Resumé: Linda G. Coleman

EXPERIENCE HIGHLIGHTS

• Accounting Experience: Over 20 years of increasing experience and responsibility in all areas of general accounting including general ledger, through financial statements, heavy account reconciliation, budgeting and financial analysis, accounts receivable and payable, collections and cash flow, and inventory. Set up manual and computerized accounting systems for many small businesses.
• Taxes: Enrolled Agent #85077. Federal and California Income Tax Returns for businesses and individuals. Annual and Quarterly Payroll Reporting, including W-2's & 1099's. California Sales Tax Returns.
• Business Experience: Worked on several challenging projects, both independently and as part of a team. Developed policies and procedures to improve the productivity of purchasing, shipping & receiving departments. Reviewed and recommended employee benefits including health, dental, LTD and savings plans (401(k)'s and SEP's). Supervised and coordinated groups of 3 to 25 people. Made necessary initial filings to establish a California Corporation, trademark and copyright applications.
• Accounting Software: QuickBooks, SBT Pro Series, Quicken, DacEasy Accounting, AccountMate, Real World, ProSeries, TurboTax & TurboTax for Business.
• Business Software: Microsoft Excel including heavy consolidations and macros in Visual Basic for Applications, Microsoft Visual Basic Professional, MySQL, Microsoft Access, Microsoft Word, Lotus 123.
• Professional Organizations Membership: National Association of Enrolled Agents, California Society of Enrolled Agents, Mission Society of Enrolled Agents, QuickBooks ProAdvisor® Program.

PROFESSIONAL EXPERIENCE

• Prepare Federal and California tax returns for individuals, partnerships, LLCs, S and C Corporations.
• Assist clients optimize tax savings by selcting and setting up tax preferred Retirement Savings Plans, Health Reimbursement Plans and other tax elections.
• Assist clients with all phases of bookkeeping and accounting for their businesses. From paying the bills to preparing payroll and sales tax returns to providing financial statements. Allows business owners to focus on running and growing their busienss without getting bogged down in all regulatory compliance issues inherent in operating a business.
• Run a website, http://www.biztaxtalk.com where individuals and businesses can get questioned answered about tax issues.

• Principal in a small business and software consulting company.
• Responsible for all phases of accounting including general ledger, accounts receivable and payable, payroll, cash flow, and tax preparation.
• Prepared and filed Articles of Incorporation and by-laws with the State of California. Also filed copyright and trademark applications with the US Department of Commerce.

• Part of a 15-person team that designed and developed an element manager client for the next generation optical telecommunications switch and 12-person geographically distributed team that designed and documented an element manager server for Ciena telecom products. Both projects in fast paced, deadline intensive environments.

• Developed 100+ worksheet, multi-file, cross-platform sales tool application for EPRI’s Customer Service Group using Excel and Visual Basic for Applications (VBA). This application assisted the sales staff to show the value of the EPRI’s research to its member utilities by setting up scenarios for individual utilities based on the formula for value developed by EPRI. Rehired in 1997 and 1998 for annual update of the product.
• Developed Excel spreadsheets and VBA programs to assist with the development of 1998 pricing strategies for the Customer Systems Group. Assisted with analysis and evaluation of various pricing strategies as well as reconciliation of group and corporate wide pricing models.

• Controller for a small dental HMO serving the San Jose metropolitan area responsible for all phases of accounting, financial statements, and coordination with external auditors. Also responsible for monthly and annual HMO filings with the Department of Corporations.

• Part of the Business Systems Replacement Project at Pacific Gas & Electric to implement SAP. Worked with PG&E staff to determine which of their 20,000 employees required training in each of the different functions and activities of SAP.
• Developed PG&E Managers Toolkit using Excel and VBA to aid the collection of data from the field for training requirements. Developed programs to automatically query an Access database to deliver customized toolkits for each manager. An in-depth help file was also included which explained each of the functions and processes including process flow charts to assist managers in completing and returning the toolkit. Developed programs to extract the data from the toolkit on their return and import into the Access database.

• Responsible for all phases of accounting, budgeting, cash management and banking relations. Prepared all financial statements including the development of special management reports. Responsible for set up and maintenance of all accounting records for easy access.
• Responsible for hiring of accounting staff. Supervised up to 5 people.
• Transferred previous accounting records, in disarray, to a computerized accounting system implemented with DacEasy.
• Reviewed, selected, and implemented new multi-user accounting system, SBT Professional. Implementation included the purchase of hardware and total network solution. Supervised conversion including training of both accounting and non-accounting personnel.
• Headed development of both work and paper flows for the operations group to ensure timely completion of customer orders.
• Reviewed and recommend for implementation various employee benefits including dental coverage, long term disability, accidental death & dismemberment, group life insurance, and 401(k)/SEP plans.
• Coordinated with state representative in Board of Equalization Sales Tax Audit.
• Responsible for the maintenance and support of all computer hardware and software including support of the network. Financial Analyst, 3Com Corporation– US Sales Department January 1990–December 1990
• Responsible for monthly budget variance analysis and quarterly budgets for Field Marketing and Pre-Sales Support groups.
• Implemented new database for the management of consignment inventory. Also included tracking consignment inventory through the ASK MANMAN system, making transactions and reconciling the inventory accounts.

• Responsible for all phases of accounting of this small manufacturing company, including general ledger, accounts receivable, accounts payable and inventory.
• Responsible for upkeep and maintenance of the computer system including weekly backups and troubleshooting.

• Responsible for all phases of accounting of this small computer retail partnership, including, general ledger, accounts receivable, accounts payable and payroll.
• Installed and implemented a new accounting system, RealWorld 5.0, Xenix version.
• Setup and implemented new operating procedures for the accounting department, and shipping and receiving department to improve the flow of paper and information through the company and help avoid delays in processing customer orders.

• Responsible for all accounts payable in excess of $250,000. Handled all vendor calls.
• Responsible for collections for accounts receivable for headquarters and Virginia subsidiary.
• Responsible for bank reconciliations, multiple accounts including one overseas account.
• Prepared quarterly sales tax returns.
• Handled inter-company journal entries for transactions between the California headquarters and subsidiaries, both domestic and overseas.
• Assisted with monthly close of headquarters and two wholly-owned subsidiaries. Responsible for monthly standard journals and account analysis.
• Assisted with annual audit by Big 6 firm. Prepared work papers for the California headquarters and subsidiaries.

• Responsible for all phases of accounting of this software start up company, including, general ledger, accounts receivable, accounts payable and payroll.
• Set up initial manual accounting records and financial statements using Lotus 123 spreadsheets for accounts receivable, accounts payable, and payroll.
• Reviewed, selected, and implemented new multi-user accounting software. Supervised conversion from manual system including training of both accounting and non-accounting users on proper system usage.
• Set up all accounting policies and procedures and assisted corporate management in determining non-accounting policies.
• Interviewed, trained, and directly supervised five employees.
• Reviewed and recommend for implementation various employee benefits including dental coverage, long term disability, accidental death & dismemberment, group life insurance, and 401(k)/SEP plans.
• Compiled year-end data for Federal and State Income Tax returns and acted as liaison between tax professionals and corporate officers. Prepared quarterly and annual Payroll and Sales Tax Reports.
• Responsible for network system management including adding nodes and troubleshooting system failures.

• Responsible for all aspects of the daily activity of the accounting department including handling all cash receipts and disbursements for multiple accounts, account reconciliations, accounts receivable and payable, payroll, and weekly cash flow reports.
• Completed the initial phase of implementing a new computerized General Ledger.
• Used Lotus 123 and Excel extensively for spreadsheet and database management. Also responsible for the computer support for the Accounting Department.
• Supervised three accounting clerks.
• Filled in as Acting Controller during an eight week period while the company was without a Controller.

• Prepared monthly forecast and amortization for land leases in excess of $20 million.
• Prepared the status of capital expenditure report which compares budget, appropriations and actual expenditures for the Exploration Department.
• Prepared IRS 1099 reporting for Land Bonus for submission to Chevron central tax department.
• Assisted with various special projects, trouble shooting and research assignments. Volunteer Supervisor, Army Community Services March 1984–September 1984
• Responsible for the coordination and supervision of over 25 individuals.
• Lead a restructuring of the organization by strengthening the organizational hierarchy allowing volunteers a greater role in determining the direction of the organization which improved volunteer retention and satisfaction with the organization.

EDUCATION

• Bachelor of Science: Business Administration, Accounting; University of Oregon, Eugene, 1986.
• Income Tax Preparation Course, Campbell, California. Fall 2004. CTEC approved course.
• Enrolled Agents Exam Preparation Course, Santa Clara, CA, Summer 2005.