Certified Public Accountant
Financial Reporting Compliance Operations Tax Preparation
Twenty years of experience in small business finance and operation, as an independent accountant and as an employee, an established financial manager. Responsibilities have included full financial operations and report presentation, interface and compliance with the requirements of regulatory agencies, including tax agencies and contracting with the federal government, performance measurement, and human resource management. Proficient with several small business accounting software packages, including QuickBooks, Peachtree, and PowerChurch. Extensive experience and leadership in working with various industries, nonprofit boards, campaign treasurer.
Certified Public Accountant 2000 to present
Sole practitioner serving small businesses, tax consulting and preparation. Clients include high tech, retail, service industries, nonprofit, and individuals.
Vice President, Finance 1985- 2000
Ontek Corporation Laguna Hills, CA
Chief Financial Officer for start up computer software company with extensive contracts with the federal government. Set up and implemented accounting systems compliant with Federal Acquisition Regulations as well as taxing authorities. Researched and implemented performance and accountability indicators to record progress toward established goals. Worked on development of advanced cost measurement systems, and was responsible for accountability to management, customers, and outside agencies. Other responsibilities included human resource management, employee benefits and pension plan administration, and office management.
Rubio Systems Irvine, CA
Provided computer software training, set up of accounting systems and computer software customization for clients of value added retailer.
BurCap Corporation dba Vans Unlimited Santa Ana, CA
In charge of accounting department for van and truck customization company. Responsible for selection and implementation of first computerized accounting system, including inventory and job tracking and costing.
Cangelosi Accountancy Corporation Tustin, CA
Staff accountant for medium sized public accounting firm in Tustin. Provided full accounting services, including compilation, review and audits, tax, and management advisory. Clients were from a broad range of industries, including manufacturing, employee benefit and pension plans, construction, and real estate development.
Assistant Director Gainesville, Florida
Management Center 1979-1980
University of Florida
Starting as a graduate assistant and becoming Assistant Director, responsible for developing, marketing and implementing continuing education programs in business. Researched needs from business and industry leaders and developed appropriate programs.
Financial Aid Officer University Of Florida
1979 Gainesville, Florida
Graduate Teaching Assistant
Bookkeeper Bellefonte Inn & Tavern
1977 Bellefonte, PA
MBA in Finance 1979 University of Florida Gainesville, Florida
BS in Finance 1978 with High Distinction Pennsylvania State University State College, PA
Licensed as a Certified Public Accountant in California since 1983
License in active status.
PROFESSIONAL AND CIVIC AFFILIATIONS
California Society of Certified Public Accountants
Campaign Treasurer, David Sundstrom, Auditor-Controller of Orange County
Treasurer, Women Helping Women, 2003
Rolling Reader, West Orange Elementary School 1998-2000
Consulting Accountant, Huntington Youth Shelter 1990-1992
President and Vice President, Pacific Southwest District, UUA 1993-2000
President, Vice President, and Treasurer, Orange Coast UU Church 1991,1987,1986
President, Vice President, and Treasurer, deBenneville Pines Camp and Conference Center 1986-1989