MARIA KREY, CPA 515 E Carefree Hwy #83 Phoenix AZ
Mobile: 425.754.7801 Email: maria@kreycpa.com
SUMMARY
Dedicated CPA with proven track record and over twenty years of accounting experience enjoys accounting and tax challenges, producing accurate reporting and promoting best business practices.
PROFESSIONAL EXPERIENCE
Krey CPA PLLC, Phoenix AZ February 2018 to present
Owner/Operator
- Tax, consulting, accounting and payroll services with focus on fixing accounting and tax “messes” and educating business owners in proper accounting and best practices.
Trax Technologies, Inc, Scottsdale AZ November 2017 to March 2018
Interim Controller
- Assisted CFO with local and overseas finance staffing transitions for international SaaS provider:
- Coordinated automated financial reporting, audit/tax prep, payroll transition, entity consolidations.
Johnson, Goff & Company, PLLC, Scottsdale AZ July 2015 to November 2017
Tax Preparer/Tax Manager/Partner
- Income tax preparation, tax planning and consulting, IRS problem solutions, and team management.
- Accomplishments include refund of over 13K in IRS penalties, 10K in net operating loss carry-backs, and waiver of over 16K in California penalties; best practices process implementation; client restructuring, succession planning and execution; and successful 501(c)(3) IRS nonprofit application.
Numeric CPA, PLLC, Snohomish WA/Longview WA January 2010 to July 2015
Owner/Operator
- Provided accounting and consulting services from bookkeeping and payroll to software projects; prepared tax returns for individuals, corporations, partnerships and non-profit entities.
- Began with friend/family tax returns, progressing to full-time practice, I enjoyed working with clients on a personal service level and serving as a useful resource in defining and achieving their goals.
- Significant accomplishments included accounting cleanup and staff training for a Foundation client, restoration of accounting records after software failure for an IT client, and successful waiver of over 25K in tax penalties for a corporate tax client.
City University of Seattle, Seattle WA February 2004 to March 2014
Director of Finance (2010 - 2014)
- Led and managed key employees in the business office, reporting to the Chief Financial Officer.
- Prepared timely and accurate GAAP consolidated financial statements for six business units in four countries, including foreign currency translation, consolidation, acquisition and liquidation.
- Managed annual corporate financial, Federal A-133 and 403(b) audits with KPMG, prepared audited financial statements and related filings; directed tax and Department of Education filings.
- Reviewed SAS70 reporting related to retirement and insurance benefits plan sponsors.
- Prepared annual budgets, oversaw capital and cash flow budget analysis reporting, monitored international wire processing, and managed compliance reporting related to bank covenants, $2 million line of credit and $1 million investment. Communicated financial results to management.
- Oversaw in-house payroll and accounts payable for US and Canadian operations.
- Reviewed and approved journal entries (fund, intercompany and foreign currency transactions, lease and investment accounting, deferrals, accruals); bank and general ledger reconciliations; insurance renewals; excise/personal property tax filings and non-profit property tax exemptions.
- Established and monitored internal controls; researched and implemented appropriate GAAP applications; implemented and documented improved accounting processes and procedures.
- Managed PeopleSoft software upgrades; security, reporting, troubleshooting and query writing.
- Coordinated with IT staff to implement EFT student refunds and employee reimbursements, and automate student mentor vendor and payment creation, improving security and reducing paper.
- Reduced financial audit process by three months and tax return process by six months, while restructuring department to absorb three full-time positions.
Assistant Controller (2007 - 2010)
- Responsible for financial statement preparation, audit support, annual insurance renewals, cash flow reporting, management of accounts payable and general ledger staff.
- Implemented customized payroll module to automate instructor compensation. Successfully completed PeopleSoft upgrade and transition of software systems to outside hosting service.
- Reduced monthly close from fifteen days to five, and streamlined international accounting.
Senior Accountant/General Ledger Manager (2006 - 2007)
- Developed weekly cash flow projection, monitored US cash position; provided backup for payroll.
- Supported annual audit process and financial statement preparation, created standardized journal entry form, implemented improved processes and documentation of procedures.
General Ledger Accountant (2005 - 2006)
- Instrumental in project to improve cross-departmental communications within the university, and streamlining of accounts receivable, cashiering, banking and credit card processing.
- Supervision of accounts payable; developed reports for A/P payment and reconciliation processes.
Consultant/Staff Accountant (2004 – 2005, part-time in addition to H&R Block while finalizing degree)
- Actively participated in conversion to PeopleSoft from DOS-based system.
- Successful reconciliation of multiple accounts requiring researching multiple years of activity.
Toyer & Associates, CPAs, Inc. PS, Everett, WA 2007 to 2008
Senior Accountant/Tax Preparer (Two tax seasons)
- Performed client audits and reviews, prepared US individual and corporate income tax returns.
H&R Block, Snohomish WA 2000 to 2006
Tax Preparer/Supervisor/Instructor (Seasonal work while completing BS in Accounting, CPA credentials)
- Prepared US income taxes (individual, corporation, partnership, trust) and excise tax returns.
- Supervised staff of twelve; advised clients and resolved client and employee concerns.
- Taught income tax courses, including seminar for IRS Enrolled Agent examination preparation.
EDUCATION
Bachelor of Science in Accounting, City University of Seattle, WA (first three years University of WA)
Reisjärven KR Opisto, Finland, Europe (General Studies, one year)
CERTIFICATIONS, MEMBERSHIPS & COMMUNITY ACTIVITIES
Certified Public Accountant (Arizona #17885, Washington #25696)
AAATP (AZ Assoc of Acounting & Tax Professionals) East Valley, Vice President, 2022
National Society of Accountants, 2018-present
Phoenix Laestadian Lutheran Church, Meeting Secretary, Renovations Fundraising Chair, 2015-2017
Arizona Society of CPAs, 2015-present; Washington Society of CPAs, 2007-2015
Accounting & Financial Women’s Alliance (AFWA, previously ASWA), Bellevue Chapter, 2012-2015
Imagine Children’s Museum, Board Member (Secretary), 2012-2015
Seattle Laestadian Lutheran Church, Recording Secretary, Fundraising Coordinator to 2014
SOFTWARE
Drake, UltraTax, Lacerte; QuickBooks, NetSuite, PeopleSoft/nVision; MS Office, Excel super user.