PROFESSIONAL EXPERIENCE:

Current

Owner - Gracie Uchida, EA - Own and manage my own tax firm. 

Prior:

Senior Tax Accountant -Napa, CA -Meet and interview clients. Guide them in ways to view their business from a financial status. Help them set goals to achieve their desired position. 

Team with the client in their accounting procedures and accounting software setup and selection. Prepare client financial statements and tax preparation. Review all entity tax returns, lead and mentor 2nd & 3rd year staff. Setup marketing goals and attend outside functions for public relations.

Finance Manager/Controller - San Francisco, CA Accounting and financial management work for ongoing client. Handled all accounting functions and prepare the corporate tax returns and individual shareholder returns.

Controller - Vacaville, CA Supervise 12 person accounting dept. Financial statement preparation, monthly forecasts, fixed asset management, cash management. Interact with corporate office in Florida by providing all requested information, reports and research.

Staff Accountant - Tax and Client Accounting, Davis, CA - Prepare all entity tax returns, client accounting, financial statements, assist clients in accounting programs and accounting procedures.

Senior Accountant - Tax and Financial Statement Preparation , Fairfield, CA - Prepare all entity tax returns, client financial statements, maintain LaCerte Tax Program, accounting programs, and assist clients in setup and update of their current accounting programs and accounting procedures.

Accounting Services Manager - Walnut Creek, CA - Setup and installed accounting software for clients, train client personnel and company new hires on software and accounting procedures, prepare client financial statements, payroll reports, etc. Also handled the firms' internal accounting and processed Section 125 claims for the Company's subsidiary, Benefits Resource Group.

Financial Manager - San Diego, CA. In charge of all financial and accounting aspects of the firm. This entailed budgets, projections, cash flow, job costing, contract management, billing and financial statement preparation. Also handled all employee and firm benefits and liability coverage.

Assistant Controller/Assistant to the Vice President - San Diego, CA. Prepared financial statements for all investors, and company subsidiaries. G/L, A/R, A/P, and P/R and F/S for the company. I installed and designed a new software system to enable us to prepare all investor revenue and expenses in a single accounting application and allocate to their individual contracts. We completed an in-house audit which revealed that in previous accounting some investors had never been charged fees stipulated in their contracts for prior years, therefore enabling the company to recover the funds.

Staff Accountant - San Diego, CA, Preparation of client financial statements, payroll and sales tax reports, and tax preparation. Setup, installation and training on software for our clients. Train company’s' new personnel in general accounting procedures and software systems.

Staff Accountant - Corpus Christi, Texas - Prepare client financial statements.

Accounting Office Manager - Kingsville, Texas. Handled all computerized inventory transactions tracking cost of sales, sales commissions, general ledger, and supervision of other accounting support personnel.