Holly J. Vining, CPA

Experience

• 

  J.R. Hanna

  Jun 1986 - Jan 1992

  Certified Public Accountant

  Compilations, Reviews, Audits, preparation of individual and corporate tax returns

• 

  Chartwell Advisory Group, Ltd.

  May 1995 - Aug 2009

  Controller

  Managed cash, A/R, and A/P; provided accurate monthly financial statements to President, with public accounting experience aiding in quick turnaround of year-end review. Processed payroll for 25-40 employees and administered 401(k) plan.

• 

  Translogistics, Inc.

  Sept 2009 - Jan 2019

  Responsible for managing small accounting team, handling both accounting and HR tasks. Managed all aspects of accounting (cash, A/R, A/P), in addition to providing accurate and timely financial reports, payroll processing and administering 401k plan. Reconciliation of balance sheet and expense accounts on a monthly basis, as well as preparing year-end workpapers for external accounting firm. Very trustworthy with handling confidential information while working closely with owner of the company. Show less

  • Accounting Manager

    Feb 2011 - Jan 2019

  • Staff Accountant

    Jan 2010 - Feb 2011

  • Bookkeeper

    Sept 2009 - Jan 2010
• 

  Fairman Financial

  Jan 2019 - now

  Managing of Family Office group, overseeing bill-pay services and reviewing financial reporting for high-wealth individuals, partnerships and foundations. Also provide value to the tax team with admin support and fulfilling reporting requests in conjunction with preparation of tax returns. Trusting client relationships have been developed since joining Fairman Group Family Office.

  • Family Office Consultant

    Jul 2024 - now

  • Manager

    Jan 2019 - Jul 2024