Casey Moss, E.A.

CFO Consultant
815-953-6840
CMoss@cfoaccountingsolutions.com

EDUCATION

Governors State University – MSA in Accounting
Governors State University – BS in Accounting


PROFESSIONAL SUMMARY

Dedicated tax specialist focused on individual and business tax efficiency and tax planning. Accounting leader that can streamline accounting processes, effectively communicate financial results, and take action to improve long-term financial performance.

KEY COMPETENCIES

Financial Reporting & Management

Business Tax Planning

Accounting Process Development

Quickbooks Online

Individual Tax Planning

Strategic / Tactical Planning

Business Process Reengineering

Client Relationship Management

 

PROFESSIONAL EXPERIENCE


Casey Moss Tax & Accounting, LLC
President
‎2020-Present

• Tax & accounting services for businesses and individuals
• Bookkeeping consulting and process innovation
• Tax planning for S-corporation owners
• Payroll processing & tax-efficient wage optimization
• Monthly financial statement preparation & financial statement analysis
• Growth planning & trend analysis
• Tax projection & planning services to minimize annual tax obligations


Bill Hickey & Associates, Inc.
Staff accountant
2006-2016

Partner
2019-2020

• Small business consulting and tax planning

• Financial statement preparation & analysis for small businesses

• Corporate tax preparation and quarterly tax planning

• Project management for staff accountants

• Accounting process improvement & efficiency recommendations

• Microsoft Excel macro creation & automation of daily processes

 

PROFESSIONAL CERTIFICATIONS AND MEMBERSHIPS

E.A. – 2016