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Lynn E. Smith - Enrolled Agent
Lynn@smithofficesolutions.net
Lynn E. Smith has over 20 years of experience serving business and individual tax clients with a personal touch. Lynn passed the examination to become an Enrolled Agent in 1989 and owned a tax and bookkeeping practice in San Jose, CA for 12 years during the 1980s and 1990s. In 1998, she successfully sold the practice to pursue a passion for sailing. Since 2000 until embarking on the creation of SOS, Lynn was a valuable member of a well-known East Bay CPA firm which specializes in construction accounting. She has been a certified trainer for The American Contractor software (www.maxwellsystems.com ) since 2003 and has participated in the Authorized Associate Program for Sage Master Builder (www.lcc-mb.com) since 2005. Lynn's specialties include:
- Individual, business and trust tax preparation, planning and representation
- Construction industry software training, implementation and support;
- General bookkeeping services, including vast knowledge of QuickBooks;
- Guidance and clean-up during accounting software conversions;
- In particular, provides special personal service to businesses and individuals with a
keen eye for detail.
Lynn is a member of the California Society of Enrolled Agents (CSEA). www.csea.org
She serves as Treasurer on the Board of The Richmond Art Center. www.therac.org
Summer Smith - QuickBooks Pro Advisor & Notary
Summer@smithofficesolutions.net
Summer Smith has over eight years of experience working with QuickBooks in the construction industry, performing bookkeeping and office management. Before embarking on her own career, and during her high school years, Summer worked for her mother’s (see Lynn’s bio above) service company. She successfully learned how to prepare bookkeeping records for small businesses and was a valuable asset to that organization. When clients asked if she was going to follow in her mother’s footsteps, her response would be “I’ll never be a bookkeeper.” Well, DNA is stronger than teenage rebellion, and Summer found her successful niche in the business world as a bookkeeper and office manager for small construction companies.
At Smith Office Solutions, Summer has many clients for whom she performs various bookkeeping duties including payroll, accounts payable, billing and receivables, bank reconciliations, and preparation of financial statements. She provides quality reports to clients and makes presentations to Boards of Directors. Summer works with clients to set up their new small businesses in QuickBooks and provides training services. She is very proud of the diverse bookkeeping clientele that she has accumulated and states that “It has been both challenging and rewarding to work with businesses that range from non-profit organizations to landscape contractors and engineering management companies.” In 2008, Summer passed the exam to become a QuickBooks ProAdvisor, and also became a California Notary Public. In 2009, Summer has recently become the Treasurer for PRAM (Parents, Resources, and More).
Laurel Smith - Office Manager & Notary
Laurel@smithofficesolutions.net
Laurel Smith has over eight years of administrative and customer service experience. She has previously worked with the general public in retail, telemarketing and restaurant services. With three additional years of Document Services expertise, she is the resident Desktop Publisher using a broad spectrum of creativity and professionalism to meet any challenge in SOS Document Services. In addition to being the friendly face and voice that will greet you at Smith Office Solutions, in 2008 Laurel passed Federal and California exams to become a CTEC registered licensed tax preparer. Also In 2008, she became a California Notary Public, and began education to gain bookkeeping skills. In 2009 Laurel became the Treasurer for the Point Richmond Music Concert Series. Her willingness to tackle any project gives Smith Office Solutions an additional advantage to the services we provide.
Jake Smith
Tax Preparer/Document Services Manager
Jake@smithofficesolutions.net
Jake has worked for the past 12 years in customer service and security services for companies such as Agilent Technologies, Fujitsu, and HP. He started with Smith Office Solutions as Vice President and Systems Coordinator, using his previous education in Computer Science.
He most currently passed Federal and California exams to become a CTEC registered licensed tax preparer. Jake is now the manager of SOS Document Services, adding to the repertoire of functions that he successfully performs. Jake is graduating from Diablo Valley College with an Associates of Arts in General Education and will be pursuing his Bachelor’s Degree in Psychology with a minor in Business. He is the company’s ambassador to the Richmond Chamber of Commerce and in 2009 became a board member for the Point Richmond Business Association. As of May 1st, Jake became President of the Point Richmond Business Association.
Guy Cross brings twenty years of finance and accounting experience to Smith Office Solutions.
During the first fourteen years of his working life, Guy was employed in labor intensive jobs. He then decided, mid-career, that he would be better challenged in the finance and accounting field, and so returned to school. Guy's accounting career began with a small Sacramento CPA firm where he spent six years preparing individual, partnership and business tax returns, and provided bookkeeping work and accounting support for many business clients in a broad range of industries.
Although his accounting experience in the private sector has been concentrated in the construction industry, Guy has had exposure to many business entities including real estate/property management and investment securities. Each of Guy's positions in small to medium -sized companies has been as Controller or Accounting Manager. These positions required that he often take on the roles of Human Resources Director, Office Manager, and Information Technology Specialist. This has made for well-rounded exposure and experience in office setup and solutions and will aid Guy in his ability to serve our diverse business clients.
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