I am a CPA with more than 25 years of professional experience across an unusually broad scope of industries.
I have 13 years background in Public Accounting, with partnership level responsibilities in engagement performance
for many clients in many different industries of all sizes, for many different types of tax, audit, and turnkey accounting
I have spent 12 years in industry accounting as the acting Controller for a mid-size Organization where I am completely
responsible for the knowledge, performance, maintenance and design of the accounting system, the HR system and compliance
with all federal, state and specialized industry tax filings as well as cash flow management, budgeting, and banking.
I spent two years in big Industry, as an Assistant to the Controller in a major multi-billion dollar mortgage banking
firm where my primary responsibility was designing and preparing management reports to assess departmental and consolidated
results of an insurance division, along with banking, treasury, G/L, A/P and reconciliation duties.
CPA / Industry and Public
Responsible for complete accounting system, acting in Controller capacity. Responsible for the accurate and timely completion
of all accounting, treasury, finance, audit and tax processes as well as special projects and custom-tailored problem-solving
solutions. Advanced budget and Excel training for systems process and analysis. Hands-on cross-training and oversight of non-accounting
personnel in Payroll and Accounts Payable under both Quckbooks and One Write systems. 2 full mid-year Accounting System
conversions with attendant journal entries, reconcilations and employee training.
McCoskey Associates, CPAs/Laura McCoskey, CPA
Completely responsible for solicitation and maintenance of client accounts. Appropriate delegation, training, oversight
and review of staff members.
Financial: Perform all general ledger and financial statement functions. Know and adhere to OCBOA/GAAP and applicable
industry standards. Perform analytical review of results. Budget setup & analyze. Provide client support & training.
Spreadsheet origination & maintenance of various management analysis & reporting as required/requested. Consultation
Management Consulting/Controller: Serve as turnkey outsourced accounting staff to entities. Including policies and
procedures, cash receipts & disbursements, payroll, G/L maintenance, bank reconciliation, file maintenance, financial
statement preparation, management interface.
Audit: Supervisor. Planning, program, Analytical Review procedures. Internal control analysis, management recommendations.
Footnote and report preparation, File review, and QC document standards. Peer review results-full pass with no qualifying
remarks or comments.
Tax: Federal, State. Personal, Corporate, Individual, Partnership, Non Profit, Estate, Fiduciary. Research, preparation,
consultation & planning.
CPA-Nolan Trent, Certified Public Accountant
Financial: Monthly maintenance of the complete financial records of numerous corporate clients, including general ledger
maintenance and review, financial statement preparation and analysis, asset management.
Management Consulting/Controller: Review and restructure financial information to analyze specific areas of operations.
Identify income/expense trends; track various product lines performance. Set up of computer systems, including hardware and
software selections, training of staff and conversion of existing accounts. Communications software & hardware.
Audit: Perform financial and internal audits. Test financial statements for conformity with GAAP and review internal
control structures for adequacy. Recommend changes that improve efficiency and control over company assets.
Tax: Knowledgeable and experienced in all major areas of federal, state and local taxation, including partnership,
corporate, and individual tax laws.
Industries: insurance, real estate, manufacturing, retail, agricultural, construction, non- profit, professional service,
education, municipal, oil & gas, restaurant, business leagues, and others.
Assistant to the Controller/Insurance Division-Lomas and Nettleton Corporation
Accounting: Responsible for the development and maintenance of monthly managerial financial reports. Analysis of financial
data of 10 different companies utilizing various Lotus 123 and dBase III models. Consolidation of financial statements. Maintenance
of corporate general ledger through journal entries summarizing divisional companies' PC-based general ledgers and overhead
Management Consulting/Controller: Compile budget models and analyze monthly variances to identify operational trends
and problems. Produce sales forecast models to analyze potential for new product lines. Cash management & treasury: tracking
daily cash flow, making transfers, adjusting investments to maximize income, A/P for 10 companies. Assist in the development,
documentation and implementation of Divisional "Accounting Policies and Procedures Manual".
July 1988-September 1991
Free Lance Technical Writer-Mostad & Christensen
Professional Marketing Services Produced an average of 9-12 articles per year on various tax and accounting subjects.
Bachelor of Arts - 1988
University of Texas at Dallas
30 hours of Accounting. Cumulative GPA 3.4
Member of Phi Theta Kappa honor fraternity, Dean's List, Honor Roll
Passed all four parts of the CPA Exam on first attempt,
At least 40 hours of Continuing Professional Education each year
1993-95 Board of Directors - Texas Society of CPAs
1991-93 Board of Directors - Dallas
1991/92 "Outstanding Chairman Award" - Dallas Chapter/TSCPA
Chaired and served on numerous committees
for Dallas Chapter and TSCPA
Dallas Chapter/TSCPA softball team
1994 - Treasurer, Episcopal Church of the Epiphany, Richardson, TX
Volunteered for numerous
organizations through the Volunteer Center, Business Volunteer Council and the Dallas Chapter/TSCPA
Available on request