Lee Allman
PROFESSIONAL SUMMARY
Lee is a CPA in Florida and Colorado with 25 years of experience in law firm and small business operations. Has a complete understanding of law firms operations and accounting, including IOTA trust accounting and capturing billable hours. Lee also enjoys using his experience to help small business start-ups establish and maintain their operations. He is a QuickBooks Online Advanced Certified ProAdvisor.
PROFESSIONAL EXPERIENCE
ALL LAW ACCOUNTING, PLLC — 07/2019 — Current
Owner/Consultant/Accountant (07/2019 — current)
Helping small business owners with their accounting/bookkeeping and other back office duties by utilizing my past accounting and business operations experience. My services include: All general bookkeeping duties, payroll, bank account and credit card reconciliations, cash flow projections, quarterly payroll returns, and monthly financial reporting. My goal with all clients is to relieve them of the day to day back office duties and allow them to run their business while I provide them with relevant and timely reports that allow them to make better business decisions. I also enjoy being involved in providing feedback and consultation on business planning and ideas to make their business more efficient.
WILLIAMS GAUTIER LAW FIRM — TALLAHASSEE, FLORIDA 04/2012 — 06/2019
Firm Administrator (04/2012 — 06/2019)
- Managed, planned, executed, and evaluated the day-to-day activities of the law firm. This included financial, human resource, facility, tax compliance and information technology.
- Direct supervision of all office administrative staff.
- Prepared monthly financial package for review with Shareholders in monthly planning meeting.
- Evaluated individual Attorney profitability compared to budgets and estimates.
- Worked with Shareholders to review current systems and procedures and implement them as necessary.
- Prepared and monitored cash flow projections and managed all cash accounts.
- Managed the 401(k) plan and worked closely with third party administrator to assure compliance with plan bylaws and federal requirements.
- Managed law firm IOTA trust accounts including issuing checks, deposits, and monthly reconciliations and ensuring compliance with trust account rules and regulations.
- Maintained relationship with banks, including lines of credit and other loans.
- Maintained and reviewed all employee benefits and annual open enrollment.
- Reviewed and updated firm liability policies annually.
- Prepared, reviewed, and approved budgets for each Attorney department.
- Worked directly with CPA tax expert to evaluate, and plan for income taxes.
- Implemented a new payroll process that made overtime calculations easier and enabled allocation of departmental labor costs.
- Implemented a new practice management software system that allows more efficient and accurate tracking of attorney billable time and allows a “paperless” system for client files that integrates with the Microsoft Office 365 suite.
- Worked closely with IT to implement systems to strive for optimal security while keeping the law firm operating efficiently.
- Guided law firm through sell-off of major practice area.
TURNER LEGACY HOMES — TALLAHASSEE, FLORIDA 09/2009 — 03/2012
Executive VP & Chief Financial Officer (09/2009 — 03/2012)
- Managed, planned, executed, and evaluated the day-to-day activities of the company and its affiliates.
- Prepared monthly financial statements for review with owners.
- Evaluated individual job profitability compared to budgets and estimates.
- Reviewed all new home closings and signed documents related to the closings.
- Worked with company managers to review current procedures and recommend and implement new or refined procedures.
- Prepared and monitored cash flow projections.
- Set up and closed construction loans with financial institutions.
- Negotiated construction lines of credit with banks and investors.
- Evaluated investment opportunities with company owners.
- Managed all cash accounts.
- Maintained insurance policies for health, liability, and workers compensation.
- Reviewed and approve budgets on new homes prior to start.
- Oversaw marketing, budget and sales pipeline.
- Executed closings on new homes with closing agent and buyer.
- Maintained product pricing and specifications and inventory list.
- Negotiated with banks on workouts and lot releases.
- Prepared project profitability analysis.
HCA PHYSICIAN SERVICES — TALLAHASSEE, FLORIDA 02/2009 — 09/2009
Senior Financial Analyst (02/2009— 09/2009)
- Prepared and evaluated proforma financial statements for proposed physician practices.
- Prepared weekly financial forecast for North Florida and South Georgia Practices.
- Analyzed profitability of physician practices compared to budgets and estimates.
- Reviewed financial information for accuracy and correct allocation.
- Worked with Practice Managers and Division Controller to prepare annual budgets.
- Prepared monthly incentive calculations for Physicians.
- Conferred with Practice Managers to review current procedures and recommend and implement improved procedures.
GREENWAYS OF AMERICA — TALLAHASSEE, FLORIDA 03/2007 — 09/2009
Chief Financial Officer (2007 — 02/2009)
- Managed, planned, executed and evaluated the day-to-day activities of the finance division and its staff.
- Conferred with Practice Managers to review current procedures and recommend and implement improved procedures.
- Evaluated and implemented changes to company policies and procedures.
- Prepared monthly financial statements for review with owners and each of the five division heads.
- Evaluated individual job profitability compared to budgets and estimates.
- Participated in the hiring process for new division heads along with setting up daily operating.
- Worked with divisional leaders to review current procedures and recommend and implement new or relined procedures.
- Oversaw monthly billings so they are timely, accurate, and meet individual contract requirements.
- Implemented a more accurate and automated payroll procedure that captures labor cost by division and job.
- Devised a purchasing and accounts payables process that ensured properly authorized orders and accurate accounts payables processing and to provide for correct and timely job costing.
- Created a monthly labor-based overhead procedure that allocates divisional overhead and corporate overhead appropriately to jobs.
THE ST. JOE COMPANY — TALLAHASSEE, FLORIDA 2001—2007
Financial Analyst, St. Joe Land Company (2004 — 2007)
- Devised and implemented a more efficient monthly sales forecasting process that allowed last minute changes while significantly reducing the chances of errors.
- Created a project tracking worksheet that enhanced the ability of the project manager review the project's actual expenditures versus budget.
- Participated in the preparation of the company's over $100M revenue budget.
- Participated in the preparation of the company's long-range plan.
- Completed course in "Like Kind Real Estate Exchanges” to assist in predetermining the qualification of real estate sales.
Regional Accountant, AdvantisGVA (Commercial Real Estate for St Joe) (2001 — 2004)
- Prepared and analyzed monthly financial reports for 3 offices in the North Florida region.
- Reviewed real estate closing documents for accuracy and processed any commissions due to the real estate agent.
- Prepared the budget and forecast for the region and its affiliated offices.
- Recipient of "Measuring Up Award" recognizing employees for their commitment to internal clients, outstanding service, continuous improvement, and teamwork.
TALLAHASSEE MEMORIAL HOSPITAL — TALLAHASSEE, FLORIDA 1994— 2001
Payroll Supervisor (1994 — 2001)
- Managed, planned, executed and evaluated the day-to-day activities of the payroll department and its staff of 4. This was for an annual payroll of over $80M for over 3000 employees.
- Participated in implementation of an electronic time keeping system and linking it to the hospital's accounting system.
- Prepared the annual budget for the payroll department and completed monthly review of performance versus budget.
- Prepared biweekly federal tax deposit along with quarterly 941 tax returns and annual W-2s.
- Created various audit reports that were used in monthly meetings with upper management.
- Created a more efficient process for processing the biweekly direct deposits and payroll tax deposit reporting.
- Prepared payroll for the hospital and its affiliated companies.