My method of tutoring is to approach each student and inquire which method may best facilitate their style of learning? Do you want to first attempt the accounting question, then allow me to suggest the next logical step?
Or perhaps you prefer me to demonstrate how I calculate my answers using an Excel spreadsheet & screen-share my work with you?
Perhaps your method only needs fine tuning with occasional insight; on the other hand you want to witness first-hand how a seasoned accounting professional approaches it.
During our time together, I'll attach my spreadsheet with all my notes for your downloading & review.
Let's plan to approach each topic in a manner which best accomplishes your goals, answering all your questions, instilling confidence & enthusiasm in a dry subject, and explaining accounting theory when it's not so obvious.
I appreciate you considering me as a your private mentor to contribute toward your academic success. I have served over thirty-five years in both industry & public practice. I am a full-time tutor and have dedicated myself to the learning process.
I have tutored for over five years and have always received high marks and reviews on other platforms.
Please send notice of cancellation before 24 hours has expired for our agreed upon time. Otherwise a cancellation fee will be applied.
JOHN S. FER, CPA
CPA WITH CONTROLLER, SENIOR ACCOUNTANT & VIRTUAL POSITION EXPERIENCE
As Controller at various regional privately held companies, responsible for accounting, financial & tax reporting. In addition, responsible for all account receivable collections & protection of company interests in delinquent accounts. And as Senior Accountant/Assistant Treasurer with a global investment bank, responsible for $800MM GL stabilization effort for multiple Commercial Mortgage Backed Securities (CMBS) loan portfolios. These positions were held in traditional employment on-site roles.
My virtual position experience includes being a Remote Tax Expert for a national on-line tax preparation provider. I have also served as a university level accounting tutor for several national on-line tutoring companies for their on-line and local in-person clients.
Core competencies include:
• Financial statement generation & interpretation • Supervising & mentoring accounting staff
• Accounting systems compliance & internal control
• General Ledger stabilization & analysis • Account management & customer relations
• Accounts Receivable collection & protecting company interests
ARBOR VALLEY PROPERTY MANAGEMENT, LLC
CONTROLLER, on-site employment, 2012 - Present
Responsible for all accounting & financial duties at a property management entity which oversees single family rent houses. Initiated electronic billing to increase speed of rent collection. Prepared federal & state tax returns. The company pursued foreclosed & other investment grade real estate. The company renovated & added value during the rehabilitation phase; manages the property & interfaces with its residents during the occupation phase.
Established multiple secured lines-of-credit. Researched various real estate & tax laws during company formation phase. Worked closely with realtors & wholesalers while examining potential properties. After property acquisition, engaged various contractors to rehabilitate deficiencies. Also worked as subcontractor for construction company.
• Established accounting & financial procedures to insure clean lines of responsibilities; and limit liability.
• Became a QuickBooks merchant, increased collection speed/decreased time involved on rent collections
• Segregate cash responsibilities re: electronic vs cash rents; tax accruals; escrow held; operating funds
PROSERIES / INTUIT SOFTWARE, (concealed information)
REMOTE TAX EXPORT, a virtual position, Tax Filing Season 2018 & 2019
Responsible for assisting tax clients via a visual presence using Intuit’s net platform. Answered client questions, assisted with complete multi-product programs’ navigation. My performance was subject to immediate client survey response.
VARSISTY TUTORS; WYZANT TUTORS; TUTOR DOCTORS, TUTORZ …respective multiple websites
TUTOR, a virtual & in-person role, multiple academic years
Responsible for assisting university-level accounting students with Introductory and Intermediate Accounting disciplines. Instructed students in various areas, answered questions, used provider’s on-line website teaching platforms (e.g. mutually viewable spreadsheets, et al) to explain/answer all accounting matters.
PIXLEY LUMBER COMPANY, Claremore, OK
CONTROLLER, on-site employment, 2007 – 2011
Improved financial report generation processes. Implemented monthly roll-forward balancing of GL control accounts & other account reconciliations. Improved accounting processes for daily & monthly report functions. Established monthly & annual account reconciliations and documentation requirements. Mentored staff.
As part of the collection efforts, conducted deed research at various county court houses. Implemented additional legal documentation on high risk accounts to secure lien filings. Improved mid-month & month-end collection processes. Insured compliant commercial credit applications & conducted credit investigations. Represented plaintiff in small claims court litigation, lien filings, wage garnishments, and judgment recording. Prepared district court litigation support.
• Responsible for accounting records, financial & tax reporting for entity
— Implement monthly roll-forward balancing of GL control & other account reconciliations by mentoring staff. This enabled quicker problem resolution daily as opposed to at month-end.
— Greatly reduced staff’s time answering delinquent customers’ phone inquiries by revising mid-month & end-of-month collection notifications by providing additional data.
• Responsible for collections
— Collected in full $250,000 within fourteen months from severely past due receivables on several properties after transferring the delinquent receivables into secured second mortgages
— Decreased annual uncollectible debt write-off from $30,000 to $6,000 over four & a half years. Initiated increase in immediate follow-up with newly delinquent accounts.
BANK OF NEW YORK MELLON, Irving, TX
SENIOR ACCOUNTANT / ASSISTANT TREASURER, on-site employment, 2004-2007
Led a team of four in an eighteen-month reconciling project for 4 CMBS (Commercial Mortgage Backed Securities) trusts. Project involved loan analysis & servicing, trust reconciliations, and GL creation & stabilization for $800MM of securitized loans. Established trust accounting procedures; month-end closing process; financial statement analysis & preparation; and related bank reconciliations. Prepared Advance & Interest on Advance calculations.
• Stabilized four independent general ledgers for $800MM in securitized loan trusts
• Established financial statement generation process & required GL account reconciliations
ADECCO TECHNICAL SERVICES, Fort Worth, TX
LSBO SERVICING ACCOUNTANT, on-site employment, 2003
TAX ACCOUNTANT, on-site employment, 2003-2004
LSBO Servicing Accountant at Client: EMC Mortgage Company (Project basis)
Reconciled loan portfolios between General Ledger, Loans Serviced by Others (LSBO), and Loans service retained for a sixteen-month period. Finished project in 3-1/2 months. Communicated differences to brokers and client.
Tax Accountant at Client: McKesson Corporation (Project basis)
Active in a multi-state tax engagement. Project included the coordination of a tax-filing for four companies covering 45 states over a five-year period. Created an electronic retrieval system for state tax returns.
• Member of team that completed LSBO reconciliation project within three months
• Initiated electronic library of all tax returns accessible on nationwide network.
EDUCATION & CREDENTIALS
CPA License – State of Texas, Board of Public Accountancy
B.A., Accounting – St. Ambrose University, Davenport, IA
About a year ago or so I was in a bind, I had a project due for my undergraduate 331 accounting class that I had to get at least a 70% on or I would fail. I had really no one to talk to or get help from since I waited until the day before it was due to start working on it. I searched online for tutors and I just happened to find John on a tutoring website. He was extremely helpful on the project. It wasn't that I couldn't do the work, I just needed help organizing the information and really just some guidance to get through the project, since it was a long, drawn, out multi-step accounting project. John was extremely professional and answered all of my questions pertaining to the assignment. I ended up getting a 100% on the project, but if I had not had any help I may have failed the class. I would definitely recommend John to anyone in need of help in accounting.
He takes the time to provide the best explanations until I am 100% on any question! John and I video call and phone call and I feel like I get a good grasp on every topic!
|at his home||at your home||By webcam|