Doris Splettstoesser

Bio

Profile

  • Corporate Outsource Controller: Liason to companies with

  • $175 million annual capitalization rate and revenues between $3.5 mil and $8 mil.

  • Qualified Financual Planner

  • Founder of successful financial planning practice.

  • Rental property and retail / wholesale property management entries Auditor

  • Tax preparer for high worth individuals, 1040’s, businesses and non-profits 990’s.

  • Tax returns preparation for Palo Alto high net worth clients

  • Manager for corporate financial devision

  • Coordinate standardizing corporate financial procedure(s) and their documentation

  • Designed and implemented trade shows, newspaper ads, seminars, direct mail and telephone prospective marketing program

  • Business sales, inventory set up and tax resolutions consultant

  • Creating accounting systems with budgets

  • Well known lecturer on a wide range of advanced financial topics

Program Expertise and Skills

  • Online and Desktop QuickBooks business training

  • Softwares:

  • Lacerte, Blockworks and Intuit Tax Online,

  • Great Plains, NetSuite, Microsoft: Excel, Word.

  • Corporate auditing using Pfx Engagement,

  • tax return preparation ProSystems fx Tax.

  • Payroll expert: ADP, QuickBooks Assisted Payroll,

  • Ceridian (NetSuite), Insperity and Payroll Resource Group (PRG).

 

 

 

Education

  • California Board of Accountancy

  • Certified Public Accountant

  • University of Waterloo: B.A.

 

 

 

Customers, Business Assoc. and Partners

  • Electroneering Inc

  • Investors Group

  • American Standard Inc

  • Central Avenue Paper and Print

 

 

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Certified Public Accountant, CPA

Doris Splettstoesser

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Accounting Assistant

Chance Bounds

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