Ryan Cockerill, CPA

Experience

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  Mountain West Bank

  Mar 2017 - Jun 2018

  Quality Control Intern

  Worked as a back office employee reviewing various documents of borrowers to ensure they were all legally binding. The following are some of the various documents I had to review: tax returns (business and personal), deed of trusts, and promissory notes.

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  Booking It, LLC

  Jul 2017 - now

  Owner

  I have owned Booking It for over five years now, and have helped other business owners organize, grow, and even sell their businesses.My favorite success story is my client Lakewood Construction. Jack, the founder, came to me while working full-time at another construction company. He wanted to start his own construction company and envisioned moving from small touch-up jobs to constructing luxury homes. However, he had no idea where to start and had no prior business experience. Three years later, Lakewood is now thriving with over ten employees and only bids on projects in one of its area’s most exclusive country club communities.Over those three years, we encountered and conquered almost every accounting challenge imaginable like having to:* Create a system to efficiently record the billable status, job, category, payment method, etc. for every month’s 200+ transactions.* Transition from time & material invoicing to fixed-price invoicing.* Create a quick, detailed, and accurate estimate process to ensure profitability and set budgets.* Implement a Profit First cash flow management approach to ensure each job's estimated profits could be disbursed without fear of taking from customer deposits and tax withholdings.* Handle large volumes of change orders from multiple jobs at once.* Efficiently go from tracking time for two employees to twelve. Using a proven methodology that adheres to generally accepted accounting principles (GAAP), we can help manage your:~ Job budgeting, estimates, and change order adjustments~ Invoicing ~ Bill payments~ Reconciliation of bank, debt, and vendor statements~ Documentation, transaction records, and day-to-day accounting operations~ Payroll~ Financial statement analysisNever again will you need to worry about the accuracy of your company’s financial/tax reporting. The only time you focus on your businesses’ finances is for making strategic business decisions; not for addressing compliance requirements. Show less

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  Hayden Ross, PLLC

  Jan 2020 - Apr 2020

  Tax Preparer

  Filed taxes for individuals as well as some businesses using Intuit Lacerte. Was responsible for preparing individuals' Form 1040s and accompanying tax schedules.

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  EY

  Jul 2020 - Aug 2020

  Auditor

  Performed various auditing work for client, cleansed and visualized data using Excel, and assisted in client planning for COVID-19.

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  Barker Capital Management and Trading Program

  Aug 2020 - May 2021

  Student Analyst & Trader

  Analyzed various equities and futures to help create optimal risk strategies relative to the portfolio’s holdings. Most risk strategies involved option strategies such as verticals and calendar spreads while using indicators like Black-Scholes. Additionally, we used covered calls to profit on existing holdings and bought puts to enter positions.Was given access to my own Thinkorswim account to trade equities and indices. Trading was done using technical indicators to determine when to enter and exit. And fundamentals indicators of broader markets were used to determine whether to take on a bullish or bearish position. Show less

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  EY

  Jul 2021 - Oct 2022

  Auditor

  Was primarily responsible for conducting substantive and controls testing for various public and pre-IPO companies. This included everything from documenting clients' accounting processes, to testing their SOX-compliance controls, to conducting transaction sampling and testing.