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PROFESSIONAL HISTORY

Brian Berlage, C.P.A.
Prepare tax returns and compile financial information for individuals, corporations, partnerships, trusts and non-profit organizations. Provide businesses with a broad range of accounting services on a regular or as-needed basis.

Sole Practitioner - 1990 to present

Accomplishments:
• Increased client base by nearly 20% during each of the past four tax seasons.
• Brought significant efficiencies to clients through succinct and accurate reporting.

Responsibilities:
• Analyze and review new client current and prior year tax documents and support.
• Assist clients with managing their finances so they can focus on their financial goals.
• Provide businesses with a broad range of accounting services on a regular or "as-needed" basis.
• Assist in the preparation and accumulation of your financial information in the form of compiled financial statements.

Pioneer Newspapers, Inc.
Corporate office of an 800+ employee corporation, including 11 subsidiaries.

Corporate Controller - 1993 - 2003

Accomplishments:
• Ability to analyze and problem solve has greatly reduced reoccurring reports.
• Created and maintain a multi-level consolidated financial statement template which reports corporate and subsidiary activity.
• Implemented new corporate 401(k) program increasing participation over 50% in less than two years.

Responsibilities:
• Analyze and Review monthly financial statements.
• Consolidate data for quarterly and fiscal year financial statement and tax reporting purposes.
• Responsible for corporate health and retirement programs.
• Support or direct special projects as assigned.

Microsoft Corporation
Corporate accounts department with 100+ employees focusing on the Microsoft solution within the financial community.

Market Development Specialist - 1991 to 1993

Accomplishments:
• Employee of the Month Award for outstanding contributions to the company.
• Generated over 15% of total departmental sales in a group of 25+ employees.
• Initiated high level marketing reports critical in monitoring performance.

Responsibilities:
• Migrated Fortune 1000 companies to the Microsoft desktop strategy.
• Educated and trained in desktop applications and transaction processing systems.
• Created, compiled and interpreted reports as the group's reporting specialist.

Sweeney Conrad
Bellevue based CPA Firm listed as one of the 15 largest firms in the Puget Sound area.  Specialize in closely-held businesses.

Senior Accountant - 1985 to 1991

Accomplishments:
• Developed performance benchmarks resulting in more aggressive billing targets.
• Converted clients to automated accounting systems, improving efficiency and accuracy of reporting methods.
• Significantly enhanced the firms exposure participating in WSCPA and U of W Committees.

Responsibilities:
• Performed a wide scope of procedures including consolidation of client data, analytical review of tax and financial statements and tests of internal controls.
• Recruited and interviewed accounting personnel.
• Managed tax accounts with annual tax liabilities in excess of $1,000,000.


PERSONAL SUMMARY

Over twenty years of financial accounting experience with a strong emphasis in financial statement and general ledger accounting. Areas of experience include financial planning and budgeting, tax compliance, training and supervising professional staff and information systems.

Education:
University of Washington - Seattle, Washington, June 1985
Bachelor of Arts degree in Business Administration with a concentration in Accounting and Marketing.

Personal:
Excellent interpersonal skills
Effective management skills
Experienced with PC software
Certified Public Accountant, 1987

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Phone: 253.831.5009 | Fax: 206.577.5322 | email: taxinfo@brianberlage.com | 34518 5th Place SW • Federal Way, WA 98023
copyright © 2006 Brian Berlage CPA Accounting Solutions PLLC. All rights reserved.