Bryan A.

FL CPA & Enrolled Agent (EA) | Fractional CFO — Audit‑Ready Accounting & Strategic Tax Planning | Hablamos Español

I deliver executive-level financial stewardship to a limited roster of clients across Florida. As a dual‑credentialed CPA and Enrolled Agent, I provide hands-on fractional CFO services and high-level technical oversight—combining audit‑ready accounting with proactive tax planning to minimize liability and protect your bottom line. Core services include strategic accounting and monthly stewardship; advanced tax planning and preparation; cash flow forecasting; managed payroll, A/R and A/P; and IRS advocacy with unrestricted representation. Ideal for scaling startups and multi‑million-dollar nonprofits seeking sophisticated oversight without the overhead of a large firm. Schedule a Strategic Discovery Call: AmanTaxandAccounting.com — Hablamos Español.

Hire Bryan

QuickBooks Management Marketing Construction Small Business Financial Management Government & Public Sector Accounting Business Strategy

Fractional CFO rates

Experience

Apr 2025 — Present

Arc Marion

Chief Financial Officer (CFO)

Report monthly financial statements to the Board of Directors
Maintain adequate internal controls
Conduct internal audits to ensure financial statements are accurate
Train accounting department personnel
Process 1099s
Prepare and File Form 990
Respond to Internal Revenue Service (IRS) notices
Advise the CEO on the financial health and potential opportunities for the entity
Create and monitor the Entity’s budget
Prepare and file Florida sales tax returns
Communicate with External Certified Public Accountant (CPA) Firm to ensure they receive sufficient appropriate audit evidence for a successful completion of the Annual Financial Statement Audit

May 2020 — Present

Aman Tax and Accounting

Owner

Business Tax Returns
Individual Tax Returns
Tax Planning
Bookkeeping
Accounting
Fractional CFO Services
Financial Controller Services
IRS Representation
IRS Notices
And more

Aug 2023 — Jan 2025

Ocala Metro Chamber & Economic Partnership

Chief Financial Officer (CFO)

Safeguarded assets in accordance with internal controls
Managed the accuracy and productivity of day-to-day activities of accounts payable, cash disbursements, invoicing/billing, customer credits and collections, payroll, fixed asset records, entity accounting, and Human
Resources record-keeping
Provided executive management updates on current and forecasted cash position
Prepared consolidated financial reports for presentation at Board of Director meetings
Oversaw audits and ensured tax returns for all entities were filed timely
Provided recommendations to strategically enhance financial performance and business opportunities
Ensured that effective internal controls were in place and ensured compliance with GAAP and applicable federal, state, and local laws and regulations for financial and tax reporting
Established and maintained strong relationships with senior executives to identify their needs and seek full range of business solutions
Offered advice to senior management on the financial implications of business activities
Communicated with the Board of Directors and Executive Committee
Provided Human Resource function
Maintained and secured employee earnings records
Ensured employees were paid correctly and timely
Assisted with new-hire orientation
Maintained employee records
Managed renewal of all employee-related insurance in conjunction with the CEO and COO
Prepared and filed Florida sales tax returns for all entities
Conducted intercompany reconciliations
Oversaw the financial reporting of 6 entities
Offered guidance and training to the finance department
Worked collaboratively with the CEO, COO, CGO, and CXO to ensure organizational objectives were met or exceeded
Oversaw the timely and accurate processing of 1099s for all entities
Prepared and initiated timely and accurate 401(k) and Payroll direct deposits

Sep 2022 — Jul 2023

Crippen

Tax Staff

Prepared and filed Federal Tax returns such as Forms 1040 (Individuals), 1120 (Corporations), 1120-S (S Corporations), 1065 (Partnerships), 1041 (Trust and Estates), and 709 (Gifts) for various industries and of various
complexities
Prepared and filed State Tax Returns for multiple states
Prepared and filed Florida tangible personal property tax returns
Prepared diversified accounting and tax assignments
Produced clear, concise work papers, and communications
Maintained strict client confidentiality
Provided timely and high quality services and completed deliverables that met or exceeded client expectations
Offered support to the accounting and tax departments
Researched tax laws, rules, and regulations
Provided ongoing status updates to direct supervisor, client managers, and partners
Reviewed trial balances, income statements, and balance sheets and compared with supporting documents
Prepared Financial Statements
Proposed and recorded end of month and end of year journal entries
Recorded fixed assets, depreciation, and accumulated depreciation
Reconciled Payroll to 941s
Reconciled bank and other balance sheet accounts
Conducted tax planning and advised clients on strategies
Communicated with clients
Processed 1099s
Drafted Internal Revenue Service (IRS) penalty abatement letters

Nov 2021 — Dec 2022

Crime Prevention Security Systems

Controller

Oversaw all Accounting Department functions
Responsible for the scheduling and successful completion of all external audits
Provided guidance, support, and training to the entire accounting department
Worked closely with the company President, Vice President (VP) of Development, Human Resources Director, and Marketing Director to assess risks and opportunities and ensure operational compliance
Maintained General Ledger
Reconciled to bank daily
Assured that all company credit cards were reconciled in a timely manner
Oversaw reconciliations of 10 corporate bank accounts
Reviewed recordings of intercompany journal entries for 5 companies
Maintained 5 separate QuickBooks Enterprise accounts
Conducted intercompany reconciliations
Lead the completion of end of month journal entries
Prepared consolidated financial statements and compliance certificate for the bank on a monthly basis
Made sure that company loans and mortgages were paid in a timely manner
Conducted internal audits to verify internal control adherence and audit preparedness
Produced weekly cash flow projections
Performed monthly balance sheet reconciliations
Monitored payroll for all companies utilizing ADP Workforce Now
Prepared Florida sales and use tax returns
Ensured that corporate taxes were paid accurately
Oversaw check runs
Proposed internal control policies
Responsible for 1099 processing
Corroborated that 1099s and Certificates of Insurance (COIs) were being maintained properly

Aug 2021 — Oct 2021

CROM

Senior Accounts Payable Specialist

Supported Accounts Payable clerks
Prepared sales and use tax returns for multiple states
Processed weekly check runs and on-demand check requests
Maintained Accounts Payable vendor database including W-9s and certificates of insurance (COIs)
Examined internal 1099 data accuracy
Responsible for 1099 processing for over 100 vendors
Reconciled Vendor Statements
Researched and corrected discrepancies as they became apparent
Reviewed and processed a high volume of invoices
Audited over 90 credit card statements on a continuous basis
Audited WEX Fleet Gas Card account with over 80 vehicles
Processed credit card bills
Processed 3 way Purchase Order (P.O.) matching invoices
Prioritized invoices according to cash discount potential and payment terms

Jul 2020 — Aug 2020

AFIRM

Insurance Premium Auditor

Prepared detailed reports in support of audit findings
Maintained positive and supportive client relationships and provided technical expertise
Scheduled appointments with businesses in order to gather necessary information to conduct audits
Managed workload in accordance to priority
Conducted worker’s compensation and general liability audits
Examined payroll, tax records, and income statements

Jan 2019 — Mar 2021

Mactown Inc.

Accountant

Bank Reconciliation
Credit Card Reconciliation
Payroll Reconciliation
Labor Distribution Reports (ADP WorkForce Now)
Accounts Payable
Accounts Receivable
Journal Entries
Maintained General Ledger
Prepared Budgets
Prepared Financial Statements
Managed Go Fund Me Donations
Communicated with Vendors
Processed 1099s
Ensured W-9s were obtained in a timely manner
Created Cost Reports (Medicaid)
Acquired Working Knowledge of Joint Commission
Assisted with Audit Preparation
Created Reports as Needed
Worked with Vice President/Chief Operating Officer

Jan 2019 — Apr 2019

I-

IRS - Volunteer Income Tax Assistance and Tax Counseling for the Elderly (VITA/TCE)

IRS Certified Tax Preparer

Greeted all visitors to ensure a welcoming atmosphere
Assessed taxpayers to determine the type of assistance needed and confirmed they had the necessary documents to complete their tax returns
Filed federal tax returns for families using various forms such as 1040-EZ, 1040, 1099-INT, 1099-MISC, and more
Completed returns for taxpayers filing single, married filling jointly, married filling separately, qualifying widow(er), head of household, with and without dependents
Served as a tax counselor

Oct 2018 — Dec 2018

Mactown Inc.

Human Resources and Accounting Associate

Interviewed job candidates
Scheduled interviews
Managed personnel records (ADP)
Assembled new employee handbooks
Assisted with conference room reservations for employee trainings
Accounts payable
Arranged files according to fiscal year
Reconciled credit cards
Compared purchase authorization forms to receipts
Reviewed credit card use approval forms
Worked closely with Human Resources Director and Vice President/Chief Operating Officer

Jul 2018 — Oct 2018

Mactown Inc.

Accounting Intern

Processed accounts payable
Reconciled credit cards
Created reports and databases as needed
Organized files according to fiscal year

Sep 2016 — May 2018

Comcast

Telecommunications Technician 3

Troubleshot broadband and plant related issues
Provided exceptional customer service
Maintained accurate records
Repaired, maintained, installed, and troubleshot broadband equipment
Prepared wiring for digital cable, telephone, and high speed internet up to 1 Gbps
Worked with Windows 7, 8, 10, and Mac
Operated and fixed issues with printers, fax machines, VOIP phones, wired, and wireless phones
Serviced WIFI related matters, including but not limited to WIFI extenders
Maintained and tuned CISCO, ARRIS, TECHNICOLOR, as well as other brands of modems/routers
Established action plans to meet customer demands
Taught new and current customers about all products and features

Sep 2015 — Sep 2016

Comcast

Telecommunications Technician 2

Troubleshot broadband related issues
Provided an outstanding customer experience
Preserved accurate records
Repaired, maintained, installed, and troubleshot broadband equipment
Ran wiring for digital cable and high speed internet
Worked with Windows 7, 8, and 10
Worked with both wired and wireless printers
Educated customers on work performed and preventative measures

Bryan A.

FL CPA & Enrolled Agent (EA) | Fractional CFO — Audit‑Ready Accounting & Strategic Tax Planning | Hablamos Español