Project Time & Cost, LLC

• Conduct client workshops to map processes, identify improvements, and design optimized workflows for Sage X3. • Configure and customize Sage X3 modules using scripting and workflow design to meet client needs. • Manage data mapping, setup, and migration, ensuring accuracy and readiness for go-live. • Lead testing phases (unit, integration, UAT), troubleshoot issues, and ensure smooth ERP deployment. • Create user guides, deliver training, and provide ongoing support to client teams. • Collaborate with project managers and cross-functional teams to manage scope and deliverables. • Mentor junior consultants, review their work, and share knowledge to build team expertise. • Stay updated on Sage X3 advancements and industry best practices through training.

• Coach/Mentor staff to assist with enhancing their skills and further developing their career • Manage office workflow and procedures • Lead client engagement and become relationship owner • Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax returns • Provide advisory services to clients related to tax, finance & business practices • Work with Tax Director to develop and implement the firm's retention, growth, and operational strategies

• Coach/Mentor staff to assist with enhancing their skills and further developing their career • Manage office workflow and procedures • Lead client engagement and become relationship owner • Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax returns • Provide advisory services to clients related to tax, finance & business practices • Work with Tax Director to develop and implement the firm's retention, growth, and operational strategies

• Prepare complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns. • Build, maintain and enhance client relationships. • Advise clients on issues related to tax, finance & business practices. • Identify, research, and resolve complex tax issues. • Support manager with various ad-hoc projects.

• Assist with the development and execution of an annual risk-based internal audit plan that aligns with the organization’s objectives and addresses key risks across operations, finance, compliance, IT, and other areas. • Plan and lead complex attest engagements including audits, reviews, and compilations from planning through reporting, ensuring engagements are conducted objectively and in adherence to standards. • Evaluate the design and operating effectiveness of internal control systems and risk management practices for clients and internally across the organization. • Identify control gaps, ineffective processes, and areas of risk exposure through audit testing and analyses. • Develop practical recommendations to strengthen governance, enhance risk management capabilities, and improve efficiency and effectiveness of operations. • Prepare comprehensive audit reports that document audit scope, findings, risks, conclusions, and recommendations. • Conduct quality assurance reviews to ensure engagements are carried out according to standards and organizational policies. • Consult with internal department leaders and process owners to advise on risks, controls, and opportunities for operational improvement. • Monitor implementation of internal recommendations and management action plans to remediate deficiencies. • Report on internal monitoring activities and key issues to executive leadership. • Establish and maintain collaborative relationships with external auditors and regulators as required.

• Provide accounting and advisory services for a variety of clients, including individuals and businesses in a variety of industries. • Perform general accounting duties including entering transactions and reconciling general ledger, credit card, and cash accounts; propose and record journal entries. • Perform complex adjustments and reconciliations on books; clean-up of accounting systems and records. • Utilize accounting software and systems to prepare financial reports, ensuring adherence to accounting standards such as GAAP. • Propose and setup accounting systems and services for new clients. • Prepare payroll and payroll tax returns; prepare and file sales tax returns, record and report fixed assets and personal property. • Utilize strong industry knowledge and research abilities to provide high level service on complex projects. • Proactive risk and compliance assessments, and best practice recommendations to clients. • Oversee and review work from entry level staff. • Train and oversee staff accountants. • Manage personal and team projects, manage competing priorities and ensure timely completion of projects and adherence to deadlines. • Develop relationships with clients and gain understanding of their finances and businesses. • Interpret financial reports provided by clients, and within accounting software.

• Analyze business processes and provide solutions using Sage ERP systems. • Interview customers to document their requirements. • Install, configure, and test the ERP system. • Perform data migrations. • Customize and configure the systems to integrate with multiple systems. • Provide professional user training and support. • Work effectively under time constraints, deadlines, and workloads with changing and multiple priorities.

• Monitor and investigate alerts across Microsoft Defender (Defender for Endpoint, Defender for Identity, Defender for Office 365) and associated security platforms • Analyze Entra ID (Azure AD) sign-in logs, audit logs, and risky sign-in activity to identify potential account compromise or misuse • Respond to security incidents involving endpoints, identities, email, and collaboration platforms • Tune and optimize detection rules, alert thresholds, and signal-to-noise ratios within SIEM and Microsoft security tools • Perform log analysis and basic threat hunting using tools such as Microsoft Sentinel, Defender Advanced Hunting, and audit logs • Implement and validate Conditional Access policies, MFA enforcement, and identity protection controls • Support endpoint security through Intune and Defender for Endpoint, including policy enforcement, device compliance, and response actions • Collaborate with IT to harden Microsoft 365 configurations (Exchange Online, SharePoint, Teams) and reduce attack surface • Support vulnerability management by identifying gaps and coordinating remediation across systems and endpoints • Maintain clear and audit-ready documentation of incidents, controls, and response activities • Assist with eDiscovery, audit requests, and compliance-related investigations when required • Identify gaps in monitoring, coverage, or controls and recommend improvements to security architecture

• Work with and support the firm's Director in leading and managing the local team • Become a primary point of contact for clients from retiring partners • Serve as the primary point of contact and relationship manager for new clients • Work with the firm's executive team and Director to develop and execute the firm's growth initiatives, product, and services offering and operational strategies • Review and manage individual, business (c-corps, s-corps, and partnerships) and trust tax return engagements • Lead firm's consulting and advisory efforts in the region • Lead and manage staff in areas of research, training, and development

• Assist with the development and execution of an annual risk-based internal audit plan that aligns with the organization’s objectives and addresses key risks across operations, finance, compliance, IT, and other areas. • Plan and lead complex attest engagements including audits, reviews, and compilations from planning through reporting, ensuring engagements are conducted objectively and in adherence to standards. • Evaluate the design and operating effectiveness of internal control systems and risk management practices for clients and internally across the organization. • Identify control gaps, ineffective processes, and areas of risk exposure through audit testing and analyses. • Develop practical recommendations to strengthen governance, enhance risk management capabilities, and improve efficiency and effectiveness of operations. • Prepare comprehensive audit reports that document audit scope, findings, risks, conclusions, and recommendations. • Conduct quality assurance reviews to ensure engagements are carried out according to standards and organizational policies. • Consult with internal department leaders and process owners to advise on risks, controls, and opportunities for operational improvement. • Monitor implementation of internal recommendations and management action plans to remediate deficiencies. • Report on internal monitoring activities and key issues to executive leadership. • Establish and maintain collaborative relationships with external auditors and regulators as required.