Date: 2024-10-06 Page is: DBtxt003.php txt00005535 | |||||||||
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Kathleen Schmitt Advisor at Confidential Washington D.C. Metro AreaAccounting Current Confidential, Homes, Lowry, Horn and Johnson, A New Day Consulting Previous TutorFind, Kossler Jones CPAs, Moran & Company, PC Education Strayer University (VA) 160 connectionsConnectContact KathleenMore options www.linkedin.com/in/kschmitt Contact Info Background Summary Project management, finance and operations management, small business accounting/auditing, business valuation, business brokerage, business plans, market and industry research. RFPs, RFQs, RFIs, grant / funding proposals. Published author in sports how-to area. Special interest in triple bottom line projects, social entepreneurs, international projects. Specialties:Small business accounting, market research; industry research; business plan; business projection; business valuation; bids / proposals; business brokerage; audit; triple bottom line; equine. Experience Advisor Confidential June 2008 – Present (5 years 4 months) Strategic planning, RFP, partnering (Open)1 recommendation Alex Atwood Alex Atwood Director at Penguin Services Group, Inc She is a good source of information and good business associate, partner and who works on a win win approach for all the concerned. Kathleen works equally well with senior leadership, peers and team members -- and she is able to effectively...View Accountant Homes, Lowry, Horn and Johnson 2007 – Present (6 years) Business valuation, tax Accountant A New Day Consulting 2007 – Present (6 years) Audit, RFP, QuckBooks remediation, business certifications Accountant The MASY Group, LLC 2007 – Present (6 years) Full charge accounting, forecasting, budgeting. (Open)2 recommendations hunter jenkins hunter jenkins Owner, ventureforth KS reinvented how the office used computers to evaluate businesses being considered for acquisition. This saved a...View Tae Kim Tae Kim Managing Partner, The MASY Group, LLC Kathleen is an excellent accountant. She' provides The MASY Group with sound financial advice and ensures that we stay...View Accounting Instructor TutorFind August 2005 – December 2007 (2 years 5 months) Private instruction in accounting Accountant Kossler Jones CPAs January 2007 – April 2007 (4 months) Tax Accountant Moran & Company, PC 2004 – 2006 (2 years) Tax, audit, incorporation, A/R, A/P. (Open)1 recommendation Robert 'Full House' Morrow Robert 'Full House' Morrow Owner, Morrow, PC Kathleen was a pleasure to work with. Was committed to meeting deadlines, especially during our tax seasons. At the same time strived to keep up her regular duties, administrative, audit assistance and otherwise. Always had a smile for...View Finance and Operations Manager Equisphere at Lawnvale 1993 – 2006 (13 years) Full charge of accounting, finance and operations (Open)1 recommendation Fred Gillis Fred Gillis Business Analyst at The George Washington University View Technical Support Iverson Technology 1985 – 1993 (8 years) PC Application training for FBI Nationwide technical support for manufactured PCs RFPs Technical writing Technical staff management VR Business BrokersAgent VR Business Brokers 1981 – 1985 (4 years) Corporate acquisition candidate analysis Languages German Skills & Expertise 5Small Business 4Entrepreneurship 4Start-ups 4Finance 4Venture Capital 4Accounting 4Investments 3Financial Modeling 3Managerial Finance Education Strayer University (VA) Accounting 2006 – 2007 Georgetown University Georgetown University International Affairs, Economics 1972 – 1981 Additional Info Interests Start-up company planning. Business valuation. For-profit social entrepreneurship. Program-related, mission related investments. Triple bottom line ventures. LOHAS Real estate exchanges. Equine industry. Honors & Awards Additional Honors & Awards Author of 'The Seamless Seat' Recommendations Received (5)Given (2) Advisor Confidential Alex Atwood Alex Atwood Director at Penguin Services Group, Inc She is a good source of information and good business associate, partner and who works on a win win approach for all the concerned. Kathleen works equally well with senior leadership, peers and team members -- and she is able to effectively communicate on all levels. Kathleen is a dedicated professional to her work and to the people she is offering high quality ...more April 19, 2013, Alex worked directly with Kathleen at Confidential Accountant The MASY Group, LLC hunter jenkins hunter jenkins Owner, ventureforth KS reinvented how the office used computers to evaluate businesses being considered for acquisition. This saved a tremndous amount of time and improved accuracy in analyzing historical performance and projections. April 7, 2008, hunter managed Kathleen indirectly at The MASY Group, LLC Tae Kim Tae Kim Managing Partner, The MASY Group, LLC Kathleen is an excellent accountant. She' provides The MASY Group with sound financial advice and ensures that we stay current in every aspect. A great person to work with.....and I highly recommend her. March 22, 2008, Tae was Kathleen's client Accountant Moran & Company, PC Robert 'Full House' Morrow Robert 'Full House' Morrow Owner, Morrow, PC Kathleen was a pleasure to work with. Was committed to meeting deadlines, especially during our tax seasons. At the same time strived to keep up her regular duties, administrative, audit assistance and otherwise. Always had a smile for me....and a good joke! Ask her for a joke sometime. (You'd better have one too!) April 4, 2008, Robert 'Full House' managed Kathleen at Moran & Company, PC Finance and Operations Manager Equisphere at Lawnvale Fred Gillis Fred Gillis Business Analyst at The George Washington University November 8, 2012, Fred was Kathleen's client Groups APQC APQC Join BENCHMARK ADVISORS BENCHMARK ADVISORS Join Benchmark Reporting (Online & Print) Benchmark Reporting (Online & Print) Join Business Capital: Small and Medium Size Business Growth Company Financing Funding Crowdsourcing Business Capital: Small and Medium Size Business Growth Company Financing Funding Crowdsourcing Join Business Intelligence, Big Data, Analytics, MIS Reporting & Database Group Business Intelligence, Big Data, Analytics, MIS Reporting & Database Group Join CPA Trendlines CPA Trendlines Join Certified QuickBooks ProAdvisors® Certified QuickBooks ProAdvisors® Join See 36 more Following Influencers Richard Branson Founder at Virgin... Follow Jim Kim President at The... Follow Lou Adler CEO, best-selling... 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