Open to opportunities

Ashley Bailine

@ashleybailine

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Senior accountant and team lead delivering GAAP financial reporting, forecasting, and tax-ready client advisory.

United States

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What I'm looking for

I’m looking to provide GAAP-compliant accounting and tax-ready financial advisory, lead and review bookkeeping work, and use forecasting, budgeting, and cost control to help clients grow with confidence.

I bring a strong background in accounting, P&L statements, cost control methods, operations, and human resources—built through years of advising clients and maintaining accurate financial records.

As a Senior Accountant/Team Lead, I hold recurring monthly meetings to provide business advisory services based on client financial analysis, and I prepare forecasts and budgets to identify opportunities in clients’ businesses.

I manage staff accountants, review bookkeeping and financials according to GAAP, complete month-end close, and oversee A/P and A/R approval and processing. I also support corporate, partnership, fiduciary, and individual tax return preparation in Thomson Reuters software.

I’ve complemented client work with ad hoc reporting and complex financial analysis, Medicare Cost Report preparation in HFS Software, and forensic accounting and business valuation experience. I’m QuickBooks Online ProAdvisor certified and experienced across Karbon, Fathom, Syft, Bill, ProSeries, Lacerte, CCH Access tax software, BOLO, and Sage accounting software.

Experience

Work history, roles, and key accomplishments

Current

Senior Accountant and Team Lead

Current

Patrick Accounting & Tax Services

Jan 2024 - Present (2 years 5 months)

Led recurring monthly meetings providing business advisory services based on client financial analysis and prepared forecasts and budgets to identify opportunities. Managed staff accountants, reviewed bookkeeping and financials for GAAP compliance, and handled month-end close plus A/P and A/R approvals and processing.

GAAP Budgeting & Forecasting Month End Close Team Leadership Financial Analysis

Client Advisor

Accountix Inx

Apr 2022 - Nov 2023 (1 year 7 months)

Provided client coaching and business advisory through forecasts and budgets to support opportunity identification. Delivered customer service, resolved client satisfaction issues, and conducted ad-hoc financial reporting and analysis.

Client Advisory Karbon Bill.com Project Management Ad Hoc Reporting Financial Analysis

Family Office Accountant

Samuel Gary Jr. & Associates

Aug 2021 - Feb 2022 (6 months)

Performed business and personal accounting for an oil and energy-focused family office, producing monthly and quarterly reports for tax planning. Maintained general ledger records and supported financial analysis and planning for estates, trusts, and multiple entities.

General Ledger Financial Analysis Oil & Energy Industry Accounting

Staff Accountant

Bendler & Company

Jun 2017 - Aug 2021 (4 years 2 months)

Prepared corporate, partnership, fiduciary, and individual tax returns using Lacerte and conducted industry and market research to keep clients informed on changing tax laws. Performed complex balance sheet reconciliations, investigated IRS discrepancies on behalf of clients, and supported forensic accounting and business valuation work.

Lacerte Tax Software GAAP Tax Reconciliations IRS Discrepancy Resolution Forensic Accounting Business Valuation

Staff Accountant

Katz & Co.

Jan 2015 - Jun 2017 (2 years 5 months)

Prepared corporate and individual tax returns in Intuit ProSeries and maintained client files through QuickBooks. Conducted industry and market research, resolved IRS discrepancies for clients, performed complex balance sheet reconciliations, and analyzed P&L statements.

Quickbooks IRS Discrepancy Resolution Tax Reconciliations P&L Statements Payroll

Director of Operations

Clyde Group

Feb 2014 - Jan 2015 (11 months)

Managed end-to-end startup operations to support growth and profitability, executing financial forecasts and implementing tools to control expenses. Oversaw personnel management, maintained QuickBooks files with quarterly reporting to the CEO, implemented a payroll system, and supervised A/P and A/R.

Financial Forecasting Expense Management Personnel Management Payroll Implementation

Education

Degrees, certifications, and relevant coursework

Montgomery County Community College

Associate, Accounting

2018 - 2019

Earned an Associate degree in Accounting as continuing education.

Lynn University

Master of Business Administration, International Finance and Hospitality Management

2007 - 2010

Completed an MBA with dual specialization in International Finance and Hospitality Management.

The Pennsylvania State University

Bachelor of Arts, Psychology and Sociology

1998 - 2003

Activities and societies: Deans’ List (Spring 2000). Research Assistant (Industrial/Organizational Psychology) and Teaching Assistant (Social Problems).

Earned a B.A. in Psychology and Sociology. Served as a Research Assistant for Dr. Susan Mohammed in Industrial/Organizational Psychology and as a Teaching Assistant for Professor Frank Clemente in Social Problems.