CPA at Parsons and Grinage
Portland, Oregon Area
- Current
-
- CPA at Parsons and Grinage
- Past
-
- CPA/Technical Director at James H. Richardson, CPA, PC
- Education
-
- Portland State University - School of Business
- Portland Community College
- Connections
-
19
connections
- Industry
- Accounting
- Websites
Brian Germer’s Summary
Professional Experience:
- Almost nine years of experience in public accounting with a wide variety of clients in many different industries including dentistry, construction, motorcycle sales/service, convenience stores, and consultants.
- Almost five years experience as a licensed CPA in the State of Oregon with CPE concentration on Compilation and Review updates, Disclosure requirements, and tax updates.
- I have managed many client engagements and work with our small business clients on a frequent basis providing consulting, accounting, and tax preparation services.
- As Technical Director I review many of the corporate and entity returns in our firm, train the staff accountants, help design workflow solutions for our office, and help with the preparation of corporate tax returns and financial statements.
Goals:
- To make the companies I work for profitable and successful.
- To help my clients save tax dollars and become more profitable.
- Produce quality and accurate work on an efficient basis that I can be proud of.
- Continually learn and improve upon my skills.
- Laugh and enjoy my work. :)
Brian Germer’s Specialties:
Small Business Tax Planning
Compiled and Reviewed Financial Statements
Corporate/Entity Accounting Work and Tax Preparation
IRS and ODR Audit Representation
Individual Tax Preparation & Planning
Accounting System Design
QuickBooks Consulting
Payroll Tax & Sales Tax Reports
Software:
Creative Solutions Trial Balance
QuickBooks Software - Desktop version and QBOnline
Drake Tax Software
ProfitCents
BNA Tax Management
TimeSlips
MS Office Software
Brian Germer’s Experience
-
CPA
Parsons and Grinage
(Accounting industry)
January 2009 — Present (1 year )
I just started with the firm on January 5th. More detail to come...
-
CPA/Technical Director
James H. Richardson, CPA, PC
(Accounting industry)
December 1999 — December 2008 (9 years 1 month)
I started as an entry-level Staff Accountant fresh out of college and worked my way up over the years to become the Technical Director of the firm. Current duties include:
- Review of compilation and reviewed financial statements, individual and entity tax returns, corporate and partnership accounting work, and payroll tax reports and maintaining a high level of accuracy.
- Audit representation, tax planning, and accounting system consulting with frequent contact with clients. Help maintain good client relationships as the main contact with many of our small business clients.
- Engagement management, firm workflow solution design, management and training of staff accountants, and assisting the owner in management of the firm, including the purchase of another local tax firm and moving the business to a new location.
- Moderate IT management of a small network of 10+ computers on a Windows 2003 Small Business Server.
Brian Germer’s Education
-
Portland State University - School of Business
Bach of Science - Bus. Admin - Accounting , Accounting , 1997 — 1999
-
Portland Community College
Associates of Science (Transfer Degree) , Business & Accounting , 1995 — 1997
Sylvan Campus
Additional Information
Brian Germer’s Websites:
Brian Germer’s Interests:
New technology, accounting system design, corporate/entity tax preparation, QuickBooks consulting, guitar, songwriting
Brian Germer’s Groups:
Potters Hands Christian Church
-
Portland State University -
Portland, OR Accounting & Finance Professionals Network -
TaxQueries.com - Your source for tax questions and answers.
Brian Germer’s Contact Settings
Interested In:
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
