Beth Bowers, CPA

Beth Bowers, CPA

LEAD SALES ASSOCIATE

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location of Beth Bowers, CPAGreater Sacramento

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  • Timeline

  • About me

    President & Owner at DFT Advisors LLC

  • Education

    • Granite Bay High

      2000 - 2004

      Activities and Societies: Tennis, Soccer, Yearbook

    • Santa Clara University

      2004 - 2008
      BS Accounting

      Activities and Societies: Kappa Alpha Theta, Intermural Tennis & Soccer

  • Experience

    • Extreme Soccer (Multi-Location Equipment Store)

      Jun 2004 - Sept 2008
      LEAD SALES ASSOCIATE

      -Outstanding performance reviews resulted in two pay increases, a promotion from sales associate to lead sales associate, as well as increased job responsibilities -Trained new hires on product knowledge, sales strategies, and store procedures-Personally responsible for reconciling daily sales ensuring the cash and credit sales matched receipts-Consistently made sales of $70 or more, helped bring in $25k of daily revenue per summer-Overcame challenge of meeting dynamic needs of client, league, and individual team demands to ensure correct fit of athletic apparel by providing responsive customer service-Managed store appearance and counted/stocked inventory ensuring invoices were accurate Show less

    • Kappa Alpha Theta (National Greek Organization)

      Jan 2005 - Sept 2008
      FINANCE DEPUTY

      -Collected and accounted for $22k in membership dues quarterly, recorded amounts into Microsoft Excel as well as our specific accounting system, and deposited funds into the account so that events and facilities may be paid for-Worked with members to create and calculate monthly payment plans, making membership more accessible to 10% of active chapter members

    • Santa Clara University

      Nov 2006 - Jun 2008
      PROFESSOR'S ASSISTANT

      -Graded homework and tests for over 60 students per quarter saving the professor approximately 6 hours per week -Organized and filed documents and transparencies allowing the professor to easily locate important information in preparation of upcoming lessons -Using my knowledge of Microsoft Office, I created and updated Excel spreadsheets for attendance and grades

    • Deloitte & Touche, LLP

      Sept 2008 - Jan 2012
      AUDIT SENIOR ASSOCIATE

      -Lead engagement senior on the largest public company audit engagement in the Sacramento Office, responsible for reviewing quarterly and annual financial statements for compliance with generally accepted accounting principles (GAAP) of a company with over 40 subsidiaries, operating 15 states-Work closely with Deloitte team management to plan and coordinate budget and staffing, train new hires, and directly review staff work-Gained valuable experience in consumer business and healthcare industries through testing of complex business transactions on a variety of clients-Earned respect and trust of upper client management, as well as senior audit management, to perform testing of challenging and unusual business transactions such as public long-term debt restructurings, valuation of accelerated stock based compensation and pension investments, and non-cash contributions to pension plans-Assist in developing the audit plan utilizing new Deloitte audit methodology related to both, the substantive testing of account balances, and the testing of the design, implementation, and operating effectiveness of internal accounting controls at multiple client locations-As key United States engagement team contact, coordinate directly with colleagues in India to facilitate the analytical and detailed testing of account balances such as bank debt, stockholders equity, and operating expenses-Awarded multiple bonuses throughout each year for outstanding performance Show less

    • Raleys

      Nov 2011 - Jun 2016
      Accounting Manager

      - Responsible for all external financial reporting, including but not limited to monthly banking covenants and quarterly financial statements (Income Statement, Balance Sheet, Cash Flow, Statement of Stockholder's Equity and MD&A- Prepare annual benefit plan financial statements for 4 plans and responsible for coordinating with external auditors- Lead an Accounts Payable department of 13 and Accounts Receivable department of 5. Responsible for developing team member goals to facilitate growth within the departments, providing regular feedback and annual performance reviews, creating department meeting agendas, determining candidates for hiring as well as writing performance improvement plans for team members that need additional assistance - Previous experience in leading Fixed Assets department of 3 and Banking department of 1- Primary resource for blue printing and user acceptance testing of Accounts Payable, Scrip, and Accounts Receivable modules during an ERP conversion from PeopleSoft to SAP Show less

    • DFT Advisors LLC

      Jun 2016 - now
      President & Owner

      Financial Advisory and Bookkeeping services

    • Teel Family Foundation

      Jan 2017 - now
      Treasurer
    • Thomas P Raley Foundation

      Jan 2017 - now
      Treasurer
  • Licenses & Certifications

    • QuickBooks Certified User Online Version

      Quickbooks Software
      Aug 2020
    • Certified Public Accountant

      California Board of Accountancy
      Jun 2011
  • Volunteer Experience

    • Echelon Board Member

      Issued by The Salvation Army on Nov 2017
      The Salvation ArmyAssociated with Beth Bowers, CPA
    • Crocker Ball - Entertainment Committee Chair

      Issued by Crocker Art Museum on Jan 2010
      Crocker Art MuseumAssociated with Beth Bowers, CPA
    • Member

      Issued by National Charity League, Inc. on Jan 1998
      National Charity League, Inc.Associated with Beth Bowers, CPA