Windham Brannon

Accounting Manager

• Oversee and support CAS staff
• Prepare, review, and analyze GAAP and tax-basis financial statements
• Communicate financial results directly to business owners
• Troubleshoot bank and credit card reconciliations, journal entries, and general ledger accounts
• Manage fixed asset registers, accrual schedules, prepaid assets, debt schedules, and other balance sheet accounts
• Prepare month-end and year-end schedules for external auditors
• Lead special cleanup projects and implement streamlined reporting processes
• Analyze results, identify trends, and provide recommendations supporting client growth
• Handle client billings and prepare financial statement footnotes
• Manage monthly and annual filings, including 1099s, property tax, and sales tax
• Support client onboarding by developing dashboards, KPIs, and financial reports
• Provide advisory guidance and strategic support to clients
• Lead accounts payable and accounts receivable functions across multiple clients
• Review reconciliations, troubleshoot system challenges, and prepare reports tied to the general ledger

Senior Client Accounting and Advisory Services