HomeAbout → Tax Case Study → QuickBooks Project → Accounting Cycle Project → Payroll Project → Managerial Accounting
Jose Luis Ramirez

Technical Portfolio

Selected case studies demonstrating GAAP compliance, tax strategy, and system architecture.

The Verification Protocol

Accounting isn’t just data entry; it’s a web of reconciliations. My approach is rooted in my background as a Non-Destructive Testing technician: verify every finding before signing off.

I treat financial statements like industrial components – stress-testing the connection between the Income Statement and Balance Sheet to ensure structural integrity. Whether it is reconciling inventory counts or aligning book-to-tax income, I do not assume numbers are right. I prove it.

Tax Case Study — Schedule C return

Small Business Tax Strategy (Schedule C)

Client Profile: Sole Proprietor (Appraisal Services)

The Challenge: Navigating a mid-year business launch with significant pre-opening costs and mixed-use assets.

The Execution:

  • Applied IRC §195 to maximize startup cost amortization.
  • Calculated complex basis adjustments for the Residential Clean Energy Credit (Form 5695).
  • Comparative analysis of Standard Mileage Rate vs. Actual Expenses Method.
READ CASE STUDY
QuickBooks Bookkeeping Project

Scalable Bookkeeping Architecture

Client Profile: Hybrid Retail/Service S-Corp

The Challenge: Building a system to track inventory and intangible services simultaneously while maintaining S-Corp equity clarity.

The Execution:

  • Designed a customer Chart of Accounts for shareholder distributions.
  • Configured CDTFA Automated Sales Tax for mixed revenue streams.
  • Simulated bank feeds to verify General Ledger accuracy.
READ CASE STUDY
Accounting Cycle & Analysis

Full-Cycle Corporate Audit Model

Project Context: Corporate Simulation (Wave Gear)

The Challenge: Verifying the financial integrity of a high-volume retail operation through a 3-month reporting cycle.

The Execution:

  • Built an independent Excel "Shadow-Book" to audit system data.
  • Reconciled accruals, deferrals, and inventory valuation (COGS).
  • Produced variance analysis reports against industry benchmarks.
READ CASE STUDY
Payroll & Tax Compliance

Payroll & Tax Compliance

Project Context: Q4 Payroll Cycle (Glo-Brite Painting Co.)

The Challenge: Managing a dual-compensation structure (salary vs. hourly) requiring manual overtime calculations, while monitoring FUTA/SUTA wage base limits.

The Execution:

  • Calculated gross-to-net pay manually, verifying FLSA overtime rates and union deductions.
  • Audited YTD earnings to strictly apply wage base cutoffs, preventing tax overpayment.
  • Reconciled Q4 general ledger accruals against Forms 941 and 940.
READ CASE STUDY
Managerial Accounting

Managerial Accounting

Project Context: Cost Modeling (Legendary Bakehouse)

The Challenge: Conducting product costing, budgeting, variance analysis, and KPI tracking across a 7-round business simulation.

The Execution:

  • Audited product costing and retail margins.
  • Built a sales-driven 12-month master budget and cash forecast.
  • Conducted material/labor variance analysis and key performance metrics.
READ CASE STUDY

Bring Precision to Your Financial Team

Staff Accountant with nine tax seasons of compliance experience and a newly earned Associate of Science in Accounting. Seeking full-time corporate accounting roles in the Central Valley where precision, compliance, and financial integrity matter.

VIEW RESUME