Office Manager and Quickbooks Pro Advisor
I graduated from University of North Texas with a prelaw degree in 1997 and Oral Roberts University with a Masters in Theology in 2009. My educational backgrounds were inspired by my desire to help people.
After graduating from North Texas, I served as an insurance and financial investment sales representative for a large nationwide insurance company. After a few years, I went to work as a retail sales representative with another national company and I was promoted to management within 6 months of service. After several years, I was employed with Apple Inc. in their Solutions Consultant program. While I was with Apple, I was responsible for training clients and employees, management communications with our host company. After obtaining my degree, I have been invited to teach small groups of young people in classroom setting.
My focus, regardless of my position or company, has always been in management and quality control. My role at KL Siple CPA PLLC is to provide our employees with an environment that promotes proper training and development. In addition, I oversee the firm's processes so that we provide our clients quality services. As a QuickBooks ProAdvisors, I can troubleshoot QuickBooks issues and assist in training staff and clients in the operations of QuickBooks. As an added benefit, I assist clients with their software purchase needs so that we can pass down any discounts savings to them.
I am a Certified Public Accountant and a member of the AICPA, TSCPA, and Dallas Chapter of the TSCPA. I graduated from the University of North Texas in 1995 with a BS in Accounting. I have been licensed as a CPA in Texas since 2004.
After graduating from college, I served as a controller while working with one of the largest long term care groups in Texas. As a controller in the healthcare industry, I was responsible for monthly financial reporting for over 120 nursing facilities, training new administrators, managing the accounting staff and developing annual budgets. After serving seven years with the company, I transitioned to public accounting.
I began serving in public accounting as an auditor of privately held healthcare companies as well as real estate operators and property management companies. I have gained a strong background in tax and consulting. Starting in 2001, I have worked with federal and state tax reporting, resolving tax matters, representing clients in tax audits, assisting clients with entity structuring, providing financial and business consulting, and tax planning for various types of business. I have also helped companies train their accounting staff and troubleshoot accounting related matters. I have worked with several industries including real estate investors, construction contractors, manufacturers, retailers and various service providers.
Real estate has been a large part of my history and current practice. My goal is to help the investor understand the tax matters around their real estate investment strategy as well as planning for their future goals. In addition to the general personal and business tax services, my firm provides the tax returns and investor K-1's for the syndicated property, UBIT tax returns for the IRA investor, consultation with entity structuring.
Client references are available upon request.