Courtney Lake

As a graduate from the University of South Florida with over four years of experience in bookkeeping, tax preparation, and audit support, I am passionate about leveraging my skills in accounting principles and relationship management to contribute effectively to your organization. My journey has equipped me with a robust understanding of financial reporting, compliance, and team leadership.

In my current role as a Senior Client Advisor at 360, I oversee the financial books of 20-30 companies, ensuring accuracy and timeliness in all accounting functions. My responsibilities include preparing accrual basis financial statements, managing payroll, and guiding a team of accountants. I take pride in proactively communicating with clients to help them understand their financial positions and achieve their goals.

Previously, as a Senior Accountant at Adventum, I played a crucial role in financial management, including account reconciliations and the preparation of financial statements. I also developed a Standard Operating Procedure manual for accounting policies, which streamlined our processes and ensured compliance with regulations. I am eager to bring my expertise in accounting and my commitment to excellence to a new opportunity.