
Beth Bowers, CPA
LEAD SALES ASSOCIATE

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About me
President & Owner at DFT Advisors LLC
Education

Granite Bay High
2000 - 2004Activities and Societies: Tennis, Soccer, Yearbook

Santa Clara University
2004 - 2008BS AccountingActivities and Societies: Kappa Alpha Theta, Intermural Tennis & Soccer
Experience

Extreme Soccer (Multi-Location Equipment Store)
Jun 2004 - Sept 2008LEAD 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 2008FINANCE 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 2008PROFESSOR'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 2012AUDIT 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 2016Accounting 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 - nowPresident & OwnerFinancial Advisory and Bookkeeping services

Teel Family Foundation
Jan 2017 - nowTreasurer
Thomas P Raley Foundation
Jan 2017 - nowTreasurer
Licenses & Certifications

QuickBooks Certified User Online Version
Quickbooks SoftwareAug 2020
Certified Public Accountant
California Board of AccountancyJun 2011
Volunteer Experience
Echelon Board Member
Issued by The Salvation Army on Nov 2017
Associated with Beth Bowers, CPACrocker Ball - Entertainment Committee Chair
Issued by Crocker Art Museum on Jan 2010
Associated with Beth Bowers, CPAMember
Issued by National Charity League, Inc. on Jan 1998
Associated with Beth Bowers, CPA
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