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CFO Accountant Concierge Services

Len Terry


Senior Accountant, Tax Preparer & Data Analysist Professional

Available For
: Contract, Full Time, Part Time or Temporary Full-Time engagements.

Strengths: Driving business analytics initiatives, data analysis and reporting; creating meaningful management reports through my advanced extensive Excel spreadsheet knowledge. Strong interpersonal skills. Developed many excellent financial systems with complex spreadsheets. Construction job cost estimating, budgeting and tracking of actual costs per job and cost code including variance reporting. Property management and analyzing net present value, return “of” and return “on” (IRR, Internal Rate of Return) of commercial real estate holding and potential acquisitions. Enhanced knowledge and application of QuickBooks, Peachtree, Xero Software, Annual Taxes, Bank Reconciliations, Accounts Receivable Collections, Financial Analyst, Web Design, Real Estate Acquisitions, Commercial or Residential Property Management, Construction Cost Estimating and Corporate System Development

Core Competencies
Include but are not limited to:

  • Construction Accounting
  • Tax Planning/Preparation
  • Financial Analysis
  • Const. Job Cost Controls
  • Budget Variance Reports
  • Business Legal Documents
  • Marketing Real Estate
  • Master at Excel / Word
  • FL Real Estate Broker
  • Marketing & Sales
  • Cash Management
  • Job Cost Budgeting
  • Cost Reductions
  • Obtain Bonding
  • Lien Procedures
  • Property Management
  • Joint Venture Structures
  • Mortgage Brokering FL
  • Quick Books Expert
  • Technology Integration
  • Regulatory Compliance
  • Efficiency Improvements
  • Bonding Compliance
  • AR / AP Collection
  • Computer Acctg. Systems
  • Maximizes Earning Potential
  • GRI Real Estate Designation


Certified Xero On-Line Accounting System Advisor
Xero On-Line Payroll Certified
Certified QuickBooks Advisor (Pending)
Licensed Public Accountant – Pennsylvania
Licensed Real Estate Broker – Florida (BK 3000276)
Licensed Mortgage Broker – FL (Inactive)
Member of National Association of Realtors
Member of Florida Association of Realtors
Graduate Realtor Institute – GRI

Business Plan


CFO Accountant Concierge

(855) 215- 2989

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