Samuel Valenzuela, CMA

Experience

• 

  Dominion Property Advisors

  Nov 2018 - now

  Managed all accounting functions for the firm. Duties included month-end close, accounts receivable management, collections, accounts payable management, payroll processing, income tax filing, sales tax filing, and financial statement compilation and preparation. Duties performed on a part-time basis due to size of the firm. Managed accounts receivable and accounts payable. Worked with an external accounting firm to prepare financial statements. Assisted in preparing commercial appraisal reports including managing database of market indicators for different geographic regions of the State of NM as well as comparable sales.

  • Accounting Manager

    Jan 2022 - now

  • Bookkeeper & Market Researcher

    Nov 2018 - Dec 2021
• 

  Calibers Shooting Sports Centers, LLC

  Dec 2020 - Sept 2021

  Accounting Assistant

  Accounts payable specialist, assisted management in perperation of finacial statements as well as reconciling all retail sales for all locations

• 

  Southwest Accounting Pros, LLC

  Sept 2021 - now

  Client manager of over 25 clients. Responsible for all elements of compliance and advisory workflows. External projects include income tax preperation, financial statement preperation, monthly accounting close and adjustment work, sales tax filing, tax planning, financial statement assurance, bugeting and forcasting, payroll processing and more. Managed internal firm workflows and reviewed work of junior staff.-In-charge accountant of the firm’s largest financial statement review and preparation engagements. Responsible for all review procedures, specialization in medium-to-large construction contractors.-Preparer and reviewer of income tax returns including forms 1120S, 1120, 1065, and 1040. -Helped develop firm’s updated tax planning and estimate tax workflows. Developed payment procedures for clients and personally transmitted all client estimate payments.-Overhauled and instituted a new tech stack for firm internal processes. Made improvements to workflow management system, payment processing and collections, engagement management, client portal, and tax planning and preparation software. Show less General ledger accountant for over 20 clients. Providing services for clients ranging from payroll, to account reconciliation, to financial statement preparation and analysis, to business operations, and more.Tax preparation work, including the preparation of forms 1040, 1120, 1120S, and 1065. Additionally, the preparation and adjustment of financial statements for purpose of tax reporting.Assisted in compilation and review work for various entities in accordance with AICPA standards. Show less

  • Senior Accountant

    May 2023 - now

  • Staff Accountant

    Sept 2021 - May 2023
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  IntraWorks Inc.

  Aug 2024 - now

  Financial Controller