My Resume
Toledo, Oregon - Raised in a small town on the Oregon Central Coast
Mt. St. Helens - Avid hiker and historian of Mt. St. helens since 1985
STP - Five time participant in Seattle to Portland bike ride, 200 miles in two days. I ride over 2000 miles annually to keep in good physical fitness and great networking tool.
Bookkeeping Career Institute - In the 2001, I learned manual bookkeeping from the Staff at EBS Associates in a school they started to train future bookkeepers in full cycle bookkeeping.
MLD Accounting - Started my own bookkeeping business in 2003.
H&R Tax Program - Trained at H&R Block in a Tax course that helped me understand the purpose of bookkeeping from the Tax Preparer/CPA perspective.
Quickbooks ProAdvisor - I was a QB ProAdvisor for 5 years before entering PSU
Portland State University - Received three BS degrees (Accounting, Human Resource Management, and Management and Leadership) in four years.
AICPA - Organization in which I will join to gather more education in changing tax law after my formal education is finished.
ORCPA - (Oregon Society of CPA’s) Future member as I reach my ultimate goal of becoming a CPA registered in Oregon.
My
Career Path
My
career path started 12 years ago, and these last four years at Portland State
University was just one part of this process. I have been a self-employed bookkeeper
since 2003, and by coming to Portland State University, I used the time opportunities given to me
during the recession of 2008-2009 to complete my formal education and transform
by bookkeeping services into a CPA consulting firm. After finishing my coursework and graduating
in December of 2014, I plan on continuing to study for the CPA exam and sit for
them in the calendar year 2015.
Following successful completion of the four part exam and the take home
ethic exam, I plan on possibly working for a small firm to fulfill the
experience piece of the CPA licensing while hopefully still having the ability
to work with my own clients part time.
After finishing the CPA licensing requirements, I hope to hire employees
slowly as I gain new clients and make connections within the city. I have a desire to have not only CPA conventional
services available, but to offer Human Resource services to the small business
community.
When I began my bookkeeping
business, I noticed that not many were open to traveling to the client’s office
site to do the work. I had a niche right
away as I was willing and still am willing to travel to the site where the
paperwork is. By offering Human Resource Management services
with payroll, I see myself again offering a service that not many give in the
accounting realm. Since I am a
Generation X card member, I hope to build a business model that will allow me
to not work 60 hr/weeks much more than 10 years into the future. After that phase is built, I plan on managing
my employees more than working on the front lines, which will leave more time
to network and have fun with clients and not be doing the everyday accounting
forever.
By
growing a business and managing employees, I see that my future is in Human Resource Management,
whether I am an active public accountant or not. Training and developing employees and those
younger is a lifelong practice that no one should stop doing. Teaching and training the young should be the
goal of everyone in business. When you
learn some tangible skill, teaching it to someone else is the right thing to do
so that we begin passing on this acquired knowledge before it is lost from
society. 
