Casey A. Cox, CPA, MS

Experience

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  W. N. ROWE, CPA

  Jan 2008 - Dec 2008

  Staff Accountant

  At W. N. Rowe, CPA I was able to prepare weekly bank reconciliations and financial reports for churches all over the Southeast. I became proficient in QuickBooks and prepared several individual tax returns.

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  Frasier, Dean & Howard, PLLC

  Jan 2009 - Nov 2014

  Senior Tax Accountant

  In-charge of managing the tax preparation of over 200 homeowners associations and corresponding with the property management companies that manage these properties. In-charge of preparation of over 50 non-profit information tax returns (Form 990), where I have direct contact with executive directors and CEOs of some of the largest non-profit organizations in Nashville. I also complete over 200 of individual, partnership, s-corporations, and corporate tax returns a year along with hundreds of 1099’s at the beginning of the year for those related clients.I prepare several monthly and quarterly compilations for clients in a vast variety of fields that range from family owned businesses to multi-million dollar partnerships and corporations. I oversee and train some of our interns and newer staff on how to use all the accounting software programs our firms uses, these include but are not limited to; Lacerte, ProSystems, Peachtree, Creative Solutions, Fixed Assets and Quickbooks. Show less

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  KraftCPAs PLLC

  Dec 2014 - Apr 2016

  Supervisor, Entrepreneurial Services

  I worked exclusively with small to mid-size businesses to help them succeed not only with preparing financial statements, giving tax advice, and preparing tax returns but also to evaluate the important areas of their industry to assist them with their goals. I am a big proponent of client education. I work very hard to develop a relationship with clients and to educate them about more than just the numbers. I provided tax planning services to several clients with the great staff I work with. I have worked with several startups and existing businesses acquiring other businesses by way of asset purchase agreement or stock purchase agreement to make way for a smooth transition. I specialize in businesses dealing in e-commerce and technology. I also work with the owners of these businesses regarding their personal tax situations as well and conduct tax planning evaluations to help eliminate surprises at tax time. Show less

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  500 Below Group

  May 2016 - Sept 2018

  Interim CFO

  Oversaw all finance and accounting operations. I also build financial models and monitor budgets while working directly with the CEO on growth and implementation of our app. 500Below is an online platform that connects drone aviators. We eliminate bad support with an online environment that includes interactive messaging and phone calls, aviator ratings, and a community knowledge base which makes online support with 500Below a much more convenient, interactive, and attractive option for drone enthusiasts. Show less

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  Medx Publishing

  May 2016 - Sept 2018

  VP of Finance

  Oversaw all finance and accounting operations. I apply descriptive and predictive analytics to data while working directly with the CEO and EVP on growth and implementation of lead generation, customer acquisition and ROI for our clients.

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  CloudScale365, Inc.

  Apr 2017 - now

  Chief Financial Officer
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  Incado Partners, LLC

  May 2017 - now

  Founder

  Providing Consulting, Outsourced CFO and Outsourced COO services to small to mid-size business that want scale without the additional overhead.

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  Smoky Mountain Naturals, LLC

  Oct 2018 - Oct 2020

  CFO / COO