Mathias Newell, CPA

• Manage teams of tax professionals/assistants working on client projects • Develop and start a new staff development initiative to improve new staff on-boarding and training • Advise clients on strategic business decisions based on industry knowledge, current operations, and client goals • Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients; build and manage client relationships • Participate in and contribute to market and business development activities

Traveled around the world with my wife to invest in our marriage and experience the beauty of the earth and the people that inhabit it

• Managed financial statement audit for manufacturing client with over $25 million in annual operating revenue • Managed audit for 401(K) employee benefit plan with plan assets of $15 million • Prepared and reviewed both federal and multiple states income tax returns for individuals, partnerships, corporations, and non-profit organizations • Performed tax planning and projections based on multiple forecasted scenarios to help individual, partnership, and corporate clients make informed business decisions • Trained and supervised new tax and audit staff accountants • Analyzed and reviewed monthly transactions and financial statements for accuracy, completeness, and to provide client with recommendations based on financial ratios and trends • Prepared Foreign Bank Account Report (FBAR) and other foreign asset disclosures • Prepared amended federal and state income tax returns

• Taught adult and kid group ski lessons • Learned to teach a diverse client base in creative ways to meet different learning styles

• Led week-long wilderness sea kayak and mountaineering expeditions for high school and college aged participants while helping them grow in their understanding of themselves, the environment, and teamwork

• Remotely manged books via QuickBooks Online • Preformed monthly bank and credit card reconciliations • Calculated cost of goods sold (COGS) using Excel and the weighted average method

• Managed Accounts Payable and Accounts Receivable • Performed monthly bank reconciliations • Prepared monthly and yearly financial statements for investors

Majored in economics and business with a focus in accounting.