WILLIAM V.

HARRELL
5101 South Mill Avenue, # 209
Tempe, Arizona 85282-6815
480,839.0540
wha7d1e2@westpost.net
________________________________________
PROFESSIONAL PROFILE
Certified Public Accountant. Financial Planning - Accredited Strategic Planner.1
9+Years Professional Experience. Financial Statements. Auditor. Income Taxes. A
ccounting and Reporting Systems. Budgets. Cash Flow Projections. Employee Manage
ment and Development. Property and Equipment Accounting. Analytical Review. Rati
o Analysis and Interpretation. Conference Speaker. Communication Proficient: Gra
mmatical Accuracy, Precise Word Choice, Creative Thinker. Interpersonal Skills
- Intuitive Nature, Proactive, Situation Resolution. Computer Expertise: Excel,
Word, Lacerte, Familiarity with QuickBooks, Mass, Timberline. Willing to Learn N
ew System Software. Loyal. Capable of Making Decisions. Dependable and Reliable.
Ethical.
PROFESSIONAL EXPERIENCE
Sole Proprietor, William V. Harrell, CPA, Tempe, AZ 2006 - Present
Provide full range of accounting services
* Received unmodified Peer Review Report, with no Letter of Comment; December,
2008
* Perform all required procedures in financial statement engagements (audit, rev
iew, other)
* Prepare federal and state income tax returns for businesses and individuals
* Facilitate strategic planning sessions for business owners
Managing Director, Harrell & Kimbler, CPAs, P.C., Tempe, AZ 1998 - 2005
Responsible for Firm's practice development and quality control
* Reviewed all financial statements and related accountants'/auditors' reports f
or quality compliance
* Reviewed work paper files and documentation prepared by Firm's staff for confo
rmity with GAAP, GAAS, and/or SSARS
* Reviewed tax returns, including file documentation, prior to assembly and deli
very
* Entered new niche market - retirement plan audits and DOL compliance
* Introduced strategic planning and defined the role of 'Facilitator' in conduct
ing sessions
* Earned average realization rate of 114% from facilitation services rendered
* Created Analytical Review Report, companion document to financial statements -
ratios, analytical history, and full graphic presentation
Director of Marketing/Principal, Gallant and Company, CPAs, Phoenix, AZ 1991
- 1997
Accountable for client base of merged predecessor, Harrell & Company, Ltd.
* Performed Shareholder review of all financial statements and tax returns
* Engaged clients, prospects, and referral sources habitually, generating new op
portunities
* Managed and supervised staff of 12 to18
* Performed all billing functions for clients within my sphere of responsibility
Managing Director, Harrell & Company, Ltd., Scottsdale, AZ 1983 - 1991
Managed all aspects of practice, including marketing, billing, collecting, banki
ng, and financing
* Grew Firm revenues at the annualized, effective rate of 16% per year
* Developed niche market in construction industry
* Structured aggressive marketing program from niche, and other successful activ
ities - seminars, etc.
* Became recognized in the state as a leading expert in the construction industr
y
* Surpassed $1M in gross volume in 1989
* Engineered successful Firm merger in 1991; post-merger Firm revenues were in e
xcess of $4.5M
EDUCATION AND CREDENTIALS
* Bachelor of Science, Accounting, Bradley University, Peoria, IL 1970
* Accountancy Honor Society, September, 1966 - January, 1970
* Treasurer, Alpha Kappa Psi, Professional Business Fraternity, 1966
* President, Alpha Kappa Psi, Professional Business Fraternity, 1968 - 1969
* Certified Public Accountant, Renewal date, 2011
* Accredited Strategic Planner, 2004
COMMUNITY, PROFESSIONAL, AND NICHE INDUSTRY SERVICE
* Associate Founder, La Casa de Cristo Church, Held various leadership positions
, 1975 - 1979
* Industry/Client Advocate, AGC National Tax Conference, Washington D.C., 1986
* Steering Committee Member, Formation of the Arizona Building Alliance, 1988
* Active Member, ASCPA Accounting & Assurance Steering Committee, 2008 - Pres
ent