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Associates

 

Steven B. Moyer, CPA
Certified Public Accountant

Consulting l Tax Planning l Financial Analysis l Client Relations

• A successful track record of establishing and managing a diverse clientele for a thriving accounting practice.
• Proven ability to devise and implement automated accounting systems to increase operational efficiency, optimize cash flow, and improve management reporting.
• An effective communicator with strong consulting, listening, presentation, and interpersonal skills.
• Excellent analytical skills; ability to develop innovative solutions to complex business and accounting challenges.
• Proficient in Excel, Word, Access, Hyperion, Foundation for Windows, QuickBooks Pro, and Peachtree.

EDUCATION/ LICENSURE :

Temple University, Philadelphia, PA - Bachelor of Business Administration, concentration in Accounting, 1993.

License/Affiliations ­ Certified Public Accountant ­ American Institute of Certified Public Accountants, April 1997; member of the Pennsylvania Institute of CPAs, 1997-Present.

EXPERIENCE:

SBM CONSULTING
1999 - Present

Principal Consultant

Responsible for the management, growth, and profitability of an accounting practice that specializes in taxation, general accounting, and financial consulting for individuals as well as small and medium-sized businesses in the construction, engineering, distribution, IT, service, and retail industries.

• Conduct detailed assessments of clients' business goals and operations to develop comprehensive financial plans; design tax minimization strategies for a diverse clientele.
• Design and implement accounting systems, processes, and standard best practices to maximize bottom line.
• Manage accounting functions for business clients; perform month-end/year-end close activities; prepare corporate, partnership, and individual tax returns; prepare sales and payroll tax returns; generate financial statements.
• Provide business consulting services to startup and existing companies.
• Manage banking relationships; consult with clients regarding debt financing and 401k plan administration.

Major Accomplishments:

Built a successful, full-service accounting practice through exceptional service and numerous referrals; achieved an exceptionally high account retention rate by establishing trusting, long-term relationships with clients.

Analyzed clients' existing accounting systems and business practices to identify deficiencies and develop effective solutions; designed accounting processes to meet clients' business needs; specific achievements include:

• Standardized month-end close procedures to ensure timely and accurate financial statements.
• Implemented a fixed-asset reporting system for a capital-intensive business.
• Automated the billing process for an engineering firm by instituting Microsoft Access time and billing system.
• Managed the conversion of accounting system upgrades for numerous clients.
• Generated data-driven decision tools and analysis to aid in all aspects of business operations.

PRIOR EXPERIENCE:

Aetna Healthcare, Inc. ­ Financial Reporting Analyst 1998 - 1999

Baum Smith & Clemens CPAs ­ Senior Accountant 1995 - 1998

SKILLS:

Proficient in ADP Payroll for Windows, Microsoft Word & Excel, SAP, Great Plains, Quicken, QuickBooks, Peachtree, Timberline, ATB and Macola software.

 

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