MT Accounting Solutions

About

I am a CPA that has over 14 years of experience in public accounting and have recently (this year) started my own firm in order to provide more direct and personalized services to my clients.

Education:
Masters of Professional Accountancy - Montana State University
Bachelors of Science, Business, Accounting - Montana State University

Certifications
Certified Public Accountant (CPA) - Licensed in Montana
QuickBooks Certified Pro Advisor

Experience:
Shannon has over fourteen years of experience working in public accounting and had previous experience working as a controller and as a bookkeeper. While working in public accounting, Shannon had experience with individual and business income taxes, financial statement audits, financial statement preparation, controller services, business accounting services and full service bookkeeping. Shannon is currently focusing on controller and business accounting services.

Industries:
While in public accounting, Shannon had the opportunity to work with a wide range of industries and clients. The industries served include: nonprofits, construction, real estate development, retail, manufacturing and services providers.

QuickBooks:
Shannon is proficient in both QuickBooks Desktop and QuickBooks online. Shannon can assist with QuickBooks design, setup and implementation as well as training and support.

Business Consulting Services

Accounting workflow design and implementation
Internal control design and implementation
Financial reporting design and implementation
Software design and implementation
Training: bookkeeping, accounting, financial analysis, payroll, QuickBooks Desktop, QuickBooks Online, etc.

Accounting Services Provided Include:

CFO Services

Financial support on future and expected outcomes
Financial forecasting and projecting
Discussion and analysis


Controller Services: Financial services focused on historical information (transactions that have already happened)

Creating financial statements and financial reports
Identify and develop customized management reports
Budget to actual analysis
Perform variance analysis on revenue and expense accounts
Discussion with management on the financial results and expected results vs actual results


Accounting Services: Accounting services takes the data derived from bookkeeping and transaction input and creates a trial balance.

Reconciliations of bank accounts
Reconciliations of credit card accounts
Confirming the balances on all balance sheet accounts
Record accruals and closing/reversing entries
Monitor trial balance accounts to identify posting errors
Creating and posting any allocation entries


Bookkeeping (transactional input): All financial reporting depends on accurate and timely transactions being entered into the system. We will assist the client on establishing a workflow that serves this goal. We can assist with the transactional input and/or train or oversee client staff that is in charge of bookkeeping transactions.

Bank and credit card transaction posting
Tracking accounts payable and posting vendor invoices
Tracking accounts receivable and posting customer payments
Invoicing customers for services or product sales
Payroll
Payroll Processing
Payroll Setup and Training
Payroll Tax Compliance

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