About Us

About Our Firm

For years, Hays Consulting, Inc. has been providing quality, personalized financial guidance to local individuals and businesses. Hays Consulting, Inc.'s expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Hays Consulting, Inc. is one of the leading firms in and throughout Los Alamitos. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Our Mission

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Qualifications: *Enrolled Agent, EA - Enrolled to practice before the Internal Revenue Service under 31 Code of Federal Regulations Part 10 (Treasury Department Circular No. 230).* *Member of the National Association of Enrolled Agents (NAEA)* *Member of the California Society of Enrolled Agents (CSEA)* *Member of National Society of Accountants* **Accredited Tax Preparer, ATP - by Accreditation Council for Accountancy & Taxation** **Accredited Tax Advisor, ATA - by Accreditation Council for Accountancy & Taxation** *Member of the QuickBooks® Professional Advisors Program.* *Certified QuickBooks® ProAdvisor* *Awarded the permanent credential of Certified Cash Manager, CCM - by the Association for Financial Professionals ("AFP"). in 1991.*

Corporate Treasury Management over Tax, Insurance, Cash, Budget, Debt, and Investment departments for various corporations for more than thirty years before founding Hays Consulting, Inc.

Principals

Origin

Born in Weld County, Colorado, and spent formative years on a small ranch on the Box-Elder Creek, approximately thirty miles Southeast of Greeley, Colorado. The harsh winters and fluctuating cattle market prices changed the course of life from Agriculture to Finance and Business.

Experience

President of Hays Consulting, Inc. 1998-Present

Preparation of tax Forms 1040, 1041, 1065, 1120 and 1120S for various clients.
Individual tax planning and financial advice to various clients.
QuickBooks® Software Installation, training and maintenance for various clients.

Project and Change management

Subcontracted to CKE Restaurants, Inc., Orange, CA.

Prepared and executed project plan to transfer Cash Accounting Department from Rocky Mount, NC to Orange, CA.
Recruited and trained new staff in the use of "T-Recs", a total reconciliation software system by Chesapeake, Inc.
Developed data integrity for system after re-initialization of T-Recs.
Created business policy procedures for new department manager.
Managed the plan for preparation of all corporate bank account reconciliation's.

SAP R/3 FI/CO Implementation and Training

Subcontracted to Phillips North America (PNAC), Manhattan, NY.
Prepared and taught formal courses in basic use of SAP R/3, Advanced use of SAP R/3, Planning, Accounts Payable and General Ledger to end users within the company prior to go-live date.
Subcontracted to Adflex Solutions, Inc., Chandler, AZ.
Reviewed and corrected FI configuration.
Prepared Business Process Procedures.
Provided end user training for Accounts Payable and General Ledger.
Installation of financial software for New Horizons Preschool, Long Beach.
Treasury Manager for Merisel, Inc.1983-1998.

Debt Management

Managed and acted as internal agent for $150,000,000 debt held by more than 75 debenture holders until debt was converted to equity.
Prepared due diligence review for $125,000,000 New Issue of 12 ½ % Senior Notes due 2004.
Negotiated Revolving Credit Agreements with Bank Syndication.

Domestic Treasury Management

Implemented the use of a lock-box network that decreased DSO by a minimum of six days.
Implemented a controlled disbursement system with positive pay that protected the company from losses due to check fraud and allowed the reduction of collected funds left on account to less than $100,000 per day.
Implemented ICMS Treasury Work Station.
Prepared due diligence review for IPO in 1988.
Prepared due diligence review for SEC filings (i.e.,10K, 10Q, etc.).

SAP R/3 Implementation Team

Mapped financial data elements from legacy system to SAP R/3 system.
Implemented the Accounts Receivable module for Merisel's Canadian subsidiary.
Configured Cash Management and Cash Planning for Merisel, Inc.
Created and prepared training courses for Cash Application and Treasury for conversion to SAP R/3.
Prepared SAP R/3 FI Business Policy Procedures.
Provided support and helped with implementation of General Ledger, Accounts Payable, Fixed Asset and Credit modules.
Cash Application and invoice clearing.
Managed team of twelve associates that applied funds received against outstanding invoices. Team cleared approximately 200,000 invoices per month.
Established direct debit program for approximately 3,000 COD customers allowing them to establish credit while reducing DSO by three days.

Insurance Management

Reviewed risk, and purchased Property, Business Interruption, Liability, Directors and Officers, Auto Liability and Workers' Compensation Insurance as needed.
Established loss control procedures.
Managed property and liability claims.

Tax Management

Prepared Federal and State Income Tax returns.
Prepared Sales & Use Tax returns for States in which company had nexus.
Researched tax scenarios and presented recommendations to management.
Successfully settled all tax audits during period of responsibility.
Prepared Canadian Income Tax returns.

Education

California State University at Long Beach, CA 1973 -1975.
Accounting and Finance.
Harbor College, Harbor City, CA 1970-1973;
Accounting and Finance.
Colorado State College, Greeley, CO 1957 - 1963.
Biological Science major with Educational Psychology minor.
Numerous seminars and courses in SAP, Treasury, Cash Management, and Taxes.

Accreditation & Licenses

Enrolled to practice before the Internal Revenue Service under 31 Code of Federal Regulations Part 10 (Treasury Department Circular No. 230.
Enrollment No. 75171
Accredited Tax Advisor (Accredition Council for Accountancy & Taxation, Inc.)
Accredited Tax Preparer (Accredition Council for Accountancy & Taxation, Inc.)
Certified Cash Manager.
Permanent status awarded. July 1, 1991.
Certified QuickBooks® Professional