iFreelance

MYERS ACCOUNTING  SERVICES

 . . .  looking behind the numbers

 specializing in:

 account reconciliations;
 compilations of financial data;
 asset tracing;
 identification and separation of commingled funds;
 account reconstruction;
 resolving accounting discrepancies
 bookkeeping (establishing, cleaning and/or maintaining);
 budget preparation

Previous Successful Accomplishments Include:

•  assembling over six thousand financial documents; providing a transactional accounting and detailed summary report of over  seventy different checking and investment accounts, involving over one hundred stocks for a ten year period; determining and tracking commingled assets.
This asset tracing project was instrumental in achieving an amicable equitable distribution divorce settlement.

•  organizing and filing five years of  financial records for a charitable lead annuity trust, where trust funds were commingled with personal funds; constructing a  complete accounting of the twenty-nine investment accounts (seventy-four stocks), four margin loan accounts, ten checking accounts, and numerous other loan accounts; tracing the commingled trust funds back to the onset  of the trust; preparing detailed accounting reports to comply with an IRS audit.
This asset tracing project saved my client approximately two hundred thousand dollars, plus penalty and interest charges, by convincing the IRS that all trust funds were fully replaced and the terms of the trust were met.

•  identifying and separating commingled funds in re intercompany loans for five closely related companies.

•  reconciling accounts and security deposits for over seventy rental properties.

•  reconstructing a company’s chart of accounts to correct overstated assets resulting from aggressive accounting practices.

•  identifying the misappropriation of over one hundred thousand dollars by a business associate while locating and correcting accounting discrepancies for an S Corporation in preparation for due diligence.

•  constructing the books for three rental properties for a three year period to enable the filing of past due income tax returns.

•  assisting a medium sized corporation during a transition period with preparing month end closing transactions, reconciling accounts and payroll processing in Great Plains.

•  creating budgets for individuals and small businesses.

•  enhancing cash flow management.

•  establishing, cleaning, and/or maintaining bookkeeping systems (QuickBooks Pro, Quicken, Money, MYOB, Property Boss, Great Plains).

•  preparing income tax returns for individuals and small businesses.

Software Used:  Microsoft Office XP; Microsoft Money; Quicken; Quick Books Pro; Property Boss; MYOB; Great Plains


Affiliations:
*American Institute of Professional Bookkeepers
*Association of Certified Fraud Examiners
*Inactive VA Real Estate License

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