Talk to sales Try for Free
Kimberly Benevides Lima, CPA, MST

Kimberly Benevides Lima, CPA, MST

Office Manager

Followers of Kimberly Benevides Lima, CPA, MST2000 followers
location of Kimberly Benevides Lima, CPA, MSTWestport, Massachusetts, United States

Connect with Kimberly Benevides Lima, CPA, MST to Send Message

Connect

Connect with Kimberly Benevides Lima, CPA, MST to Send Message

Connect

  • Timeline

  • About me

    Certified Financial Officer | Empowering Businesses Owners on the Path to Financial Harmony | Co-Founder of Safe Harbor CFO Services

  • Education

    • University of Massachusetts Dartmouth

      2003 - 2007
      Bachelor of Science Accounting

      Activities and Societies: Accounting Association Graduated with Honors- Cum Laude

    • Bentley College - Elkin B. McCallum Graduate School of Business

      2009 - 2011
      Masters Taxation

      Activities and Societies: Bentley Low Income Taxpayer Clinic

  • Experience

    • Windmill Cycles

      Jan 2000 - Jan 2006
      Office Manager

      Managed front end office of dealership with revenues of approximately $4mManaged and prepared accounts payable, accounts receivable, bank reconciliations and daily financial reports, reporting to Controller.Prepared and completed financing and titling paperworkAssisted in various personal tasks for owner

    • James A. George, P.C.

      Jun 2007 - Dec 2007
      Staff Accountant

      - Assisted in audits for non-profit and governmental entities- Prepared Forms 990 and PC for non-profit organizations.- Provided bookkeeping and consulting services to for-profit and non-profit clients

    • Piccerelli, Gilstein, & Co.

      Jan 2008 - Sept 2011
      Senior Accountant

      - Performed audits, reviews, and compilation engagements for manufacturing companies, non-profit organizations, professional service firms, and other professional service industries.- Prepared federal and state tax provisions and returns for individuals, partnerships, and corporations.

    • KAF Financial Group

      Sept 2011 - Sept 2015
      Audit Supervisor

    • KLR

      Sept 2015 - Jun 2018

      KLR services prestigious clients in the Boston and Providence area, providing accounting & business consulting services to both individuals and businesses in a diverse spectrum of industries. - Couple review and compilation services with tax planning and compliance for closely held businesses- Work to offer the best cost savings and strategic leadership for client experience- Advisory and consulting services to assist companies with optimizing their business strategy- Collaborate with internal teams to build teamwork, camaraderie, innovation & business best practices- Participate in the KLR Evolving Leaders Program- Participate in the KLR Innovation Committee Show less

      • Manager

        Oct 2015 - Jun 2018

      • Supervisor

        Sept 2015 - Oct 2016

    • Gray, Gray & Gray

      Jun 2018 - Jun 2020
      Manager, Client Accounting Services

    • KBL Consulting

      Jun 2020 - now
      Finance Accounting Consultant

      Provide interim controller/CFO, as well as project based solutions, specifically remediation of accounting and finance operations, technology solutions, and financial reporting.

    • Dedham Country Day School

      Jul 2020 - Apr 2021
      Interim Controller

      Contracted through April 2021

    • Friends Academy

      Jun 2021 - Dec 2021
      Interim Controller

      Provided interim controller services through replacement.Prepared and completed audit for current fiscal yearImplemented paperless workpaper environment, process improvements, and month end close

    • Safe Harbor CFO Services

      Jan 2024 - now
      Outsourced CFO/Co-Founder

      I help small businesses $1M+ in revenue have growing and successful businesses.

  • Licenses & Certifications

    • Certified Public Accountant

      MA Board of Accountancy
      Nov 2011

  • Volunteer Experience

    • Board Member

      Issued by Junior Achievement of Southern Massachusetts on May 2021
      Junior Achievement of Southern MassachusettsAssociated with Kimberly Benevides Lima, CPA, MST

    • Board Member

      Issued by Westport Recreation Commission on Jul 2021
      Westport Recreation CommissionAssociated with Kimberly Benevides Lima, CPA, MST

    • Volunteer

      Issued by Westport Food Pantry on Jun 2021
      Westport Food PantryAssociated with Kimberly Benevides Lima, CPA, MST

    • Chair of the MSCPA Young Professional Advisory Group

      Issued by Massachusetts Society of CPAs, Inc. on May 2016
      Massachusetts Society of CPAs, Inc.Associated with Kimberly Benevides Lima, CPA, MST

    • Legacy Scholar Coach

      Issued by AICPA on Sept 2017
      AICPAAssociated with Kimberly Benevides Lima, CPA, MST

    • Finance Committee Member

      Issued by Kennedy-Donovan Center on Jan 2018
      Kennedy-Donovan CenterAssociated with Kimberly Benevides Lima, CPA, MST