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The Verification Protocol
The Verification Protocol
Accounting isn’t just data entry; it’s a web of reconciliations. My approach is rooted in my background as a Non-Destructive Testing technician: verify every finding before signing off.
I treat financial statements like industrial components – stress-testing the connection between the Income Statement and Balance Sheet to ensure structural integrity. Whether it is reconciling inventory counts or aligning book-to-tax income, I do not assume numbers are right. I prove it.
Small Business Tax Strategy (Schedule C)
Small Business Tax Strategy (Schedule C)
Client Profile: Sole Proprietor (Appraisal Services)
The Challenge: Navigating a mid-year business launch with significant pre-opening costs and mixed-use assets.
The Execution:
Applied IRC §195 to maximize startup cost amortization.
Calculated complex basis adjustments for the Residential Clean Energy Credit (Form 5695).
Comparative analysis of Standard Mileage Rate vs. Actual Expenses Method.
Scalable Bookkeeping Architecture
Scalable Bookkeeping Architecture
Client Profile: Hybrid Retail/Service S-Corp
The Challenge: Building a system to track inventory and intangible services simultaneously while maintaining S-Corp equity clarity.
The Execution:
Designed a customer Chart of Accounts for shareholder distributions.
Configured CDTFA Automated Sales Tax for mixed revenue streams.
Simulated bank feeds to verify General Ledger accuracy.
Full-Cycle Corporate Audit Model
Full-Cycle Corporate Audit Model
Project Context: Corporate Simulation (Wave Gear)
The Challenge: Verifying the financial integrity of a high-volume retail operation through a 3-month reporting cycle.
The Execution:
Built an independent Excel "Shadow-Book to audit system data.
Reconciled accruals, deferrals, and inventory valuation (COGS).
Produced variance analysis reports against industry benchmarks.
Bring Precision to Your Financial Team
Bring Precision to Your Financial Team
Leveraging nine years of tax compliance experience and formal accounting training. Currently open to corporate accounting internships and full-time opportunities in the Central Valley.
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