Jennifer McCollum

As part of the sale of my business, Abacus Plus, I retained my long-time larger clients, who were preparing to sell or make significant changes that required my services. Currently, my obligation to these clients is nearing completion.

I directed the planning and execution of client financial services to enhance operational efficiency and effectiveness.
I mentored my staff, fostering professional development and improving performance through targeted training initiatives.
I streamlined the accounting processes, resulting in improved accuracy and reduced turnaround times for financial reporting. I cultivated strong client relationships, resulting in increased retention and satisfaction. I analyzed financial data and provided actionable insights to inform client decision-making and drive growth strategies. I oversaw the financial management of the firm, including budgeting, forecasting, and analysis, to ensure fiscal responsibility and profitability.

I managed the end-to-end tax return preparation process for a diverse set of clients, ensuring accuracy, compliance, and timely filing. I also oversaw the entire tax return lifecycle, from client consultation, gathering data, final review, and electronic filing. I was responsible for all aspects of tax return preparation, including interviews, financial data analysis, form preparation, tax law research, and electronic filing. I spearheaded the complete tax return process, ensuring adherence to IRS regulations, maximizing client deductions, and minimizing tax liabilities.

I prepared monthly financial reports, detailing cash flow, expenses, and variances for management review. I prepared tax returns and conducted comprehensive outside financial audits at other locations to ensure compliance with regulatory standards and internal policies.

• I was responsible and conducted comprehensive audits of 7 locations to ensure all locations were in compliance with internal auditing and cash controls. I evaluated internal controls and identified areas for process improvement, enhancing operational efficiency.