Sterling Valuation Group
August 2013 — Present
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Planned, managed and reviewed audits of Investment Partnerships, Hedge Funds and Broker-Dealers.
Planned and performed attestation engagements under the SEC Custody Rule.
Reviewed financial statements and met with the technical review team.
Trained, managed and motivated professional staff.
Prepared Federal and State tax returns for partnerships, corporations and individuals.
Planned, performed and supervised financial statement audits in the financial services, media and entertainment industries.
Prepared and/or review financial statements and related disclosures.
Prepared consolidated corporate returns, partnership and High Net worth individual returns.
Instrumental in assisting professional staff with the implementation of new accounting software.
Primary responsible for executing the day to day audit plan for audits of commercial and real estate companies as well as audits of employee benefit plans and not-for-profit entities.