Payroll Services Package:

> Payroll Processing (check or direct dep.)
> Delivery of paychecks to your business
> Periodic and Monthly Payroll Reports
> Deposit of Payroll Taxes (State/Fed)
> Monthly & Quarterly Tax Reports
> Fed & State Payroll Returns
> Year-End Tax Documents


BUSINESS PLANNING
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Whether your business has been around for several years or you are just beginning the process of launching a new venture, planning for your success is an absolute must. There is an old saying that is very fitting for businesses at every stage of growth: "If you fail to plan, then plan to fail."

Business planning is so crucial to the success of your business because it allows you to: 1) assess your resources, 2) set a goal, 3) define how you will achieve that goal, 4) monitor your performance, and 5) adjust your operations to hit your goal. The extent of your planning depends on many factors: industry, business size, competition, current financial position, and most importantly, existing resources.

The most significant advantage of planning is that you make an assessment of your current resources (e.g. cash, time, staff, etc.) and assess the most strategic way to approach your company's future. Without that assessment, without a plan, you will be flying blind into the storm.


START-UP & NEW BUSINESS SERVICES
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Encompass Accounting offers a comprehensive list of services to assist you with getting your new business up and running in the least amount of time.

~ Legal structure consultation/formation
~ Drafting/Filing formation documents
~ Filing all required sales tax documents
~ Setting up EIN with IRS
~ Establishing business bank accounts
~ Acquiring business licenses/permits
~ Establishing merchant accounts
~ Set-up company domain, website and online merchant store (if necessary)
~ Acquire and implement bookkeeping and accounting software/system
~ Pro-forma financial statements for investors or bank loans
~ Develop & draft business plans.


DUE DILIGENCE SERVICES
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If you are acquiring a business, it is imperative that you uncover all of the potential "landmines" that may be laying in wait for you. Encompass Accounting will perform a detailed review of the prospective company and attempt to bring to light all issues that you should consider before finalizing the purchase transaction. Our review regimen includes:

~ Comprehensive analysis of financials
~ Trend & Ratio analysis of company performance, including comparison to industry peers
~ Background review of company and owners (legal findings, govt audits, social media, internet, etc.)
~ On-site audits & physical inventory.


INTERIM & ON-CALL CONTROLLER
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If you are constantly concerned about your company's accounting and bookkeeping because of lack of skills or experience in your staff bookkeeper or accountant, the experienced professionals at Encompass Accounting can provide you and your accounting staff with the management and direction they need. We will manage your books so that you can focus your attention on growing your business.

Accounting Challenges?
~ Can't afford a full-time controller
~ No time to review your bookkeeper's work
~ Your staff accountant doesn't have the skills
~ Need to spend LESS time "doing the books"
~ Need MORE time growing your business
~ Unable to meet internal/external reporting deadlines
~ Unable to keep up with ever-changing compliance issues
~ Unable to obtain meaningful, timely and accurate management information

How our Controller Services can HELP YOU:
~ Part-time or On-Call controller provides you the expertise without the full-time expense
~ Month-end closing & reconciliations
~ Timely, accurate month-end financial reports with face-to-face review of information.
~ Budgeting & Forecasting
~ Cash flow & treasury management
~ Accounting controls (policies & processes)
~ Accounting software selection/implementation
~ Audit preparation and process management
~ Key Performance & Trend Analysis


INTERIM & ON-CALL CFO SERVICES
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As your company grows, the complexity of your accounting and finance functions increases as well. Increased reporting requirements, regulatory compliance and the need for real-time management information often surpass the skills and experience of your accounting staff. Strategic finance becomes much more important to the long-term growth and stability of your business.


Strategic Finance Challenges?
~ The need for executive-level expertise, but cannot justify the cost.
~ Evaluating equity transactions and protecting owner equity positions.
~ Developing key relationships with outside partners, bankers, venture capitalists, auditors and attorneys.
~ New business analyses, acquisition due diligence and pro forma modelling.
~ Employee benefits analyses and human resources policies/procedures.

How CFO Services can help your business...
~ Management of the finance infrastructure (accounting, treasury, audit)
~ Financial, business and strategic planning
~ Cash flow management & projections
~ Private equity and debt financing
~ Bank financing & investor presentations
~ Audit preparation & liaison
~ Key Performance & Trend Analysis
~ Accounting controls (policies & processes)
~ Accounting software selection/implementation
~ Financial and operational improvement plans
~ Employee Health & 401k benefits planning
Licenses
State of Arizona
Life/Health Insurance License
Awarded: 2007
Education
Louisiana State University
Masters of Business Administration
1995 - 1997
Louisiana State University
Bachelors of Arts
1990 - 1994
Employment
Take Charge America, Inc.
Director of Finance
2013 - Present
Brought on board to assume the responsibility for the finance and accounting functions of the organization after a management shake-up. Immediately took control of the budget preparation and financial reporting processes and implemented a Sharepoint-based budgeting system to quickly prepare the 2014 fiscal budget for board approval. POSITION HIGHLIGHTS: * Implemented a budget development process utilizing a combination of Excel and Sharepoint allowing for eight different department managers to prepare their individual budgets which would roll-up into a consolidated budget with fully-automated indirect cost calculations. Excel budget model built to allow for streamlined import into MAS90 accounting system. * Automated the purchase order system for the organization by implementing a Sharepoint workflow process with appropriate approving manager routing procedures. This system allowed for the company to save $50k annually through FTE attrition. * Created an Excel-based executive dashboard to provide daily analysis of operational data to CEO and senior leadership team. Dashboard provides both tabular and graphical representation of data in an easy-to-read report. POSITION RESPONSIBILITIES: * Plan, coordinate and develop short and long term operating, capital and revenue budgets * Prepare financial reporting and forecasting systems and provide accurate financial projections * Coordinate the preparation of annual consolidated and departmental operating and capital budgets * Generate consolidated monthly financial statements and coordinate the production and distribution of monthly department * Develop strategies and identify ways to save money and improve organizational and departmental finances * Analyze financial proposals as required and reviews, analyzes and interprets contractual long-term financial obligations. * Coordinate the planning, preparation, management and completion of the annual financial statement and 401K audits and all related financial and statistical reporting. * Prepare and file annual Form 990, prepare and/or review annual Form 5500 for pension and health benefit plans * Assist in providing financial information to comply with all legal and statutory requirements, assist in review of payroll processes, policies, procedures and standards
Devereux Arizona
Director of Finance
2012 - 2013
Hired to oversee the accounting, IT and facilities functions of the Arizona-based center of this national behavioral health nonprofit. In this role, I managed a team of ten individuals overseeing the fiscal affairs of the Phoenix and Tucson operations, including facilities, business office, information resources, accounting, and contract compliance.
Willis of Arizona
Healthcare Finance Analytics Consultant
2011 - 2012
Coordinated the regular claims reporting for employer-sponsored medical benefits plans, including monthly and quarterly dashboard reporting, lag reports and medical renewal projections. Leveraged my healthcare and financial experience in the role of "product expert," supporting the sales team and making recommendations to clients. Consulted with clients on financial implications of claims experience and plan design changes; Worked with client managers and sales team to create new plan designs to optimize our clients' medical plan dollars.
Foundation for Senior Living
Chief Financial Officer
2002 - 2011
Provide strategic leadership for the administrative functions of a $30+ million health and community services organization including all accounting, finance and IT functions. Oversee the contract negotiation process and represent the financial interests of the organization in negotiations with major funding agencies (e.g. AHCCCS, Magellan, Mercy Care, Scan Health). Manage the financial reporting of the company, communicating company performance versus budgets and objectives to senior management and to the board of directors. Responsible for analyzing and coordinating with operating company management on budget adjustments and work plan changes; make recommendations on areas of improvement and suggest growth strategies for diversifying revenues. Provide vision and strategic direction for the development of new programs, the expansion or current lines of business and the closure of non-contributing, non-mission-related programs. Identify and manage business risks and insurance requirements; negotiate the company’s property & casualty insurance package, including workers comp, nurses & professional liability, D&O insurance, etc.. Served as the Corporate Compliance Officer and advised executive management on such issues as Sarbanes-Oxley and Medicare compliance, particularly as is related to non-profit organizations. Managed the corporate and program safety policies and procedures; served as Corporate and Program Safety Officer as well as HIPAA Compliance Officer.
First Bank, NA
Commercial Loan Officer
2000 - 2001
Managed a middle-market, commercial loan portfolio consisting of approximately 20 business relationships and comprising between 30-40 loans ($20 million estimated outstanding). Expanded deposit relationships with existing and prospective clients by recommending the bank’s full range of depository and treasury management services and explaining how these products (e.g. investment sweep accounts, controlled disbursement, zero-balance, etc.) produce long-term benefits for the client.
NationsBank / Bank of America
Senior Credit Analyst
1997 - 2000
Managed three other analysts in my office and supervised their analyses to ensure consistent, high-quality work. Prepared and reviewed loan documentation, including promissory notes, security & loan agreements and other supporting documents. Reviewed and analyzed the financial statements of middle-market companies (revenues between $10 - $100 million) and ensured that all statements were GAAP compliant for analysis purposes. Assessed the ability of prospective companie to cash flow considering current industry and economic trends as well that company’s specific past and projected operational performance; completed the underwriting process for providing credit facilities (typically between $1 - $15 million) to new and existing companies/clients.
Payment Terms
Negotiable. Some projects may require a down payment, depending on the scope of work involved.
Encompass Accounting | Elance

Encompass Accounting