Jason Russell, CPA, Manager

Professional Experience
Jason has experience with both large and small clients. Having started his career working for a governmental entity, Jason understands the needs to governmental clients. From there he jumped into the corporate world just as corporate America began implementing Sarbanes Oxley. Having worked for the past several years in a mid size CPA firm, Jason has gained a well rounded set of tools to help your entity. These include the design and implementation of internal controls, creation and review of audit reports as well efficiently lead audit engagements.

MARCIA FRITZ & COMPANY, CPAS
Audit Manager
July 2005 - Present
Citrus Heights, California
Auditor-in-charge for small to midsize audit clients, including planning, report preparation, testing and review. Review and preparation of corporate, personal and exempt organization tax returns. General accounting for a variety of clients, including use of QuickBooks. Tax consulting for S-corporations, C-corporations and high wealth individuals.

Supervisor
Auditor-in-charge for small to midsize audit clients Developed paperless document system for audits, reviews and complications
Reviewed and prepared corporate, personal and exempt organization tax returns
General accounting for a variety of clients, including use of QuickBooks
Tax consulting for S-corporations, C-corporations and high wealth individuals
Business valuation services including research, documentation and reporting
Client types: Governmental, Non-Profit and Privately held For-Profit enterprises.

AMERIQUEST MORTGAGE COMPANY
Senior Accountant
March 2004 to July 2005
Orange, California
Oversaw implementation of PeopleSoft Treasury module covering all borrowing lines and five banks including risk forecasts related to interest rate flux.
Generated cash flow forecasts for the following days investment and funding pools.
Extensive SOX experience establishing system and converting peripheral systems into PeopleSoft.
Implemented government compliance in matters of unclaimed properties for all 52 US districts.
Established internal controls and working procedures to ensure proper due diligence with all reporting bodies.
Extensive work with audit team covering policies and procedures, government compliance and general internal controls establishment.

COUNTY OF ORANGE, DEPARTMENT OF TREASURY
Staff Accountant
January 2000 - March 2004
Santa Ana, California
Streamlined accounting methods for county property tax collections in excess of $200 million dollars via EFT and credit card payments.
Executed development of electronic tax payments via web-based platform.
Implemented system of internal controls over electronic collections, achieving greater efficiency in general ledger maintenance.
Provided audit reports for each taxing entity for the internal audit team.

Education
B.S. Business Accounting
Biola University, La Mirada, California

Skills
Extensive knowledge of: Internet resources, Microsoft Office (Word, Excel, Access, Power Point, Outlook), Windows 2000, XP, Vista, OnBase Clients, Novell Network Systems, HTML, PeopleSoft Financials, PeopleSoft HR, Lotus Notes, Caseware, Groupwise, Imagine Time, Lacerte, Lacerte Tax Planning. Idea Express and QuickBooks.

Professional Affiliations
Certified Public Accountant, License number 99177
Member - California Society of Certified Public Accountants. Since 2006
Treasurer - Sacramento Rainbow Chamber of Commerce. Since 2005
Treasurer - FastBreakTech Inc. Since 2007

Publications
"California Special District" Volume 2, Issue 4, July - August 2007
"California Special District - eNews" June 25, July 16, July 30, August 13, 2007