Here is some information about Joel Schmitz CPA:

Professional Summary
Highly self-motivated, assertive, resourceful and profit-focused team player, extraordinarily adept in problem identification and resolution. Consummate professional, develops rapport and communicates with enthusiasm, thereby motivating others and achieving results quickly. Accurate and diligent, with a reputation for delivering excellence through attention to detail. Exceptionally skilled at analysis, organization and multi-tasking.

Certifications & Education 

  • Certified Public Accountant (Licensed in Florida CPA – Formerly Arizona)
  • Doctorate Business Administration, University of Phoenix Online All but Dissertation, Focus in Leadership and Management
  • Masters Business Administration Western International University Focus in Financial Management
  • Bachelor of Science, Accounting University of Phoenix
  • Bachelor of Arts, Psychology, University of Wisconsin
  • Electronic Communications , Wadena Technical College
  • Florida Real Estate Broker (Former Arizona Real Estate Broker License)

Professional Experience

CPA Owner & Consulting Joel Schmitz CPA, PA 2001 – Present

  • Small CPA firm Located in St Petersburg, FL
  • Income Tax Preparation
    • Small & Medium sized companies
    • Individuals
    • Non-for-Profit (Form 990)
  • Business Consulting
  • Accounting Consulting

Varios Interim Positions & Projects

  • Interim Controller Cleaning Company (Company Confidential) St Petersburg 2014 to current
  • Interim Controller Restaurant Chain (Company Confidential) St Petersburg 2013 to 2014
  • Interim Controller RockTenn Tampa/Orlando 2012 to 2013
  • Various Positions Capital Asset Enterprises 2004 to 2009
    • Accounting software & Systems
    • Interim Controller & Controller Chief Financial Officer
    • Shutdown and default related Interim
  • Controller SNK Realty Group, Inc 03-2003 to 03-2004
  • Interim Accounting Mgr Company Confidential 2001
  • Interim Controller Company Confidential, Inc 2001
  • Accounting, Bookkeeping Tax and consulting for a variety of businesses for 15+ years.
  • High level management of a large staff, design implement and integrate needed changes within an organization.
  • Developed a successful CPA and booking keeping business and expanded it to include business finance and accounting consulting.
  • Financial management of annual sales grossing $150M+ of highly leveraged residential owner occupied and investment properties
  • Provided superior client service through full-charge responsibility of P&L, balance sheet, cash flow analysis, reconciliation and monthly closes.
  • Consistently produced accurate financial data for portfolios representing over $10M in annual management fees for over 6000 residential units.
  • Instrumental in focusing company’s efforts on profitability-focused projects by designing tracking and reporting system.
  • Managed weekly payroll, including 941, 940, State, W-2, and W-3 preparation. Maintained control and integrity of data operations through design of backup procedure. Assured compliance with standards by offering continual in-service training to employees on database and software.
  • Maintained P&L, balance sheet, cash flow analysis and job costing through effective supervision of 20+ accountants.
  • Significant roll in several key development and training projects.
  • Excellent techniques in training and development of employees in leadership and management.

Interim Assistant Controller Colliers International 1999 – 2001

  • Provided superior client service through full-charge responsibility of P&L, balance sheet, cash flow analysis, reconciliation and monthly closes.
  • Built and maintained lucrative customer relationships through proactive communication and high quality client service.
  • Instrumental in presentation of proposal to new clients. Played key role to garner $10M+ in revenue.
  • Improved client relationships with a high degree of personal involvement and interaction in report presentations and assured client satisfaction

Accountant Supervisor Employee Benefit Resources 1997 to 1999

  • Increased profitability through a system to analyze insurance brokers and carriers.
  • Successfully managed projected revenue based on active insurance policies on books in combination with industry trends.
  • Played key role in developing a business plan for successful merger into largest competitor

Senior Accountant D & D Masonry, Inc. 1994 – 1997

  • Supervised monthly and quarterly reporting to commercial banks, auditors, SBA, and CPA.
  • Played key role in securing financing for two major expansions by developing two business plans for concrete/masonry business.

Various Technical Positions Motorola, Inc 1989 to 1994 

  • Various technical responsibilities including the southeaster region of Wisconsin focusing primarily on maintenance of emergency medical systems (Police and Fire equipment).

Systems Experience

  • Timberline, Yardi, Quicken, Quickbooks, Peachtree, Microsoft Office, MYOB, JD Edwards, Sage, Proseries, ADP, Paychex, POS, MAS 90, and various other software.
  • Strong ability to understand and master new software environment

Other Contributions 

  • Non-profit Organization
  • Elected, Treasurer, 1-year term
  • Finance Trustee, 1-year term
  • Endowment Trust Trustee
  • Responsible for administration of trust assets and income

References available upon request

© 2011 JOEL SCHMITZ CPA