LaKia Bourne, MBA, CHBC

Experience

• 

  Reznick, Fedder & Silverman

  Jan 2000 - May 2002

  Senior Associate

  • Manage multiple audit, reviews, compilations and tax engagements.• Review and/or prepare audited financial statements and work papers for HUD, real estate, and not-for-profit clients.• Prepare cost certification reports for investors such as Fannie Mae, Freddie Mac and Sun America.• Review and/or prepare tax returns for partnerships, corporations and non- profits. • Develop and implement various efficiency strategies on engagements to maximize profitability.• Supervise, train and mentor staff.• Perform internal control testing for compliance with HUD, Section 8, and Section 42 regulations. Show less

• 

  Hanley Wood

  May 2002 - Dec 2003

  Senior Accountant

  • Supervise and train accounting staff and interns.• Perform and review month-end close procedures.• Review and prepare reconciliations of balance sheet accounts.• Create and/or review internal management reports.• Assist in semi-annual budgeting.• Calculate quarterly commissions for sales reps.• Perform quarterly consolidation procedures.• Coordinate consolidated documentation to assist in the external audit.• Perform internal audit procedures for divisions of the company.• Lead contact person for high profiled departments and special projects.• Interact with other departments to ensure the accuracy of accounting records and reports. Show less

• 

  Oao Technologies Solutions

  Dec 2003 - Oct 2005

  Senior Accountant

  • Prepare journal entries for month-end close.• Analyze monthly financial statements and prepare written analysis.• Prepare reconciliations of balance sheet accounts.• Work with field managers on financial projections and budgets.• Assist in monthly bank reporting.• Prepare Canadian sales and use tax returns.• Monitor exchange rates for cost savings benefits.• Assist in implementing new fixed asset module.• Perform internal audit procedures for other departments.• Assist in external audit and tax preparation. Show less

• 

  Aggregate Industries US

  Oct 2005 - May 2008

  Business Analyst

  • Forecast monthly and five year pro forma financial statements.• Analyze monthly financial statements based on Holcim Accounting and Reporting Practices financial ratios.• Develop management tools to measure and analyze financial and operational information. • Created excel based financial models for forecasting and budgeting.• Prepare Power Point presentations for regional meetings with Senior Management team.• Worked with team members on the implementation of Enterprise One accounting system.• Prepare and track regional capital expenditures and disposals as compared to budget.• Assist in implementation of Internal Control Compliance (ICC).• Work with team members to implement the national purchase card system.• Create, coordinate and facilitate policies and procedures between corporate and regional office• Track over and under spending for $17.3M project compared to budget.• Oversee billing department, junior accountant and receptionist. Show less

• 

  B. Frank Joy, LLC

  May 2008 - May 2009

  Accounting Manager

  • Manage and provide oversight of the company’s financial activities.• Monitor daily cash flow through revenue and expense forecasting.• Analyze and review monthly financial statements.• Present monthly financial statement package to upper management and banking managers• Prepare and coordinate annual budget.• Coordinate and oversee annual audit, 401k audits, bank audits and insurance audits.• Gather and analyze data for strategic planning and positive return on investments.• Review and implement internal controls consistent with U.S. GAAP.• Implement efficiency and process improvements for controlling activities.• Manage day-to-day operations of the accounting department.• Manage and oversee the general ledger process to ensure the Company is compliant with U.S. generally accepted accounting principals Show less

• 

  The Retina Group of Washington, P.C.

  Jun 2009 - Dec 2016

  Controller

  • Oversee the day-to day operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives.• Present monthly financial statements and key financial indicators to Finance Committee, Board of Directors, and Senior Management and outside banking representatives.• Provide financial analyses as needed, in particular for capital investments, financial loans and contract negotiations.• Analyze and prepare weekly cash flow analysis.• Analyze financial statements relating to acquisitions or new locations.• Coordinate RGW annual financial review and internal control audit with accounting firm to ensure we are in compliance with other comprehensive basis of accounting. • Coordinate with accounting firm regarding all annual tax filings such as Corporate & Partnership Returns, Personal Property Taxes and Business Licenses.• Implemented, prepared and coordinated the first annual budget for the corporation.• Project lead on implementing a comprehensive Payroll, Time & Attendance, HR system, and new Accounting System.• Oversee the processing of payroll on a bi-weekly basis for 250+ employees.• Analyze and present findings for improving efficiencies within the company such as automated payroll systems, inventory tracking systems, and new accounting software.• Coordinate consistent accounting practices across 14 offices and 27 physicians.• Provide training and development to accounting staff.• Manage and oversee the accounting for two subsidiary companies Show less

• 

  Synergy Healthcare Management & Accounting Services

  Sept 2010 - now

  Partner

  • Supports health-care professionals, small businesses and mid-size organizations with accounting and bookkeeping services.• Advise owners regarding the strategic financial growth of their organizations.• Prepare and analyze budgets and key performance indicators for client’s business growth.• Perform accurate calculation for physician compensation & productivity calculations in compliance with employment contracts.• Prepare and present monthly financial statements to owners, bankers, and/or outside stakeholders for clients.• Prepare and analyze cash flow and profitability of the organization.• Assist organizations with payroll preparation, payroll tax filings and payroll compliance.• Works closely with tax accountants and tax lawyers to ensure proper classification of business expenses for clients tax preparation.• Coach & train organizations and individuals on QuickBooks.• Provide lunch & learn speaking engagements to organizations regarding accounting topics.• Responsible for daily operations and overall growth of Synergy Accounting. Show less

• 

  Project 500

  Sept 2017 - now

  Professional Service Team Member
• 

  Business Network International

  Apr 2018 - Apr 2019

  Chapter President
• 

  Green Space Accounting

  Jan 2020 - now

  Principal Consultant

  - Subject matter experts, experienced professionals with a deep understanding of the cannabis industry such as 280E, 471(c) applications.- Assist with inventory analysis and valuation on a quarterly basis.- Expertise with month-end close, ensuring the accuracy of financial statements, journal entries posting, and balance sheet reconciliations of multiple divisions within the company.- Conduct data analysis on collected and recorded results for cost and inventory.- Preparation GAAP financials, budgets, cash forecast, KPIs and schedules for accounting, audit, and tax purposes.- Support internal and external auditors on year-end financial audit and tax preparation.- Initiate processes improvements and standard operating procedures for accounting departments (Internal Controls).- Collaborate with site teams on special projects and initiatives.- Implementation of accounting modules for ERP and automation. Show less