Bike

Golf

Dive

Creative Agencies

Fashion

Fishing

Lifestyle

Moto & Powersports

Music

Outdoor

Skate

Snow

Streetwear

Surf

Swim

Tech

Triathlon

Wake

Yoga

Health & Fitness

Woodworking

Whale watching

Animals

Computers/internet

Photography (nature) -technology/electronics (anything that plugs in!)

Aquatics (tropical fish and plants)

Animal rights and conservation

Yep...balanced bank statements for all!

Hanging out in nature

Muscle cars / harley’s

Controller / CFO / CEO

Executive

For the past 25+ years I have had the honor of working in a field that completely 'lights me up'. Even after all these years I still consider a balanced bank statement or accounting report cause for celebration!!

My experience is diverse and spans an extremely wide variety of duties in fields from construction, to medical, to real estate, to manufacturing...to name just a few. I am always willing to pitch in to do whatever it takes to accomplish the task at hand and help in any way possible. Extra mile effort is one of my motto's both personally and professionally. Hard work and an acute understanding of business operations and the fortitude required for success is no stranger to me or my work ethics.

To me, accounting is far and above just working with numbers. In many ways it is an endlessly fascinating, ever changing story displayed in specific categories. Using creative thought can enhance the complexion and texture of the story and shed light on areas of need or attention.

Throughout my years of accounting work experience just about everything imaginable (and unimaginable) has crossed my desk in one form or another. And I have been afforded opportunities to address and effectively handle and deal with far more than could possibly be presented in a resume. Having worked with tremendous diversity will also be of great value as I have dealt with many of the challenges facing a variety of businesses first hand.

Over the years I have held a variety of accounting positions advancing from a Clerk in the 80's, to Controller, and including running my own exceedingly successful business where I was privileged to serve an amazing spectrum of clientele. To say I am incredibly passionate about accounting and business would be an understatement. I have worked with various software applications and numerous accounting related programs; many of them since their infancy. I have led accounting teams, actively participated in a team, and have worked independently. I am reliable, energetic, trustworthy, and take immense pride in my work.

I truly welcome the opportunity to discuss how we might work together to support and augment the further growth and development of your company. 

With Gratitude,
Sheri
Forever Passionate About ALL Things Accounting and Tech!! 

Specializing in Manufacturing, Construction, Medical/Health Care, Real Estate, Services and various other industries
Accounting / Financial / Payroll Services / Consulting / Family Office Accounting Services
Budgeting & Forecasting
Financial Planning & Analysis
Financial Reporting & Auditing including Monthly, Quarterly and Annually, Income Statement / Balance Sheet - Financial Statement, Sales / Property / Income Tax etc., Payroll Taxes, Workers Compensation, 401(k) and benefits administration reporting
* When appropriate supervised & trained teams of staff, senior accountants and/or Controllers. 
* Directed and prioritized workflow to maximize efficiency of all available resources.
* Performed sophisticated financial analyses, reconciliations and/or reports such as financial statements, tax returns, high level account reconciliations, etc. 
* Sophisticated analysis / research of financial data. 
***Not enough room here - Please see resume

Full Accounting and Finance department management, all accounting functions, details, and analyses through and including Financial Statements
Daily reporting to reflect a highly visible and easily understandable, fully dynamic graphical representation of Sales, Projected Sales, Forecasted Sales, Orders, Projected Orders, Forecasted Orders, Currently Scheduled Weekly and Monthly Backorders, including recaps of necessary products, parts, supplies to complete upcoming backorders
Daily “On the floor” management meetings to help ensure problems and challenges are made visible with emphasis on resolution; proactive improvement and preventative ideas are discussed and examined
Daily Bank account reconciliation
Weekly Cash Flow Management, Analysis, and Forecast
Weekly AR and AP advanced analysis
Monthly GL reconciliations
Monthly JE’s in accordance with GAAP
Month-end close and reporting 
**Not enough room here - please see resume for additional details








Controller

Basic duties included a complete conversion from manual to a computerized accounting system. Controller duties for multi-company environment including all phases of accounts payable, accounts receivable, payroll and payroll taxes including quarterlies, complete general ledger maintenance and reconciliation, bank accounts reconciliation, job costing, all month end closings and reports, all year end (calendar and fiscal) closings and reports, budget and expense forecasting, cash flow reporting and management. I was a signer on the corporate accounts. And I also provided administrative support as needed.

Basic duties included all aspects of accounts payable, accounts receivable, billing, budget forecasting, account analysis, monthly reporting and balancing, various statistical reports on a monthly and yearly basis, monthly cash flow reports, major bank account reconciliations, general ledger reconciliation, sales tax returns, 1099's, purchasing of all related nursery and office supplies.

SeaTree Nurseries, Inc

Basic duties included high volume accounts payable including coding, batching, entering, verifying, posting and printing checks. Duties also included extensive vendor communications, problem solving, and error corrections. I was promoted to additional duties including billings, approval and preparation of accounts payable vouchers, general ledger coding, account reconciliations, inventory control of bulk gasoline tanks, deliveries and control of major Arco accounts.

Accounting Clerk

Basic duties included entering all data into Prime Computer System. Including accounts payable, accounts receivable, time card calculations and entry, general ledger detail, material lists, partial and final closings, adjustments and all other miscellaneous accounting functions. Also daily audit report balancing. Finding, solving, and correcting errors and problems. Was promoted to inventory cost accounting where duties included receiving, logging, extending, balancing and recapping all material lists, stock requisitions, long and short form stores material issues, welding rod and lumber usage recap.

Find out detailed information about Sheri Samms, Controller / CFO / CEO in Aliso Viejo, CA

Sheri Samms: Controller / CFO / CEO in Aliso Viejo, CA