Experience

1981-1985       Blue Cross & Blue Shield         Concord, NH

Medicare Auditor

·        Responsible to audit for home health agencies in New Hampshire and Vermont for Medicare and Medicaid programs.

·        Promoted to Senior Audit in charge of two staff auditors.

1985-87           Jan Westervelt, CPA, PC         Barre, VT

Auditor

·        Responsible for auditing and preparing Medicare/ Medicaid cost reports for home health agencies.

·        Responsible for audits of under yellow book and A-133 of federal grant receiptants.

1985–1987      Homecare Software, Inc.            Manchester, NH

Sister corporation to Jan Westervelt, CPA, PC

Manager of Software Development and Sales

·        Responsible for development of general ledger and payroll links from proprietary Medicare billing software that was being developed.

·        Responsible for development of cost report generator from data contained in accounting system.

·        Responsible for sales and support of clients.

1987–1993      Local CPA Firm                       Manchester, NH

Accountant/ Manager

·        Responsible to prepare federal and state tax returns for clients.

·        Responsible for audits, reviews and compilations for business clients.

·        Responsible for supervision of a portion of the accounting staff in preparation of accounting services and tax returns for clients.

·        Developed billing software using Progress database.

1993–1994      Brad Borbidge,PA, CPA              Concord, NH

Accountant/ Manager

·        Responsible to prepare federal and state tax returns for clients.

·        Responsible for audits, reviews and compilations for business clients.

·        Responsible for supervision of the preparation of tax returns for clients.

·        Responsible for audits and preparation of cost reports for healthcare clients.

1993–Present     Wheeler, Ring & Dolan, P.C. Manchester, NH

President/ Managing Partner

·        Responsible to prepare federal and state tax returns for clients.

·        Responsible for audits, reviews and compilations for business clients including non-profits under governmental audit requirements of A-133.

·        Responsible for management and supervision of the accounting and support staff.

·        Responsible for audits and preparation of Medicare cost reports for healthcare clients.

·        Responsible for management of firm including peer reviews.

·        Responsible for installation/ maintenance of computer network including but not limited to Internet access.

·        Responsible for installation and maintenance of client computer hardware and accounting software including computer networks and Internet access.

Education

·        1977–1981      New Hampshire College           Manchester, NH

·        B.S. in Accounting.

·        Certified as a Public Accountant, licensed in NH and FL..