resume 2015

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Elizabeth A. Hoffman, CPA 1918 Ashley Hall Road, Charleston, SC 29407 (843) 870-8387 [email protected] Experience Hoffman & Hoffman, CPA, P.A., Charleston, SC Certified Public Accountant and Manager, June 2005-Present Instructed and supervised staff on tax return preparation, financial statement preparation, audit procedures and performance, and general accounting and office procedures Planned and managed various client engagements including annual compilations, annual reviews, annual audits, agreed-upon procedures engagements, write-up work, and tax return preparation Maintained office tickler file which tracks due dates for all ongoing engagements Performed tax planning for clients including tax research and implementation Reviewed work papers and payroll tax reports prepared by staff Assessed the accounting and internal control procedures of clients and designed additional procedures to strengthen them Researched the applicability and implementation of accounting pronouncements to clients and specific client situations Assessed changes to professional standards and designed procedures to assure firm’s compliance with those standards Assisted with the design and implementation of a “paperless” office system Continued performing work described below with respect to more complex situations and engagements Staff Accountant, May 2003-May 2005 Prepared corporate, partnership, trust, non-profit, and individual income tax return forms; quarterly payroll tax forms; annual W-2’s, W-3’s, 1099’s, 1098’s, and 1096’s; and monthly sales, hospitality, liquor, and admissions tax reports Prepared audited, reviewed, and compiled financial statements and related notes and supplemental schedules Prepared interim financial statements and Workpapers on a monthly and quarterly basis Performed internal annual quality control on audit, review, and compilation engagements Administrative Assistant, July 2002-April 2003 Processed weekly payroll for several clients and prepared quarterly payroll tax reports Prepared bank reconciliations, work papers, and recaps of journal entries Copied, indexed, and entered tax return client data into tax software program Proofed and assembled financial statements and tax returns

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Page 1: Resume 2015

Elizabeth A. Hoffman, CPA1918 Ashley Hall Road, Charleston, SC 29407

(843) [email protected]

ExperienceHoffman & Hoffman, CPA, P.A., Charleston, SC Certified Public Accountant and Manager, June 2005-Present

Instructed and supervised staff on tax return preparation, financial statement preparation, audit procedures and performance, and general accounting and office procedures

Planned and managed various client engagements including annual compilations, annual reviews, annual audits, agreed-upon procedures engagements, write-up work, and tax return preparation

Maintained office tickler file which tracks due dates for all ongoing engagements Performed tax planning for clients including tax research and implementation Reviewed work papers and payroll tax reports prepared by staff Assessed the accounting and internal control procedures of clients and designed additional procedures to

strengthen them Researched the applicability and implementation of accounting pronouncements to clients and specific client

situations Assessed changes to professional standards and designed procedures to assure firm’s compliance with those

standards Assisted with the design and implementation of a “paperless” office system Continued performing work described below with respect to more complex situations and engagements

Staff Accountant, May 2003-May 2005 Prepared corporate, partnership, trust, non-profit, and individual income tax return forms; quarterly payroll tax

forms; annual W-2’s, W-3’s, 1099’s, 1098’s, and 1096’s; and monthly sales, hospitality, liquor, and admissions tax reports

Prepared audited, reviewed, and compiled financial statements and related notes and supplemental schedules Prepared interim financial statements and Workpapers on a monthly and quarterly basis Performed internal annual quality control on audit, review, and compilation engagements

Administrative Assistant, July 2002-April 2003 Processed weekly payroll for several clients and prepared quarterly payroll tax reports Prepared bank reconciliations, work papers, and recaps of journal entries Copied, indexed, and entered tax return client data into tax software program Proofed and assembled financial statements and tax returns Input timesheets into billing system and prepared the firm’s invoices Performed general office work including maintaining client files and contact information, typing, answering

phones and faxes, maintaining office supply inventory

Innovative Staffing Solutions, Isle of Palms, SC Assistant Office Manager, January-June 2002

Nationwide contract manager of hospital clients for a travel nurse contracting agency Housing coordinator for traveling nurses Supplies management, resume management for prospective nurses, general office work

Law Engineering and Environmental Services, Inc., Charleston, SC Administrative Assistant, September 2000-November 2001

Input timesheets and coded invoices for processing Worked with accounts payable and receivable; issued invoices Finalized reports and proposals for clients and potential clients General office work; answering multi-line phone, filing, typing

Page 2: Resume 2015

Elizabeth A. Hoffman, CPA1918 Ashley Hall Road, Charleston, SC 29407

(843) [email protected]

EducationCollege of Charleston, Charleston, SC

Bachelor of Science in Accounting, May 2003 Bachelor of Science in International Business with a minor in German Language, May 2002 Bachelor of Science in Psychology, May 2002 Cumulative GPA: 3.4

Eberhard Karls Universität Tübingen, Tübingen, Germany 1-year direct exchange program during my junior year at the College of Charleston Took business and psychology courses in German, which were part of the University’s regular curriculum

Computer Skills Peachtree/Sage Accounting Products UltraTax CS QuickBooks Products (including QBO) Asset Keeper McGladrey Firm Foundation Resources GoSystem Audit Microsoft Word, Excel, PowerPoint, Access PDF Converter Professional 7.0 Timeslips by Sage ProSystem fx Practice Management

CaseWare Working Papers Lacerte Forms Library eFileCabinet 5.0 Adobe Acrobat

Certification and Professional Organizations State of SC Certified Public Accountant, License No. 7018 dated June 14, 2005 Member of the AICPA Member of SCACPA

Languages German – advanced Spanish – basic

Activities and Social Organizations Charleston Yacht Club Auxiliary – Treasurer 2010, 2011, 2013, 2014; Recording Secretary 2015 Girl Scouts of Eastern SC – Finance Committee 2012-2018, Audit Committee 2013-2018, Property Committee

2014-2018, Treasurer 2015-2018 Berkeley County Chamber of Commerce – Member College of Charleston Equestrian Team – Fall ’97-May ‘00 Middleton Riding Academy –2013-2015 Founder of Meetup Group “From Thread & Fabric to Fabulous Art”

References available upon request.