David
Burney, CPA, CIA, MBA
Certified Public Accountant Certified
Internal Auditor
Serving businesses in
Jefferson, Hamblen, Grainger, Hancock, Cocke,
Greene, Hawkins, Sullivan, Washington, Claiborne,
Knox, Sevier, Union, and others
in East Tennessee.
Onsite pickup & delivery!
SERVICES OFFERED
- IRS Problem
Resolution
- Tax - 1040,
1065, 1120, 990
- Payroll
processing and reporting
- General Ledger
and Bank Recons
- Cash Management
- Internal
Control Reviews
- Incorporation &
Business Setup
- Computer
Forecasting Models
- Worksheet
Development
- Business
-
Consulting/Development
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Engagement agreements
will be prepared for all
services provided to clients. |
Burney CPA INC
offers standard accounting services (payroll
processing, general ledger maintenance, bank
reconciliations, etc.) along with
monthly/quarterly/annual Sales and Liquor tax
reporting, payroll tax reporting (941, 940, SUTA,
W2s/W3s, etc.), bank and cash management, IRS and
state problem resolution (including Installment
Agreements and Offers in Compromise), and annual tax
returns for individuals, partnerships, LLCs,
S-Corporations, and C-Corporations.
Burney CPA INC also
provides services to
charitable organizations including
all the typical ledgers and monthly, quarterly, and
annual reporting for any business (as noted above),
optional cash management, and required IRS Form 990
tax returns and state charitable organization
reporting requirements.
Burney CPA INC also
provides incorporation services using external legal
services where appropriate, and Burney CPA INC can
obtain all necessary governmental accounts for
required reporting for the type of business you
desire to have when establishing a new legal entity.
Key Highlights
International Experience
Extensive Business Process, Financial, and Internal
Control Reviews & Audits in US, Canada, Europe, Japan,
and Mexico
Certification & Degrees
Certified Public Accountant
Certified Internal Auditor
Master of Business Administration
Bachelor of Arts (Accounting)
Primary Experience
Auditing/Internal Control, Business Process
Improvement, Financial Analysis, Financial Systems
Supervisory
Experience
Two years as manager of ten professionals and clerical
staff within Ford Motor Company
Financial Systems Experience
In addition to Microsoft Office, Lotus, and various
other reporting and financial consolidation software
packages, 8 years extensive administrative and user
experience with Hyperion financial systems-- including
project design, implementation, security, and
financial modeling, analysis, and reporting.
General
Computer Skills
Extensive internet, PC, LAN, and Mainframe Skills;
Extensive experience with graphics, presentations,
website design; Very knowledgeable of LAN and PC
configurations and major systems architecture for
mainframe applications.
Additional
Experience
Public Accounting (tax and general ledger)
Adjunct Professor (Nashville Tech)
Website Design (Website Decor) |
|
David Burney, CPA, CIA, MBA
Curriculum Vitae / Dossier / Résumé
Education
and Designations
James David Burney graduated from
David Lipscomb University with a major in Accounting. He later
completed his MBA from Belmont University's Jack C. Massey
School of Business. Mr. Burney holds both a Certified Public
Accountant and a Certified Internal Auditor designation.
From his first position
subsequent to completing his undergraduate program at David
Lipscomb University, Mr. Burney has excelled at creating
financial systems and re-engineering processes to improve
efficiency and reduce both delivery times for financial data and
associated costs.
American
General
He began his corporate experience
with American General Life and Accident Insurance Company in the
Internal Audit department performing financial, operational, and
EDP audits in addition to participating in procedures and
control activities. Later, within the Controller Office, Mr.
Burney focused on creating analytical review models for
accounting staff. He also became a team member in designing a
replacement reporting system using Hyperion-based tools.
Ford Motor
Company
Mr. Burney later joined PRIMUS
Financial Services (Ford Motor) where he progressed through a
series of roles which further built his financial and systems
skills. He automated interfaces to the general ledger for
accounting purposes and extensively improved data reported in
the Ford Management Analysis and Planning System (MAPS).
Mr. Burney also
corrected another serious problem: a failed audit of the
procurement function. His efforts as a manager of ten
professional and clerical staff resulted in a fully documented
and tested process that achieved an "effective controls" ratings
in subsequent audits.
Alcoa
He then accepted a position with
Alcoa-Fujikura, Ltd. (AFL). Within AFL, he performed financial
analysis, implemented reporting tools, and completed internal
control assessments and audits. He pioneered a departmental
website for the automotive group for secured web delivery of
statistical and financial reports. He also created an auditor
approach to business processes whereby extensive analysis
resulted in tightened internal controls for company operations
in the United States, Mexico, and Europe.
In 2000, Mr. Burney
introduced an accelerated method of self-assessment combined
with a "living" presentation methodology which replaced printed
books/materials with intranet-based documentation. This process
allowed the business unit to maintain "live" documents, updated
regularly, which met or exceeded Alcoa Internal Audit
documentation expectations.
Tests of controls were
implemented which were comprehensive and cross-referenced within
the ASAT documents. Common practices were implemented within the
organization. Extensive domestic and international reviews and
improvements of business processes were implemented. These
efforts usually resulted in improved audit scores, but more
importantly, in improved business practices. This method was
acknowledged in 2001 by Alcoa Internal Audit as a best practice
(Michels GmbH--Germany location).
Burney
Consulting
Since leaving his employment with
AFL in July 2002, Mr. Burney has provided consultant services in
the areas of internal control, business process review,
documentation and procedures, and financial analysis to various
Alcoa business units. Additionally, he has worked with Alcoa
Internal Audit on the new web-based ASAT tools and has also
monitored modifications to ensure procedural needs of various
locations are aligned to expectations.
Burney CPA
Beginning in 2007 after 4.5 years operating exclusively as a
consultant, Mr. Burney purchased Betty Burney's CPA practice
in Smyrna TN and operated that practice until August 2015, at
which time he sold the practice to Joel Parks CPA of Smyrna TN.
While retaining a few key clients in middle Tennessee, Mr.
Burney migrated to east Tennessee in the Morristown and
Jefferson City area and now offers accounting, payroll, tax,
cash management, and
consulting services to small, medium, and large businesses,
charities, and individuals throughout northeast Tennessee.
Educational, Professional, and Community Service Roles
Mr. Burney also has served as an
instructor of Accounting Principles and Auditing at Nashville
State Technical Institute, as an adjunct professor. Mr. Burney
is a member of the American Institute of Certified Public
Accountants and the Tennessee Society of Certified Public
Accountants. He has served publicly in roles of community
planning and as a president of a condominium association.
For detailed descriptions of Mr. Burney's
corporate and international work experience from 1988 through
2007,
open this PDF file
(note: the address on the attached PDF is no longer correct). |
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Burney CPA
INC Links
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