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Ida Walter

Ida Walter

Business Owner

Followers of Ida Walter331 followers
location of Ida WalterScottsdale, Arizona, United States

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  • Timeline

  • About me

    Over 25 Years of Public Accounting, Outsourced Fractional CFO/Controller, Tax & Software SOULutions for Non-profits & For-profit Businesses (Virtual Services Nationwide & Onsite in Greater Phoenix AZ.

  • Education

    • Renatus Real Estate Investor College (formerly NRU) - Scottsdale AZ

      2006 - 2010
      Completion of All Courses Real Estate Investing Passed (grade over 80%)

      Activities and Societies: Student Staffer for Room Monitoring Completed all real estate courses focusing on residential, multi-family, commercial and land development. Including various real estate topics such as: * Tax Strategies, Advanced Tax Strategies, * Legal Strategies, Advanced Legal Strategies, * Advanced Business Financial Management, * Creative Financing, Creative Acquisition Strategies, * Marketing, Negotiations for Real Estate* Wholesaling, Foreclosures, Probate, * Tax Lien Certificates, * Advanced Buy &… Show more Completed all real estate courses focusing on residential, multi-family, commercial and land development. Including various real estate topics such as: * Tax Strategies, Advanced Tax Strategies, * Legal Strategies, Advanced Legal Strategies, * Advanced Business Financial Management, * Creative Financing, Creative Acquisition Strategies, * Marketing, Negotiations for Real Estate* Wholesaling, Foreclosures, Probate, * Tax Lien Certificates, * Advanced Buy & Hold Strategies, Landlording, Lease Options, Subject-To Purchases* Fix & Flips, Rehabbing, Rehab Value Analysis, Short Sales, * Understanding Mortgages, * Seller-Financed Notes (Carry Back Notes, ,Installment Loans), * Accounting & QuickBooks, * Advanced IRA & Retirement Plan Investing, Self-Directed Retirement Planning... to name a few. Show less

    • Manchester University

      1981 - 1986
      BA Accounting, with emphasis in Computer Programming and Spanish

      Activities and Societies: Accounting Club Worked for the only CPA firm at that time in North Manchester while going to Manchester University.

  • Experience

    • Successful Venture Services LLC dba Ida's Tax Accounting & Software SOULutions

      Sept 1994 - now
      Business Owner

      Innovative and diverse services offered:▪️Fractional Controller/CFO Services for Non-profit & For-profit Organizations - Accounting & Software Cleanups. - ERP, CRM & 3rd Party Software Integrations. - Strategic Operational Streamlining & Workflow Efficiencies. - Monthly/Quarterly/Annual Review, Reconciliations & Write Up. ▪️Income Tax Preparation: - All 50 States & Multi-State - Individuals & Sole Proprietors - All Entities (Nonprofits, LLC, Partnerships, Corporations, Trusts, etc.)▪️Accounting & Finance: - Full Service Accounting (Payroll, Sales Tax) - New Business Setups - Accounting Clean Ups - Budgets, Cash Flow & Forecasting - Business Plans (Basic and Extended Projections)▪️Real Estate: - Property Management Accounting - Investing / Consulting (Residental/Multi-Family) - Analysis (Is this a good investment for me?)▪️Education & Training: - QuickBooks Set Up & Training - Financial Literacy SeminarsDiscounts for Seniors, Students, Teachers, Military, Disabled & Public Service Personnel.Message for a free, no obligation Discovery Call. Show less

    • Atlas CPAs & Advisors

      Jan 2025 - now
      Account Manager

  • Licenses & Certifications

    • PTIN National Directory of Registered Tax Return Professionals

      Internal Reveue Services
      Oct 2011
      View certificate certificate

    • QuickBooks ProAdvisor

      Intuit

  • Honors & Awards

    • Awarded to Ida Walter
      1994 Team Builder Award David Fox, Executive Director Sep 1994 This award was presented for excellence in promoting team work among various departments.
    • Awarded to Ida Walter
      Volunteer Liason Peace Corps Staff & Volunteers Nov 1987 Voted among peers to be the Volunteer Liason between Peace Corps staff and current volunteers in country as an intermediary for any issues that arose.